Pipeline view
See every deal at a glance.
Kanban view shows where each opportunity sits. Drag to advance stages. Open a card to see the full history without leaving the page.
Tools That Drive Real Results
Close More Deals with Confidence
Tegrity Connect gives you everything you need to manage your pipeline, track performance, and get paid — fast. From sales dashboards to Stripe integration, you'll close more deals and stay in control, all backed by a thriving marketing community and proven strategies.
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Visibility into every deal
My team now has a clear, concise way to track all of their data. We have visibility, and we set KPIs for each team member to keep driving growth.
How it works
A workflow your team will actually use.
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1
Build a pipeline that fits your sales process
Drag-and-drop stages — Lead, Quote, Proposal, Won. Customize per service line or team without writing a line of code.
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2
Move deals forward without thinking
Tasks, reminders, and follow-up triggers fire as deals progress. Reps know what to do next, every time.
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3
Get paid faster
Send invoices and accept payments from inside the deal — Stripe, ACH, card. No more chasing checks.
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4
See where revenue is leaking
Conversion funnel shows where deals stall. Fix the weak link and watch close rates climb.
Payments
Close and get paid in one motion.
Built-in Stripe means a signed proposal becomes a paid invoice without a hand-off. Recurring billing, partial payments, and ACH all supported.
By the numbers
Real impact, measured.
1 click
Payment to deal
Charge cards, run ACH, and mark deals won — all from inside the opportunity.
Common questions
Things prospects ask before signing up.
Yes — pipelines are fully customizable. Name your stages whatever you call them (‘Estimate Sent’, ‘Walkthrough Booked’, ‘Materials Ordered’), and reorder them anytime. We also include 60+ pre-built pipeline templates if you’d rather start from a proven one.
Yes. QuickBooks and Stripe both connect to Tegrity Connect — invoices, payments, and customer records sync automatically. We also support integrated payments inside the platform if you’d like to skip Stripe and process payments directly through Tegrity Connect.
Absolutely. Role-based permissions let you give each rep visibility into only their own deals, or share visibility within teams. Managers see everything; owners see what you decide. (Role-based permissions are available on Business and Enterprise plans.)
Tegrity Connect flags deals that have gone quiet — no activity in X days, missed follow-ups, stuck in one stage too long — so you know exactly where to focus. You can set up automations to nudge reps (or the customer) the moment a deal goes cold.
Ready when you are
See it live on your account.
Book a 20-minute walkthrough. Bring your real questions — we'll show you exactly how this works on a sample account.