Partners My DashboardScans, findings, and actions
HubSpot CRM audit and follow-up review

Get a free HubSpot report before more follow-up slips through the cracks.

LeadRecoverly scans HubSpot for stale deals, missed follow-up, duplicate contacts, and data quality problems, then turns the findings into a prioritized report your team can act on.

See what the scan checks
Read-only free HubSpot report Approval-based cleanup actions No credit card to scan Built for HubSpot teams OAuth only: we never ask for your HubSpot password Start with a scan. See the patterns. Work the highest-priority list.

Want to talk to a person first? Request a callback and we will walk you through it.

Live issue estimate
move the sliders to see your number
Live
Estimated opportunity at risk
$0
$0/day worth reviewing
estimated while you viewed this page: $0.00
63
/ 100 health
At risk
Dormant leads never re-worked$0
Late or missed follow-up$0
Duplicate & dead records$0
Use the scan to see what is actually in your portal.
Why teams run the scan

Most CRM issues do not look urgent until they start costing time.

Follow-up gets buried. Deals sit open without a clear next step. Duplicate records split the activity history. Reports get harder to trust. LeadRecoverly helps your team find those signals faster.

Which contacts have gone quiet?

Spot records that may need follow-up before they are forgotten.

Which deals stopped moving?

Find open deals that have not had enough recent activity.

Where are duplicates slowing reps down?

Review contacts and companies that may be splitting context across records.

What should the team work first?

Turn scattered CRM cleanup into a prioritized review list.

Read-only free HubSpot report
Approval-based cleanup actions
Action history included
Tokens encrypted · revoke anytime
LeadRecoverly is an independent third-party tool and is not affiliated with, endorsed by, sponsored by, or operated by HubSpot, Inc.
Product preview

Start by seeing where follow-up and CRM cleanup work is piling up.

LeadRecoverly looks for patterns that are easy to miss during a busy week: deals sitting too long, contacts without recent follow-up, duplicate records, and data issues that make reporting harder than it should be.

Turn messy CRM data into a prioritized action list.

Every high-value issue is grouped into a reviewable finding. Paid plans include record-level lists, exports, and approved actions so your team can move from “we should clean HubSpot” to “review this specific fix.”

Top missed follow-up issuesStale deals, missed follow-up, duplicate records, and cleanup issues ranked by likely impact.
Recommended next actionEach finding tells the team what to review before any CRM change is made.
Approval-first workflowChanges only run after an authorized user approves the specific action.
LeadRecoverly scan preview
CRM health71Needs review
At-risk value$84kEstimated
Quick wins18Prioritized

42 stale open deals

Past close date or no recent movement. Review next step and owner.

$84,200

93 missed follow-up candidates

Contacts with sales signal but no timely follow-up recorded.

$28,500

327 duplicate candidates

Likely duplicates grouped for review, not automatically merged.

Fix list
Ready for approved actions
Why teams switch

More than duplicate detection.

Many HubSpot cleanup tools focus on duplicates only. LeadRecoverly reviews contacts, companies, deals, owners, source fields, and activity signals so you can see which issues are most likely to affect revenue.

01

Simple setup

Connect HubSpot, run the scan, and review the highest-value issues first. No consultant or spreadsheet project required to get started.

02

Broader than duplicates

Duplicates are one issue. We also surface stale deals, missed follow-up, attribution gaps, missing owners, and pipeline hygiene problems.

03

Affordable

Built as a lower-cost step before a larger HubSpot upgrade or RevOps project.

04

Sales-process signals

Findings are tied to practical sales signals: pipeline at risk, leads not worked, stuck deals, and records your team should review.

How it works

Connect HubSpot, run the scan, work the highest-value list.

The workflow is simple: connect HubSpot, scan the records, and see which follow-up and CRM cleanup issues deserve attention first.

Step 01

Connect HubSpot

One-click HubSpot OAuth gets the scan started fast. The free report shows the issues; paid plans add deeper lists, exports, and approved cleanup actions.

Step 02

Run the report

LeadRecoverly reads contacts, companies, deals, owners, CRM timestamps, source fields, and available activity signals, then scores your portal across hygiene, follow-up, pipeline, attribution, and lead potential.

Step 03

Prioritize the work

See issues ranked by estimated impact. Paid plans include record-level lists and CSV exports so your team can work the highest-value items first.

Safe by design

Find the issue, understand the reason, and take the next step.

LeadRecoverly gives your team a practical path from scan results to cleanup work: see what matters, review the record, and run the approved next step when it makes sense.

01

Find issue

The scan surfaces stale deals, missed follow-up, duplicates, missing owners, and cleanup opportunities.

02

Review recommendation

The user sees the affected record, current value, recommended change, and why it was flagged.

03

Approve action

Approved updates run only after a user confirms the specific action, so cleanup stays organized and visible.

04

Log change

The action history records what changed, who approved it, and whether HubSpot accepted it.

LeadRecoverly keeps cleanup organized with approval-based actions.Your team sees the issue, understands the reason, and decides what to run next.
The full instrument

Eight HubSpot issue categories, sorted by likely impact.

Each channel has a severity, a count, and an estimated opportunity. You can see what to review first and what it may be worth.

Duplicate detection Critical

Email, phone, name/company, and domain matching with clear confidence labels so your team can clean up duplicates more confidently.

↳ Estimate wasted contact spend + improve reporting

Stale & at-risk deals Critical

Open deals with no next step, no recent activity, aging stages, or close dates already in the past, ranked by amount at risk.

↳ Protect pipeline you've already built

Missed follow-up Warning

Leads never contacted, old form fills with no follow-up, and contacts from paid sources sitting with zero activity.

↳ Reactivate leads you already paid for

Attribution gaps Warning

Contacts and deals missing an original source, so you can better see which channels appear to create revenue and which may be burning budget.

