crmAUDITtool
The HubSpot audit that reads the portal, not the brochure.
Field-completion PDFs will tell you 98% of contacts have an email. crmAUDITtool tells you the forecast is fiction, the Lead object is unmanaged, and 16k “customers” have no closed-won deal.
Forecast integrity→Grade D
Deals · review
- open pipeline$4.2M booked→$1.1M with amounts
Lead object→unmanaged
Prospecting · included
- pdf auditsskipped→SLA + conversion scored
“Customer” contacts→16,204 without won deals
Cross-object · quantified
Coverage
Every object. Then the joints between them.
Contacts without companies that still have deals. Customers with no won revenue. Invoices that never touch a deal. That is where the money hides.
Leads
The object PDF audits skip. Prospecting queue, SLA, conversion.
Contacts
Lifecycle truth, marketing-contact spend, unworked reality.
Companies
Import wreckage, domain fill, ICP that is actually used.
Deals
Forecast integrity, amount, aging, owner concentration.
Tickets
Adoption vs empty-object scoring theater.
Custom objects
Invoices and the rest — associated, or just stored?
Engagements
Calls, meetings, tasks, logged mail per seat.
Automation
Errors, overlap, and the hygiene workflows you don't have.
Method
Scan. Interpret. Sequence.
01
Scan
Counts, fill rates, pipelines, workflows, and association graph. Privacy-first aggregates — we score the system, not the people in it.
02
Interpret
A 0% birthdate field on a B2B SaaS portal is not a finding. A 1-SQL funnel with 17k MQLs is. crmAUDITtool knows the difference.
03
Sequence
A 30 / 60 / 90 plan ordered by severity, hours, and dollars — not a 40-item checklist all marked HIGH.
Versus a 110-page PDF
What field-completion never sees.
- Benchmarks51 → 70+
- Lead objectincluded
- Revenue at riskquantified
- Cross-object intelfirst-class
- Empty tickets scored 14%we refuse
- Deliverableliving report