One number for CRM health, plus a per-pillar breakdown.
RootCheck · CRM diagnostic
A calm diagnostic before your next CRM decision.
Connect HubSpot and get a plain-English report on Data Trust, Process Integrity, and System Utilization. Read-only on your HubSpot. Free. Your reports, saved.
Connecting needs a HubSpot Super Admin, or a user with App Marketplace access. If you aren’t that user, leave your email instead.
Read-only on your HubSpot. 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
See full sample report →01Duplicate company records
02Contacts missing lifecycle stage or lead source
03Open deals not updated recently
ROOTCHECK.REPORT.PREVIEW
SAMPLE PREVIEW · NOT YOUR CRM DATA
0
- DATA TRUST64
- PROCESS INTEGRITY78
- SYSTEM UTILIZATION73
top findings
See full sample report →01Duplicate company records
02Contacts missing lifecycle stage or lead source
03Open deals not updated recently
Two versions
Two versions. One's free.
FREE.SCORE
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
Duplicate company records
Root cause: no dedupe on import
Leads with no lifecycle stage
Root cause: form not mapped
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.
not.ready
not ready to connect?
Not ready to connect HubSpot yet?
Leave your email and I'll follow up personally with what RootCheck looks at and how to run it when you're ready. No spam.
read.only.on.your.hubspot
- Contacts, companies, and deals
- Pipelines and lifecycle stages
- Ownership and activity
- No writes, no merges, no deletes in your HubSpot.
- Never emails your contacts
- Disconnect stops new scans. It does not erase what we stored, and it does not revoke the HubSpot connection.
What you get
A report you can act on this week.
What we found and why it matters, no jargon, no theatrics.
What to fix first, second, third. Written for your team.
Three things to do first, written for your team.
How it works
Three steps. About fifteen minutes.
- Connect
Read-only on your HubSpot. Connecting saves the HubSpot user's email and an encrypted access key, and it creates a sign-in for that email.
- Analyze
We read the shape of your CRM across three pillars.
- 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 on your HubSpot · fifteen minutes