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HubSpot CRM audit and revenue recovery

Find missed revenue and CRM cleanup issues hiding inside HubSpot.

LeadRecoverly scans your HubSpot for stale deals, missed follow-up, duplicates, and cleanup issues, then lets your team approve safe fixes before anything changes.

View example report
Read-only free sample scan No CRM changes without approval No credit card to scan Built for HubSpot teams

Want to talk to a person first? Request a callback and we will walk you through it.

Live leak estimate
move the sliders to see your number
Live
Estimated annual leak
$0
$0/day slipping out
leaked since you opened this page: $0.00
0
/ 100 health
At risk
Dormant leads never re-worked$0
Late or missed follow-up$0
Duplicate & dead records$0
An estimate. Run the scan for your real number.
Read-only free sample scan
No CRM changes without approval
Action history included
Tokens encrypted · revoke anytime
LeadRecoverly is an independent third-party tool and is not affiliated with, endorsed by, sponsored by, or operated by HubSpot, Inc.
Product preview

See what your first HubSpot scan can reveal.

LeadRecoverly is built to make the first scan feel concrete: problem, record type, estimated impact, and the safest next step. The goal is not more dashboards. The goal is knowing which records deserve attention first.

From messy CRM data to an action list your team can trust.

Every high-value issue is grouped into a reviewable finding. Paid plans unlock record-level lists, exports, and approved actions so your team can move from “we should clean HubSpot” to “approve this specific fix.”

Top revenue leaksStale deals, missed follow-up, duplicate records, and cleanup issues ranked by likely impact.
Recommended next actionEach finding tells the team what to review before any CRM change is made.
Approval-first workflowChanges only run after an authorized user approves the specific action.
LeadRecoverly scan preview
CRM health71Needs review
At-risk value$84kEstimated
Quick wins18Prioritized

42 stale open deals

Past close date or no recent movement. Review next step and owner.

$51,200

93 missed follow-up candidates

Contacts with sales signal but no timely follow-up recorded.

$22,400

327 duplicate candidates

Likely duplicates grouped for review, not automatically merged.

Fix list
Ready for approved actions
Why teams switch

A revenue instrument, not another cleanup toy.

Most "HubSpot tools" dedupe contacts and stop there. LeadRecoverly reads the whole portal and tells you where the money is going.

01

Dead simple

Connect HubSpot, run the scan, see your leaks, fix the highest-value issues first. No setup, no consultant, no spreadsheet exports.

02

Broader than dedupe

Duplicates are one leak. We also surface stale deals, missed follow-up, bad attribution, missing owners, and broken pipeline hygiene.

03

Affordable

Priced against the expensive HubSpot upgrade, not against tiny one-trick tools. Get Pro-grade visibility without the Pro-grade bill.

04

Revenue recovery signals

Findings are tied to revenue signals: pipeline at risk, leads not worked, deals stuck, and opportunities you already paid to acquire.

How it works

Connect. Scan. See the leaks. Fix what matters.

The whole point is the aha moment: connect HubSpot and see the revenue already sitting inside your CRM, ranked by what is most likely worth reviewing first.

Step 01

Connect HubSpot

One-click HubSpot OAuth. The free scan does not change records. Paid plans can run approved updates only after the client confirms the specific action.

Step 02

Run the scan

LeadRecoverly reads contacts, companies, deals, owners, CRM timestamps, and source fields, then scores your portal across hygiene, follow-up, pipeline, and attribution.

Step 03

Prioritize recovery

See your leaks ranked by dollar impact. Paid plans unlock the full record-level lists and CSV exports so your team can work the highest-value issues first.

Safe by design

Find the issue, review the fix, approve the action, then log the result.

LeadRecoverly is built for teams that need confidence before touching CRM data. The free scan is read-only. Paid actions are specific, reviewed, and logged.

01

Find issue

The scan surfaces stale deals, missed follow-up, duplicates, missing owners, and cleanup opportunities.

02

Review recommendation

The user sees the affected record, current value, recommended change, and why it was flagged.

03

Approve action

No update runs until an authorized user confirms the specific action. No blind bulk changes.

04

Log change

The action history records what changed, who approved it, and whether HubSpot accepted it.

LeadRecoverly does not change HubSpot records unless an approved user confirms the action.That approval-first model is the core trust layer behind cleanup, recovery, and optimization workflows.
The full instrument

Eight channels of revenue leak, measured in dollars.

Each channel has a severity, a count, and an estimated opportunity. You can see what to review first and what it may be worth.

