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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.

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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.

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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.

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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

Lifecycle Stage Health

23 automated checks to verify lifecycle stage progression, lead status usage, conversion paths, and MQL/SQL handoff configuration.

23 automated checks

Updated April 10, 2026

Audit Results

app.revtrace.ai/audits

Audit results

23 checks · live

Critical

Stage skip-over patterns

412 contacts moved from Lead → SQL without ever passing through MQL.

Warning

Lifecycle stage stagnation

1,847 contacts stuck in MQL for 90+ days with no engagement activity.

Warning

MQL/SQL handoff rules

Sales accepted only 41% of MQLs in the last 90 days, below the 60% benchmark.

+20 more findings

View all

Why it matters

The lifecycle model is the backbone of marketing-to-sales alignment. When stages are skipped, statuses are misused, or handoff rules are broken, leads fall through cracks and attribution breaks down. Getting this right means every lead follows a predictable, measurable path.

Sample findings

Examples from a real lifecycle audit

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

Critical

Stage skip-over patterns

412 contacts moved from Lead → SQL without ever passing through MQL.

Estimated Impact

$240K in pipeline routed to sales without scoring qualification.

Solution

Add a workflow that requires MQL transition before SQL conversion.

Warning

Lifecycle stage stagnation

1,847 contacts stuck in MQL for 90+ days with no engagement activity.

Estimated Impact

$1.2M in stalled marketing-qualified pipeline.

Solution

Add a re-engagement workflow or move stagnant contacts to a recycled queue.

Warning

MQL/SQL handoff rules

Sales accepted only 41% of MQLs in the last 90 days, below the 60% benchmark.

Estimated Impact

Marketing-sourced pipeline credibility at risk with leadership.

Solution

Recalibrate MQL threshold and review handoff criteria with sales.

All 23 checks in this module

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

Lifecycle stage gaps

Lead status misconfigurations

Conversion bottlenecks

Stage regression detection

Lifecycle stage distribution

Missing lifecycle stage assignments

Conversion property mapping

Lead-to-MQL velocity

MQL-to-SQL velocity

SQL-to-opportunity velocity

Opportunity-to-customer velocity

Backward stage movements

Unassigned lifecycle stages

Lead status coverage

Stage-to-stage drop-off

Conversion rate benchmarks

Lifecycle automation gaps

Stage transition timing

Scoring property alignment

Multi-touch attribution paths

See the problems this module solvesView solutions

Lifecycle module

automated checks

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