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Product

HubScan.Ai

Automated CRM health audits that find what's broken, what's unused, and what's costing you money — across 34 scanner modules.

34

Scanner Modules

82

Assessment Rules

< 5min

Full Portal Audit

100%

Automated

What It Scans

Six categories. 34 modules. Every corner of your portal.

Each scanner module checks specific aspects of your HubSpot portal against best-practice rules and surfaces findings with severity ratings and fix instructions.

Contact & Company Health

Duplicate detection, missing required fields, lifecycle stage inconsistencies, data decay scoring.

8 scanners

Deal Pipeline Integrity

Stale deals, missing close dates, stage skip detection, amount inconsistencies, pipeline hygiene.

6 scanners

Workflow & Automation Audit

Broken workflows, enrollment conflicts, suppression list gaps, execution errors, redundant automations.

5 scanners

Integration Health

Sync errors, field mapping mismatches, API rate limit warnings, stale connections.

4 scanners

Reporting & Attribution

Broken dashboards, campaign tracking gaps, UTM inconsistencies, lifecycle funnel leaks.

5 scanners

Security & Compliance

User permission review, sensitive data exposure, GDPR consent gaps, audit trail coverage.

6 scanners
How It Works

Three steps. Under five minutes.

No configuration, no onboarding calls, no waiting. Connect your portal and get results.

01

Connect

Authorize read-only access to your HubSpot portal. We never write or modify your data.

02

Scan

34 modules analyze your portal against 82 rules. Contacts, deals, workflows, integrations, security — everything.

03

Report

Get a prioritized report with severity ratings, fix instructions, and estimated impact for each finding.

Sample Report

What a real scan report looks like

This is an anonymized preview from an actual HubScan.Ai report. Every finding includes a severity rating, a plain-language explanation, and instructions to fix it.

Portal Health Report — acme-corp.com
SAMPLE REPORT

Overall Health

55/100
37 Passed30 Needs Work14 Pending

Category Breakdown

Account Setup3/9 passed
Contacts & Lists7/10 passed
Deals & Tasks6/9 passed
Email & Marketing8/15 passed
Sales Enablement2/8 passed
Workflows3/5 passed

Sample Findings

Critical

47 users found. 1 generic email detected — review info@acme-corp.com for shared credential risk.

Warning

Checked 3 domains — none have HubSpot tracking code installed.

Pass

5 domains connected (4 resolving). DNS configuration healthy.

Critical

SPF record not detected for sending domain. Email deliverability at risk.

+ 78 more findings in full report

Who It's For

Built for people who own the CRM

RevOps Teams

You inherited a portal with 5 years of tech debt. Scan finds what’s broken so you can prioritize fixes.

Agencies

Show clients the state of their portal before you start work. Scan creates instant credibility and scopes projects.

New HubSpot Customers

Just migrated? Scan validates that your data landed correctly and your setup follows best practices.

FAQ

Common questions about HubScan.Ai

What access level does the scan require?

We request read-only OAuth access to your HubSpot portal. The scan never writes, modifies, or deletes any data. Access is scoped to the specific APIs needed for each scanner module.

How is my data protected?

Scan data is processed in memory and never stored on our servers beyond the report generation window. Reports are delivered directly to you. We do not retain portal data after the scan completes.

Is access revoked after the scan?

You can revoke access at any time from your HubSpot Settings > Integrations > Connected Apps. We recommend revoking after you receive your report if you don’t plan to run recurring scans.

How is the report delivered?

You receive a detailed report with findings organized by category and severity. Each finding includes a plain-language explanation, fix instructions, and estimated effort level.

How often should I run a scan?

We recommend scanning quarterly, or after major changes like migrations, new integrations, or team restructuring. CRM health drifts over time as teams add properties, workflows, and automations.

Does it work with any HubSpot plan?

Yes. The scan works with Free, Starter, Professional, and Enterprise plans. Some scanner modules surface additional findings for Professional and Enterprise features like workflows and custom reporting.

Request your free scan

Get a complete CRM health audit covering 82 assessment rules across contacts, deals, workflows, integrations, and security.

Read-only access. We never write or modify your HubSpot data.

Under 5 minutes. Full portal scan with prioritized findings.

Detailed report delivered. Severity ratings, fix instructions, and estimated impact.

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