The White-Label CRM
Built to power your brand.
Tegrity Connect can be skinned with your logo, colors, and domain — so the platform your customers see is 100% yours. Same powerful CRM. Your name on every screen.
Custom-branded · Your domain · Setup in under two weeks
Looks like yours. Runs like ours.
From the login screen to the customer-facing portal, every pixel reflects your brand. Your team and your clients see your logo, colors, and URL — never ours.
Your logo. Your colors. Your domain.
Login screens, dashboards, customer portals, transactional emails — all rendered with your brand. Your customers never see Tegrity Connect.
A platform you can sell as your own
Agencies and consultancies use Tegrity Connect as the engine behind their own branded CRM offering. Charge what you want. Keep the relationship.
We stay invisible — but on call
Our team handles the back-end heavy lifting (setup, automation builds, troubleshooting) while your team stays the public face.
Affordable software. Unreasonable service.
Most CRMs treat white-labeling as an afterthought. We treat it as the default — built so agencies, consultancies, and service brands can offer enterprise-grade tools under their own banner without building anything from scratch.
100% your brand
Custom subdomain, logo, colors, email sender, and login URL. No Tegrity Connect branding visible to your customers anywhere.
Live in under two weeks
Most agencies have their fully-skinned CRM ready for first client login within 10-14 business days of kickoff.
Your margin, not ours
You set client pricing. We charge a flat platform fee. Most agencies see attractive margins on every client they onboard.
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
Questions, answered.
Your platform. Your customers. Our team behind the curtain.
Drop your email and we will walk you through exactly how Tegrity Connect can be skinned to your brand — or book a 20-minute demo with our team.