↳ Stop funding the campaigns that don't convert

Ownership & pipeline hygiene Warning

Unowned records, deals skipping stages, and missing required fields that quietly break your reporting and routing.

↳ Reduce the chance that records fall through the cracks

Cut your HubSpot bill Potential savings

Find marketing contacts you are billed for but cannot email, including hard bounces, unsubscribes, and invalid addresses.

↳ Estimated savings to review before your next invoice

CRM health score Track it

A single 0 to 100 score across data hygiene, follow-up coverage, pipeline hygiene, and source clarity, on every scan.

↳ See progress, prove ROI, stay accountable

Executive summary Clarity

A clear scorecard on every scan: your score, the biggest issues ranked by dollar impact, and the top fixes to work next.

↳ Know exactly where to start, every scan
Why LeadRecoverly

Get more out of the HubSpot you already pay for.

Cleaning a CRM by hand can take days. LeadRecoverly helps surface the highest-priority HubSpot issues quickly so your team can decide what to fix first before paying for a larger project.

Doing it manually
Hiring a consultant
HubSpot Data Hub / operations tooling
LeadRecoverly
Time to first insight
Days of spreadsheet work
Weeks of scoping
Hours of setup
Minutes
Cost
Your time (a lot)
$2,000+ per project
Professional-tier HubSpot data and operations tooling can run hundreds per month
Free HubSpot report, $49+/mo
Finds stale deals and pipeline issues
If they think to check
Finds missed follow-up and dormant leads
Sometimes
Finds duplicates
If you export and sort
Dollar-denominated findings
In the final report
Re-scan anytime
Start over each time
Pay again
No extra HubSpot tier required
Requires Data Hub / operations tooling Pro+
Works with any plan
Built for

Sales leaders, HubSpot admins, and agencies running HubSpot

🎯

RevOps and CRM admins

You know the data is messy but you do not have time to audit thousands of records by hand. LeadRecoverly starts with a fast sample outlook and runs larger paid scans in controlled batches with prioritized lists.

📈

Sales and marketing leaders

You need to know how much pipeline is at risk and where leads are not getting worked. LeadRecoverly shows the records and categories worth reviewing first.

🏡

Agencies managing client portals

Run a scan for each client, show them the health score, the records behind the issues, and the cleanup work worth reviewing first.

Best fit

Built for small HubSpot teams that need cleaner follow-up and better CRM visibility.

LeadRecoverly is for founders, sales managers, HubSpot admins, and agencies that want a faster way to find CRM cleanup work, follow-up gaps, and pipeline issues.

Sales teams

Find stale deals, missed follow-up, and records that need a clear next step.

HubSpot admins

Spot duplicate contacts, missing owners, lifecycle gaps, and cleanup work worth doing first.

Agencies

Use the scan to show clients the records and issues behind your cleanup recommendations.

Why teams use it

Turn CRM cleanup into a list your team can actually work.

LeadRecoverly gives your team a focused list of records to review, the reason each issue was flagged, and the next step that makes sense.

Find missed follow-up

See contacts and deals that may need a call, task, owner, or next step.

Clean up the pipeline

Prioritize stale deals, past close dates, duplicate records, and owner gaps.

Keep control

Use the scan to decide what to work first, then approve cleanup actions when your team is ready.

When to run a HubSpot report

You may need this if HubSpot looks active, but follow-up still feels inconsistent.

Most teams do not need another dashboard. They need a clear list of records worth reviewing first.

Deals sit open without a next step

The report flags open deals that have gone quiet, passed the close date, or have no recent activity.

Follow-up is hard to verify

See contacts and deals where sales interest exists but recent rep activity is missing or unclear.

Reports do not match reality

Find duplicates, missing owners, source gaps, and stale records that make HubSpot harder to trust.

Why now

CRM cleanup gets harder the longer it waits.

A missed follow-up today becomes a colder lead next week. A stale deal makes forecasting less useful. Duplicate contacts split activity history and slow down reps. A report gives your team a starting point.

HubSpot cleanup guides

Focused answers for the HubSpot cleanup problems teams actually search for.

Each guide covers a specific CRM issue, then points back to the free report so buyers can see whether that problem exists in their own HubSpot portal.

Pricing

Start with a free HubSpot report. Upgrade when you want the records, exports, monitoring, and action workflow.

The free report is free for life and gives a read-only CRM snapshot with no card required. Paid plans include included-limit scans, record-level lists, CSV exports, and client-approved HubSpot actions. Cancel anytime from your billing portal or by contacting support.

Start with a free HubSpot report. Upgrade only when the scan shows enough value to justify a full cleanup or recovery pass. Compare plan features.
Founding cohort limited to the first 50 paid accounts. Start during the founding cohort and keep your plan rate while your subscription stays active. Once 50 paid accounts are claimed, launch pricing may close or increase for new customers.
50 founding accounts total

Choose Free

See what issues exist and decide whether a larger cleanup pass is worth it.

Choose Clean

Use exports and cleanup lists to organize basic CRM hygiene.

Choose Recover

Work follow-up gaps, stale deals, and cleanup lists more consistently.

Choose Optimize

Monitor larger portals, pipeline risk, scorecards, and recurring cleanup workflows.

