CRM Health Monitor scans your entire HubSpot portal for data rot — empty fields, stale deals, duplicate records, and missed opportunities. Get a fitness score, a diagnosis, and a prescription. Because you can't fix what you can't see.
Expected launch: Q2 2026 • Early access for waitlist members
Every portal looks fine on the surface. But underneath, data quality issues are costing you deals.
The Checkup
CRM Health Monitor watches for the most common (and costly) data issues.
Tracks % of records missing critical properties like industry, company size, deal value, lead source.
Flags deals that haven't moved stages in 30/60/90+ days. Likely dead or forgotten.
Finds duplicate contacts and companies based on email, domain, and name matching.
Identifies contacts with zero engagement in the last 6+ months. Clean up or re-engage.
Detects inconsistent data entry — UPPERCASE NAMES, phone numbers with no area code, etc.
Contacts with no associated company, deals with no contacts, broken associations.
Checks for deals that skipped stages, went backward, or have been in the same stage too long.
Finds records with no logged activity for weeks. Are they being ignored?
Tracks which custom properties are actually being used vs. sitting empty across your database.
CRM Health Monitor gives you a single number (0–100) that tells you how healthy your portal is — and breaks it down by category.
Top issue: 47 deals have been in "Negotiation" stage for 60+ days
You need to prove CRM ROI but your data is a mess. Get visibility into what's broken and track improvement over time.
Your pipeline numbers don't match reality. Find out why and fix it before your next forecast review.
You're drowning in cleanup work. Prioritize the highest-impact fixes and prove your team's value.
You need an audit tool to show prospects what's wrong with their portal and recommend your services.
We're targeting Q2 2026 (April–June). Join the waitlist to get notified when we launch and get early access.
V1 focuses on detection and reporting — it tells you what's broken. Future versions will include automated fixes for common issues like merging duplicates and updating stale fields.
Daily scans by default. You can configure frequency (daily, weekly, on-demand) and which checks to run.
No. Scans run via API in the background. Your portal won't see any performance impact.
Yes. Export as PDF or CSV. Great for sharing with leadership or using in presentations.
Join the waitlist for early access to CRM Health Monitor. We'll notify you when it launches (Q2 2026) and give you first access.
No spam. Just launch updates and early access.
Or check out our live app:
🥤SmartFields AI is live now →