CRM Compliance & Sales SOP Enforcement for Home Services
Quotes and estimates live in your CRM — but when follow-up windows are missed, leads go cold. PaceAudit monitors every lead and job against your SOP and fires Slack, Teams, or email nudges when a follow-up window is missed. Reps get reminded; managers get visibility. No manual audits. Just rhythm.
Why home services teams use PaceAudit
Your CRM has a timestamp for every activity. When a quote or estimate sits idle past your defined cadence, PaceAudit triggers a broadcast: the rep gets a nudge, and leadership gets a digest. Follow-up doesn't slip; it gets escalated. One recovered job often pays for PaceAudit for the year.
Connect HubSpot (other CRMs coming soon), upload your sales playbook, and every record is monitored automatically. Run it against your last quarter — see where follow-up slipped.
FAQ — Home services sales & CRM compliance
How does PaceAudit enforce quote follow-up in the CRM?
PaceAudit connects via OAuth and syncs leads, deals, and activity. It compares last activity dates to your SOP rules. When a follow-up window is missed, it fires escalating alerts via Slack, Teams, SMS, or email.
Can we set different cadence by service type or job size?
Yes. Rules are configurable per stage and record type. Define the touchpoint windows that matter for your business; PaceAudit monitors and escalates only when your SOP is violated.
Does PaceAudit track revenue recovered from nudges?
Yes. The dashboard tracks jobs/deals that were nudged and later closed, and estimates revenue recovered. It also surfaces records lost when cadence wasn't followed.