Find the revenue leaks hiding in your HubSpot
See exactly which broken automations, stalled deals, and reporting gaps are draining your pipeline — and get an AI-prioritized fix list you can ship this week.
8 Modules
Eight modules. Every corner of HubSpot covered.
From contact data hygiene to deal pipeline velocity, RevTrace checks everything that impacts your revenue operations.
Lifecycle
23 checks
Deal & Pipeline
20 checks
Database
18 checks
Workflows
19 checks
Scoring
17 checks
Forms
11 checks
Properties
10 checks
Reporting
15 checks
How it works
Three steps to a healthier HubSpot
Connect HubSpot
One-click OAuth connection. No data leaves your portal — we only read, never write.
Run Your Audit
130+ automated checks analyze your contacts, deals, workflows, and reporting setup.
Get Actionable Fixes
Every finding comes with a severity rating, revenue impact estimate, and step-by-step solution guide. Business plans get AI-powered contextual analysis and a prioritized action roadmap.
Before / After
The difference is night and day
See what your HubSpot looks like without RevTrace — and what changes when you run your first audit.
Live demo
See what an audit looks like
Explore sample findings from a real HubSpot audit. Every issue comes with severity, impact, and a fix.
47 deals stuck in pipeline for 90+ days
These deals haven't progressed in over 3 months and are inflating your pipeline value by $1.2M.
Revenue Impact
$1.2M inflated pipeline
Recommended Fix
Review and close-lost stale deals. Set up automated deal rot alerts in Settings → Deals → Automation.
Findings + fixes
Not just findings. Solutions.
Every audit finding includes a severity rating, estimated revenue impact, and a detailed solution guide with step-by-step HubSpot navigation instructions.
- Revenue impact estimates on every finding
- Step-by-step fix-it guides with HubSpot nav paths
- AI-powered contextual analysis and action roadmap
- Executive summary with health score
- Trend tracking across audit runs
- Export to PDF and CSV
- Scheduled weekly/monthly audits
23% of deals missing close date
142 open deals have no expected close date, making pipeline forecasting unreliable.
Estimated Revenue Impact
$340K pipeline at risk
Solution
Create a required property rule on Close Date for all deal pipelines. Navigate to Settings → Objects → Deals → Pipelines...
Built by practitioners
Built by senior RevOps practitioners
RevTrace was built by a team that has spent years inside HubSpot portals — running audits manually, fixing broken automations, and cleaning up CRM data. Every check, severity threshold, and solution guide reflects real-world RevOps experience, not theoretical best practices.
Chris Boulas
Founder, Formulytic
15 years in RevOps — building systems, fixing automations, and cleaning data across dozens of HubSpot portals.
Read the storyGet started in minutes
Your HubSpot has revenue hiding in plain sight
Run your first audit in under ten minutes. No credit card required on the free plan.
Average audit
<10 min
130+ checks · live