Diagnose client HubSpot problems in minutes, not weeks.
Run audits across client portals to quickly identify issues, prove value, and deliver structured recommendations.
Persona
Agencies & Consultants
Top concerns
Spending days manually auditing a new client's HubSpot before you can start work
Struggling to quantify the impact of CRM issues for client buy-in
+2 more concerns
What makes client HubSpot portals hard to manage?
Spending days manually auditing a new client's HubSpot before you can start work
Struggling to quantify the impact of CRM issues for client buy-in
Delivering recommendations in spreadsheets that clients don't act on
No scalable way to monitor multiple client portals for recurring issues
How does RevTrace help agencies?
Instant client audits
Connect a client portal and get a comprehensive audit in under 10 minutes — no manual data pulling.
Professional deliverables
Export PDF executive summaries and detailed CSV reports branded for your client presentations.
Multi-portal management
Connect unlimited client portals on the Business plan. Switch between them from your dashboard.
Ongoing monitoring
Schedule recurring audits per portal to catch issues before your clients notice them.
Related audit modules
These modules run the checks that surface these issues.
Questions
Frequently asked questions
How can agencies audit client HubSpot portals?
Connect each client portal through read-only OAuth and run the same audit across all of them, so findings are comparable client to client. RevTrace's Agency plan supports unlimited portals with client grouping, which turns the audit into a repeatable deliverable rather than bespoke work per account.
Can I white-label a HubSpot audit report for clients?
RevTrace exports an executive PDF summary and CSV of findings that you can include in client reporting. Every finding ships with a solution guide showing where to go in HubSpot and what to change, which is usually the part clients want most.
Start auditing client portals
Run your first audit in under ten minutes. No credit card required.