Send proposals, e-signatures, and payment links from inside the deal record. Automated nudges keep cold deals warm without your team chasing.
My team now has a clear, concise way to track all of their data — and we set KPIs for each team member to keep driving growth.
Stage-based playbooks that take the guesswork out of selling.
Define stages, exit criteria, and required fields once — every rep follows the same playbook.
Every stage advance triggers the next task: send the proposal, schedule the demo, draft the contract.
Deals that sit too long bubble to the top so managers can step in before they die.
Generate the quote, send the e-signature, collect payment — without leaving the deal record.
Build the proposal, get it signed, and collect payment without ever leaving the CRM.
Conversation intelligence transcribes, summarizes, and scores every sales call so reps learn from their own data.
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 and basic follow-ups are part of our Starter plan. Automated reminders, drip sequences, and deal-stage triggers are available on Business and Enterprise plans.
You can start tracking deals the day your account is live. Building your automated follow-up flows takes most teams 7–14 days with our guided onboarding. Optional paid services are available if you’d like us to set up the automations for you.
Yes. Tegrity Connect connects to your calendar, your email, your phone system, and your payment processor — most teams keep the tools they love and let Tegrity Connect orchestrate the workflows between them. Paid data migration is available if you’d like to bring historical deal data in.
Business plan customers get 24/7 chat support — so if a deal’s stuck or an automation isn’t firing, a real person on our team can help you debug. You also get 60+ CRM templates including proven closing workflows.
Book a demo and see how Tegrity Connect helps you close more, faster.
