The stack you already run

Pact does not replace Salesforce. It owns cash dates and paper.

CRM

Stages stay in Salesforce. Cash dates live in Pact. Mapping is one way, on purpose.

Chat

Blockers post to the deal channel. Status never depends on who was in the thread.

Signature

Send from the card. Countersign files back without a download.

Files

The latest paper is the Drive file. Pact does not keep a third copy.

CRM

Same mapping pattern as Salesforce for teams that never left HubSpot.

Identity

SSO and SCIM on Firm. Seats follow the directory, not a CSV.