Logo - Full (Color)

Bygg

Platform Audit Pro

Platform Audit Pro-icon
App

Platform Audit Pro

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

Installeringer
100+ installasjoner
Rangering

4,3(3)

Logg på for å installereKrever Platform Audit Pro-abonnement

Krav

HubSpot-abonnement
HubSpot-kontotillatelser
Vis nødvendige kontotillatelser
Platform Audit Pro-abonnement
Free, Starter eller Growth-abonnementer

Oversikt

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.

Funksjoner

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.

Appfunksjonalitet

Delt data
Datakilde
Synkroniseringsretning
I HubSpot
I HubSpot

Data Quality Audit

Kontakter

Selskaper

Avtaler

Tickets

Kontakter

Selskaper

Avtaler

Tickets

Marketing Audit

Skjemaer

Sosiale medier

Skjemaer

Sosiale medier

Marketing Audit

Markedsførings-e-post

Markedsførings-e-post

Sales Audit

Samtaler

Samtaler

Gjennomganger

Filtrer gjennomganger:

Sorter:


5/5
    26. aug. 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

Hva vil du gjøre?

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

Hva liker du ikke?

Design needs work

  • Gulati, M.


4/5
    26. mai 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.

Hva vil du gjøre?

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.

Hva liker du ikke?

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.


Priser

Denne appen krever ett av de følgende Platform Audit Pro-abonnementene.

Free

USD 0

25 One-time Credits

  • Connect Up to 1 Hub

  • Up to 1 Audit/Month

0

Free

USD 0

25 One-time Credits

  • Connect Up to 1 Hub

  • Up to 1 Audit/Month

0

* Prissettingen her er kun for illustrasjonsformål. Prisene inkluderer ikke avgifter, insentiver, rabatter eller andre prissettingsvariabler. Kontakt partneren for å få oppdatert og riktig prissettingsinformasjon. HubSpot tar ikke ansvar for denne prissettingsinformasjonen, som gis av våre partnere. Prissetting sist oppdatert: 04.06.2025

Mer info

Bygget av
boundary.agency
Installeringer
100+ installasjoner
Kategorier
Språkene appen er tilgjengelig på
Engelsk

Mest populært

HubSpot solutions partner illustration
Trenger du mer hjelp?

Lag en egendefinert løsning med hjelp fra en HubSpot-løsningspartner.

Samarbeid med HubSpot-løsningspartnere for alle dine forretningsbehov. Bla gjennom anbefalinger, ansatt den riktige medarbeideren og kom i gang med prosjektet ditt.