Get a clear, expert-led CRM audit and review
Our HubSpot portal audit uncovers what's working, what's not, and what to fix. Enable your CRM to run smoother, deliver better data, and support your growth.
Our CRM audit is ideal for teams who:
Inherited a messy or outdated HubSpot setup
Have growing teams and need better structure
Aren’t confident in their data, reporting, or automations
Want to get more value from their CRM investment
If you’re unsure how well your HubSpot portal is working, or feel like things are clunky, confusing, or just not delivering value, it’s probably time for an audit.
Is it time for a CRM audit?
The process is simple.
Once you give us access to your portal, we’ll run a full audit and deliver your personalised report within 5-7 working days. There’s no disruption to your team, no drawn-out workshops, and no jargon, just clear insights, practical fixes, and better performance.
HubSpot CRM Audit Packages
Starter
One specific problem area. Diagnosed and documented.
What’s Included:
Discovery call to define the specific pain point
Focused portal review of 1 to 2 agreed areas
Root cause identification and documentation
Findings report with prioritised fix list
Fixes quoted separately before any work begins
Pricing From: $1500 NZD ex GST
Advanced
Comprehensive review across all key areas of your HubSpot.
What’s Included:
Everything in Starter, plus:
Full audit across all agreed hub areas
Data quality, pipeline, automation and email health
Properties, permissions, and reporting review
Findings session with live walkthrough of all issues
Prioritised roadmap with effort and cost per fix
Pricing From: $2750 NZD ex GST
Enterprise
Multiple hubs, large datasets, or multi-team portal structures.
What’s Included:
Everything in Advanced, plus:
Multi-hub audit across Sales, Marketing, and Service
Large dataset and migration history review
Multi-team permissions and ownership audit
Executive findings presentation
Phased implementation roadmap with dependencies
Pricing From: $4500 NZD ex GST
Not sure which tier is right for you?
Every audit starts with a free discovery call. We will scope the right level of engagement based on what you are dealing with and give you a clear picture before any work begins.
What you’ll get from your CRM audit
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Complete portal review
We deep-dive into your HubSpot setup; CRM, marketing, sales, and service hubs. Identifying misconfigurations, gaps, and inefficiencies.
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Data health check
We analyse your contact records, properties, lists, and segmentation to highlight duplicate data, missing info, and opportunities for cleanup.
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Workflow and automation audit
Reviewing your workflows, sequences, and automations to ensure everything’s running smoothly.
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Actionable recommendations
No fluff or tech jargon. You’ll get a clear report with issues found, quick wins, and longer-term fixes you can actually use.
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Tailored to your team
We don’t just audit, we consider how your team uses HubSpot daily and suggest changes
Ready to see what’s really going on in your HubSpot?
Get in touch and we’ll run a full CRM audit, so you can move forward with clarity and confidence.
Frequently Asked Questions
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Once we have access to your HubSpot portal, the audit is typically completed within 5–7 working days. We keep things fast, focused, and disruption-free.
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Just provide us with access and we’ll handle the rest. If we need anything specific, we’ll let you know upfront.
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Absolutely. You can take the report and action it yourself, or we can work with you to implement the recommendations—whatever suits your team best.
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