Stop Paying $3,000+ for
HubSpot Audits.
Get a complete HubSpot portal audit in minutes, not weeks. 11 sub-audits, AI-powered insights, and executive-ready reports — built by a HubSpot Platinum Partner.
Your portal health at a glance — radar chart across all 5 MECE pillars
What's hiding in your HubSpot portal?
Most portals accumulate years of technical debt. The longer you wait, the more revenue you lose.
Zombie Workflows
Broken automations running silently, creating bad data and wasted effort.
Orphan Records
Contacts and companies with no owner, falling through the cracks.
Revenue Leaks
Deals stuck in pipelines, skipped stages, and misconfigured probabilities.
Security Blind Spots
Too many super admins, inactive users with access, unmonitored integrations.
See what your audit looks like
Real screenshots from the platform. No mockups — this is exactly what you get.
Portal health score with risk level and pillar breakdown
One-click export: AI-powered PPTX and detailed XLSX
Per-object health scores across Contacts, Companies, Deals, and Tickets
11 Audits. 5 Pillars. One Score.
We audit your entire HubSpot portal across every dimension that matters for revenue operations.
CRM & Data Model
Properties, data quality, and conversations analyzed for completeness and consistency.
Revenue Operations
Pipeline health, deal velocity, lifecycle stages, and conversion bottlenecks.
Automation
Workflow errors, zombie automations, duplicate triggers, and enrollment issues.
Marketing
Email performance, list hygiene, form submissions, and asset health.
Governance & Security
User permissions, inactive accounts, API usage, integration health.
See your score
Get a weighted health score based on business impact across all 5 pillars.
Start your free auditManual Audit vs. This Tool
Hiring an Agency
- 2-4 weeks from kickoff to delivery
- $3,000 - $8,000 per portal, per audit
- Usually covers only 3-4 areas
- Static PDF or slide deck, outdated in weeks
- One-time snapshot, no ongoing monitoring
HubSpot Portal Audit Tool
- Results in under 5 minutes
- Free CRM audit — full reports from $180 (40% off at launch)
- 11 sub-audits covering every dimension
- Interactive dashboard + PPTX/Excel/PDF exports
- Re-run anytime, always fresh data
How it works
Three steps to a healthier HubSpot portal.
Connect your portal
Use OAuth or a Private App token. Read-only access — we never modify your data.
Run the audit
Our engine scans properties, pipelines, workflows, users, and more in under 5 minutes.
Get your report
AI-generated executive summary with risk analysis, action roadmap, and exportable reports.
Built for agencies and RevOps teams
Every CRM issue, categorized and scored
Each object gets its own health score. See naming issues, duplicate properties, type mismatches, unused fields, and documentation gaps — all broken down by severity.
- Per-object health scores with severity dots
- Issue breakdown by category with clickable navigation
- Fill rate analysis, orphan detection, and activity tracking
Find it. Fix it. From one screen.
Don't just see the problems — resolve them. Rename confusing properties, archive unused ones, hide clutter, and merge duplicates without leaving the dashboard.
- Rename, hide, or archive properties in one click
- Merge duplicate contacts and companies safely
- Manage pipeline stages and workflow states
Board-ready reports, generated in seconds
AI analyzes your audit data and generates executive-level narratives, risk deep dives, and a phased action roadmap — delivered as a polished PowerPoint deck.
- AI-generated strategic diagnostics per pillar
- Risk prioritization with business impact narratives
- 3-phase action roadmap: quick wins, tactical, strategic
Multi-Portal Management
Audit unlimited HubSpot portals from one account. Perfect for agencies managing multiple clients.
Smart Deduplication
4-pass duplicate detection with confidence scoring and safe one-click merge.
Compare CRM health across all objects at a glance
Simple, transparent pricing
One-time payment per portal. No subscriptions. Results never expire.
Free
Start with a CRM health check
- CRM & Data Model audit
- Top 5 findings per category
- Basic Excel & PPTX export
- Multi-portal support
Full Report
Complete audit across all 5 pillars
One-time per portal
Get Full Report- All 5 audit pillars unlocked
- Unlimited findings & details
- AI-powered executive insights
- Full Excel, PowerPoint & PDF exports
- Severity analysis & fix recommendations
Full + Actions
Audit and fix directly from the tool
One-time per portal
Get Full + Actions- Everything in Full Report, plus:
- Rename & archive properties
- Merge duplicate records
- Manage pipeline stages
- Enable/disable workflows
- Manage users & permissions
Use code LAUNCH40 at checkout for 40% off. Launch pricing will not last forever.
Agencies charge $3K-8K. Full reports start at $180.
Free CRM audit included. Use code LAUNCH40 for 40% off full reports.
Frequently asked questions
Your portal has problems. Find them in 5 minutes.
Join agencies and RevOps teams who stopped paying thousands for manual audits.
Free CRM audit. Full reports from $180 with code LAUNCH40.
Start your free audit