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Stay Ahead with Our Latest Insights
Is your HubSpot portal helping your team grow or holding them back?
A HubSpot portal audit evaluates your CRM setup, data quality, automation, reporting, user adoption, integrations, and overall platform performance. Our experts identify opportunities to improve efficiency, increase visibility, and maximize your HubSpot investment.
Get more out of your HubSpot subscription.
Our Portal Audit includes an extensive understanding of your portal. Based on our findings, we deliver a detailed, actionable plan to optimize HubSpot, streamline operations, and boost performance across marketing, sales, and service.
Maximize Your HubSpot Investment
Identify underutilized tools, unused features, and opportunities to get more value from your subscription.
Improve Data Quality
Reduce duplicates, improve reporting accuracy, and create a cleaner foundation for growth.
Eliminate Manual Work
Identify opportunities to automate repetitive tasks and streamline operations.
Build Reports You Can Trust
Ensure leaders have accurate, actionable insights to support better decisions.
Improve User Adoption
Align permissions, simplify processes, and make HubSpot easier for teams to use.
Increase Pipeline Visibility
Give sales leaders a clearer picture of opportunities, forecasting, and performance.
User & Permission Management
We make sure permissions, roles, and seats are managed effectively, identifying inactive users to streamline access and security.
Sales Performance & Deal Tracking
We evaluate deal stages, lead statuses, and goals so your sales efforts are optimized and aligned with your marketing campaigns.
Choose the Right Level of Audit
Whether you're looking for a quick health check or a comprehensive review, we'll identify opportunities to improve performance and maximize your HubSpot investment.
A “Hub” refers to a HubSpot product area (Marketing, Sales, Service, Content, or Operations). Choose the tiers that match your subscription.
“LeadG2 provided an exceptional audit service that came at the perfect time for our team. Their insights were invaluable, and their clear, straightforward recommendations made even complex issues feel manageable. They helped us identify and clean up unused workflows, address bounced and unsubscribed contacts, and spot field-mapping errors we might have missed. Overall, LeadG2 exceeded our expectations, and we’re already seeing the positive impact.”
Not sure how healthy your HubSpot portal is?
Our experts will identify what's working, what's not, and where the biggest opportunities for improvement exist.