{
  "name": "Pactveris",
  "legalEntity": "Pactveris, LLC",
  "companyRelationship": "An Averane Global Company",
  "url": "https://pactveris.com/",
  "category": "Agency CRM and operations software",
  "description": "Pactveris is a CRM and operations platform for web design and development, digital marketing, managed web hosting, and ongoing support agencies. It connects client onboarding, agreements, service delivery, approvals, billing, communication, and records.",
  "audience": [
    "Web Design & Development agencies",
    "Digital Marketing agencies",
    "Managed Web Hosting agencies",
    "Ongoing Support agencies"
  ],
  "agencyWorkflows": [
    {
      "agencyType": "Web Design & Development agencies",
      "description": "Agencies managing website strategy, design, development, client review, and launch.",
      "stages": [
        "Strategy and sitemap",
        "Visual design",
        "Development",
        "Prelaunch review",
        "Launch and ongoing care"
      ]
    },
    {
      "agencyType": "Digital Marketing agencies",
      "description": "Agencies coordinating marketing goals, plans, deliverables, campaign review, and measurement.",
      "stages": [
        "Discovery and goals",
        "Strategy and plan",
        "Campaign preparation",
        "Review and release",
        "Measure and optimize"
      ]
    },
    {
      "agencyType": "Managed Web Hosting agencies",
      "description": "Agencies managing hosting requirements, environment setup, migration, cutover, and ongoing care.",
      "stages": [
        "Requirements and ownership",
        "Environment setup",
        "Migration and testing",
        "Approval and cutover",
        "Monitoring and care"
      ]
    },
    {
      "agencyType": "Ongoing Support agencies",
      "description": "Agencies handling client requests, triage, scope decisions, resolution, and follow-up.",
      "stages": [
        "Request and triage",
        "Scope and approval",
        "Resolution",
        "Verification and acceptance",
        "Follow-up and review"
      ]
    }
  ],
  "features": [
    "Web design and development agency delivery workflows",
    "Digital marketing agency delivery workflows",
    "Managed web hosting agency delivery workflows",
    "Ongoing support agency delivery workflows",
    "Client accounts and relationship context",
    "Consultations and client onboarding",
    "Team and client dashboards",
    "Agreement review and electronic signing",
    "Projects, tasks, milestones, and approvals",
    "Change requests and revision decisions",
    "Client billing, invoice, and payment records",
    "Messages, notifications, and shared documents",
    "Front Office, partners, and internal resources",
    "Website Preview and controlled sharing",
    "Executive oversight and administration"
  ],
  "demo": {
    "url": "https://demo.pactveris.com/access",
    "access": "Registration and agreement to demo terms required; opens in a new tab after validation.",
    "environment": "Fictional records and simulated workflows; no real payments or agreements."
  },
  "availability": "Licensing, production deployment options, and commercial availability are being defined. Public pricing, a production trial, and self-service production signup are not established.",
  "boundaries": [
    "Pactveris provides the software agencies use to organize and deliver their services. It does not bundle web development, marketing campaigns, managed hosting, or unlimited support as agency services.",
    "Provider connections require configuration and permissions.",
    "Task completion, client approval, and release authority are distinct.",
    "Payment confirmation, reconciliation, and bank settlement are distinct.",
    "Website Preview supports built static packages; it is not arbitrary source compilation or unlimited independent hosting.",
    "Marketing product images are illustrative compositions with fictional records."
  ],
  "legalContact": "legal@pactveris.com",
  "pages": [
    {
      "name": "Pactveris",
      "url": "https://pactveris.com/",
      "summary": "CRM for web design and development, digital marketing, managed web hosting, and ongoing support agencies. Connect clients, projects, approvals, and billing."
    },
    {
      "name": "Platform overview",
      "url": "https://pactveris.com/platform/",
      "summary": "Explore a connected CRM for web development, digital marketing, managed hosting, and support agencies, from client onboarding to delivery and billing."
    },
    {
      "name": "Client experience",
      "url": "https://pactveris.com/client-experience/",
      "summary": "Give your agency’s clients a portal for project progress, requests, agreement signing, messages, invoices, and shared records throughout service delivery."
    },
    {
      "name": "Team workspace",
      "url": "https://pactveris.com/team-workspace/",
      "summary": "Connect agency client accounts, delivery ownership, call notes, follow-ups, partner context, and work records in a role-based CRM team workspace."
    },
    {
      "name": "Intake & onboarding",
      "url": "https://pactveris.com/intake-onboarding/",
      "summary": "Guide agency prospects from consultations and lead decisions to account invitations, requested applications, and required client onboarding details."
    },
    {
      "name": "Agreements & signing",
      "url": "https://pactveris.com/agreements/",
      "summary": "Manage agency agreement preparation, internal approval, signer verification, electronic signing, signed PDFs, and retained audit evidence with each client."
    },
    {
      "name": "Workflows & approvals",
      "url": "https://pactveris.com/workflows/",
      "summary": "Coordinate web design, digital marketing, managed hosting, and ongoing support agency workflows with stages, owners, evidence, changes, and approvals."
    },
    {
      "name": "Billing & payments",
      "url": "https://pactveris.com/billing-payments/",
      "summary": "Connect agency service terms, invoices, eligible Stripe payments, receipts, and reconciliation to client accounts. Payment connections require configuration."
    },
    {
      "name": "Communication & records",
      "url": "https://pactveris.com/communication-records/",
      "summary": "Keep agency client conversations, team messages, notifications, and shared documents in context, with separate internal and client-facing visibility."
    },
    {
      "name": "Website Preview",
      "url": "https://pactveris.com/website-preview/",
      "summary": "Give web design and development agencies a controlled review workflow for built static websites, sharing approval, recipient access, and named downloads."
    },
    {
      "name": "Oversight & administration",
      "url": "https://pactveris.com/oversight-administration/",
      "summary": "Review agency client activity, approvals, team responsibilities, permissions, audit history, and supported website reporting in one connected CRM platform."
    },
    {
      "name": "Terms of Use",
      "url": "https://pactveris.com/terms/",
      "summary": "Read Pactveris’s website and evaluation demo terms covering permitted use, intellectual property, user responsibilities, limitations, and Arizona law."
    },
    {
      "name": "Privacy Policy",
      "url": "https://pactveris.com/privacy/",
      "summary": "Learn how Pactveris handles website and demo registration information, consent records, tracking choices, retention, service providers, and privacy requests."
    },
    {
      "name": "Cookie Policy",
      "url": "https://pactveris.com/cookies/",
      "summary": "Review Pactveris’s necessary demo cookies, optional analytics plans, local privacy preferences, and controls for Google Analytics and in-house measurement."
    }
  ],
  "indexing": "Public marketing pages allow indexing; the gated demo remains non-indexable."
}