Records you can't rely on
Contacts and companies nobody has touched, duplicated, or filled in — the reason list counts are wrong.
FREE · CRM AUDIT FOR HUBSPOT
Can you trust your HubSpot?
Marketing says 23 leads. Sales says 16. Both are looking at the same portal. 27 read-only checks show why marketing and sales disagree — free, 90 seconds.
You'll get a trust score, your top three fires, and a 30-day fix list — in your inbox in under 10 minutes.
By connecting your portal you agree to the Terms of use and understand this is an automated assessment — see what it can and can't see.
Read-only accessNo credit card90 seconds to connectBuilt by a senior HubSpot practitioner
WHAT IT AUDITS
Five regions of the bucket. Where trust breaks down.
Each finding is tied to a specific cost — pipeline at risk, hours wasted, a number nobody can defend in the meeting — not a generic dashboard metric.
Lifecycle definitions
Whether lead / MQL / SQL / opportunity mean one thing, or whatever each workflow last wrote.
Deal data you can defend
Missing amounts, stale close dates, deals never associated to a contact — why the pipeline number changes depending on who runs the report.
Pipeline movement and ownership
Stalled deals, deals with no owner, stages that don't match how the company sells.
Workflows and routing
Automation that failed silently, workflows writing the same field, routing that leaves leads with no owner.
HOW IT WORKS
From OAuth to PDF, in under 10 minutes.
01
Connect HubSpot
One click. Read-only OAuth — same flow you use to connect any HubSpot integration. Your access token is held only for the duration of the audit and discarded immediately after.
02
The audit runs
We pull your contacts, deals, owners, workflows and properties, then score them across five categories. Calculations include lifecycle velocity, conversion ratios, pipeline coverage, and pipeline number confidence.
03
You get the report
A branded PDF lands in your inbox. Executive summary, your top three fires with £ impact, full per-finding breakdown, and a prioritised 30-day fix roadmap.
WHAT YOU GET
A 30-page report you'd expect to pay for.
PineRiverDataCRM Audit
74/ 100
Grade C
Acme Corp · HubSpot Pro
Top 3 Fires
Stuck deals (90+ days)
Lifecycle stage contamination
Orphaned records (no owner)
Sample illustration — your numbers come from your portal.
Revenue at risk (indicative range)
A £/year range derived from your flagged pipeline plus severity of top fires. The headline number on page 1.
Overall score (A–F)
Weighted across five categories of your CRM. Plus a side-by-side comparison of your portal vs healthy bands.
The 3 Fires
Highest-severity findings with record counts and £ impact where calculable. The first thing your CFO will read.
Per-finding breakdown
Score, examples from your actual records (linked to the live HubSpot record), cost framing, cost-of-doing-nothing consequence, and step-by-step fix instructions.
Executive summary
200–300 words contextualised to your specific findings — the picture in a paragraph, ready to send to leadership.
30-day fix roadmap
Week-by-week task list ordered by severity and revenue impact. Total estimated effort + £ at risk if untreated.
FAQ
Common questions.
Is this really free?
Yes. No credit card. No trial. No paywall. Your detailed PDF report goes to your inbox at the end. If you have questions about the findings, you can email me — I read every reply.
What happens to my CRM data?
Read-only OAuth — same scopes you'd grant any HubSpot integration. The audit runs in-session and the access token is discarded immediately after. No CRM records are stored on our side. Disconnect any time in your HubSpot settings.
Which HubSpot tier do I need?
23 of 27 checks work on any tier. The four System Health checks need Professional or higher because the Automation API is gated. If you're on Free or Starter, the audit runs and skips those four with a clear note in the report.
How long does the report stay valid?
About 90 days before things drift. You can re-run the audit any time — same flow, fresh results.
Other CRMs?
HubSpot only at the moment. Salesforce support is in development — see the form below to get notified when it ships. Pipedrive is on the longer-term roadmap.
Who's behind this?
PineRiverData — HubSpot marketing ops for portals nobody owns. pineriverdata.com
USING SALESFORCE?
The Salesforce version is in development.
Same audit, different CRM. Drop your email below and we'll let you know the moment it ships — usually built for portals at £2–15M ARR with 18+ months of accumulated mess.
We'll email you the moment Salesforce ships. One email, no newsletter.
READY?
See where your bucket holds up, and where it doesn't.
Connect in 90 seconds. Branded PDF in your inbox in under 10 minutes. No credit card.
By connecting your portal you agree to the Terms of use and understand this is an automated assessment — see what it can and can't see.