Know exactly where your HubSpot data stands
furball's CRM Audit shows where duplicates, missing data and inconsistent CRM use are holding your team back, so you can decide what to fix first and measure the improvement.
Audit summary
Your portal's health, organised in one place
The CRM Audit Summary organises findings into categories and sections, so your team can see which areas need attention first.
- Records at a glance.
- See how your records are distributed across object types.
- Lifecycle journeys.
- Follow contacts and companies through their lifecycle stages with funnel charts.
- Fill rates.
- See how complete your contact, company, deal and ticket properties are.
Data quality
Find duplicates and gaps before they spread
Missing and duplicate data makes reporting harder to trust and automation less reliable. The audit shows where the problems are and how big they are.
- Duplicate audits.
- See how many contacts and companies are duplicated, and the share of records affected.
- Contact completeness.
- Check for missing emails, phone numbers, job titles, primary companies and location details.
- Company completeness.
- Check for missing industries, domains, websites and location details.
- Unworked contacts.
- Compare the contacts your team is working with the ones that haven't been worked.
Governance and adoption
See how your team uses the CRM
Data problems are often process problems. Review users, seats and access alongside your data to find the root cause, not just the symptoms.
- Seats and status.
- Break down seat assignments and see which users are active, inactive or deactivated.
- Super admin access.
- Compare the number of super admins with the rest of your users.
- Inactive users and invites.
- List inactive users and invitations that are still pending.
furball Insights
AI interpretation of your sales pipeline
furball Insights reads the sales sunburst chart for you, highlighting the patterns worth discussing in your next pipeline review.
- Pipeline at a glance.
- Explore your top deals by pipeline and stage in an interactive sunburst chart.
- Risks called out.
- See where pipeline value is concentrated, and which ageing, overdue or zero-value deals need attention.
- Practical next steps.
- Get follow-up actions for sales leaders and RevOps teams, as decision support for your pipeline reviews.
The furball platform
Explore the rest of the platform
Each module works on its own, and together they keep your HubSpot data trustable, actionable and AI-ready.
Connect & ingestData Ingestion StudioBring event, partner and system exports into HubSpot through one guided process, run by your team or managed by Cat Media.One process for many sourcesClean, matched and reviewed dataA first step towards integrationLearn more 
DeduplicateMatching & DeduplicationFind duplicate contacts and companies, review every group with a confidence score and merge with control.Confidence-scored duplicate groupsA fast review queueConfigurable matching and auto mergeLearn more 
StandardiseStandardisation & FormattingKeep phone numbers, locations, job titles, industries and names consistent across your HubSpot portal.Phone, name and location formattingJob titles, seniority and industriesGeographic inferenceLearn more
Get started
Get started with CRM Audit
Tell us about your team, your systems and your HubSpot portals, and we'll get in touch.
Already have access? Sign in to furball