Fintech · Series B
IllustrativeNorthstar Capital
+47%
more deals closed in Q4
“Pact replaced four contracts in 90 days. Our AEs finally stop swivel-chairing between tools, and the consent ledger means legal sleeps at night.”
Priya Anand
VP RevOps
Built for the next decade of revenue teams
Your CRM, your marketing, your data —finally one system.
Centralize accounts, contacts, sequences, signals, and consent in a single tenant-isolated platform. Designed to replace the patchwork of CRM, marketing automation, and consent tools that add friction to your team's flow.
Built for revenue teams replacing the patchwork
Illustrative marks — design-partner logos land here as they go live.
The platform in numbers, this week
$0.0M
in open pipeline under management
0.0%
consent captured and provable, platform-wide
0
touchpoints logged across this week
Live, anonymized activity across Pact workspaces — refreshed every few minutes.
The defining quality
Consent-native
Every contact in Pact carries a provable record of how, when, and where their consent was captured — the same way every dollar carries a journal entry in a ledger. Not bolted on. Not a banner. The substrate.
Pillars
One platform, four pillars.
The substrate every revenue team already pays four vendors to imitate.
One source of truth
Accounts, contacts, deals, signals, and tracking events live in a single tenant-isolated store.
Sequences + playbooks
Multi-channel cadences and event-driven playbooks, shipped behind feature flags.
Consent-first by default
GDPR / CCPA / CASL state per-channel per-contact with an immutable audit log.
Real-time analytics
Pipeline velocity, ICP distribution, open rate by provider, AI cost ledger — queryable in-product.
ROI
See what Pact could add to your pipeline.
A simple model — 15% close-rate lift on the leads you already have. Move the sliders to match your team.
Inputs
250 / mo
252,000
$7,500
500100,000
Model: 3000 annual leads × 8% baseline close × 15% uplift × $7,500.
Estimate
$270k/ year
That's the incremental annual revenue a 15% close-rate lift would add to your pipeline. Real numbers depend on your funnel — this is an order-of-magnitude story, not a promise.
See it in motion
A 30-second product tour.
What it actually looks like — pipeline, sequences, the plain-English builder, and live analytics. Tap to expand and play full screen.
~30 seconds · no sign-up · no email needed
See it in action — no login
Touch the product. Right here, right now.
Seven of the surfaces revenue teams live in, running on a live sandbox. Drag a deal, open an AI-ranked day, preview a buyer quote. Nothing to install, no demo to book.
0live
deals in flight
$0.0Mlive
average deal size
0live
at-risk accounts flagged by AI
0
AI actions run today
Headline figures are live platform aggregates, refreshed every few minutes.
Drag a deal across stages — weighted value and days-in-stage update live.
What's new
Shipped recently.
Pact ships every week. Here's the latest — a consent-gated workflow builder, live Salesforce migration, a code-backed Trust Center, and workspace answers with citations.
- NewAIIntegrations
Pact speaks MCP — connect Claude, Cursor, or any AI client to your CRM
A native Model Context Protocol server: external AI agents can query accounts, contacts, deals, and pipeline — and fire Pact's AI agents — with consent filtering, audit, and cost attribution enforced on every call.
Read more - NewAIAutomation
Agent Orchestrator — multi-agent workflows with explicit handoffs
Compose Pact's agent roster into multi-step orchestrations: one agent's structured output feeds the next through a declared handoff contract, with gates and forks between steps — and consent + cost enforcement on every one.
Read more - NewAnalyticsPlatform
White-label embedded analytics — your dashboards on your customers' pages
Embed live, white-labeled Pact dashboards in your own product or customer portal with a signed token — viewers need no Pact login, and consent filtering plus per-view audit hold outside your walls.
Read more - ImprovedPerformancePlatform
A steadier, faster app shell
The post-login dashboard no longer shifts layout while it loads, and a server-side stability fix keeps long-running sessions fast.
Read more - NewAutomationConsent
Visual workflow automation builder — with a consent gate on every send
Build multi-step automations on a visual canvas — triggers, real branching, test runs, and versioning — and every outbound action checks the consent ledger at execution time.
Read more - NewDataAdmin
Live Salesforce migration — guided, schema-aware, in-product
Connect Salesforce at /admin/migrate and run a guided import that maps accounts, contacts, deals, owners, and consent state — with a dry-run report before anything is written.
Read more
Customers
How teams are using Pact.
Three illustrative scenarios — composites of design-partner deployments across fintech, dev tools, and agencies running 30+ client tenants.
Names are fictional; the workflows are the product's. How we label customer stories
Developer tools · Series A
IllustrativeKestrel Labs
62%
faster lead-to-first-touch
“The AI inbox alone earned its keep in week one. Replies that used to take 24 hours now go out in under an hour — without anyone working harder.”