Free HubSpot report

$0/life
Free for life, no card required
A fast sample report that shows your top HubSpot cleanup and follow-up opportunities.
Focused sample of about 500 contacts, 250 companies, and 250 deals to surface likely pain fast.
See a smart sample-based score, lead finder preview, and top issue categories.
  • CRM health score
  • Top issues by likely impact
  • Duplicate, Lead Finder & issue previews
  • Free report stays free

Clean

$100/mo 50% off founding
$49/mo
Locked at $49/mo for life
Includes up to 10,000 contacts (plus 5,000 companies and 5,000 deals) per scan.
Good for cleanup. Upgrade when you want missed lead and stale deal recovery lists.
Keep the basics tidy.
  • Full duplicate lists + exports
  • CRM hygiene score
  • Cleanup savings report
Annual saves 2 months - 12 months for the price of 10.
Most popular

Recover

$300/mo 50% off founding
$149/mo
Locked at $149/mo for life
Includes up to 50,000 contacts (plus 25,000 companies and 25,000 deals) per scan.
Founding cohort priority: lock the Recover rate before the 50-account cohort closes.
Find missed follow-up signals.
  • Everything in Clean
  • Lead Finder priority scoring
  • Missed lead + stale deal finder
  • Reactivation & follow-up lists with reach-out priority buckets
  • Attribution & source cleanup
Annual saves 2 months - 12 months for the price of 10.
Best value

Optimize

$800/mo 62% off founding
$299/mo
Locked at $299/mo for life
Includes up to 150,000 contacts (plus 75,000 companies and 75,000 deals) per scan.
Best founding deal: lock the top-tier rate before the 50-account cohort closes.
Full visibility for growing teams.
  • Everything in Recover
  • Cleanup dashboard
  • Per-rep reports + pipeline scoring
  • Executive summary on every scan
Annual saves 2 months - 12 months for the price of 10.

Enterprise

For portals over 150,000 contacts. Everything in Optimize with custom scan limits, dedicated support, and no surprise overages. Pricing is tailored to your CRM size.

Monthly and annual plans are handled through Stripe. Cancel anytime from your billing portal or by contacting support. Founding pricing is available only for the first 50 paid accounts. Once the cohort fills, prices go to the full rate shown above each plan.

Large portals over the included plan limits may require Large CRM Coverage. You will always see your limit before any expanded processing, and there is no surprise overage billing.

Want to talk to a person before you connect anything? Request a callback and we'll walk you through it.

Capabilities by tier

Same workflow, deeper scan coverage by plan.

LeadRecoverly starts with a read-only sample report, then adds deeper CRM cleanup, Lead Finder, follow-up review, exports, and approved actions as customers move up.

Free Sample Scan

Sample proof, no changes

Free for life. Runs a focused sample, shows a CRM health outlook, previews duplicates, Lead Finder candidates, stale deals, and cleanup issues, and never writes to HubSpot.

Get free HubSpot report
Clean

CRM cleanup engine

Full cleanup scan within plan limits, duplicate candidates, missing owners, incomplete fields, lifecycle gaps, billable-contact review, cleanup queues, exports, and approved owner/lifecycle updates.

See Clean plan
Recover

Lead Finder and follow-up review

Everything in Clean plus Lead Finder scoring, stale deals, missed follow-up candidates, reactivation lists, attribution gaps, follow-up queues, and approved sales action updates.

See Recover plan
Optimize

Ongoing HubSpot cleanup review

Everything in the Recover plan plus executive summaries, owner-level hygiene, pipeline risk buckets, weekly action plans, scan trend visibility, and broader approved-action oversight.

See Optimize plan
Lead Finder scoringRanks reach-out candidates using value signals, follow-up gaps, recency, contactability, lifecycle fit, and data confidence.
No surprise overagesPlans scan up to their included limits. Large CRM Coverage is approved before expanded processing.
Approved actions onlyPaid updates require preview, confirmation, and an action log before anything is submitted to HubSpot.
Example report

See what the report looks like before connecting HubSpot.

Before connecting your own HubSpot portal, review an example scorecard showing the type of issues LeadRecoverly looks for, how findings are prioritized, and what paid plans include.

LeadRecoverly
EXAMPLE REPORT
HubSpot revenue CRM issue scorecard
61/100C
$84,200
estimated pipeline at risk
327duplicate records
42stale deals
93missed follow-ups
187billable contacts to review
Free HubSpot report shows a sample-based score, top issue categories, estimated impact, and a limited preview. Paid plans include included-limit scans, record-level fix lists, CSV exports, and approved actions.

Top 5 fixes this week

1. Work 93 untouched leads from paid sources. 2. Review 42 stale deals with no next step. 3. Export 327 duplicate candidates. 4. Fix missing owners. 5. Review billable-but-unusable contacts.

↳ Designed to be shared with a founder, sales manager, or agency client

How the workflow feels

Connect HubSpot, scan your portal in no-change mode, review your score, inspect the highest-value issue categories, then include approved cleanup actions and exports when you are ready to act.

↳ Built for founders, sales managers, RevOps freelancers, and HubSpot agencies
Download example PDF
Example report: Uses representative data to show the report format. Actual results depend on your HubSpot records, plan, billing settings, sales process, and CRM hygiene.
Why teams trust the report

Useful proof before you commit to a cleanup project.

LeadRecoverly does not need to guess or promise magic. The report shows the CRM signals behind each finding so your team can decide what is worth fixing first.

Signal proof

Every issue has a reason

Stale deals, missed follow-up, duplicate candidates, and data-quality flags are tied to visible HubSpot signals like activity age, owner gaps, duplicate contact data, and missing fields.

Action proof

Findings turn into review lists

The goal is not a vanity score. Paid plans help turn the report into record-level lists, exports, and approved cleanup actions your team can review before anything is submitted.

Control proof

No blind CRM changes

The free report is read-only. Paid cleanup actions are designed around review, approval, and logs so a sales manager or HubSpot admin can stay in control.

Representative cleanup snapshot

What a small HubSpot team might uncover

EXAMPLE DATA
38stale deals
112follow-up gaps
246duplicate candidates
71records missing owners

This example is not a customer result or guarantee. It shows the kind of operational evidence the report is built to surface: records that need review, not vague claims that require trust up front.

