PPacesetterCRM
Platform

Optimizing fragmented platforms into one solution.

One system for routing, pipeline, reporting, and compliance — built around how a sales day actually runs, not how a spreadsheet wants it to.

Lead Management

Full lead profiles with custom fields, status tracking, zone assignment, import from lead lists, and duplicate detection. Every touchpoint logged.

  • Custom profile fields
  • Status & zone tracking
  • Lead list import
  • Duplicate detection

Scheduling Calendar

FullCalendar-powered weekly view with drag-and-drop reschedule, appointment types, arrival windows, and close-out workflows with status tracking.

  • Drag-and-drop weekly view
  • Appointment types
  • Arrival windows
  • Close-out workflows

Mapping and Route Optimization

Four routing strategies including OSRM-powered optimization. Start from home or GPS so reps spend less time driving and more time at the door.

  • 4 routing strategies
  • Home or GPS start
  • Less windshield time

Lead Pipeline

Track every lead from first knock to close. Stage-by-stage visibility for reps and leadership, with the same picture on every screen.

  • Stage-by-stage tracking
  • Rep & team views
  • Conversion visibility

SMS & Compliance

Built-in opt-in tracking and consent logging for every outbound message, so outreach stays compliant without a spreadsheet on the side.

  • Opt-in capture
  • Consent audit trail
  • Outbound message log

EOD Sales Reports

Daily rep reports with mileage, visit breakdown, per-lead notes, and narrative fields. PDF generation, email delivery, and a lock/unlock audit trail.

  • Mileage & visit breakdown
  • PDF generation
  • Email delivery
  • Lock/unlock audit trail

Security & Audit

Every action logged: who, what, when, and from where. Full history timeline, audit-ready reports, and MFA support with TOTP authenticators.

  • Who/what/when/where logging
  • Full history timeline
  • Audit-ready reports
  • MFA with TOTP

Org Tree & Roles

Multi-level hierarchy from Field Rep to VP. Reports and pipeline views auto-scope to each manager's subtree, with nine distinct role levels.

  • Multi-level hierarchy
  • Auto-scoped reports
  • 9 distinct role levels
  • Manager subtree views

Bulk Import

Import lead lists via Excel or CSV. Column mapping, duplicate detection with skip/update/flag options, team access gates, and import log audit entries.

  • Excel/CSV import
  • Column mapping
  • Duplicate handling
  • Import log audit

Live Ticker Alerts

Scrolling announcement bar on the calendar view. Styled alerts for info, warning, and urgent with custom colors, fonts, expiration dates, and clickable links.

  • Calendar ticker bar
  • Info / warning / urgent
  • Custom colors & fonts
  • Clickable links

Want to see it with your data?

Request a demo