HubSpot Portal Audit

About

Portal Audit enables RevOps teams, founders, and agencies to quickly assess the health of their HubSpot portal. It examines CRM data, properties, duplicates, lifecycle stages, pipelines, workflows, forms, marketing assets, integrations, and users. The tool then transforms these insights into prioritized risks, pillar scores, and polished reports for executives in Excel, PDF, and PowerPoint formats. It is designed for data cleanup, platform migration, system optimization, and client audits.