Drag-and-drop email and SMS workflows that fire on the perfect schedule. Build once, edit anytime, and let AI personalize every touchpoint.
I'd never used a CRM before, and it's helped me streamline my marketing and sales tracking in one place. From social media to surveys to online scheduling — I'm getting a lot out of this app.
Behavior-aware drip campaigns that adapt as leads engage.
Choose from welcome, reengagement, post-purchase, or build your own from scratch.
Branch on opens, clicks, page visits, deal stage, or any custom field — visually, without code.
Email, SMS, voicemail drops, and in-app notifications in the same workflow.
AI suggests subject lines, send times, and step tweaks based on what is actually working.
Build a 12-step nurture in 10 minutes with a canvas that anyone on your team can use.
Send-time AI learns when each contact opens email and queues delivery for their personal sweet spot.
Teams using our marketing automation report tripling the volume of leads passed to sales.
Smarter targeting and automated nurture cuts wasted spend almost in half.
Automated workflows engage every new lead in minutes, not days.
Smart drip campaigns are part of our Business plan and up. Starter plan customers get one-time email and SMS sends; Business adds multi-step sequences with branching logic and behavior triggers.
You can launch your first campaign within hours of getting your account. We include 60+ pre-built CRM templates with proven drip sequences, so you can clone one and customize the messages. Full guided onboarding takes 7–14 days. Optional paid services are available if you’d like us to build your first few flows for you.
Drips work best when everything’s in one place — that’s how the AI knows what a lead has clicked, when they last replied, and where they are in your pipeline. You can keep using other tools, but most customers consolidate their drip campaigns inside Tegrity Connect after the first month or two.
Business plan customers get 24/7 chat support — so if a sequence isn’t firing correctly or you want help refining the logic, a real person on our team can help. You also get 60+ CRM templates including proven drip frameworks.
See how smart drips turn cold contacts into ready-to-buy customers — on autopilot.
