ARTIS Systems — HubSpot CRM Audit

HubSpot CRM Audit Service

Your CRM is costing you

more than you know.

Five years as a HubSpot Partner conducting portal audits. What used to take weeks, I now deliver in days — without cutting corners on depth or quality.

Former HubSpot Partner · 5 Years of Portal Audits

Get an Audit

Running a HubSpot agency? Agency Subscription — $299/month

5yrs

HubSpot experience

$299

Per audit

100%

Data deleted post-delivery

Audits Delivered

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.

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.

Pricing

Straightforward pricing.

Professional audit service. No subscriptions required to get started.

Per Audit

$299/audit

📋 Delivered within a few business days

Full audit report — every section
Health scores across all objects
Revenue gap & cost of inaction analysis
Organizational failure attribution
Priority queue + full workboard
Portals up to 100MB
Secure file handling — data deleted post-delivery

Get started

Agency Subscription

$299/month

🏷️ White-labeled reports on every audit

Every report under your brand — your logo, your name, your client relationship
Portals over 100MB supported — no hard size ceiling
Custom Object audits included
ZIP file upload compatibility
Priority turnaround over standard submissions
Secure file handling — data deleted post-delivery
White labeling included on every audit, for the price of one per month

Get in touch

Enterprise

Portals over 100MB or custom requirements

Scoped individually. Custom pricing based on portal size and complexity.

Get in touch

Let's talk about your portal.

Tell us a bit about your setup and what you're trying to solve. We'll respond within one business day to scope the audit and confirm next steps.

Ready to get started?

Send us an email with your name, company, CRM setup, approximate portal size, and what you're trying to solve. We'll take it from there.

Email jacob@artisaudits.com

We respond within one business day.