Continuous Portal Monitoring

The issues hiding in your CRM are costing you retention.

200+ health checks run daily. Issues surface. Quick wins get handled. $297/mo.

First pulse within one business day No contracts · Cancel anytime

Platforms we pulse

HubSpot Salesforce QuickBooks Google + more coming soon
By the Numbers
200+
Health checks running daily
Across workflows, data quality, security, pipelines, integrations, and adoption.
1 day
To your first pulse
Connect your portal and get a full diagnostic by the next business day.
$297/mo
Everything included
Daily diagnostics, issue detection, agentic fixes. One price. No tiers.

See exactly what PortalPulse does

Three capabilities working together to keep your CRM clean, compliant, and performing.

200+ health checks. Every single day.

PortalPulse runs a comprehensive diagnostic suite across your entire CRM every night. Workflows, data quality, security settings, pipeline health, integration status, and team adoption patterns. You wake up to a clear picture of what changed and what needs attention.

No manual audits. No "we'll check it next quarter." The scan runs whether you remember or not.

Get started
200+ Rules running while you sleep
SCAN RESULTS
April 6, 2026
Workflows
68/74 92%
Data Quality
44/52 85%
Security
36/38 95%
Pipelines
29/31 94%
Integrations
19/22 86%
Adoption
22/25 88%
Reporting
41/45 91%
Permissions
14/17 82%
Scroll to see all categories

Every issue surfaced with severity and context.

When something is wrong, you get the full picture: what broke, when it broke, what it affects, and how urgent it is. Findings are ranked by business impact so you know what to fix first.

Critical issues get flagged immediately. Warnings are tracked and trended. Healthy signals confirm that previous fixes are holding.

See what's hiding in your portal
5 Critical issues found in an average portal
FINDINGS
Today
CRITICAL
Lead routing workflow references deleted property
No new leads assigned since March 30. Enrollment paused.
WARNING
142 contacts missing lifecycle stage
Imported via API on March 28. Excluded from active lists.
WARNING
Deal stage "Proposal" velocity degrading
Average time 18 days, up from 12. Trending in wrong direction.
HEALTHY
Email deliverability holding at 98.2%
Healthy. No action needed.

Automated quick wins. Expert backup.

Every finding comes with a clear recommendation. For quick wins, our agents handle it with your approval and full rollback protection. For bigger items, you get step-by-step instructions your team can follow.

Need us to handle it? Our CRM experts are standing by. Nothing changes without your sign-off. Full audit trail on every action.

Get started
<1 day From finding to fix, same business day
REMEDIATION QUEUE
Lead routing workflow references deleted property
CRITICAL
Proposed Fix Re-create "lead_source_detail" as single-line text, or update workflow filter to reference "lead_source_v2". Estimated effort: ~5 min.
94% confidence Rollback available
142 contacts missing lifecycle stage
WARNING
Proposed Fix Backfill lifecycle stage to "Lead" for contacts imported March 28 with null lifecycle_stage. Estimated effort: ~2 min.
91% confidence Rollback available
How It Works

Three steps. Always watching.

Connect once. PortalPulse monitors every day after that.

Connect your portal
01 / connect

Connect your portal

Authorize via your platform's official OAuth. Read-only for scanning. Write access only if you enable fixes. Revoke anytime.

Daily diagnostics
02 / scan

We run diagnostics daily

Workflows, data quality, security, pipelines, integrations, adoption. Every finding gets severity, context, and effort estimate.

Issues get fixed
03 / fix

Issues surface. Quick wins get handled.

Every issue includes a recommended fix. Quick wins execute with your approval. Bigger items get clear instructions for your team. Need help? Our experts are ready.

Why Not Just Do an Audit?

Audits expire. Monitoring doesn't.

See how continuous diagnostics compare to the alternatives.

