Your CRM Records.
PaceAudit Enforces.
Automated CRM Compliance & Sales SOP Enforcement for HubSpot and Salesforce Teams
Every rep. Every deal. Every deadline — tracked in real time and actioned before revenue goes cold.
Live in under 5 minutes
Upload your handbook, connect your CRM, and your entire sales process is enforced automatically — no manual configuration needed.
Upload your SOP handbook
Drop in any PDF. AI reads it and extracts your email cadence, call cadence, and follow-up windows into fully editable rules.
Connect your CRM
Connect HubSpot with one click. Deals, contacts, and pipeline sync automatically — no keys to copy, no CSV uploads, no manual setup. Other CRMs are coming soon.
Every deal and contact is monitored
Cadence tracking starts when a contact or deal is in an eligible status (chosen on your handbook page) and runs until the status changes to one that’s not eligible. Same for contacts and deals — the moment a window is missed, the system acts.
Reps get nudged automatically
Escalating alerts via Slack, Teams, SMS, or email. Tone scales from warm reminder to formal escalation so managers never have to be the bad guy.
Executive summaries, automatically delivered
Managers receive a full-team compliance report — rep by rep. Who is performing, who is slipping, how much revenue was at risk, and how much PaceAudit recovered.
Executive summaries are sent weekly. Choose who receives them and when (day and time) in the app. Drill into any rep's violation history from the dashboard at any time.
Prevent Revenue Leakage and Fix Rotting Pipelines
CRMs record what happened. PaceAudit prevents what shouldn’t.
Learn moreUpload any PDF handbook. AI reads your entire SOP and proposes email cadences, call windows, and follow-up rules — then you can tweak every rule before going live and change them anytime without re-uploading.
Connects directly to your CRM. Activity syncs on a schedule or in real time depending on plan — including live updates so the moment a deadline slips, violations fire before the deal goes cold.
From a warm friendly reminder to a formal escalation — 9 distinct tone levels. Each notification type gets its own tone and fully customizable message template.
Tracks overdue deals that close after a PaceAudit nudge, and how many deals were lost when cadence wasn’t followed. See monthly how much revenue your team recovered and where follow-up slipped.
Live compliance scores per rep. Violation history. Revenue at risk per open deal. Executive summaries delivered automatically to the leaders and cadence you configure.
Reach every rep on the channel they actually check. Slack, Microsoft Teams, SMS, and email — with per-rep consent controls and per-trigger channel selection.
Revenue recovered, deals lost, and where your pipeline is at risk.
Your analytics dashboard shows how much revenue your SOP saved when PaceAudit nudged reps in time—and highlights deals that were lost when follow-up fell outside your standards. Use it to fix process and prioritize at-risk pipeline.
One recovered deal on a $20K average can cover a year of PaceAudit for a 5-person team.
Your handbook. Enforced automatically.
Stop rewriting rules by hand. PaceAudit reads your PDF, extracts your cadences, then enforces them against real CRM activity every sync cycle.
Leadership can edit any extracted rule at any time. Changes go live on the next sync.
Simple, per-seat pricing
Every tier includes Slack. Scale up for faster sync, Teams, and SMS.
Annual pricing shown — billed once per year. Toggle above for monthly.
Built for teams where follow-up is the difference
Long cycles, multiple stakeholders. Revenue leaders who care about pipeline velocity.
$50K–$1M deals with 6–18 month cycles. One recovered deal pays for years of PaceAudit.
Client intake, case follow-ups, referral tracking. Buyers who already think in audit trails.
Rep call frequency requirements per HCP. Documented outreach obligations baked into your SOP.
Wealth management, insurance, mortgage. Buyers who take compliance seriously.
High inbound volume, speed-to-lead is everything. We’re already making an impact across the home services industry—driving sales cadence in an underserved market.
Large deal values, long cycles. Auto, industrial equipment, manufacturing — one recovered deal pays for PaceAudit.
High deal values, long relationship cycles. Follow-up is the entire game.
Recover at-risk deals without adding headcount.
“Before PaceAudit, good deals quietly died in our pipeline because no one noticed they were overdue. Now reps get a timely nudge on every at-risk deal, managers see exactly where follow-up is slipping, and we turn rotting pipeline into closed-won revenue we would have lost.”
— How customers describe the impact
Works with the stack your team already uses
Native connections to the tools sales teams run on. More CRMs coming soon.
Learn moreStart enforcing your SOP.
Upload your handbook, connect your CRM, and see real violations in under 5 minutes.
Frequently asked questions
What is CRM compliance software?
CRM compliance software monitors whether sales reps follow the defined sales process inside their CRM — including required stages, follow-up cadences, and data entry standards. Tools like PaceAudit detect violations automatically and fire escalating alerts so managers never need to manually audit pipeline.
How does PaceAudit enforce sales SOP compliance?
PaceAudit reads your sales SOP handbook (any PDF), extracts your email cadence, call cadence, and follow-up windows into configurable rules, then monitors every deal in your CRM in real time. When a rep misses a required touchpoint or skips a stage, PaceAudit fires an escalating alert via Slack, Microsoft Teams, SMS, or email.
Does PaceAudit work with HubSpot and Salesforce?
Yes. PaceAudit connects to HubSpot and Salesforce via OAuth in one click. Deals, contacts, owners, and activity sync automatically. PaceAudit monitors every deal against your defined SOP rules and alerts reps the moment a compliance window is missed.
How long does it take to set up PaceAudit?
Most teams are live in under 5 minutes. Connect your CRM via OAuth, upload your SOP handbook as a PDF, and PaceAudit automatically extracts your rules and starts monitoring. No code, no API keys, no manual configuration.
See all CRM compliance features · How automated SOP enforcement works