Stop hunting through spreadsheets, inboxes, and DM threads. Tegrity Connect pulls every call, email, text, and visit into a single timeline your whole team can see.
My team now has a clear, concise way to track all of their data. Most importantly, we all have visibility — and we set KPIs for each team member to keep driving growth.
A unified customer record that anyone on your team can pick up and run with.
Email, SMS, calls, web forms, point-of-sale, and reviews all flow into one timeline.
AI detects when "Jane Doe" and "J. Doe" are the same person and consolidates them.
Add firmographic, demographic, and intent signals to every record automatically.
Top of the record shows lifetime value, last touch, next step, and anything urgent.
Every call, every email, every visit, every transaction — laid out so the next conversation picks up exactly where the last one left off.
AI matches new contacts against existing ones using fuzzy logic — and asks before merging anything important.
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.
Yes — unified customer records are core to Tegrity Connect and included with our Starter plan and up. As you grow into Business and Enterprise plans, you add things like advanced segmentation, role-based visibility, and multi-location dashboards.
The platform is ready to start logging customer activity the day your account is live. Importing your historical contacts and conversations is part of guided onboarding (7–14 days). Optional paid data migration is available if you’d like us to bring in records from your old CRM, email tool, or spreadsheets cleanly.
Yes. Unified records pull data from your phone, email, calendar, payment processor, and any other apps you’ve connected — without forcing you to abandon them. The goal is one customer view, not one forced platform.
Business plan customers get 24/7 chat support — so if a record looks wrong or you want help merging duplicates, a real person on our team can help. You also get 60+ CRM templates including proven data-hygiene workflows.
Book a demo and see how Tegrity Connect builds a unified record for every account.
