Skip to main content

SSO you can see working, and offboarding that ends access at once — just shipped. See what's new

One record per customer

A CRM that shows its work. One system, not a stack.

One record per customer, and every answer cites its source — typed, or out loud on the phone.

ReplacesCRM + marketing + success + analytics + consent

An illustrative record on sample data. The agent below answers live, from a demo workspace.

The stack tax

Five tools that don’t agree on the truth.

Your CRM, your marketing tool, your success platform, your analytics and your consent log each keep their own version of the customer. The seams are where the numbers stop matching — and where nobody can tell you why. Pact is one record the whole company reads from.

  • CRMreads fine:Renewal on track — $48K, closes Q4
  • Marketingwarning:Still emailing — 3 campaigns live
  • Successproblem:At risk — sponsor left Aug 2
  • Analyticsproblem:Usage down 22% in the last 30 days
  • Consentproblem:Email consent withdrawn Aug 9

One record · Meridian Freight

sample account

At risk — the renewal is real, but don’t email them.

  • The $48K renewal is live, but nobody has owned it since the sponsor leftsuccess · Aug 2
  • Usage is down 22% in 30 days, and nothing flagged itanalytics · 30d
  • Three campaigns are still emailing a contact who withdrew consentconsent · Aug 9

one recordIn Pact, each field on an account sits beside the source it came from.

One system

The stack a business assembles in its first year. In one place.

Six to ten vendors means six to ten contracts, security postures, and compliance boundaries composed into something that reads as coherent and does not operate as one. When it breaks across a seam, nobody owns it. Pact is one vendor, one boundary, one system that can see the whole picture.

  • A CRM

    Accounts, contacts, deals, and pipeline

  • Marketing automation

    Sequences and journeys, consent-checked per send

  • A business phone system

    Inbound and outbound calling, consent captured on the call

  • Call transcription

    Transcripts, summaries, and next steps from your calls

  • Consent management

    A per-channel, jurisdiction-aware consent ledger

  • Quoting software

    Quotes and orders on the same deal record

  • Data pipelines

    Imports and ETL into one tenant-isolated store

  • An AI assistant

    Hey Pact — ask over live records, by voice or text

  • Agent tooling

    An MCP server with 180 first-party tools

  • Task and calendar tools

    Tasks and calendar on the same records

Every tile is a module running today, in the live workspace the demo on this page answers from.


Shows its work

Every number carries the source it came from.

Pact answers the question and shows how each part of the answer was reached — insight you can trace, figure by figure, to your own records.

The Pact Ask panel answering “What's my pipeline looking like?” from the workspace's own CRM data — a written summary of open pipeline, weighted value, deal count and win rate, above the same four figures as tiles.
The Ask panel in Pact today, on the demo workspace’s sample data — captured from the running product. Read how Ask works

Voice-first

Ask your pipeline out loud.

A real voice agent on the same records your team sees, using the same 180 MCP tools the product runs on. Try it here — no signup, no card — or call it.

Pact: Hey — I'm Pact. Ask me about your pipeline. Try: which deals are slipping this week?

Call +1 (424) 722-8627

This browser can't do speech recognition, so the phone line is the demo. Same agent, same data.


One record, everything on it

The whole customer, in one place.

Nine things you can do in Pact this afternoon. Each card opens the feature; the line under it opens the release that shipped it.

Isolation, answered

What keeps each workspace to itself.

The claim every buyer tests first — and the work behind it.

  • Workspace boundaries tightened, read by read

    Accounts lists and their counts, stage history, automatic merges, customer-health reads and pipeline after a data migration — each one scoped to its own workspace.

  • An unowned endpoint deleted, not patched

    Nothing depended on it, so it was removed outright. The most secure endpoint is the one that is not there.

  • Isolation policies on every workspace-scoped table

    783 of 783, with the workspace identity bound to each transaction, never left on a pooled connection.

Pricing

One system. One bill.

Replace the stack — and the invoices that came with it. Every plan is the same one record; the plans differ in scale, channels, security and support.

What a seat costs

Annual-commit list price per seat per month, from each vendor’s own pricing page on 2026-09-28.

  • Salesforce

    Sales Cloud Core

    $195/ seat / mo

    No mandatory onboarding fee listed.

    Salesforce pricing page (opens in a new tab)
  • HubSpot

    Sales Hub Professional

    $90/ seat / mo

    + $1,500 onboarding — mandatory, one-time, not in the seat price.

    HubSpot pricing page (opens in a new tab)
  • Attio

    Pro

    $79/ seat / mo

    No mandatory onboarding fee listed.

