One number for CRM health, plus a per-pillar breakdown.
RootCheck · CRM diagnostic
Run a calm diagnostic on your HubSpot before you make another CRM decision.
Connect HubSpot read-only and get a plain-English report on data hygiene, lifecycle structure, and follow-up gaps. Read-only. Free. Your reports, saved.
Preview a sample report →Read-only. No CRM changes. No email required to begin. already have reports? sign in
rootcheck.report.preview
Sample preview · Not your CRM data
72fair
- Data Hygiene
- Lifecycle Clarity
- Follow-Up Visibility
top findings
· Duplicate contacts · 1,240
· Workflows owned by inactive users · 4
priority ladder
See full sample report →01Merge duplicate contacts
02Retire dead workflows
03Clarify lifecycle stages
rootcheck.reads
what rootcheck reads
Three read-only checks.
- Contacts, companies, and dealsTo see the shape of your CRM data and score hygiene.
- Pipelines and lifecycle stagesTo check whether your process matches how you actually sell.
- WorkflowsTo spot duplicate logic and silent failures in your automations.
rootcheck.never
what rootcheck never does
What we won’t touch.
- Never changes your CRM. No writes, no merges, no deletes.
- We never email your contacts or read message bodies.
- Disconnect any time. Your reports stay in your account.
read-only · disconnect any time · full permissions detail
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.
A simple cleanup plan you own. No sales pitch attached.
How it works
Three steps. About fifteen minutes.
- Connect
Read-only HubSpot access. No account required to start.
- Analyze
We read the shape of your CRM across three pillars.
- Decide
You get a score, a priority ladder, and a 30-day plan you own.
ready when you are
Connect HubSpot read-only and your RootCheck report is ready in about fifteen minutes.
Preview a sample report →Read-only · no CRM changes · ten minutes