Customer proof policy

Testimonials will be added when they are real.

Until then, this site uses product proof: sample reports, transparent checks, scope documentation, approval-based workflows, and clear plan limits. That keeps the marketing credible while the customer base grows.

No fabricated customer quotes
Credibility built around what the app actually checks
Built for control Controlled CRM changes Approved actions only Encrypted, never sold Cancel anytime
The quiet problem

CRM problems usually leave a trail.

Nothing here is broken. Data decays, reps skip updates, and leads go cold faster than anyone can track by hand. Here is what that quietly costs in a year.

91
/ 100 health
Healthy
Showing issues per year$0
Duplicate recordsThe same person twice. Reps work the wrong copy.
$0
Stale dealsOpen deals aging past close or showing stale CRM signals.
$0
Missed follow-upInbound leads you paid for that never got a call.
$0
Bad attributionContacts with no source. You can't tell what works.
$0
Missing ownersRecords with no rep. No follow-up, no accountability.
$0
Dead, billable contactsBounced and unsubscribed records you still pay for.
$0
LeadRecoverly finds, ranks, and explains the main issue types in a single no-change scan.
Estimated savings

You may be paying HubSpot for contacts you cannot use.

HubSpot bills by marketing contact. Hard bounces, unsubscribes, and invalid addresses left marked "marketing" may create avoidable spend. LeadRecoverly flags review candidates so you can decide what to change inside HubSpot.

  • Hard-bounced and undeliverable contacts
  • Unsubscribed contacts still billed as marketing
  • Invalid or malformed email addresses
  • A ready-to-apply "set non-marketing" export
Sample savings readout
Marketing contacts billed 14,208
Hard bounced 318
Unsubscribed (still billed) 247
Invalid addresses 47
Potential annual savings $1,224
Based on HubSpot's published marketing-contact tiers. Your number depends on your plan and list.
For agencies & consultants

Use the scan to start better client conversations.

Run LeadRecoverly across client portals, share clear CRM issue reports, and earn recurring commission on referred accounts.

One dashboard, every client

Manage unlimited portals from a single view. Sort by health score, spot the highest-risk accounts, and prioritize where you bill hours.

White-label audit reports

Branded, shareable PDF audits with your logo. Use them to show clients what needs attention and where cleanup work should start.

25% recurring commission

Every client you bring keeps paying you. Stack a recurring revenue line on top of the service hours you already bill.

Partner portfolio
N Northgate Roofing
41
B BrightPath Coaching
58
S Summit Solar Co.
63
M Meridian Realty
81
A Apex Home Services
88
Portfolio issue identified $214,800
Why it works

Most missed follow-up and CRM cleanup problems leave signals behind.

LeadRecoverly looks for the practical signals teams already care about: no recent activity, no clear next step, deals sitting too long in one stage, duplicate records, ownership gaps, and contacts that make reporting or billing harder than it should be.

Security & safety

You stay in control of your HubSpot data.

LeadRecoverly reads your CRM to generate your scan, reports, and exports. We do not sell or rent leads, we do not market to your contacts, and we do not build outside models on your CRM data.

Read-only free HubSpot report

We can look, but we can't touch. The free HubSpot report reads your records to measure issues and never edits, exports, merges, deletes, or changes anything on its own.

We do not sell your data

Your contacts and CRM data are not sold, rented, or used to market to your customers. Your leads stay your leads.

Encrypted and private

Your connection is encrypted, your scan stays in your account, and only you can see your results. No one else gets a look.

Revoke in one click

You stay in control. Disconnect from inside HubSpot at any time and our access to your data ends immediately.

No model training on your CRM data

We do not use your HubSpot data to build outside models. Any Account summaries, if enabled, are used only to help generate your own account report.

Deletion available

You can request deletion of HubSpot-derived scan data. We may keep limited billing, fraud-prevention, or legal records when required.

Methodology

How LeadRecoverly turns CRM issues into a prioritized score.

LeadRecoverly is not promising improved follow-up. It is ranking which records are most likely worth reviewing by combining your HubSpot records with clear, explainable scoring rules.

01 · Duplicate confidence

Match

We compare exact email, phone, company domain, and name/company patterns. Each match gets a confidence label so users can verify why two records were flagged before taking action.

02 · Follow-up coverage

Speed

We look for new contacts, assigned owners, source fields, lifecycle status, and available CRM timestamps. Where activity signals are available, they help prioritize follow-up gaps by source and recency.

03 · Pipeline risk

Risk

We flag open deals with stale CRM signals, close dates in the past, missing owners, or missing next-step data. Estimated pipeline at risk is based on deal amount, age, stage, and available CRM signals.

04 · Attribution clarity

Source

We measure how many contacts and deals are missing source fields or have inconsistent campaign data. Better source clarity helps teams stop guessing which channels produce revenue.

05 · Billable contact savings

Save

We identify contacts that appear unusable for marketing, such as hard bounces, unsubscribes, and malformed emails. Savings are directional and depend on your HubSpot plan, billing tier, and final account settings.

06 · Health score

0-100

Your score combines hygiene, follow-up, pipeline, attribution, and ownership signals. The goal is not a vanity score. The goal is an operating number your team can improve.

Founder note

Built for teams that want cleaner HubSpot data without adding another manual project.

LeadRecoverly was built from the operator side of HubSpot CRM work: leads that should have been followed up with, deals that sat too long, duplicate records that split context, and reports that became harder to trust because the underlying data was messy.

The goal is practical: help teams see the cleanup issues that affect sales motion, explain what each issue means, and keep any CRM update under customer review before it runs.

Read the company note

Nathan ChristiansenFounder, LeadRecoverly
Operational control

Designed for the places HubSpot cleanup usually gets stuck.

