200+ health checks run daily. Issues surface. Quick wins get handled. $297/mo.
Three capabilities working together to keep your CRM clean, compliant, and performing.
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 startedWhen 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 portalEvery 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 startedConnect once. PortalPulse monitors every day after that.
Authorize via your platform's official OAuth. Read-only for scanning. Write access only if you enable fixes. Revoke anytime.
Workflows, data quality, security, pipelines, integrations, adoption. Every finding gets severity, context, and effort estimate.
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.
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.
One plan. Everything included. Cancel anytime.
PortalPulse monitors your CRM portal every day. When issues surface, you get three paths to resolution:
Plus everything you need for continuous CRM health:
30-day guarantee. If PortalPulse doesn't surface actionable findings in your first 30 days, full refund. No questions asked.
No contracts. No cancellation fees. Cancel anytime.
One portal = one connected platform instance.
Multiple portals? Set quantity at checkout.
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.
200+ health checks. Daily monitoring. First pulse within one business day.