Portal Audit System
Automated HubSpot Audits – work smarter with HubSpot
Requirements
HubSpot Plan Works with all HubSpot plans Learn more HubSpot Account permissions - View the required account permissions
Portal Audit System Subscription - Starter, Professional, or Enterprise plans
Overview
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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.
Features
Portal-iQ Delivers an Easy to Read Fully Customised Report
The Portal-iQ comprehensive HubSpot Audit helps you identify issues in your HubSpot portal that are costing you and your team, time and money. When you run the Portal-iQ audit in your HubSpot portal you get a detailed report with prioritised actionable recommendations. The report is designed to help you and your team optimise HubSpot.
Privacy First, GDPR Minimum, No AI Used
Portal-iQ is designed with privacy in mind. Portal-iQ doesn’t specifically read the data your HubSpot portal. Because personally identifiable information is neither collected, nor stored by the Portal-iQ App it’s easy for us to exceed the privacy standards defined by Europe’s GDPR. We never use Artificial Intelligence (A.I.) to analyse data.
Designed by a HubSpot Solutions Partner
Portal-iQ was built by the team at Webalite, a certified HubSpot Partner Agency based in Wellington, New Zealand. For over a decade Webalite has used auditing tools and reports to help customers get better results faster.
App Functionality
Shared Data
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Reviews
5.0
8
5.0
8
- Jun 26, 2025
Time-Saving Automation With Great Support
Fantastic product and company
automates a lot of the quantitative audit points that I like to provide to clients. So it saves me a ton of time - and even gives me some ideas to investigate further. Also - Mike is great.
no.
Kline, J.
- Jan 22, 2025
Great tool to run a full audit
Mike was really helpful and supportive in getting me the report I needed!
A lot of insights Actionable items Benchmarks
None
Flavor, K.
Starter
For small businesses that use the HubSpot Starter Hubs package.
Audit HubSpot Starter Hubs
Scans up to 3,000 HubSpot Objects
59 Pages
Up to 4 Appendices
39 Benchmarks
41 Actionable Recommendations
29 Tips
8 [friendly] Warnings
5 day delivery
The exact number of pages, appendices, recommendations, tips, and warnings will vary depending on your HubSpot setup and tiers.
Starter
For small businesses that use the HubSpot Starter Hubs package.
Audit HubSpot Starter Hubs
Scans up to 3,000 HubSpot Objects
59 Pages
Up to 4 Appendices
39 Benchmarks
41 Actionable Recommendations
29 Tips
8 [friendly] Warnings
5 day delivery
The exact number of pages, appendices, recommendations, tips, and warnings will vary depending on your HubSpot setup and tiers.
* 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: 10/18/2024
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