RootCheck · CRM diagnostic

A calm diagnostic before your next CRM decision.

Connect HubSpot read-only and get a plain-English report on Data Trust, Process Integrity, and System Utilization. Read-only. Free. Your reports, saved.

Read-only. The score and findings are free. The Deep Report is optional, after. already have reports? sign in

ROOTCHECK.REPORT.PREVIEW
SAMPLE PREVIEW · NOT YOUR CRM DATA
0
  • DATA TRUST64
  • PROCESS INTEGRITY78
  • SYSTEM UTILIZATION73
top findings
01Duplicate company records
02Contacts missing lifecycle stage or lead source
03Open deals not updated recently
See full sample report →
Two versions

Two versions. One's free.

FREE.SCORE

Free

Free. No card, no email to start.

  • Your score and three pillars
  • Every finding, in plain English
  • This week's moves
  • Saved to your account. Re-scan any time.

Sample report.

DEEP.REPORT
$129

one-time

Built from your scan.

Score, after these fixes71 89

Stalled deals over 60 days

Root cause: no rotting-deal workflow

$4,200

Duplicate company records

Root cause: no dedupe on import

$1,850

Leads with no lifecycle stage

Root cause: form not mapped

$960

Sample findings. Not your data.

  • Every fix ranked in order
  • The dollar cost pulled from your own deals
  • The root cause behind each

The Deep Report is built from your scan, so that comes first.

deep.report · sample

What the $129 buys.

Every fix ranked, every dollar traced to a real deal, every record listed.

Deep Report sample: Your Deep Report summary and the first ranked fix, Assign owners at the handoff, 64 records.Deep Report sample: Ownership breakdown showing Owner A versus Unowned, with open and stale deal amounts.Deep Report sample: The ranked 90-day plan, eight items across three time windows with effort, impact, and dollars at stake.
not.ready
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Get the sample report first.

Leave your email and I'll send you what a RootCheck report looks like, plus a link back here when you're ready.

read.only
  • Contacts, companies, and deals
  • Pipelines and lifecycle stages
  • Ownership and activity
  • No writes, no merges, no deletes
  • Never emails your contacts
  • Disconnect any time

full permissions detail →

What you get

A report you can act on this week.

A clear score

One number for CRM health, plus a per-pillar breakdown.

Plain-English findings

What we found and why it matters, no jargon, no theatrics.

A priority ladder

What to fix first, second, third. Written for your team.

This week's moves

Three things to do first, written for your team.

How it works

Three steps. About fifteen minutes.

  1. Connect

    Read-only HubSpot access. No account required to start.

  2. Analyze

    We read the shape of your CRM across three pillars.

  3. Decide

    You get a score, this week's moves, and the option of a Deep Report.

ready when you are

Your CRM has a story. Most teams have never read it.

Preview a sample report →

Read-only · no CRM changes · fifteen minutes