Which HubSpot plans does RevTrace work with?

RevTrace works with all HubSpot plans — Free, Starter, Professional, and Enterprise. We use HubSpot's standard OAuth API, so any portal with API access is compatible.

Is my HubSpot data safe?

Yes. RevTrace uses read-only API access — we never write to or modify your HubSpot portal. No raw CRM records (contacts, deals, companies) are ever stored. We only save aggregated, anonymized audit findings. OAuth tokens are encrypted at rest.

Can I cancel anytime?

Absolutely. You can cancel your subscription at any time from your account settings. You'll retain access until the end of your current billing period. No cancellation fees, no questions asked.

What does 'read-only access' mean?

When you connect your HubSpot portal, you grant RevTrace permission to read your data for analysis. We cannot create, update, or delete any records in your portal. Your HubSpot data stays exactly as it is.

How long does an audit take?

Most audits complete in under 10 minutes. RevTrace runs 130+ automated checks across contacts, deals, workflows, reporting, and more.

Is there a free plan?

Yes. The Free plan includes 1 HubSpot portal, 1 audit per month, and access to 3 of 8 audit categories. No credit card required.

How much does RevTrace cost?

RevTrace has four tiers: Free ($0), Pro ($79/month), Business ($149/month), and Agency ($199/month). The Business and Agency tiers include AI-powered analysis. Annual billing offers a 20% discount.

Can I switch between monthly and annual billing?

Yes. You can switch between monthly and annual billing at any time from your billing settings. When switching to annual, you'll receive the 20% discount immediately. Changes take effect at the start of your next billing cycle.

Do you offer refunds?

We don't offer refunds for partial billing periods. You can evaluate RevTrace on the Free plan before upgrading, and cancel paid plans at any time.

Platform module

Deal & Pipeline Health

20 automated checks to find stale deals, stage regression, concentration risk, cycle time anomalies, and pipeline configuration gaps.

20 automated checks

Updated April 10, 2026

Audit Results

app.revtrace.ai/audits

Audit results

20 checks · live

Critical

Missing close dates

142 open deals have no expected close date.

Warning

Stale deal detection (90+ days)

37 open deals haven't had any activity in 90+ days.

Warning

Single-threaded deal detection

61% of deals over $50K have only one associated contact.

+17 more findings

View all

Why it matters

Your pipeline is only as reliable as the data behind it. Deals without close dates break forecasting. Stale opportunities inflate pipeline value. Unowned deals mean nobody is accountable. Stage-skipping hides process breakdowns that compound over time.

Sample findings

Examples from a real deal & pipeline audit

Every check produces a finding with severity, an impact estimate, and a step-by-step fix.

Critical

Missing close dates

142 open deals have no expected close date.

Estimated Impact

$340K of pipeline excluded from forecasting and coverage math.

Solution

Set Close Date as a required property at deal creation.

Warning

Stale deal detection (90+ days)

37 open deals haven't had any activity in 90+ days.

Estimated Impact

$520K of stalled pipeline distorting coverage ratios.

Solution

Trigger a workflow to flag stale deals for sales review or auto-close-lost.

Warning

Single-threaded deal detection

61% of deals over $50K have only one associated contact.

Estimated Impact

Champion-departure risk on 28 enterprise opportunities.

Solution

Require 2+ contacts on deals above your enterprise threshold.

All 20 checks in this module

Featured findings above are 3 of the most impactful. Here's the complete list.

Unowned deals

Pipeline stage skip-overs

Deal amount inconsistencies

Close date clustering

Missing company associations

Deal stage regression

Inactive pipeline stages

Deal-to-contact ratio

Forecast category gaps

Pipeline velocity outliers

Concentration risk analysis

Cycle time analysis

Creation rate trend analysis

Multi-pipeline hygiene

Late-stage silence detection

Deal size trend analysis

Pipeline coverage ratio

See the problems this module solvesView solutions

Deal & Pipeline module

automated checks

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