Clean dashboards matter, but control is earned when something goes wrong, returns no findings, or requires approval. LeadRecoverly is structured to explain the next step instead of leaving the user guessing.

Connection

HubSpot connection failed

The user gets a clear retry path, permission explanation, and support option instead of a dead end.

Clean result

Few urgent findings

The product explains what was checked, what looks healthy, and when to scan again.

Billing

Portal unavailable

The dashboard explains account mismatch or missing Stripe setup and routes the user to support.

Scale

Large CRM detected

The user sees plan coverage before expanded processing. No surprise overage billing.

Lead Finder model

Lead Finder ranks which contacts are most worth reviewing first.

Lead Finder scores candidates from 0 to 100 using six practical signals: pipeline value, follow-up gap, recency, contactability, lifecycle fit, and data confidence. The score is a prioritization aid, not a guarantee.

80–100Reach out today
60–79Review this week
40–59Nurture or clean first
0–39Low priority / cleanup only
Questions

Questions teams ask before connecting HubSpot.

Not during the free HubSpot report. The free HubSpot report does not write anything back. Paid cleanup actions are previewed first and require your explicit approval before LeadRecoverly submits a one-record update to HubSpot. Every submitted action is logged.

Read access to contacts, companies, deals, owners, CRM timestamps, and source fields, the data needed to score hygiene, follow-up, pipeline, and attribution. We request the minimum scopes for that and nothing more, and you can review them on the connect screen before approving.

No. LeadRecoverly works on Free and Starter portals. The point is to add a focused CRM cleanup and follow-up review layer without jumping straight into a higher HubSpot plan. It does not replace every HubSpot Pro feature.

HubSpot's tool finds some duplicates. Duplicates are one of eight issue categories LeadRecoverly measures, alongside stale deals, missed follow-up, attribution gaps, ownership, pipeline hygiene, billable-but-unusable contacts, and a health score. And every finding is tied to a dollar figure, not just a count.

Your access token is encrypted at rest. We store only what is needed to run your scans, show your reports, and provide exports you request. We do not sell leads, market to your contacts, or build outside models on your CRM data. You can revoke access from inside HubSpot at any moment, which immediately cuts off our access.

The free HubSpot report shows your health score, top issue categories, estimated impact, and limited examples so you can judge whether the tool is worth paying for. Paid plans include the full record-level lists, CSV exports, per-plan summaries, and client-approved HubSpot actions.

Yes. You can revoke LeadRecoverly's access from inside HubSpot at any time. When access is revoked, we can no longer read your CRM. You can also request account deletion through support, subject to any required legal, tax, or fraud-prevention retention.

No. LeadRecoverly is an independent third-party tool and is not affiliated with, endorsed by, sponsored by, or operated by HubSpot, Inc. HubSpot owns and controls its own platform, APIs, pricing, billing model, and marketplace.

No. We do not sell or rent your leads, we do not market to your contacts, and we do not build outside models on your HubSpot data. Your CRM data is used to run your scan, show your reports, and power exports you request on a paid plan.

They are directional estimates. LeadRecoverly uses your records and clear scoring rules to estimate pipeline at risk, likely waste, and review opportunities. You should verify the record-level lists before making business decisions or changing data in HubSpot.

Yes. Agencies and HubSpot consultants can use LeadRecoverly as an audit starting point for client portals. Partner terms, white-label options, and referral tracking are handled through the partner program.

Revoking access inside HubSpot immediately cuts off our ability to read your CRM. Your account and billing access remain separate, so cancel your subscription through the billing portal if you also want to stop future charges.

The founding cohort is limited to the first 50 paid accounts across Clean, Recover, and Optimize. If you join during the cohort, you keep your plan rate while your subscription stays active. After the 50 accounts are claimed, pricing may close, increase, or change for new customers.

Yes. Paid plans are available monthly or annually with no long-term contract beyond the billing period you choose. You can cancel from your billing portal or by contacting support, effective at the end of your current billing period. It does not backdate, so a period already paid for is not refunded. The free HubSpot report stays free for as long as you want it.

How does LeadRecoverly help improve follow-up?

LeadRecoverly surfaces records that are easy to miss in day-to-day sales work, including stale deals, missed follow-up, duplicate candidates, and ownership gaps. Your team uses that list to decide what to fix first.

How do HubSpot updates work?

The free report shows findings first. Paid plans add guided cleanup actions that your team reviews and approves before eligible updates are sent to HubSpot.

Built for useful cleanup

See the signal. Keep control.

LeadRecoverly is meant to help small HubSpot teams move faster: find the records worth reviewing, understand why they were flagged, and decide the next step with confidence.

What you get

  • A focused HubSpot scan for stale deals, missed follow-up, duplicates, owner gaps, and data quality issues.
  • Prioritized findings with record examples, issue counts, and estimated impact so your team knows where to start.
  • Paid plans add deeper lists, CSV exports, monitoring, and guided cleanup workflows.
  • Approval-based HubSpot actions so the team can act on findings in an organized way.

Why teams trust it

  • The free HubSpot report lets you see useful findings before you pay.
  • Findings tie back to HubSpot records where available, so your team can inspect the source before acting.
  • Billing, privacy, security, and data deletion policies are published before signup.
  • You can cancel from the billing portal and revoke HubSpot access from inside HubSpot.
Two minutes to your first number

Find missed follow-up and cleanup issues in your HubSpot CRM.

Connect your portal, run the free HubSpot report, and get a specific record-level view of what needs attention before more records get missed.

LeadRecoverly Back to site
Contact us

Tell us what's working and what isn't.

Feedback, a question, a concern, or a problem to fix: we want to hear it, and we resolve issues as fast as we can.

This opens your email app addressed to us. Or write us directly at support@leadrecoverly.com. We read everything.

