ARTIS Systems — HubSpot CRM Audit

Sound familiar?

Your CRM looks clean from the top.
It isn't.

These are the patterns we find in almost every portal we audit.

💸

Pipeline you can't see

Deals moving through stages with no amounts attached. Your forecast is built on incomplete data and nobody's flagging it.

👻

Records nobody owns

Contacts and deals still assigned to people who left months ago. No sequences firing. No follow-ups happening. Revenue sitting frozen.

🔇

Win/loss data that doesn't exist

Close Reason was never made required. You've closed hundreds of deals and have no structured record of why you won or lost any of them.

🎫

Support data you can't report on

Tickets are being created but nothing is categorized. You can't trend issues, route by type, or show leadership what support actually looks like.

🔁

Broken sync between objects

Closed Won deals with Contacts still showing as Leads. Attribution is wrong. Personalization is impossible. The workflow was never wired up correctly.

🏚️

Properties nobody remembers creating

Dozens of custom fields with no descriptions, no owners, and no clear purpose. Your reporting is silently failing because of fields that should never have existed.

📞

Contact data you can't trust

Phone numbers in seven different formats. Duplicate contacts from imports that were never deduped. Emails missing. Leads you can't actually reach.

⚙️

Integrations writing bad data

Your sync is running but nobody validated what it's writing. Fields are being overwritten, formats are wrong, and two systems are now disagreeing on the same contact.

📊

Dashboards that lie

Your leadership is making decisions based on reports that look authoritative but are built on incomplete, inconsistent, or misconfigured data underneath.

Who's behind the audit

You're hiring a person, not a platform.

LinkedIn → jacob@artisaudits.com

Jacob Narson

Founder, ARTIS Systems · Former HubSpot Partner

I spent five years as a HubSpot Partner, building over 100 portals from the ground up and auditing nearly double that number. During that time I reached Diamond Tier Partner status and was awarded Rookie of the Year in 2023.

I've worked inside everything from Sales Starter CRMs in their first month to Enterprise setups riddled with abandoned custom objects, undocumented properties, and workflows nobody remembered building. The same patterns show up everywhere. Most CRM problems aren't mysterious — they're predictable, traceable, and fixable.

My focus has shifted from working with people to working with data. Data doesn't have opinions, doesn't push back, and doesn't lie. I started ARTIS Systems to offer this audit as a service — the same depth and rigor I applied as a partner, now available to anyone who needs it.

No shortcuts. No templates. No filler.

HubSpot Diamond Tier Partner

Rookie of the Year 2023

100+ Portals Built

200+ Audits Conducted

Get an Audit — $299 Have questions first?

Process

Simple from start to finish.

No complicated onboarding. Tell us about your portal, we coordinate the rest.

01 — Get in touch

Tell us about your portal

Fill out the contact form with some basic info — your CRM setup, what you're trying to solve, and the size of your portal. We'll respond within one business day to scope the audit and confirm next steps.

02 — Share your data

Securely send your exports

We'll set up a secure file share for you to upload your HubSpot exports. No technical setup required on your end — just export directly from HubSpot and upload. We'll walk you through exactly what to pull.

03 — Receive your audit

Full report delivered in days

You'll receive a comprehensive, interactive HTML report covering every object in your portal. Health scores, revenue gaps, organizational accountability, a priority fix list, and a full workboard your team can action immediately.

What's included

Everything in every audit.

Every report covers the same ground — no upsells, no add-ons, nothing held back based on portal size.

A health score for every object

Contacts, Companies, Deals, and Tickets each get an independent grade based on your actual data — not a generic checklist. You'll know exactly which objects are healthy and which ones are dragging the portal down.

The dollar value of your data problems

Missing deal amounts, stale pipeline, and unworked opportunities all get converted into a revenue figure. Something you can take into a leadership meeting and actually act on.

What it's costing you every week you wait

We calculate the weekly revenue bleed at your actual close rate, give you a timeline for how long remediation realistically takes, and tell you when to re-audit.

Who in the org is responsible for what

Every data problem has a human root cause. We trace each failure back to the role or process responsible — and tell you how confident we are before you act on it.

Exactly what to fix first

The top issues ranked by operational impact, revenue consequence, and reporting accuracy. Effort estimates and direct links to HubSpot documentation included for each one.

A workboard your team can actually use

Every remaining finding organized into workstreams by who needs to fix it — duplicates, data types, documentation, standardization, reassignment, integrations. Hand it to your team on Monday.

From the report

This is what you'll receive.

Generated from a test audit conducted before launch. Names and company details have been redacted. The format, depth, and findings are identical to every report we deliver.

📊 Portal Health Score

Contacts

/100

B+

✓ Strong: Email fill rate 93%. Low duplicate rate. Lifecycle Stage distribution healthy.
✗ Issues: 312 contacts owned by a deactivated user — no automation running. 163 records from a bulk import contain placeholder Last Names currently in active outreach.

Deals

/100

Critical Failure

✓ Strong: Pipeline naming clean. 84% of deals have a Contact association.
✗ Critical: 526 of 876 deals (60%) missing Amount — forecasting is structurally broken. 0% Close Reason fill across all 398 closed deals. 94 deals on a deactivated rep.

View the full report →

Fix This First — Priority Queue

Critical Deals

Require Amount as a Mandatory Field at Deal Creation

526 of 876 deals (60%) have no Amount value — forecasting is structurally broken. This is a single settings change that stops new incomplete deals from entering the pipeline immediately. Settings → Deals → Properties → Amount → mark as required.

💥 Revenue Impact

Critical Deals Contacts Tickets

Bulk Reassign 444 Records from Three Deactivated Users

312 Contacts, 94 Deals, and 38 Tickets are owned by deactivated users — zero automation running on any of them. All three share the same root cause: no CRM step in the offboarding checklist. Bulk reassignment across all three objects takes under an hour.

💥 Operational Impact

View the full report →

🏢 Organizational Failure Attribution (OFA)

CONFIRMED — unambiguous from data | INFERRED — validate before acting | POTENTIAL — speculative

312 Contacts on Deactivated User ████████ — Broken Offboarding CONFIRMED

████████ was deactivated but still owns 312 Contact records. No sequences, tasks, or automations are firing on these records. Responsible: Leadership / Operations. CRM record reassignment was not part of the offboarding checklist. Recommended fix: CRM → Contacts → Filter by Owner → ████████ → Select All → Reassign.

0% Close Reason Fill — 398 Closed Deals, 22+ Months of Win/Loss Data Absent CONFIRMED

Every closed deal across 22+ months has no Close Reason recorded. Close Reason was never configured as required on stage transitions — this is a configuration failure, not a rep behavior failure. Responsible: HubSpot Admin / RevOps. Recommended fix: Settings → Deals → Pipelines → stage transition requirements → require Close Reason on Closed Won and Closed Lost.