Help Clients Get More Value from HubSpot
Property health issues are the #1 cause of poor CRM adoption and bad AI outputs. Manual audits cost $2,000-10,000+. PortalPilot automates it — starting at just €69/month.
Why Partners Choose PortalPilot
Turn property health analysis into a competitive advantage for your agency.
Portfolio Health Dashboard
Compare health scores across all clients. See top/bottom performers and track trends at a glance.
Professional Reports
Generate branded PDF reports for client presentations and QBRs.
Property Library
Access 330 expert-vetted property templates. Push them directly to client portals.
Team Collaboration
Invite team members to work on client portals together with role-based access.
RevOps Insights
Show clients their RevOps maturity, NRR readiness, and GTM motion alignment.
Usage Analytics
Monitor analysis activity per portal. Track trends and portal health improvements over time.
Real Partner Use Cases
See how HubSpot Partners integrate property health into their services.
Client Onboarding
The problem
New clients often have messy CRM data from previous implementations.
The solution
Run a health analysis during discovery to identify quick wins and set realistic expectations.
QBR Deliverables
The problem
Quarterly reviews need tangible metrics to show progress.
The solution
Track health score improvements over time. Show clients their data quality journey.
Upsell Opportunities
The problem
Hard to justify additional services without concrete data.
The solution
Use analysis results to recommend specific cleanup projects or Hub expansions.
Flexible Plans That Grow with Your Agency
Start with one client portal and scale as you grow. All plans include full RevOps analysis, team collaboration, and automatic refreshes.
Seed
Save ~20% with annual billing
1-3 portals
Perfect for solo consultants or agencies testing the waters.
- 1-3 client portal analyses
- Full AI-powered analysis for every portal
- Portfolio health dashboard
- All RevOps & health scores
- PDF & CSV exports
- Team collaboration
- Email support
Growth
Save ~20% with annual billing
4-10 portals
For growing agencies managing multiple client implementations.
- 4-10 client portal analyses
- Full AI-powered analysis for every portal
- Portfolio health dashboard
- Usage analytics & projections
- All RevOps & health scores
- PDF & CSV exports
- Priority support
- Property recommendations included
Scale
Save ~20% with annual billing
11-25 portals
For established agencies scaling their client portfolio.
- 11-25 client portal analyses
- Full AI-powered analysis for every portal
- Portfolio health dashboard
- Usage analytics & projections
- All RevOps & health scores
- PDF & CSV exports
- Priority support
- Property recommendations included
- White-label report options
Agency
Save ~20% with annual billing
26-100 portals
For large agencies with extensive client portfolios.
- 26-100 client portal analyses
- Full AI-powered analysis for every portal
- Portfolio health dashboard
- Usage analytics & projections
- All RevOps & health scores
- PDF & CSV exports
- Dedicated account manager
- Property recommendations included
- White-label reports
- Custom integrations
- Early access to new features
Need more than 100 portals? Contact us for Enterprise pricing
Partner Verification Process
To ensure quality, we verify all partner accounts via your HubSpot Solutions Directory listing. The process typically takes 1-2 business days.
Apply for Partner Access