Policies & legal

Last updated: June 17, 2026 · Operated by LeadRecoverly
Security

Security Details

LeadRecoverly is designed to scan HubSpot with revocable access and clear user control. The product promise is simple: the free HubSpot report does not change records, and paid updates require client approval.

OAuth and scopes

  • Free HubSpot report reads contacts, companies, deals, owners, and available timestamps without changing records.
  • Paid write actions require preview, backup guidance where appropriate, and explicit approval before any one-record update is submitted.
  • Users can revoke access from inside HubSpot at any time.

Data use boundaries

  • We do not sell or rent leads.
  • We do not market to customer contacts in connected HubSpot portals.
  • We do not build outside models on CRM data.
  • We use HubSpot-derived data to run scans, generate reports, and provide exports for the user's account.

Retention and deletion

When a user disconnects HubSpot, API access ends immediately. HubSpot-derived scan data should be deleted within the stated retention period in the Privacy Policy, except for limited billing, legal, tax, or fraud-prevention records.

Responsible disclosure

Security issues should be sent to security@leadrecoverly.com.

Policy 01

Privacy Policy

This policy explains what information LeadRecoverly (operated by LeadRecoverly, "we," "us") collects, how we use it, and the choices you have. By using LeadRecoverly you agree to this policy.

Information we collect

  • Account information: your name, email, and company, created when you sign up. Payment details are handled by our payment processor (Stripe) and are not stored on our servers.
  • HubSpot data: when you connect HubSpot, we read records needed to run your scan, including contacts, companies, deals, owners, and available timestamps. We do not write to, edit, merge, or delete your HubSpot records during the free HubSpot report. Paid updates require approval before execution.
  • Scan results: the scores, counts, and findings we generate from your data so we can show your report.
  • Usage and device data: log data, IP address, browser type, and how you interact with the product, used for security and improvement.
  • Cookies: see the Cookie Notice below.

How we use information

  • To provide the service: run scans, calculate your CRM health score, and show your reports.
  • To process billing and send service messages related to your account.
  • To provide support, prevent abuse, secure the service, and meet legal obligations.
  • To improve the product. We do not sell your personal information or HubSpot data, do not market to your contacts, and do not build outside models on your CRM data.

Legal bases (GDPR)

Where the GDPR applies, we process data to perform our contract with you, for our legitimate interests in operating and improving the service, to meet legal obligations, and with your consent where required (for example, non-essential cookies).

How we share information

We share data only with service providers who help us run LeadRecoverly, under contract and only as needed. See the Sub-processors list below. We may also disclose information to comply with law or to protect rights and safety. We do not sell personal information, rent or sell leads, market to your customer contacts, or build outside models on your CRM data.

Data retention and deletion

We keep your account data and scan results while your account is active. If you disconnect HubSpot, our access ends immediately. If you cancel or delete your account, we delete your HubSpot-derived data and access tokens within 30 days, except where we must retain limited records for legal, tax, or fraud-prevention reasons.

Security

We protect data in transit and at rest, encrypt stored access tokens, and require approval before paid write actions run. No method of storage or transmission is perfectly secure, but we work to protect your information.

Your rights

Depending on where you live, you may have the right to access, correct, delete, port, or object to the processing of your personal data, and to withdraw consent. California residents have rights to know, delete, and opt out of "sale" (we do not sell). To exercise any right, email legal@leadrecoverly.com. You can revoke our access to HubSpot at any time from inside HubSpot.

International transfers and children

Your data may be processed in the United States; where required we use appropriate safeguards for international transfers. LeadRecoverly is not directed to children and is intended for business users only.

Changes

We may update this policy and will revise the "last updated" date above. Material changes will be communicated where appropriate.

Policy 02

Terms of Service

These Terms govern your use of LeadRecoverly. By creating an account or using the service, you agree to them. If you do not agree, do not use the service.

The service

LeadRecoverly scans your connected HubSpot account and reports potential CRM issues such as duplicates, stale deals, missed follow-up, attribution gaps, and billable-but-unusable contacts. The free HubSpot report does not modify your HubSpot data. Paid cleanup actions require a preview and your approval before any one-record update is submitted to HubSpot.

Accounts and eligibility

You must provide accurate information, keep your credentials secure, and be authorized to connect the HubSpot account you link. You are responsible for activity under your account.

Plans, billing, and renewal

  • The free HubSpot report is available at no cost. Paid plans are recurring subscriptions billed in advance each period and renew automatically until cancelled.
  • By subscribing you authorize recurring charges to your payment method until you cancel. You can cancel anytime; see the Cancellation Policy.
  • We may change prices with notice; changes apply to the next billing period. Promotional pricing applies only while the offer is active.
  • Taxes may apply depending on your location.

Your data and your actions are your responsibility

The free HubSpot report reads your CRM; it does not change it. Any change inside HubSpot (merging, deleting, editing, exporting and re-importing, changing marketing status, or approving an optional in-app write action) is an action you choose and approve, and you are solely responsible for it and its results. Back up before any bulk action. We are not responsible or liable for data loss, deleted or merged records, broken workflows, or any other consequence of actions taken in your HubSpot account, including actions based on our reports or recommendations.

Third-party platforms

LeadRecoverly is independent and is not affiliated with, endorsed by, or operated by HubSpot, Inc. HubSpot controls its platform, APIs, pricing, billing, and your account, and may change, limit, suspend, or remove access at any time for reasons outside our control. We are not liable for HubSpot's actions, including suspensions, bans, API or pricing changes, or removal of our app, and no refund is owed for them.

What the report is for

All dollar figures and findings are directional estimates based on your data and available benchmarks, not promises of improved follow-up, savings, or outcomes. LeadRecoverly is not financial, legal, accounting, or sales advice.

