Know your portal before it breaks
The most comprehensive audit available for HubSpot users. Connect in about two minutes and get a detailed, practical report your team can act on this week — a prioritized issue list with root causes, not a vanity score. Or have us review it with you and guide what gets fixed first.
Focused on operational risk, not vanity metrics
A number out of a hundred tells you nothing about what to do on Monday. The audit produces a prioritized issue list grouped by urgency and business impact, with the actual root cause behind each one and a specific next step — the things that make a report usable rather than decorative.
A score is not a plan
A single number out of a hundred is a vanity badge. It does not tell you which problem is costing you money or what to do about it first.
Symptoms get fixed, causes stay
Bad reporting is usually a data-model problem. Rebuilding the dashboard leaves the cause in place, so the same issue returns next quarter.
Nobody owns the mess
Several admins over several years, each adding properties and workflows. No single person can say what is still in use and what is safely deletable.
Six modules, every one evidence-led
Fast to run, easy to act on
Connect
A secure OAuth connection to HubSpot with read-only access. Nothing in your portal is altered.
Scan
Portal checks run across data, workflows, and permissions, covering all six modules.
Review
Issues are grouped by urgency and business impact, with root-cause notes rather than symptoms.
Fix
Your team starts with the highest-value cleanup first — in-house, or with us walking it through.
A report you can use without us
Many teams run the audit and hand the report straight to their own admin. Findings are ranked by impact and effort, known false positives are flagged so nobody wastes time on noise, and the run becomes a baseline you can measure the next one against.
If you would rather not execute it yourselves, we will review the report with you and tell you what to fix, what to skip, and what to delete. No call is required before running it.
Run the free audit →The audit found two portals doing one job
Contacts, companies, marketing assets, and an 87-page website consolidated into a single portal — without losing a page, breaking a form, or interrupting operations. Our developer built a purpose-built tool for the CMS content HubSpot cannot natively move.
★★★★★Before working with RSM, we had two HubSpot CRM instances and a whole mess of data in both. RSM took the reins and migrated our systems into one, systematically helped us clean and sort the data, and made sense of everything. Now we have a fully functioning CRM!
V. Grant · Vice President of Marketing, Symplicity
Before you run it
Is this a generic score?
No. The output is a prioritized issue list with context — severity, root cause, and a specific next step for each finding — not a vanity badge.
Will this break anything in HubSpot?
No. The scan is read-focused and does not alter your portal. You can revoke the connection as soon as it finishes.
Do we need a call before running it?
No. You can run it first and book a call afterwards only if you want help executing the findings.
Can we use this with an internal admin?
Yes. Many teams use the report to guide in-house cleanup, which is exactly what the severity labels and action suggestions are for.
What does it inspect?
Six modules: hub utilization, data quality, security and governance, automation health, reporting, and user adoption — focused on operational risk and revenue visibility.
What happens after the audit?
Either your team works the list, or we review it with you and tell you what to fix, what to skip, and what to delete. The findings are yours either way.
Run the audit now
If your reports feel off or your portal feels bloated, start here. Connecting takes about two minutes, the scan is read-only, and the report is yours to keep.
Tell us what your CRM is doing wrong
Book a time directly, or send us a note and we will come back to you — usually the same day. Either way you get a real answer about your portal, not a pitch deck.
Book a meeting
Pick a time that suits you. Thirty minutes, no obligation, and we will look at your portal together.
Open the calendarOr send an inquiry
Tell us what is going wrong and we will come back with a first read on it.