Free HubSpot CRM Audit
Find out what's broken in HubSpot.
A senior HubSpot consultant digs into your portal (data quality, structure, automations, reporting, and security) and delivers a prioritized audit report. In days, not months. Free, read-only, no commitment.
Revstac is my first call for RevOps, I insist on bringing them with me everywhere I go.
Jeff Fernandez
CEO, HireRoad
A full HubSpot CRM audit. Not a sales pitch.
Every audit is run by a senior HubSpot CRM consultant and delivered as a written report with prioritized, effort-scored recommendations you can act on, with or without us.
Data & governance
How trustworthy your CRM actually is, and where the drift comes from.
- Duplicate contacts & companies, and where they originate
- Property bloat, fill rates, and stale fields
- Pipelines, objects, segments & lead scoring
Automation & marketing
What's running, what's dormant, and what your subscription already pays for.
- Workflow & sequence audit: active, idle, undocumented
- Forms, emails, campaigns & attribution gaps
- Integration inventory: keep, review, or remove
Users, security & reporting
Who has access, what it costs, and whether leadership can trust the numbers.
- Seat utilization, 2FA gaps & permission hygiene
- Reporting readiness for reps, managers & the board
- Every finding scored by priority and effort
How the free audit works
Run by an experienced HubSpot consultancy team, not an automated grader.
Connect
Grant read-only access
A 15-minute call, then view-only access to your HubSpot portal. No data is modified, moved, or deleted at any point.
Audit
We dig into your portal
Senior consultants paired with our AI audit engine review your data, pipelines, automations, marketing tools, integrations, and user access.
Report
Get the report + walkthrough
A written audit with every finding scored by priority and effort, plus a live walkthrough. Keep it and fix things yourself, or have us implement.
Result
You know exactly what's broken in your HubSpot, what it's costing you, and what to fix first, whether you work with us or not.
Frequently asked questions
Everything you need to know about the free HubSpot audit.
A HubSpot audit is a structured review of your entire HubSpot portal: data quality, object and pipeline structure, workflows and sequences, marketing tool utilization, reporting, integrations, and user access. The output is a written report that tells you exactly what's broken, why it matters, and what to fix first, with each finding scored by priority and effort.
Six areas: data system & governance (duplicates, property bloat, fill rates, pipelines), marketing utilization (forms, emails, campaigns, ads, attribution), automation & process (workflows, sequences), CRM customization, integrations, and users & security (seats, 2FA, permissions). A typical report runs 20+ pages with prioritized recommendations.
The audit is completely free, with no commitment. If you'd like us to implement the recommendations, that work is scoped and priced separately based on the size and complexity of your portal, but the report is yours to keep either way.
Yes. The audit requires read-only access to your HubSpot portal. No data is modified, moved, or deleted during the process.
Days, not months. Once we have read-only access, our consultants and AI audit engine review the portal and deliver the written report along with a live walkthrough, typically within a week.
Most portals accumulate years of tech debt: duplicate records, undocumented workflows, unused properties, and dormant tools your subscription already pays for. An experienced HubSpot CRM consultant has seen these patterns across dozens of portals and can tell you in days what would take an internal team months to untangle, while your team stays focused on selling.
Revstac is a HubSpot consultancy staffed by senior RevOps professionals with 7-15+ years of experience. You're not handing your CRM to junior consultants. We pair that judgment with AI tooling for deduplication, ICP classification, and our audit engine, and we're a HubSpot Solutions Partner. The audit is a working deliverable, not a teaser for a sales pitch.
We work with HubSpot Professional tier and above, across Marketing, Sales, and Service Hubs. If you're on another CRM and considering a migration to HubSpot, we can help with that too.
That's up to you. Some companies take the report and fix things internally. Others have us implement: data cleanup, structure, automations, and reporting, followed by ongoing maintenance targeting 99% CRM cleanliness. There's no obligation either way.
Get your free HubSpot audit
We dig into your data quality, structure, automation, reporting, and more. We surface exactly what's broken. Delivered in days, not months. Free, read-only, no commitment.