HubSpot health audit
Read-only
First audit free
Fixer: free beta

Know what's wrong in your HubSpot portal. Then fix it.

Portal Audit reads your portal and hands you a scored report and a 90-day plan. It never changes anything. Portal Fixer then applies the safe cleanup items from that plan, and shows you every change before it happens.

Run my free audit →

The offer

The audit never changes your portal. Fixes are optional, and you see every change first.

HubSpot admins at smaller companies who inherited the portal, or run it next to another job, and want a straight answer on what needs attention.

Agencies and consultants who manage HubSpot for clients. The first audit for each portal is free, so run it on a client portal before you scope the work.

AuditRead-only
First auditFree
ReportScored + 90-day plan
FixerFree beta
01

Data model: unused and duplicate-looking properties, custom objects, association labels.

02

Pipelines: your deal and ticket stages.

03

Data quality: how complete the key fields are on contacts, companies, deals and tickets. It uses counts, not copies of your records.

04

People and access: owners, roles, super admins, and paid seats nobody has used in 90 days.

05

Marketing and automation: lists, forms, emails and workflows, if your plan includes them.

06

Security and limits: login activity, an audit-log summary, and account limits.

46 automated checks and 37 best-practice tests, ending in a plan for the first 30, 60 and 90 days.

The audit reads. Fixer writes, and only what you approve.

Portal Audit
  • Reads your settings and counts records.
  • Never creates, changes or deletes anything.
  • Gives you a scored report and a 90-day plan.
Portal Fixer
  • Re-reads the portal and shows a dry-run preview of the change.
  • Reads each value back after writing, and restores the snapshot if it doesn't match.
  • Never deletes or merges records, turns on a workflow, or sends email.

Fixer covers a short, published list of fixes. Anything else on the report stays with you. Independent apps, not made or endorsed by HubSpot.

Run the audit first.

It's free for your first portal and starts with one install. Fixer comes after, if the plan has fixes you want applied.