AI-Powered Portal Health Score

Automatically audits your HubSpot portal across four categories — CRM cleanliness, process health, feature adoption, and user activity — and generates an overall health score out of 100 with an AI-written executive summary

Prioritised Action Plan

Get a ranked list of recommendations sorted by risk level — Critical, High, Medium, and Low — so you always know exactly what to fix first to improve your HubSpot setup.

CRM Data Quality Analysis

Identifies unassigned records, stagnant deals, missing close dates, and low data completeness across Contacts, Companies, Deals, and Tickets so your team is always working with clean data.

User & Workflow Health Check

Surfaces inactive users, users with no roles assigned, disabled workflows, and lifecycle stage gaps — helping admins catch governance issues before they become problems.