Auto-route new leads into the right stage, score them on intent, and tag them by source so your reps work the warmest opportunities first.
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.
A daily prospecting motion your reps will actually run.
Filter your database or external lists by fit, intent, or campaign source — get a list of who to work today.
Tegrity drops each prospect into the right multi-touch cadence based on segment and persona.
Click-to-call, click-to-email, click-to-text — every interaction logs automatically.
Qualified prospects move into a stage-based pipeline the moment they raise their hand.
The system surfaces the leads most likely to convert today and removes everything else from view.
Calls, emails, texts, and tasks — orchestrated so no prospect falls through the cracks.
Teams close deals more than a third faster when their pipeline lives in one system.
Built-in playbooks and AI suggestions help reps move the right deal forward at the right time.
Flat pricing means you can add reps without renegotiating your contract.
Pipeline management is included with our Starter plan and up. Advanced lead scoring, automated routing, and AI prospecting are part of the Business plan.
You can start tracking deals in your pipeline the day your account is live. Setting up lead capture, scoring rules, and routing takes most teams 7–14 days with our guided onboarding. Optional paid services are available for automation setup and data migration if you’d like us to handle it.
Yes. Your existing lead sources — Facebook ads, Google ads, your website forms, referrals — all pipe into Tegrity Connect without ripping out what’s working. We also offer paid data migration if you’d like your historical pipeline brought over cleanly.
Business plan customers get 24/7 chat support — so if a lead source isn’t behaving or you want help tuning your scoring, a real person can help. You also get 60+ CRM templates including proven sales pipeline starter kits.
Book a demo and see how Tegrity Connect builds your sales pipeline on autopilot.
