A guided launch, run by our support team
Every new account kicks off with a hands-on onboarding session with our support team. We set up your SMS, domains, integrations, and the workflows your business actually uses — so you go live with confidence, not crossed fingers. One-time investment of $175, required for every new Tegrity Connect customer.
A clean launch — and a team that stays with you
The number-one reason CRM rollouts stall isn’t the software — it’s the launch. We’ve seen too many small businesses sign up for a platform, get a username and password, and then stare at an empty dashboard wondering where to start.
Tegrity Connect’s onboarding fixes that. After you sign up, you fill out a short onboarding form, schedule a 1:1 session with our support team, and we walk you through the exact setup your business needs — SMS, domains, integrations, and the workflows that matter to you. By the end of the session, you’re not just configured. You’re confident.
And the same team that onboards you sticks with you afterward. Business plan customers get 24/7 chat support. Starter plan customers can reach us by email anytime. Either way, you’re never on your own.
Everything we ship inside your 2-week sprint
Onboarding form
A short form right after sign-up that tells our team exactly how your business runs and what you need configured.
1:1 onboarding session
A scheduled session with our support team where we configure your account live with you on the call.
SMS setup and verification
We handle the SMS verification process so you can start sending and receiving messages on day one.
Domain and email configuration
Your domain wired up cleanly so your emails land in inboxes instead of spam folders.
Integration setup
Calendar, phone, payment processor, and any other key tools connected and tested before you go live.
Ongoing support from the same team
After launch, the same team is your support team — 24/7 chat for Business+ plans, email anytime for Starter.
Your 14-day launch plan
A guided sprint with daily check-ins so you go live confident, not confused.
Fill out your onboarding form
Right after you sign up, you complete a short onboarding form so we know how your business runs, what you sell, and which tools you need connected.
Schedule your onboarding session
Pick a time that works for your team. Our support team blocks the slot and prepares your account before the call, so we hit the ground running.
We set you up live
On the call, our support team walks you through SMS setup, domain and email configuration, integrations with your existing tools, and the workflows that matter to your business.
Ongoing support, always
Business plan customers get 24/7 chat support from the same team that onboarded you. Starter plan customers can email anytime. You are never on your own.
One-time onboarding investment
$175
one-time, per accountOnboarding is required for every new Tegrity Connect customer — so your data, integrations, and workflows are set up right from day one. It's the difference between launching with confidence and staring at an empty dashboard.
- Hands-on session with our support team
- SMS setup and verification
- Domain and email configuration
- Integration setup with your existing tools
- Ongoing support — 24/7 chat (Business+) or email (Starter)
- Recorded sessions and written playbook
- Daily Slack channel for the duration of the sprint
Where teams land after their sprint
14 days to live
“We were taking calls inside Tegrity on day 12. Our old onboarding took six weeks and still left us guessing.”
— Northgate Roofing
Zero data loss
“Every patient record, every note, every appointment history came across clean. Nobody dropped through the cracks.”
— Vasquez Family Dentistry
3 automations live by day 1
“Lead follow-up, no-show recovery, and post-class review requests were running before our team logged in for week three.”
— Forge Fitness
Ready to launch — the right way?
Lock in your onboarding session and we'll have you fully set up and confident within days, not weeks.