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Platform Audit Pro

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App

Platform Audit Pro

Fully Automated HubSpot Audit - Built for CXOs and power users.

Installs
90+ installs
Rating

4.3(3)

Sign in to installRequires Platform Audit Pro subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Platform Audit Pro Subscription
Free, Starter, or Growth plans

Overview

Managing HubSpot can quickly become overwhelming. With multiple teams and stakeholders using the same platform, it’s natural for your CRM to accumulate redundant data, inconsistent processes, and missed opportunities. On top of that, HubSpot is a significant investment with clear goals for marketing, sales, and customer success — which means inefficiencies directly impact ROI.

Our Audit Portal automatically scans your HubSpot instance, evaluates data quality, usage patterns, and system setup, and delivers:

  • Comprehensive Metrics – a clear snapshot of how your CRM is performing.

  • Identified Issues – highlighting redundancies, gaps, and misconfigurations.

  • AI-Generated Insights & Recommendations – actionable steps to optimize your HubSpot for efficiency, adoption, and ROI.

Features

Contacts Object Audit

In-depth audit of contacts'/leads' data, with analysis of their properties, customer journey, and redundancy - along with the ways to fix the identified issues

Companies Object Audit

Account-level audit with inferences and tips on how to improve and standardize account-level data management

Deals Object Audit

Audit of your sales pipeline with revenue-based and rep-wise analysis of the sales process

Tickets Object Audit

Metric-driven audit of your support pipeline & tickets with inferences for improving process definition and delivering enhanced customer support

Owner Audit

Helps segregate owner level data which provides deeper insights to clean & manage your CRM data.

Sales Audit

An audit of your business’s sales performance, providing both revenue-based insights and rep-wise analysis to evaluate the effectiveness of your overall sales process.

Marketing Audit

An audit of your HubSpot marketing activities, covering social media, forms, landing pages, and marketing emails to uncover gaps and optimization opportunities.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Data Quality Audit

Contacts

Companies

Deals

Tickets

Contacts

Companies

Deals

Tickets

Marketing Audit

Forms

Social Media

Forms

Social Media

Marketing Audit

Marketing Email

Marketing Email

Sales Audit

Calls

Calls

Reviews

Filter reviews:

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5/5
    Aug 26, 2025

Slick automated tool that's 100% hands-off with solid execution capabilities, just needs better design

Slick as hell - probably the only 100% automated tool out there

What do you like?

Audits data quality, marketing, and sales. Also allows in-app execution of a bunch of stuff.

What do you dislike?

Design needs work

  • Gulati, M.


4/5
    May 26, 2025

Data Cleanup Made Easy But Future Planning Features Needed

Overall, the app has been really helpful for our team. The deduplication feature and the ability to identify incomplete contact records have made a big difference in maintaining clean and organized CRM data. While there are a few areas for improvement—like visibility into upcoming records and a more user-friendly interface—the core functionality is strong and adds real value to our workflow. Once the deduplication feature is fully live, we’ll be able to provide even more meaningful feedback based on our experience using it in real scenarios.

What do you like?

One major advantage is that it allows us to deduplicate records, which is extremely useful and helps keep our CRM clean and organized. Another feature I really appreciate is the ability to quickly identify the number of contacts missing key information like lead statuses, first names, or phone numbers. Both of these features save time and improve data quality significantly.

What do you dislike?

One area for improvement is that it would be great if the app could show records scheduled for future processing—this would help us catch and fix issues proactively. Additionally, a more intuitive UI or a brief onboarding guide could help new users get up to speed faster.

  • Agarwal, T.


This app requires one of the following Platform Audit Pro subscription plans.

Free

$0

25 One-time Credits

  • Connect Up to 1 Hub

  • Up to 1 Audit/Month

0

Free

$0

25 One-time Credits

  • Connect Up to 1 Hub

  • Up to 1 Audit/Month

0

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/26/2025

More info

Built by
boundary.agency
Installs
90+ installs
Categories
Languages this app is available in
English

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