37%
of CRM users report lost revenue due to poor data quality.
Validity, State of CRM Data Management 2025
Built by Revenue Hub Latam, HubSpot Platinum Partner
HubSpot portal audit for RevOps teams and agencies
Find the hidden HubSpot errors that make teams stop trusting the CRM.
Connect your portal and get a free CRM health check in minutes. Upgrade when you need the full 5-pillar audit, AI executive narrative, stakeholder-ready exports, and action tools to fix selected issues.
No credit card for the free audit. Read-only access by default.
76%
CRM data inaccurate (Validity 2025)
13 hrs
lost weekly per person searching the CRM
$12.9M
avg. annual cost of bad data (Gartner)
45%
of CRMs are not ready for AI (Validity 2025)
The cost of doing nothing
Bad CRM data is not a future problem. It taxes your team every day, and it blocks every AI initiative on your roadmap.
28%
is the share of a rep’s week actually spent selling. The CRM eats the rest.
Salesforce, State of Sales
10–30%
duplicate rates are normal without governance. Average cost: USD 96 per duplicate.
HubSpot, citing The Data Warehouse Institute
45%
of sales leaders trust their forecast. Your CRM portal may be why.
Gartner, State of Sales Operations
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.
CRM data debt
Detect duplicate fields, low-fill properties, missing associations, and inconsistent lifecycle data.
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 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
Action tools for selected cleanup tasks after the report is reviewed
AI-generated insights and prioritized roadmap
Start free, unlock the full Portal Audit when you need it
Simple per-portal pricing. The paid audit includes reports, AI narrative, and action tools.
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
Portal Audit
$490
Best for leadership reporting, agencies, quarterly reviews, and cleanup planning.
Create account- All 5 pillars
- Unlimited findings
- AI executive narrative
- PowerPoint and Excel exports
- Action tools included
- Re-audits cost $200
Whitelabel
$50/mo
Best for agencies and consultants delivering reports under their own brand.
Create account- Your logo on reports
- Custom website and contact info
- Branded PowerPoint exports
- Monthly add-on
Audit + Rescue
From audit to fixed portal in three steps
Read the report, talk to a HubSpot Architect, or hand the cleanup to our team. Pick the path that fits where you are.
Run the free audit and review the preview
Connect HubSpot, get your Portal Health Score, and see the issues that may be affecting reporting trust. No sales call needed.
Start free audit30-minute call with a HubSpot Architect
Walk through the findings, prioritise the fixes, and decide what your team can handle internally. Free, no commitment.
Book a 30-min call90-day Portal Rescue, done with you
Our team cleans data, rebuilds pipelines, fixes workflows and retrains your reps. Outcome-based engagement with a HubSpot Platinum Partner.
Request the rescueDesigned 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. Paid action tools require confirmation before writing.
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. Paid action tools are included with the Portal Audit and require explicit confirmation before making changes.
Ready to see what your HubSpot portal is hiding?
Create your account, connect HubSpot, and run your free CRM audit.
Start your free audit