ARTIS Systems — HubSpot CRM Audit

HubSpot CRM Audit Service

Your CRM is costing you

more than you know.

A complete AI-powered audit of your HubSpot portal. Health scores, revenue gaps, organizational accountability, and a prioritized action plan — delivered within 24 hours.

Run My Audit — $129 →

Agency or Solutions Partner? Agency Subscription — $249/month →

24hr

Delivery

$129

Flat rate

100%

Data deleted post-delivery

What's included

Everything in every audit.

Six findings categories, every report, every time.

Portal Health Score

A deterministic grade for every object — Contacts, Companies, Deals, Tickets — and an overall portal score with a breakdown of what's dragging it down.

Pipeline Revenue Impact

The dollar value of your data gaps. Missing amounts, stale pipeline, unworked opportunities — converted into a number you can take to a leadership meeting.

Cost of Inaction

Weekly revenue bleed at your actual close rate, with a recommended re-audit date based on how long remediation realistically takes.

Organizational Failure Attribution

Every data problem traced back to the responsible role or process. Findings classified as Confirmed, Inferred, or Potential so you know how confident to be before acting.

Priority Queue

The top five issues ranked by operational impact, revenue consequence, and reporting accuracy — with effort estimates and direct links to HubSpot documentation.

Low Hanging Fruit Workboard

Every remaining finding organized into six workstreams — duplicates, data types, documentation, standardization, reassignment, and integrations — tagged by team member.

Export guide

Getting the right data.

Submit any combination of objects. More data means deeper analysis — but every submission produces a full report.

Contacts

CRM → Contacts → Actions → Export

Surfaces ownership gaps, data quality issues, and lifecycle stage failures across your contact database.

Companies

CRM → Companies → Actions → Export

Identifies orphaned records, missing firmographic data, and duplicate domains that break account-based reporting.

Deals

CRM → Deals → Actions → Export

Powers the full revenue impact analysis — pipeline blind spots, stale opportunities, and close rate calculations.

Tickets

CRM → Tickets → Actions → Export

Flags uncategorized tickets, missing contact associations, and support workflow gaps that prevent issue tracking.

Recommended

Property Schema

Settings → Properties → Export All

Unlocks property governance analysis — undocumented fields, broken dropdowns, zero-fill properties, and naming inconsistencies that corrupt reporting.

Subscription Only

Custom Objects

CRM → [Object Name] → Actions → Export

Audits your custom object schema, orphaned records, duplicate fields, and property sprawl. Available on Agency Subscription — coming soon.

CSV only. Submit individual CSV exports. ZIP support coming with Agency Subscription.

Column visibility matters. HubSpot only exports visible columns. Enable all relevant fields before exporting.

Pricing

Simple, flat pricing.

One report, one price. No subscriptions required to get started.

Pay Per Report

$129/report

📬 Delivered within 24 hours

Full audit report — every section
Health scores across all objects
Revenue gap & cost of inaction
Organizational failure attribution
Priority queue + workboard
Portals up to 100MB. No subscription required.
CSV file submissions

Submit now →

Agency Subscription

$249/month

⚡ Coming soon

White-labeled reports — your brand, your client
Portals over 100MB supported
Custom Object audits
ZIP file upload compatibility
$129/report on top of subscription

Join waitlist →

Enterprise

Portals over 100MB or custom requirements

Manual handling. Custom pricing based on portal size and scope.

Submit your exports →

You'll be redirected to Stripe to complete payment after submitting.