CRM data debt
Detect duplicate fields, low-fill properties, missing associations, and inconsistent lifecycle data.
Built by Revenue Hub Latam, HubSpot Platinum Partner
HubSpot portal audit for RevOps teams and agencies
Find the hidden HubSpot issues that hurt revenue reporting.
Connect your portal and get a free CRM health check in minutes. Upgrade when you need the full 5-pillar audit, AI executive narrative, and stakeholder-ready exports.
No credit card for the free audit. Read-only access by default.
11
sub-audits
5
RevOps pillars
5 min
typical first result
AES-256
token encryption
Choose your fastest path
Useful for Google Ads traffic, partner referrals, and link-in-bio visitors.
Most HubSpot portals look fine until you audit the system underneath.
The tool checks the places where CRM debt usually hides: unused properties, incomplete records, stuck deals, inactive users, workflow errors, weak governance, forms, lists, and integrations.
Pipeline leakage
Spot stuck deals, unused stages, misconfigured probabilities, and unreliable revenue signals.
Automation drift
Find dormant workflows, errors, redundant logic, and automation that no longer matches the process.
Governance gaps
Review inactive users, admin exposure, API usage, permissions, and integration risk.
Portal Health Score
What the audit gives you
A practical diagnostic, not a generic score. Each finding is grouped by business impact so you can decide what to fix first.
- Weighted Portal Health Score across CRM, revenue operations, automation, marketing, and governance
- Findings by severity with context for why each issue matters
- Multi-portal support for agencies and teams managing several HubSpot accounts
- AI-assisted executive narrative, risk summary, and 3-phase action roadmap on paid reports
- Excel, PDF, and PowerPoint exports for client reviews, leadership meetings, and quarterly cleanup
Full coverage across the portal
The methodology comes from the app documentation and product content: 11 focused checks consolidated into 5 MECE pillars.
CRM & Data Model
Properties, data quality, conversations, associations, and schema hygiene.
Revenue Operations
Deal pipelines, lifecycle stages, stuck records, and funnel bottlenecks.
Automation
Workflow activity, errors, stale automations, and duplicate logic.
Marketing
Emails, lists, forms, submissions, bounces, and unused assets.
Governance & Security
Users, permissions, integrations, API health, and admin exposure.
Executive reports
From raw portal data to executive-ready decisions
Use the dashboard for cleanup work, then export a narrative report for the people who need the business story: CEO, CRO, client, or RevOps lead.
PowerPoint executive summary with risk deep dives
Excel workbook with detailed findings
PDF report for sharing and archiving
AI-generated insights and prioritized roadmap
Start free, unlock the full report when you need it
Simple per-portal pricing. No subscription required for the audit result.
Free CRM Audit
$0
Best for a quick health check before a cleanup sprint.
Start free- CRM & Data Model audit
- Top findings
- Basic exports
- No credit card
Full Report
$180
Best for leadership reporting, agencies, and quarterly reviews.
Create account- All 5 pillars
- Unlimited findings
- AI executive narrative
- PowerPoint, PDF, and Excel exports
Full + Actions
$280
Best when you want to audit and fix selected issues from one place.
Create account- Everything in Full Report
- Merge duplicates
- Property actions
- Pipeline, workflow, and user actions
Designed for ad traffic and real buyer trust
The page keeps users on a useful, crawlable destination with clear navigation, original product detail, privacy and terms links, and no forced downloads or disruptive popups.
Read-only by default
The audit reads HubSpot data to generate findings. Write actions are optional and require confirmation.
Encrypted tokens
HubSpot tokens are encrypted with AES-256 before storage.
Built by practitioners
Revenue Hub Latam is a HubSpot Platinum Partner working with CRM and RevOps teams.
Questions before you connect
No. The audit uses read-only access by default. Optional action features are separate and require explicit confirmation before making changes.
Ready to see what your HubSpot portal is hiding?
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Start your free audit