    Attio pricing page (opens in a new tab)
  • Pact

    Pro · one seat, one record

    $99/ seat / mono setup fee

    On the same seat

    • Up to 50 users · 100k contacts · 500k events / mo
    • Email + SMS sending · LinkedIn/call task steps · Slack alerts
    • SSO / SAML · SCIM provisioning
    • Custom roles + RBAC · audit log
    • AI Copilot + 4D analytics
    • Priority support, < 4h response

A seat elsewhere buys one product; the stack is several of them, each with its own contract. Pact’s seat is the one record the whole company works from, with no setup fee in front of it. Price your own stack against it.

How Pact pricing works

  • Per seat, on published plans

    Free, Pro and Team carry their list price on this page. Enterprise is scoped with you.

  • No setup fee

    No mandatory onboarding or implementation charge on any plan. White-glove migration is included on Team and Enterprise.

  • One vendor, one bill, one boundary

    One contract, one security review and one invoice for the system, instead of one per tool.

  • No surprise upgrades

    At 80% of a limit you hear about it. Past it you pick a pack at one published rate, an upgrade, or less volume — never a silent auto-upgrade.

Free

$0free plan

For founders proving the loop before they commit.

  • 1 user · 500 contacts · 1k events / mo
  • Email channel · 1 active sequence
  • Consent center · CASL/GDPR/CCPA
  • Read + export your data on every plan, including after downgrade
  • + 1 more on the pricing page

Team

$199per user / month

Compliance, BYOK, and dedicated infra for enterprise teams.

  • Per-seat billing (no per-account user cap) · 1M contacts · 5M events / mo
  • BYOK encryption · BYO-LLM · BYO-email infra
  • HIPAA BAA · SOC 2 evidence on demand
  • Audit-log and call-recording retention you set
  • + 2 more on the pricing page

Enterprise

Custom

Self-hosted, custom contract, named legal terms.

  • Self-hosted or single-tenant cloud
  • Custom DPA, MSA, BAA
  • Pen-test reports once the first test lands · SOC 2 evidence bundle (not yet audited)
  • Consent ledger with point-in-time history, in every workspace export
  • + 2 more on the pricing page

Every plan includes the consent center. No credit card for Free or the 14-day Pro trial. Compare every feature

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, and is there a trial?

Sign up and the first 14 days run on a full Pro trial — no credit card. After that it's per-seat monthly on Pro and Team, usage-aware so contact and event caps grow with the plan. At day 14 you pick a plan, or carry on with the Free plan (1 user, 500 contacts, 1k events / month) with every record in place. Full breakdown plus an interactive calculator is on the /pricing page.

Can I import from another CRM?

Yes. The live Salesforce, HubSpot, Pipedrive, and Zoho migrators move accounts, contacts, and deals with their mapped fields in one guided in-product run, and HubSpot's email opt-out comes across as consent history. The CSV importer covers most other sources. White-glove migration help is included on Team and Enterprise.

Is my data secure, and where does it live?

Every workspace is tenant-isolated — every request takes its workspace from the signed-in session, every row carries its workspace id, and row-level isolation policies are defined on all 783 workspace-scoped tables. The workspace identity is bound to each transaction, and the providers the data layer runs on hold their own compliance reports. Every workspace is served from US-East; talk to us about regional hosting. Self-hosting in your own VPC is an Enterprise conversation — same container images, scoped during onboarding.

Do you integrate with the tools we already run?

73 connectors in the marketplace — Salesforce (pull, and push back per object), Slack, MS Teams, Stripe, Resend, SendGrid, Anthropic, OpenAI, AWS Bedrock, and more — each labeled with its sync depth. Anything not on that list is covered by a full REST API with a typed OpenAPI schema, signed webhooks for the events in the published catalog, and a Postgres-backed event stream you can subscribe to over server-sent events or WebSocket, with replay. 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.

What happens to my data if I cancel?

Full export of every contact, deal, sequence, consent record, and audit event as JSON for every table (with CSV copies on request), available on every plan including after cancellation. Read access stays on during the 30-day grace window. After grace, the data is permanently deleted.

More questions — mobile, plan limits, white-labeling — see the full FAQ.

See it work

See it on a real book of business.

Start with the live agent on this page. When you want the whole picture, take the narrated tour of Marrowfield Advisory — a fictional 400-person firm, one working day, on sample data.

  1. 01 · On this page

    Ask it yourself.

    The live agent answers from a demo workspace, typed or out loud. No signup, no card.

    Try asking

    • “Which deals are slipping this week?”
    • “What's my pipeline looking like?”
    • “Tell me about Northwind”
  2. 02 · Want the full walkthrough?

    One day at Marrowfield, guided.

    Follow ten people from the first call at eight to the last hand-off at six: an event produces a lead, a partner runs the pursuit, the firm wins, bills, delivers and supports the work.

    people, one working day
    10
    moments in the day
    69
    screens, desktop and phone
    99
    minutes of narration
    27
    Take the guided tour

    By invitation: the next screen lets you request access, or enter an access code if you have one.

“Marrowfield Advisory” is illustrative demo data; its clients are the demo world’s sample accounts.