Built for RevOps Teams & HubSpot Partners
Know Your CRM Health. Fix What Matters.
PortalPilot gives you the CRM health insights HubSpot reserves for Enterprise — plus AI readiness scoring and methodology alignment they don't offer at all. From €25/month.
Free plan · No credit card · EU-hosted (Finland) · Connect in 30 seconds
Your CRM Has Debt. You Just Can't See It.
Every HubSpot portal accumulates technical debt—unused properties, duplicate fields, missing data. Without a systematic way to measure it, problems grow until they break something important.
of CRM data degrades annually — industry estimates
Property Sprawl
Custom properties pile up over time. No one remembers what half of them are for, but deleting them feels risky.
→ Slows down forms, confuses reports
Inconsistent Data
Sales tracks 'Budget' in one field, Marketing in another. Your reports tell conflicting stories.
→ Bad forecasts, lost deals
No Visibility
You know something's wrong with your CRM, but you don't know where to start fixing it.
→ Analysis paralysis
AI Tools Fail
67% of organizations cite data quality as their #1 barrier to AI adoption. If your CRM data isn't clean, AI tools can't deliver.
→ Wasted investment
RevOps Blind Spots
Your methodology (MEDDIC, SPICED, BANT) isn't reflected in your data structure.
→ Process without measurement
Hidden Costs
Every minute your team spends working around bad data is money down the drain.
→ Lost productivity
Three Steps to a Healthier CRM
No complex setup. No consultants needed. Connect, see your scores, and start fixing.
Connect Your Portal
Securely connect your HubSpot account with one click. We use OAuth—no passwords stored, revoke access anytime.
- 30-second setup
- Secure OAuth access
- Enterprise-grade security
Get Your Health Scores
We analyze your properties, associations, and data patterns. You get scores for everything—overall health, sales velocity, AI readiness, and more.
- 30+ health scores
- Per-object breakdowns
- Historical tracking
Fix What Matters
See exactly what to clean up first. Prioritized recommendations show you the highest-impact fixes with step-by-step guidance.
- Prioritized by impact
- Direct HubSpot links
- Track your progress
Takes less than a minute to connect
Complete CRM Health Analysis
We don't just count your properties. We analyze your entire CRM setup—data quality, process alignment, sales readiness, and more—and give you actionable scores.
Overall Health Score
One number that tells you how healthy your HubSpot data is, broken down by Contacts, Companies, Deals, and Tickets.
AI Readiness
6-pillar assessment of whether your CRM data is ready for HubSpot's AI tools — Breeze, AI Agent, and predictive features.
Continuous Monitoring
Track health trends over time with automatic monthly refreshes — not a one-time snapshot.
Pipeline Health
Measure deal flow efficiency and identify bottlenecks slowing down your sales cycle.
Operational Readiness
Score your process alignment across data governance, team workflows, and system configuration.
Customer Health & NRR
Track Net Revenue Retention readiness with renewal signals, churn risk, and expansion indicators.
Forecasting Readiness
Assess whether your deal data supports accurate revenue forecasting.
Property Set Gaps
Check coverage for MEDDIC, SPICED, BANT and other methodologies. See exactly which fields are missing.
Duplicate Detection
Smart matching finds properties with similar names or overlapping purposes.
Methodology Scores
MEDDIC, SPICED, BANT—score your data against popular sales methodologies.
What You Get
PortalPilot gives you clarity. No more guessing about your CRM health — just clear scores and prioritized actions.
- Know if your data is ready for HubSpot's AI tools (Breeze, AI Agent)
- See your CRM health at a glance with scores that make sense
- Know exactly which properties to clean up first
- Track improvement over time with monthly refreshes
- Get prioritized recommendations based on impact
- Export reports for stakeholder buy-in
See exactly where your CRM needs attention
Clear scores, prioritized fixes, and a step-by-step action plan
Get Your Health ScoreWhy not just use HubSpot's built-in tools?
- • HubSpot gates property health behind Enterprise ($2,000/mo)
- • No composite health score, AI readiness scoring, or methodology alignment
- • No independent audit perspective — it's grading its own homework
- • PortalPilot works on any HubSpot tier, from Free to Enterprise
Trusted by RevOps Teams
"We knew our portal was messy, but PortalPilot showed us exactly where to start. Within a week, our data quality score went from 42 to 71."
Sarah K.
RevOps Manager
B2B SaaS, 85 employees
"As a HubSpot partner managing 20+ portals, I needed a way to quickly assess client CRM health. This tool paid for itself on the first audit."
Marcus T.
Solutions Architect
HubSpot Solutions Partner
"The AI readiness score was the wake-up call we needed. We were about to deploy Breeze on dirty data — PortalPilot caught it in time."
Leena R.
Head of Data Operations
Mid-market fintech
What Bad Data Costs You
Estimate the hidden cost of CRM data debt in your organisation.
What Bad Data Costs You
Estimate the hidden cost of CRM data debt in your organization
312 hrs/yr
23.400 € in wasted labor
3.000 €
in maintenance overhead
6.000 €
from inaccurate pipeline data
32.400 €
recoverable with clean data
PortalPilot starts at €25/month per portal
That's less than 0.9% of your estimated annual data debt
* Estimates based on industry research. Actual impact varies by organization.
Simple, Transparent Pricing
Enterprise-level portal health insights without the Enterprise price tag.
Paid plans include unlimited analysis refreshes and AI-powered insights.
Premium
Per portal • Billed monthly
Pro
Per portal • Billed monthly
Start Free — No Credit Card Required
Connect your portal and get health scores, adoption metrics, and quick wins. Upgrade for diagnostics, recommendations, and exports.
HubSpot Partner?
Analyse multiple client portals from €69/month — full AI analysis for every portal
Built and hosted in Europe
All PortalPilot infrastructure and AI processing runs in the EU — Hetzner (Finland) and Mistral AI (Paris). Learn more
Common Questions
Everything you need to know about security, pricing, and how PortalPilot works with HubSpot.
General
Security & Privacy
Pricing & Access
HubSpot Integration
Still have questions?
Contact us at support@portalpilot.io