Daniel Okafor
Head of Growth
Agency · 30+ clients
IllustrativeAtlas Outbound
$340k
saved annually vs. previous stack
“I run 30+ client tenants. Per-tenant data isolation isn't a feature here — it's the substrate. That made Pact the only platform we could even consider.”
Mei-Lin Zhao
Founder
Why teams switch
"We'd do it again on a Friday."
Illustrative scenarios — composites of design-partner deployments, not attributed quotes.
"We replaced four contracts with one — and we'd do it again on a Friday. The RevOps team reclaimed two days a week of integration babysitting."
Only on Pact
Six things your current stack can't do.
Shipped, live, and verifiable — not roadmap slides.
Automation
A workflow builder with a conscience
Multi-step automations on a visual canvas — and every outbound action checks the consent ledger at execution time.
- Real branching: conditions fork the execution path, not just filter a list
- Test-run against a sample record before you arm anything
- Published workflows are immutable versions — edit a draft, compare, promote
- Blocked sends are recorded as consent_blocked outcomes, never silently dropped
Multi-agent AI
Agents that hand off to each other
Compose Pact's agent roster into multi-step orchestrations with explicit handoff contracts — one agent's structured output feeds the next, with gates and forks between them.
- Five prebuilt orchestrations — lead qualification, stalled-deal rescue, account 360, inbox routing, funnel health
- Every step is consent-gated and cost-attributed, same as a single agent run
- Install one and it's yours: orchestrations open in the visual builder, fully editable
Switching
Leave Salesforce in a morning
A guided, schema-aware migrator runs in-product: accounts, contacts, deals, owners, and consent state — dry-run report first, then the real thing.
- Owner mapping and field history preserved, not flattened
- Consent state lands in the ledger with provenance — day-one sends are compliant
- Dry-run reconciliation report before a single record is written
Salesforce is live today. HubSpot, Pipedrive, Close, and Apollo importers are next; CSV covers them now.
How migration worksAI you can audit
Ask anything. Check everything.
The workspace answer engine cites the records behind every claim, retrieval is consent-filtered, and each Q&A lands in the audit trail. Need more? Author your own agents on the same trust loop.
- Citations link every answer back to source records
- Records you can't use never enter the context window
- Custom agents inherit run history, cost tracking, and accept/override/reject learning
Customer success
Churn risk that shows its work
The ML churn model ships every score with per-signal contributions, rendered on a gauge next to the account — so "why did this account turn red" has a real answer on the renewal call.
- Per-signal contributions on every score, not a black-box number
- Lives on account pages and the at-risk view, not in a notebook
- The transparent weighted baseline stays — see and tune the weights live
White-label
Your dashboards, on your customers' pages
Embed live, white-labeled Pact dashboards anywhere with a signed JWT — your branding, your data boundaries, and Pact's consent filtering intact outside your walls.
- Signed-token embeds — no Pact login required for viewers
- Consent-filtered rows and per-view audit + metering, even embedded
- Five starter templates and an in-app configurator
Open by design
And the whole platform speaks MCP.
Pact ships a native Model Context Protocol server — Claude, Cursor, or any MCP client can work your CRM directly, with consent filtering, your encryption keys, and a per-call audit trail enforced in-process. The AI assistant your team already uses becomes a consent-safe pair of hands on your pipeline.
Explore the MCP server- Nine consent-gated tools: query accounts, contacts, deals, pipeline — or fire an agent
- Every call is audit-trailed, cost-attributed, and rate-limited per tenant
- Native OAuth: Claude or Cursor connects with no pre-shared keys
https://api.pact.place/mcp/vs the patchwork
What you get on one platform vs. four contracts.
Compared at the capability level. We never name vendors — your procurement team can do the math.
Single tenant-isolated data store
- Pact
- Included.Included
- The patchwork
- Not included.Per-vendor silos
- In-house
- Partial.If you build it
Sequences, journeys, and playbooks in one place
- Pact
- Included.Included
- The patchwork
- Not included.3+ separate vendors
- In-house
- Not included.Custom + brittle
Consent state per channel + immutable audit log
- Pact
- Included.Included
- The patchwork
- Partial.Extra contract
- In-house
- Not included.Compliance gap
Pipeline + marketing + CS analytics on the same data
- Pact
- Included.Included
- The patchwork
- Not included.Warehouse ETL required
- In-house
- Partial.Months of dbt work
Per-tenant quota + usage-based billing
- Pact
- Included.Included
- The patchwork
- Not included.Seat licences
- In-house
- Not included.—
Real-time events into the UI (no refresh)
- Pact
- Included.Included
- The patchwork
- Partial.Per-vendor only
- In-house
- Partial.SSE plumbing
BYOK encryption for PII fields
- Pact
- Included.Included
- The patchwork
- Not included.—
- In-house
- Not included.—
AI Copilot + AI inbox built in
- Pact
- Included.Included
- The patchwork
- Partial.Add-on per vendor
- In-house
- Not included.—
Open REST + webhooks + event stream
- Pact
- Included.Included
- The patchwork
- Partial.Per-vendor APIs
- In-house
- Partial.If you write them
White-label per agency / per tenant
- Pact
- Included.Included
- The patchwork
- Not included.—
- In-house
- Partial.Months of work
Trust
Built for the procurement question, not just the demo.
