STACK Consultants

StackFixTM CRM Audit

Find where HubSpot may be leaking leads and revenue

StackFixTM reviews your HubSpot setup to identify where leads, revenue, data quality and automation opportunities may be slipping through the cracks.

Start HubSpot ReviewView demo audit

Read-only · Takes around 2 minutes · Try the demo without HubSpot

Beyond the one-off audit

Proactive monitoring and optimisation

StackFixTM is the starting point. StackMonitorTM keeps your HubSpot healthy — and flags new product capabilities that may help your business.

StackMonitor™

Continuous CRM health monitoring

Monthly HubSpot rescans, health score trends, pipeline and data alerts — so problems surface before they cost quotes.

  • Critical issue and stale deal alerts
  • Monthly health reports
  • Priority recommendations with Fix Now actions
View monitor demo
Included in audit

AI Opportunity Scanner™

Optimisation opportunities from your portal

Untapped HubSpot features, workflow conflicts, automation wins and software overlap — identified from your audit and discovery answers.

  • Untapped features and automation gaps
  • Workflow conflict detection
  • Tech stack consolidation opportunities
View audit demo
New

HubSpot Innovation Intelligence™

New HubSpot features matched to your setup

Based on publicly available HubSpot product updates — we match relevant releases against your audit, discovery and tech stack. Potential opportunities for review, not official HubSpot advice.

  • Weekly HubSpot release monitoring
  • Cost-saving and automation opportunities
  • StackFlow implementation estimates
View innovation demo

HubSpot Innovation Intelligence is based on publicly available product updates. Opportunities are recommended for review — not official HubSpot recommendations. Estimated savings and implementation costs are indicative.

What StackFix checks

Authorise read-only access to your HubSpot account and receive an indicative health score with practical findings your team can act on.

  • Pipeline health and stage structure
  • Contact and company data quality
  • Lead ownership and lifecycle progression
  • Follow-up discipline on open deals
  • Sales visibility and reporting gaps
  • Automation opportunities inferred from behaviour

Health score

0–100

Data reviewed

CRM records

Findings

Prioritised

Access

Read-only

How it works

  1. 1

    Enter your details and connect HubSpot securely

  2. 2

    StackFix imports your CRM data (read-only)

  3. 3

    Automated checks analyse pipeline, data and follow-up patterns

  4. 4

    Receive your health score and top findings

  5. 5

    Book a StackFix review call to plan improvements

Start HubSpot Review

StackFix provides an indicative audit based on authorised HubSpot data. It does not represent official HubSpot advice. Recommendations should be reviewed in the context of your business process. HubSpot access is removed after 7 days unless you engage us for implementation or monitoring services.