IMC CRM Audit Tool
Connect your HubSpot account securely via OAuth and our CRM audit tool will run a quick health check of your portal, then send you a full audit report.
Connect Your HubSpot Portal to IMC CRM Audit Tool
Fill in your details, then you'll be redirected to HubSpot to securely connect your portal using OAuth. We never see or ask for your password, and the connection happens entirely through HubSpot's own authorisation screen, not a login shared with IMC.
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How the IMC CRM Audit Tool Works, Setup Guide
Most businesses only pay close attention to CRM data quality once it has already become a problem, missing fields, duplicate records, stuck deals and incomplete company profiles that quietly build up as a portal grows. By the time this shows up as lost revenue or wasted sales time, fixing it usually means a costly clean-up project that could have been avoided. This tool was built to solve that, giving growing businesses visibility into these issues early, while they are still simple to fix.
Setup, Step by Step
- Fill in your name, email and company on this page
- Click through to securely connect your HubSpot account using OAuth (read-only access, we never edit or delete anything)
- Our admin clicks Run in the tool from the admin dashboard, the tool then scans your CRM automatically and produces the results
- You receive a complete report by email, with direct HubSpot links to every affected record so your team can review and fix each one
If issues have already built up in your CRM, the volume to fix can be significant. In that case, our network of vetted CRM experts can help clean your data faster, we are happy to discuss what that would involve.
Once the initial clean-up is done, the best way to stay ahead is to keep monitoring. We can run this tool on a weekly or monthly basis, sending you a fresh report so new issues are caught and fixed before they build up again. Smaller portals that adopt this from day one avoid the accumulation entirely, staying clean as they grow instead of paying for a large clean-up project later.
Take control of your CRM data from day one.