The General Contractor CRM
Built to keep the schedule full.
Quote faster, manage every job from estimate to final walkthrough, and keep clients in the loop — all from one place. No more lost change orders or forgotten follow-ups.
No contracts · Cancel anytime · Live in 7–14 days
From request to roof — every job, one screen.
Stop tracking estimate requests in three different group chats. Every lead, bid, and signed job lives in one pipeline you can actually see.
Estimate requests that do not get lost
Web forms, Google calls, and referrals flow into one inbox. Hot leads ping your phone the second they hit.
Bid follow-up without nagging yourself
Automated reminders go out at 3 days, 7 days, and 14 days after every bid — written in your voice, not a robot voice.
Past-client retention that actually pays
Maintenance reminders, seasonal check-ins, and review requests turn one good job into three referrals.
Built for the way you actually run jobs
We talked to GCs about where leads and projects fall through — and built Tegrity Connect to fix the gap between the bid, the build, and the next referral.
Every lead in one shared inbox
Calls, website inquiries, referrals, and Google leads all flow into one inbox with an instant text reply. Your team responds before the next contractor does.
Quotes and change orders that don't get lost
Build estimates and change orders on your phone, send them on the spot, and trigger automated follow-ups until the client signs. No more proposals sitting in inboxes for weeks.
A real team behind you
"Brody and the Tegrity team are super responsive and provide a personal touch any time me or my team need assistance with anything." — Basia Kost, small business owner. Business plan customers get 24/7 chat support.
A guided launch with our support team
Every new Tegrity Connect account starts with our $175 onboarding sprint. Add Training, Migration, or Consulting whenever you need an extra hand.
Fill out the onboarding form
Tell us about your business — what you sell, how leads come in, and the tools you use today. Takes about 10 minutes after you sign up.
Book your 1:1 onboarding session
Pick a time that works. Our support team blocks the slot and preps your account before the call. The $175 one-time onboarding is required for every new account.
We set you up live
On the call we walk through SMS verification, domain and email configuration, integrations with your existing tools, and the first workflows that matter most to your business.
Ongoing support, always
Business+ plans get 24/7 chat support from the same team that onboarded you. Starter plans get email anytime. You are never on your own.
Add-on services as you scale
Need more hands? Add Training, Migration, or Consulting from our Services menu — pay only for what you need, when you need it.
Optional add-onPick a plan that grows with you
Every plan includes onboarding, support, and unlimited contacts. One-time $175 onboarding for new accounts.
Starter
Each additional license is $27.50/month
Best for: Solo business owners, small teams, and growing businesses who are looking for an affordable way to stay organized and appear more professional.
- Organize — Contacts and customer profiles, custom fields, tags and smart lists, unlimited pipelines, tasks and notes
- One inbox — SMS, email, phone, Facebook Messenger, Instagram, Google Business Profile, and web chat all in a single conversation thread
- Reach out — Marketing campaigns, bulk SMS and email sends, saved message templates, call tracking and recording
- Get found — Review requests and responses for Google and Facebook, social media planner, blog
- Capture — Forms, surveys, funnels, calendar and appointment booking
- Measure — Reporting dashboards, lead source attribution, call reporting
- Work anywhere — Full iOS and Android app for your whole team
- Connect — Out-of-the-box integrations with the tools you already use
- 4 users included, expandable to 10
Business
Each additional license is $50/month
Best for: Growing businesses that want tailored templates, automations, and some customization to support their business and customers.
Everything in the Starter Plan plus:
- Everything in Starter, plus:
- Automate — Visual workflow builder, trigger links, missed-call text back, appointment reminders and no-show follow-up, internal notifications and task routing
- Get paid — Payment processing, invoicing, recurring billing and subscriptions, text-to-pay, products and coupon codes
- Close — Estimates, quotes, documents and contracts your clients sign on the spot
- Convert — Landing pages, QR codes, A/B split testing on pages and emails
- Support — Chat support when you need a hand
- 4 users included, expandable to 25
Everything you want to know before you switch
No — and that’s on purpose. Tegrity Connect focuses on the lead-to-signed-contract motion and client communication. Most GCs keep their project management tool (Buildertrend, CoConstruct, etc.) for active jobs and use Tegrity to win them in the first place.
Every client record holds their job, change orders, photos, and conversation history in one view. Automated check-ins keep clients in the loop so they’re not blowing up your phone wondering where you are. Less anxiety, more referrals.
Yes. Role-based permissions and assignment let each crew lead see only their jobs while you keep a bird’s-eye view across all of them. Available on Business and Enterprise plans.
Yes, and we mean it kindly. The $175 onboarding gets you a real human walking you through SMS setup, domain configuration, integrations, and the workflows your business runs. You launch confident, not staring at an empty dashboard.
Business plan customers get 24/7 chat support — because emergencies don’t wait for 9-to-5. Starter plan customers can email anytime. Basia Kost, one of our customers: “Brody and the Tegrity team are super responsive and provide a personal touch any time me or my team need assistance with anything.”
Not really. The Starter plan is built for solo and small-team operators. Most contractors save more on deals saved in the first month than they pay in a year.
Run your jobs. Not your inbox.
Drop your email and we will show you exactly how Tegrity Connect runs your contracting business — or book a 20-minute demo with our team.