Product overview

A clarity layer for HubSpot.

Spotless helps you understand, prioritise, and monitor your HubSpot portal — with optional, guided remediation when you choose.

Spotless Audit Snapshot
Spotless Audit SnapshotHEALTH SCORESAutomation82Data76Governance88Workflows79RECOMMENDED FOCUSLifecycle coverage reviewPipeline stages and handoffsTOP RISKSLifecycle stage gaps in active pipelineWorkflow conflicts on core propertiesDuplicate clusters in revenue viewsHEALTH SUMMARYAutomationStableData qualityWatchGovernanceImproving
Automation / Data / Workflows / Settings

What Spotless does

Spotless continuously reviews the health of your HubSpot portal across automation, data architecture, processes, and system settings.

It surfaces risks, highlights drift, and helps you decide what’s worth fixing — and what can wait.

This isn’t about adding more automation. It’s about understanding the system you already have.

Audit / Prioritise / Fix / Monitor

How Spotless thinks about HubSpot

Audit

Spotless analyses your portal and produces a clear audit snapshot showing health, risks, and gaps.

Prioritise

Spotless highlights what matters most right now, based on impact and evidence — not guesswork.

Fix

Issues are grouped into clear fix areas so you can act deliberately, not reactively.

Monitor

Spotless tracks change over time, helping you spot drift before it becomes a problem.

Review areas

What Spotless reviews

  • Automation coverage and follow-up gaps
  • Workflow conflicts, disabled logic, and overlap
  • Data architecture and required fields
  • Process enforcement across pipelines and lifecycle stages
  • Duplicate records and data integrity risks (Duplicate Radar)
  • User and system-level settings
Duplicate Radar
Duplicate RadarCLUSTER OVERVIEWHigh impactMedium impactLow impactREVIEW QUEUECompany ownership conflictsLifecycle stage mismatchLead source differencesPipeline assignment driftPRIMARY RECOMMENDATIONSHighest engagement historyMost complete lifecycle dataCurrent owner alignment

Duplicate Radar surfaces potential matches, shows them in the HubSpot CRM card, and lets you merge contacts or companies with a confirmation step or workflow action.

Guidance

Expert guidance, not just data

Spotless doesn’t just show you what exists — it helps you understand what matters.

Insights highlight where to focus first, what changed recently, and how system health is trending over time.

This guidance is grounded in your actual portal data and presented in plain English.

Admins / RevOps / Consultants

Who Spotless is built for

Teams responsible for HubSpot operationsOrganisations scaling beyond ad-hoc adminConsultants who need repeatable audits and oversight

Outcomes teams care about

1 dashboard
for key HubSpot risks

Audit, workflow, and data quality signals stay in one operating view.

Guided
next actions

Prioritization helps teams sequence cleanup without guesswork.

Workflow
change visibility

Track operational drift as it happens and react before it compounds.

Read-only

Safe by design

Spotless uses read-only access to analyse your portal by default.

Records change only when you trigger an explicit merge in HubSpot.

You stay in control at all times.

Common questions

FAQ

How is Spotless different from default HubSpot reporting?

Spotless focuses on operational integrity across workflows, data quality, and system configuration, then prioritizes what to fix first.

Can Spotless help with duplicate management?

Yes. Duplicate Radar identifies duplicate contacts and companies, recommends primaries, and supports safe merge actions.

Does Spotless make automatic edits?

No. Spotless is read-only by default. Merges are explicit actions initiated by users or approved workflows.

Understand your HubSpot portal before it drifts.