A HubSpot Portal Audit helps you and your team work smarter with HubSpot. Portal-iQ provides key recommendations combined with up to date data to help you maximise HubSpot for your marketing, sales, and customer support.

Portal-iQ quickly and seamlessly audits and scans your HubSpot Portal. You simply authorise the Portal-iQ App, in your HubSpot Portal, then answer a few questions and Portal-iQ will do the rest.

The result… A comprehensive report detailing a list of recommendations for you to easily follow, to maximise your HubSpot Hubs and CRM set up.

Portal-iQ helps:

• Marketers convert more leads.
• Sales teams close more deals.
• Customer success people help more customers.
• HubSpot teams become more effective.

Portal-iQ is a quick and easy way to maximise your use of HubSpot. By scanning your HubSpot set up, it can quickly identify any issues or opportunities, and provide a prioritised actionable summary of recommendations.

Used effectively, HubSpot can help you to improve your business performance, increase leads, maximise your sales opportunities, and help you deliver excellent customer service. With Portal-iQ, you can ensure your HubSpot portal is set-up to support the long-term success of your business and continues to deliver all the benefits of your HubSpot investment.

Portal-iQ scans your HubSpot Portal

Your contacts, companies, deals and tickets are at the heart of your CRM. When your data is clean, accurate and up to date you and your team can make business decisions faster, and with more certainty. Your results are more measurable because you can accurately test and measure. You get to spend more time on what’s working, less time on what’s not working and less time on admin.

Portal-iQ scans your HubSpot Hubs

Your data is important, and so are the systems you use to leverage the information in your HubSpot CRM. It's essential that all of your HubSpot Hubs are set up correctly otherwise - as you grow - so will your problems. When your HubSpot Hubs are set up correctly you spend less time on admin and more time doing the things you love.

Please note: Portal-iQ doesn’t specifically read your data/information, so data privacy is maintained throughout the analysis. It takes a higher-level approach of scanning for ‘field completion’ and features use to ensure you are maximising your HubSpot investment.

We never use Artificial Intelligence (A.I.) to analyse data.