CRM health audit
Read-only HubSpot scans review contacts, companies, deals, owners, activity, lifecycle stages, sources, close dates, and data completeness.
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.
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.
What LeadRecoverly can do at every plan level.
LeadRecoverly is structured as a ladder: Free shows a focused sample of issues, Clean fixes CRM mess, Recover ranks high-potential reach-out opportunities, Optimize gives ongoing RevOps visibility, and Large CRM Coverage supports bigger portals without surprise overages.
Free Sample Scan
A focused sample that shows whether HubSpot likely has stale deals, missed follow-up, duplicate candidates, and cleanup issues worth investigating.
- Lead capture and consent before scan
- Read-only HubSpot connection
- Sample of about 500 contacts, 250 companies, and 250 deals
- CRM health score and top issue categories
- Sample duplicate, stale deal, missed-follow-up, and data-quality previews
- Fast preview of the major issue categories before upgrading to deeper record lists, exports, and workflows
Clean
For teams that need better HubSpot hygiene before they spend more time or money on bigger tooling.
- Included scan up to 10,000 contacts, 5,000 companies, and 5,000 deals
- Duplicate contact and duplicate company candidates
- Missing owner, lifecycle stage, incomplete contact, inactive contact, and billable-contact review
- Cleanup priority queue and CSV exports
- Approved cleanup actions such as owner and lifecycle updates
- Action history with old value, new value, approver, timestamp, and result
Recover
The core sales plan. Recover helps answer, “Who should my team reach out to first?”
- Everything in Clean
- Included scan up to 50,000 contacts, 25,000 companies, and 25,000 deals
- Lead Finder priority list with 0–100 scoring
- Stale deal, past-close deal, missing amount, unowned deal, and missed follow-up detection
- Reactivation list, attribution gap review, and recovery priority queue
- Approved recovery actions for lead status, deal close date, deal amount, owner, and lifecycle updates
Optimize
For growing teams that want recurring CRM health visibility, executive summaries, and manager-level prioritization.
- Everything in Recover
- Included scan up to 150,000 contacts, 75,000 companies, and 75,000 deals
- Executive summary and CRM health trend visibility
- Rep hygiene scorecard and pipeline risk buckets
- Weekly action plan and recommended monitoring cadence
- Advanced exports, dashboards, and full approved-action oversight
How the Lead Finder score works
Recover ranks candidates from 0 to 100 using practical CRM signals. The score is a prioritization aid, not a revenue guarantee.
Revenue valueDeal/lifecycle context
Follow-up gapOwner/status/staleness
RecencyCreated or updated signals
ContactabilityEmail, phone, company
Lifecycle fitLead, MQL, SQL, opportunity
Data confidenceClean enough to act
Large CRM Coverage
Public plans do not include unlimited full-portal processing. If a HubSpot portal exceeds the included plan limits, LeadRecoverly shows a Large CRM Coverage notice before expanded processing. No surprise overage billing is applied.