Intellectual property

We own the LeadRecoverly software, brand, and content. You own your data. You grant us the limited rights needed to operate the service for you. We do not sell leads, market to your contacts, or build outside models on your CRM data. You may not copy, resell, reverse-engineer, or build a competing product from the service.

Warranty disclaimer and limitation of liability

The service is provided "as is" and "as available," without warranties of any kind, express or implied. To the maximum extent permitted by law, our total liability for any claim is limited to the amount you paid us in the three months before the claim, and we are not liable for indirect, incidental, special, or consequential damages, including lost revenue, profits, or data. You agree to indemnify and hold us harmless from claims arising out of your use, your data, or actions you take in HubSpot.

Termination

You may stop using the service and cancel anytime. We may suspend or terminate accounts that violate these Terms or the Acceptable Use Policy, or to protect the service.

Governing law and disputes

These Terms are governed by the laws of the State of Utah, United States, and disputes will be handled in the courts of Salt Lake County, Utah, United States, except where applicable law provides otherwise. We may update these Terms and will revise the date above; continued use means acceptance.

Policy 03

Refund Policy

The free HubSpot report lets you see your CRM health score, top issue categories, estimated impact, and limited examples before you ever pay, so you can judge the value first. Because of that, and because you can cancel at any time:

  • Subscription charges already incurred are non-refundable, except where a refund is required by law.
  • When you cancel, you keep access through the end of the current billing period. We do not pro-rate or refund partial periods.
  • Promotional or discounted pricing is non-refundable and applies only while the offer is active.

If something is wrong with a charge, email billing@leadrecoverly.com within 14 days and we will review it and make it right where appropriate. Please contact us before filing a dispute or chargeback. Filing a chargeback without contacting us first may result in suspension or termination of your account.

Policy 04

Cancellation Policy

  • You can cancel yourself at any time, with no email or support request required. Open Manage billing on your dashboard to reach the secure billing portal, then cancel in a couple of clicks. You can also email support@leadrecoverly.com if you prefer.
  • Cancellation stops all future charges and takes effect at the end of your current billing period. It does not backdate: a period you have already paid for is not refunded, and you keep full access through the end of it.
  • After cancellation we stop billing immediately and delete your HubSpot-derived data within 30 days, as described in the Privacy Policy.
  • You can reconnect or resubscribe at any time; a new subscription starts a fresh billing cycle.
  • You can also revoke LeadRecoverly's access from inside HubSpot at any moment, which immediately ends our access to your data.
Policy 05

Cookie Notice

We use a small number of cookies and similar technologies:

  • Essential: needed to sign you in, keep you logged in, and run core features. These cannot be turned off.
  • Analytics: help us understand usage so we can improve the product. We use privacy-respecting, first-party analytics only and do not load third-party advertising or cross-site tracking cookies.

Where required by law, we ask for your consent to non-essential cookies before setting them. You can control cookies through your browser settings and, where shown, our consent banner.

Policy 06

Sub-processors

We use the following service providers to operate LeadRecoverly. Each processes data only as needed to provide their service.

ProviderPurposeData involved
HubSpotThe CRM you connect; source of scanned data and approved updatesYour CRM records
StripeSubscription billing and paymentsName, email, payment details
NetlifyApplication hosting and serverless functionsAccount and request data
SupabaseDatabase for accounts, scan results, and logsAccount and scan data
ResendTransactional email (welcome and service messages)Your name and email

We update this list as our providers change. These providers are based in the United States, where your data may be processed.

Policy 07

Acceptable Use

When using LeadRecoverly, you agree not to:

  • Connect a HubSpot account you are not authorized to access, or use the service to access data you have no right to.
  • Use the service for anything unlawful, deceptive, or harmful, including violating others' privacy or sending unlawful messages with exported data.
  • Reverse-engineer, scrape, resell, or sublicense the service, or build a competing product from it (the Partner Program is the only sanctioned way to earn from referrals).
  • Circumvent usage limits, security, or billing, or overload or interfere with the service or HubSpot's API.

We may suspend or terminate accounts that violate this policy.

Policy 08

Contact

Questions about these policies, your data, or a charge? We respond within 1 business day.

  • Support: support@leadrecoverly.com
  • Billing: billing@leadrecoverly.com
  • Privacy and legal: legal@leadrecoverly.com
  • Security: security@leadrecoverly.com
  • Partner program: partners@leadrecoverly.com
  • Legal entity: LeadRecoverly
  • Mailing address: 971 S University Ave #1074, Provo, UT 84601, United States

Early beta signal

5 beta HubSpot connections completed before marketplace launch.

LeadRecoverly is moving from beta connection testing into marketplace review. Public outcome numbers will be added as paid customers complete scans and approved fixes.

Complete HubSpot CRM quality toolkit

Everything LeadRecoverly helps your team find, fix, prevent, and monitor

LeadRecoverly combines HubSpot CRM auditing, data cleanup, duplicate review, pipeline recovery, import safety, routing recommendations, monitoring, and reporting in one controlled workflow.

CRM health audit

Read-only HubSpot scans review contacts, companies, deals, owners, activity, lifecycle stages, sources, close dates, and data completeness.

Duplicate detection and review

Find likely duplicate contacts and companies, score match confidence, customize matching rules, compare conflicting properties, and prepare a safe survivor review.

Missed follow-up recovery

Identify leads and contacts that have gone too long without meaningful activity and rank the records that deserve attention first.

Stale pipeline detection

Flag deals with old activity, past close dates, missing next steps, weak ownership, or other signs that pipeline data no longer reflects reality.

CRM data standardization

Preview and apply approved cleanup recipes for names, emails, phone numbers, websites, domains, states, countries, capitalization, whitespace, and placeholder values. Every write requires Edit Mode, editor permission, a before-and-after preview, and confirmation.