PortalPulse Traditional Audit DIY / Internal
🔄 Frequency Daily automated One-time Ad-hoc
🔍 Coverage 200+ health checks 20-50 typical Varies
⏱️ Time to findings 1 business day 2-4 weeks Ongoing drain
🛠️ Fix guidance Fixes with confidence scores PDF recommendations Your team figures it out
⚡ Execution Agentic fixes + expert backup Separate SOW / hourly billing Manual
💰 Cost $297/mo flat $2K-$5K per engagement "Free" (hidden team hours)
🚨 Drift detection Catches new issues daily Stale in 30 days Only if someone checks
"

Our first PortalPulse scan surfaced a problem we didn't know we had. The team solved it in a way that eliminated $5,000 in annual software costs we were already paying. On top of that, we identified another $5,000 in existing spend we can now redirect toward growth. That's nearly $10K in annual value from a single scan.

DG
Dan Green
President, Menspro Health
$5K
Software costs eliminated
$5K
Spend redirected to growth
~$10K
Total annual value
Pricing

Simple pricing. No tiers to decode.

One plan. Everything included. Cancel anytime.

Daily diagnostics. Agentic fixes. Expert backup. One price.

PortalPulse monitors your CRM portal every day. When issues surface, you get three paths to resolution:

  • Agentic fixes for quick wins that our agents handle with your approval
  • Step-by-step instructions your team can follow to resolve issues themselves
  • CRM experts on standby if you'd rather have us handle it (additional cost)

Plus everything you need for continuous CRM health:

  • 200+ health checks running daily
  • Prioritized findings with severity rankings
  • Daily pulse emails (20 per month)
  • Monthly full scan refresh
  • Rollback protection on every change

30-day guarantee. If PortalPulse doesn't surface actionable findings in your first 30 days, full refund. No questions asked.

PortalPulse
$297
per month
Flexible -- price may adjust as we ship
  • Day 1
    Full diagnostic scan200+ health checks across 6 categories
  • Day 2
    Daily pulses beginTop findings delivered each business day
  • Day 5
    Gap analysis + walkthroughPrioritized action plan reviewed together
  • Ongoing monitoring20 pulses/mo, monthly refresh, fixes included
Check My Portal's Vitals →

No contracts. No cancellation fees. Cancel anytime.

One portal = one connected platform instance.
Multiple portals? Set quantity at checkout.

FAQ

Common questions

Day one, PortalPulse runs a full diagnostic scan across 200+ health checks. Days two through five, you receive daily pulses with your top findings. By end of week one, you get a complete gap analysis with a prioritized action plan. A walkthrough call walks through everything together. After that, daily monitoring continues automatically.

A pulse is a daily email with your portal's top findings. PortalPulse scans overnight and delivers the most important issues: new problems, regressions, or confirmation that previous fixes are holding. One pulse per business day, 20 per month.

Every change PortalPulse makes is logged with a full before-and-after snapshot and rollback protection. Nothing executes without your approval first.

PortalPulse gives you three paths: agentic fixes that execute with one click, step-by-step instructions your team can follow, and CRM experts ready to handle it for you at an additional cost. You always have options.

On the monthly plan, yes. No contracts, no cancellation fees. You keep access through the end of your billing period. On the quarterly plan, you pay 3 months upfront and your rate is honored for the full quarter.

PortalPulse is actively growing. We regularly ship new health checks, deeper diagnostics, and smarter remediation. As the product improves, pricing for new subscribers may increase. When you pay quarterly, your $297/mo rate is honored for the full 3 months regardless of any price changes. All new features and upgrades are included.

PortalPulse currently supports major CRM platforms including HubSpot, Salesforce, and more. API access at the Professional or Enterprise tier is required for deep scanning. Additional platforms are being added regularly.

An audit tells you what's broken on the day it runs. PortalPulse monitors daily: it catches new issues as they appear, not months later. It includes fix recommendations with effort estimates and guided remediation with rollback. You're not buying a report; you're buying continuous coverage.

Your CRM has a heartbeat. Are you listening?

200+ health checks. Daily monitoring. First pulse within one business day.

200+ CRM implementations · 15+ years in RevOps