Honest about what's certified today and what's in flight. Pact's own SOC 2 Type II audit is underway — the substrate it runs on carries Type II already.
SOC 2 Type II
In progressPact's own audit — substrate provider carries Type II today
Target 2026-Q4
GDPR
CompliantPer-channel consent state + immutable audit log
ISO 27001
In progress93 Annex-A:2022 controls + Statement of Applicability, tracked in-product
HIPAA BAA
CompliantAvailable on Scale and Enterprise plans
CCPA
CompliantConsumer-rights workflows + DSAR export
BYOK encryption
CompliantPer-tenant data keys wrapped by your KMS
Uptime
0.0%
Platform availability target. Live per-component 90-day numbers are on the public status page.
See live status →Security pack
Architecture, controls matrix, sub-processors.
The same answers we hand to enterprise procurement teams — live on the Trust Center and the security page, no email gate.
Frequently asked
The questions every team asks first.
Pricing, security, migration, and the “is this for us?” question. Pricing mechanics live in detail on /pricing.
How does pricing work?
Per-seat monthly on Pro and Team; usage-aware so contact and event caps grow with the plan. The Free plan stays free for one user under 500 contacts and 1k events per month. Full breakdown plus an interactive calculator is on the /pricing page.
Can I import from another CRM?
Yes. The live Salesforce migrator moves accounts, contacts, deals, owner mapping, and consent state in one guided in-product run, and the CSV importer covers most other sources. HubSpot, Pipedrive, Close, and Apollo importers are next on the roadmap. White-glove migration help is included on Team and Enterprise.
Is my data secure?
Pact's substrate is tenant-isolated from the database up — your data shares no schema, no row, and no encryption key with any other tenant. The data layer carries SOC 2 Type II and HIPAA-ready attestations today; Pact's own SOC 2 Type II audit is in progress with a 2026-Q4 target.
Where does my data live?
Default region is US-East. Team and Enterprise plans support pinning your tenant to US-East, US-West, EU-West, or Asia-Pacific (Singapore), with region-locked storage enforced at the platform layer. Self-hosting in your own VPC is an Enterprise conversation — same container images, scoped during onboarding.
Do you have an API and webhooks?
Yes — a full REST API with typed OpenAPI schema, webhooks for every domain event, and a Postgres-backed event stream you can subscribe to with standard CDC tools. The public API docs live at /docs/api; webhooks are configured per tenant in the admin UI.
How long does it take to get value?
You can import your first contact list and ship your first sequence within an hour of signing up — the Salesforce migrator runs a full guided import in a morning. Replacing an entire stack end-to-end is a 6–12 week project, and white-glove help is included on Team and Enterprise.
Do you have integrations with our existing tools?
73 connectors in the marketplace — Slack, MS Teams, Stripe, Resend, Postmark, SendGrid, Amazon SES, OpenAI, Anthropic, AWS Bedrock, Snowflake CDC, BigQuery CDC, and more — each labeled with its current sync depth. Salesforce migration is live in-product; HubSpot, Pipedrive, Close, and Apollo importers are on the roadmap. Anything else, the API + webhooks cover.
What happens to my data if I cancel?
Full export of every contact, deal, sequence, consent record, and audit event in standard formats (CSV + JSONL), available on every plan including after cancellation. Read access stays on during the 30-day grace window. After grace, the data is permanently deleted on a published schedule.
Is there a mobile app?
Pact installs as an app on iOS, Android, and desktop — add it from the browser and you get an icon, offline read access to recently viewed records, and push notifications with quiet hours. No app store, no separate release cycle: the app is always the version your team deployed.
Is there a free trial?
Sign up and the first 14 days run on a full Pro trial — no credit card. If you don't upgrade by day 14, the account drops into the Free plan (1 user, 500 contacts, 1k events / month); nothing breaks and no data is re-migrated.
What happens if I hit a plan limit?
At 80% of any cap you get an email and an in-app banner with three choices: buy a one-time pay-as-you-go bolt-on for that dimension, upgrade the plan, or reduce volume. At 100% the writes that would exceed the cap stop until you pick one — reads, exports, and history stay open the whole time. We don't silently auto-upgrade.
Can we white-label Pact for our agency?
Yes, on Team and Enterprise. Custom domain, custom email-sender identities, branded login, and admin-portal logo replacement. Pact's brand stays out of every customer-facing surface your end-clients see.