Bad HubSpot data costs deals, forecast trust, and seller time. Portal Audit is $490 per portal; re-audits are $200.Start free audit

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.

37%

of CRM users report lost revenue due to poor data quality.

Validity, State of CRM Data Management 2025

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
HubSpot audit dashboard showing portal health score and risk breakdown

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.

AI-generated executive summary PowerPoint slide

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
Reports + actions

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.

Step 1

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 audit
Step 2

30-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 call
Step 3

90-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 rescue

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. 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