Unlock Full Visibility Across Hubs with a CRM Audit

Gain clarity and control over your CRM, Marketing, Sales, and Service performance with a single unified audit. Designed to help teams scale smarter, not harder, our audit solution is purpose-built for growing professional services, training providers, and flexible workspace operators. Whether you're seeing sluggish performance, inefficient workflows, or messy data, this CRM Audit helps you spot and fix issues before they cost you revenue.

WHAT DOES IT DO?

Identifies CRM Configuration Chaos

Assesses duplicate records, inactive lists, and disconnected data models create unnecessary complexity and obscure meaningful insights.

Checks for Poor Marketing Hub Setup

Underperforming email campaigns, untracked sources, and misconfigured social accounts slow down marketing ROI.

Uncovers Broken Sales Processes

Reviews pipeline structure, automation, task management, and meeting usage to identify what's blocking rep productivity.

Audits Service Hub Usage

Evaluates ticket pipeline health, automation setup, chat flows, and help desk performance to enhance customer experience.

Analyses Integrations in Use

Surfaces native and third-party integrations being used (or not), to flag risks, inefficiencies, and growth blockers.

Validates User Role Configuration

Assesses how teams are set up, checks for access issues, and confirms roles reflect your business structure.

What Does It Do and Why Install It?

This CRM Audit Package acts as a system health check and performance diagnostic for your HubSpot environment. We identify technical misconfigurations, inefficiencies, and underused opportunities that often fly under the radar. For Supered customers working in niche, operationally complex sectors, this is an opportunity to reconfigure for scale, drive adoption, and justify further HubSpot investment.

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