Built-in Stripe, ACH, and recurring billing turn a signed proposal into a paid invoice in one motion. Auto-dunning catches overdue accounts before they go stale.
We've been using Tegrity Connect for several months and are very pleased with the product. It's easy to use and very functional with minimal modification. I highly recommend it.
Payment workflows built right into the CRM.
Pull line items from your catalog, apply discounts, attach terms. Send for e-signature in one click.
Signed quote? Invoice fires automatically with the right line items and tax handling.
Credit card, ACH, Apple Pay, recurring — built in. No third-party portal.
Native QuickBooks and Xero sync means every payment matches a deal and an invoice automatically.
Stripe and ACH live inside the CRM. Customers click, pay, and the deal moves to closed-won.
Late invoice? Tegrity sends three escalating reminders and pings the rep on day 15.
Small business owners reclaim an entire workday by replacing five tools with one.
Cancel the email tool, the booking tool, the invoicing tool, the SMS tool, and the CRM.
Every customer interaction lives in a single, searchable timeline.
Integrated payments are part of our Business plan. Starter plan customers can still send quotes and invoices through our Stripe or QuickBooks integrations — Business adds in-platform payment collection so you can charge customers directly without leaving the deal.
Once you connect your Stripe (or our integrated payment processor), you can send your first invoice the same day. Full guided onboarding takes 7–14 days and includes wiring up your sales tax, payment methods, and any custom workflows. Optional paid services are available for automation setup and data migration.
Yes — Tegrity Connect plays well with QuickBooks, Stripe, and other accounting tools so your books stay in sync. You can also keep your existing payment processor if you’d rather not switch. Paid data migration is available if you’d like historical invoice records brought in.
Business plan customers get 24/7 chat support — so if a payment hiccups or an invoice template needs tuning, a real person on our team can help sort it. You also get 60+ CRM templates and proven billing workflows.
Book a demo and see how Tegrity Connect runs quote-to-cash inside your pipeline.
