Complete CRM Health Scoring

Get a clear, consolidated health score for your entire CRM. Analyze the health of individual modules, objects, and key CRM components to quickly understand overall data quality, configuration, and operational health.

Detailed Issue Detection & Action Recommendations

Identify specific issues across your CRM with detailed explanations, direct links to affected records or settings, and actionable recommendations to resolve each issue efficiently.

Risk Categorization

Prioritize CRM issues with clear risk categories such as Critical, Warning, Pass, and Informational. Quickly identify problems that require immediate attention and focus your efforts where they matter most.

CRM Data Quality Analysis

Audit contacts, companies, deals, tickets, workflows, properties, and custom objects to uncover duplicate records, missing information, incorrect or inconsistent data, and other quality issues affecting CRM performance.

Detailed Reporting & Export

Generate comprehensive audit reports with findings, risk levels, and recommended actions. Export reports in PDF, Excel, or CSV formats, or email them directly to stakeholders. Receive email notifications when an audit is completed.

Direct HubSpot Links to Affected Records

Quickly navigate from audit findings to the exact HubSpot records, properties, workflows, or settings causing an issue. Direct links eliminate manual searching and make it faster to investigate, verify, and resolve CRM problems.

Scheduled Automated Audits

Keep your CRM continuously monitored by scheduling automated audits on a daily, weekly, or monthly basis. Ensure new issues are identified regularly without requiring manual audits.

Audit History & Trend Tracking

Maintain a complete history of previous CRM audits and compare results over time. Track recurring issues, monitor improvements, and understand how your CRM health score changes across audits.