CSV import preflight

Check files before they enter HubSpot for duplicate emails, missing identifiers, invalid formatting, placeholder data, and likely conflicts.

Risk-based bulk cleanup

Use approved batches for low-risk normalization and ownership changes. Lifecycle, lead-status, amount, close-date, and pipeline-stage changes stay one record at a time.

Safe approved actions

Read-only by default. CRM changes require the right paid plan, Edit Mode, workspace permission, preview, confirmation, server-side validation, and action logging.

Routing and reassignment

Create fixed or round-robin owner recommendations using source, geography, company size, and other HubSpot fields, then approve ownership changes through the guarded action flow.

Scheduled monitoring

Run recurring quality checks for score drops, duplicate spikes, stale deals, unowned records, and other meaningful CRM changes.

Reports and exports

Use plain-English findings, priority queues, CSV exports, print-ready reports, saved scan history, score trends, weekly summaries, team scorecards, and executive reporting by plan.

Workspace roles

Separate owner, admin, editor, manager, and viewer access so seeing a report does not automatically grant permission to change CRM data.

Multi-portal and agency workflows

Manage multiple HubSpot portals, client reports, workspace seats, referral tools, and plan-specific access from one account.

Undo, history, and accountability

Review action history, old and new values, approval context, partial failures, retries, and supported reversals.

Operational reliability

Guided scan progress, resumable jobs, stale-job reconciliation, feature flags, error tracking, data-retention controls, and an internal operations dashboard.

Privacy and control

OAuth-based access, least-privilege scopes, disconnect controls, data deletion tools, email preferences, and no sale of customer CRM data.

Partner program

Use a free audit to start a client conversation.

Run LeadRecoverly across HubSpot accounts you already support, give clients an audit report they can act on, and earn recurring commission on referred accounts. Built for agencies, consultants, and fractional RevOps.

25%
recurring commission, for the life of each account
Free
to join, with white-label reports for agencies
60-day
referral attribution window
How it works

Four steps from referral to recurring income.

No quotas, no inventory, no support burden. You bring the relationship, we run the tool and handle billing.

Step 01

Apply

Tell us who you work with. Approval is free and usually quick, and you get a unique referral link and a partner dashboard.

Step 02

Share or audit

Share your referral link, or run a free issue scan for a client and hand them a branded report that shows exactly where they are losing money.

Step 03

They subscribe

When an account you referred subscribes within the attribution window, the commission is credited to you automatically.

Step 04

Get paid, monthly

Earn 25% of what each referred account pays, every month they stay subscribed. Paid out monthly once you clear the minimum.

Commission & payouts

Clear terms, no surprises.

Recurring means recurring. As long as your referral keeps paying, you keep earning.

What you earn

  • Commission rate 25% recurring
  • Duration Lifetime of the account
  • Attribution window 60 days, last touch
  • Cost to join Free

How you get paid

  • Payout schedule Monthly
  • Minimum payout $50
  • Hold period 45 days
  • Method PayPal or direct bank transfer

The hold period lets refunds and chargebacks settle before commission is released. Commission on a payment is reversed if that payment is later refunded or charged back.

For agencies & consultants

White-label the audit. Keep the relationship.

Branded audit reports

Put your logo on the audit PDF and use it as the starting point that opens a paid cleanup engagement.

One dashboard, every client

Manage all your client portals in one view, sorted by health score, so you know where to bill hours.

Stack recurring on top of services

Add a recurring revenue line to the project work you already do, with no extra delivery.

Apply to partner
Your client portfolio
Northgate Roofing41
BrightPath Coaching58
Summit Solar Co.63
Meridian Realty81
Apex Home Services88
Monthly recurring commission $612/mo
Program FAQ

Common questions.

Agencies, consultants, fractional RevOps, HubSpot freelancers, and creators whose audience uses HubSpot. You do not need to be a HubSpot Solutions Partner. We review applications to keep the program clean.

Each approved partner gets a unique referral link and code. When a visitor lands with your code, LeadRecoverly stores the referral for the attribution window and passes it into Stripe Checkout automatically. If they subscribe, the account and commission are credited to your partner dashboard.

Monthly, once your balance clears the minimum payout, after the hold period that lets refunds and chargebacks settle. You are responsible for your own taxes, and we may require tax forms before paying out above a threshold.

Commission is tied to real, completed payments. If a referral cancels, you simply stop earning on future months. If a payment is refunded or charged back, the matching commission is reversed.

Program rules

  • No self-referrals, and no referring accounts you control to earn commission on your own usage.
  • No spam, misleading claims, or promising specific revenue results on our behalf. Represent LeadRecoverly honestly.
  • No bidding on LeadRecoverly trademarks in paid search, and no impersonating LeadRecoverly.
  • Only connect or audit client portals you are authorized to access.
  • We may update commission rates, terms, or the program itself with notice, and may remove partners who break these rules. Changes do not reduce commission already earned.
  • Full partner terms are part of our Terms of Service.
Apply to partner

Earn recurring commission on client audits.

Free to join. Apply below and we will set up your unique referral link and partner dashboard.

Partner dashboard

Free to join. We review every application. Tracking starts immediately, but payouts require approval and cleared payments.

Customer onboarding

See exactly how LeadRecoverly works before you buy.

Walk through the full process: choose a plan, connect HubSpot, run a scan, save your business profile, review findings, create optional LeadRecoverly tracking fields, and approve safe actions only when you are ready.

Step-by-step

Visual usage guide

The guide explains each step in plain language with example workspace screenshots, so new users understand the value instead of missing features.

Read the how-to guide
Safer rollout

Built for approval-first cleanup

Customers can learn what scans do, how to interpret findings, when to create tracking fields, and how No-Touch Mode protects HubSpot from accidental changes.

Compare plans