Find data issues, process gaps, and ROI leaks in HubSpot—automatically.
Platform Audit Pro scans your HubSpot instance end-to-end and delivers a clear score, issue breakdowns, and AI-powered recommendations. Designed for CXOs, RevOps, and power users who want clean data, consistent processes, and better adoption—without manual spreadsheets.
A performance snapshot across Data Quality, Sales, and Marketing, plus prioritized recommendations to standardize your CRM and drive measurable improvement.
Tip: Use a wide screenshot for best impact
No credit caps • No hidden limits • Start instantly.
Everything you need to audit HubSpot (without manual work)
Run an audit any time. Track improvements, uncover misconfigurations, and prioritize fixes across CRM objects and marketing/sales activity. Built to be hands-off, fast, and actionable.
Data Quality Audit (Contacts, Companies, Deals, Tickets)
Identify missing fields, duplicates, inconsistent property usage, and CRM hygiene gaps that quietly reduce conversion and reporting accuracy.
- ✓Missing key properties (name, email, phone, lifecycle fields, etc.)
- ✓Redundancy signals and data standardization opportunities
- ✓Association gaps (e.g., contacts with no company, deals with missing links)
Sales Audit (Pipeline health + rep-wise insights)
See what’s working and what’s stalling. Get a clear view of pipeline movement, stage quality, and activity patterns that impact revenue.
- ✓Pipeline health signals and stage-level friction
- ✓Rep-wise performance and adoption patterns
- ✓Recommendations to tighten process definition and reporting
Marketing Audit (Forms, pages, social, email)
Uncover gaps across your marketing assets and performance setup. Improve lead capture, consistency, and measurement.
- ✓Form setup and conversion readiness checks
- ✓Landing page & content consistency signals
- ✓Email and social activity insights to reveal missed opportunities
AI-generated insights & prioritized recommendations
Move from “here’s the problem” to “here’s what to do next.” Recommendations are designed to be practical, prioritized, and outcome-driven.
- ✓Priority ordering based on impact and effort
- ✓Guidance for efficiency, adoption, and ROI improvements
- ✓Clear next steps for data cleanup and configuration updates
Owner & usage visibility
Understand how teams use HubSpot—who owns what, where activity clusters, and where processes drift across teams.
- ✓Owner-level segmentation and accountability
- ✓Usage patterns to improve consistency and governance
- ✓Signals to guide enablement and training priorities
Execution-ready outcomes (fix faster)
Turn audit findings into action faster—reduce cleanup time and keep your CRM tidy as teams scale.
- ✓Focused guidance for deduplication and completeness improvements
- ✓Standardization recommendations to reduce reporting noise
- ✓Repeat audits anytime to validate progress
Run your first audit in minutes
Unlimited use • No credit caps • Free to use. Connect HubSpot and get your report instantly.
How it works (simple, secure, fast)
Login, connect HubSpot, and generate a report. Repeat audits anytime to monitor improvements and keep the platform clean.
Tip: Add a caption in Elementor below this image
Loved by ops teams that want clean, reliable HubSpot data
Realistic, hands-on feedback from RevOps, marketing ops, and sales ops users who need automated visibility and actionable next steps. Swipe on mobile, or use arrows on desktop.
Try Platform Audit Pro for free
Unlimited use • No credits • Run audits whenever you want and track improvement over time.