Smart duplicate detection Critical

Exact email, fuzzy name, phone, and domain matching with an explainable confidence score for every pair, never a blind merge.

↳ Estimate wasted contact spend + improve reporting

Stale & at-risk deals Critical

Open deals with no next step, no recent activity, aging stages, or close dates already in the past, ranked by amount at risk.

↳ Protect pipeline you've already built

Missed lead finder Warning

Leads never contacted, old form fills with no follow-up, and contacts from paid sources sitting with zero activity.

↳ Reactivate leads you already paid for

Attribution gaps Warning

Contacts and deals missing an original source, so you can better see which channels appear to create revenue and which may be burning budget.

↳ Stop funding the campaigns that don't convert

Ownership & pipeline hygiene Warning

Unowned records, deals skipping stages, and missing required fields that quietly break your reporting and routing.

↳ Reduce the chance that records fall through the cracks

Cut your HubSpot bill Potential savings

Find marketing contacts you're billed for but can't email (hard bounces, unsubscribes, invalids), so you can set them non-marketing and stop paying.

↳ Estimated savings to review before your next invoice

CRM health score Track it

A single 0 to 100 score across data hygiene, follow-up coverage, pipeline hygiene, and source clarity, on every scan.

↳ See progress, prove ROI, stay accountable

Executive summary Clarity

A clear scorecard on every scan: your score, the biggest leaks ranked by dollar impact, and the top fixes to work next.

↳ Know exactly where to start, every scan
Why LeadRecoverly

The fast, affordable way to find what's leaking.

Cleaning a CRM by hand burns days you don't have, and a consultant runs into the thousands. LeadRecoverly is designed to surface the highest-priority issues in minutes for a fraction of the cost.

Doing it manually
Hiring a consultant
HubSpot Ops Hub
LeadRecoverly
Time to first insight
Days of spreadsheet work
Weeks of scoping
Hours of setup
Minutes
Cost
Your time (a lot)
$2,000+ per project
$800+/mo (Pro tier)
Free scan, $49+/mo
Finds stale deals and pipeline leaks
If they think to check
Finds missed follow-up and dormant leads
Sometimes
Finds duplicates
If you export and sort
Dollar-denominated findings
In the final report
Re-scan anytime
Start over each time
Pay again
No extra HubSpot tier required
Requires Ops Hub Pro+
Works with any plan
Built for

Revenue ops, sales leaders, and agency teams running HubSpot

🎯

RevOps and CRM admins

You know the data is messy but you do not have time to audit 50,000 records by hand. LeadRecoverly does the audit in two minutes and hands you prioritized lists.

📈

Sales and marketing leaders

You need to know how much pipeline is at risk and where leads are falling through the cracks. LeadRecoverly shows you in dollars, not vague warnings.

🏡

Agencies managing client portals

Run a scan for each client, show them the health score and the dollar leak, and use it to start a cleanup engagement or prove your value.

Pricing

Start free for life. Pay when you are ready to fix the records.

The free version is free for life and gives a sample-based CRM outlook with no card required. Paid plans unlock included-limit scans, record-level lists, CSV exports, and client-approved HubSpot actions. Cancel anytime from your billing portal or by contacting support.

Start with a free sample scan. Upgrade only when the scan shows enough value to justify a full cleanup or recovery pass.
Founding cohort limited to the first 50 paid accounts. Start during the founding cohort and keep your plan rate while your subscription stays active. Once 50 paid accounts are claimed, launch pricing may close or increase for new customers.
50 founding accounts total

Free scan

$0/life
Free for life, no card required
Marketing preview only: sample-based, read-only, and no CRM changes.
Samples about 500 records to show your score and top leaks.
See your score and top leak categories from a limited sample.
  • CRM health score
  • Top leaks by dollar impact
  • Duplicate & leak previews
  • Read-only forever unless you upgrade

Clean

$100/mo 50% off founding
$49/mo
Locked at $49/mo for life
Includes up to 10,000 contacts (plus 5,000 companies and 5,000 deals) per scan.
Good for cleanup. Upgrade when you want missed lead and stale deal recovery lists.
Keep the basics tidy.
  • Full duplicate lists + exports
  • CRM hygiene score
  • Cut-your-bill report
Most popular

Recover

$300/mo 50% off founding
$149/mo
Locked at $149/mo for life
Includes up to 50,000 contacts (plus 25,000 companies and 25,000 deals) per scan.
Founding cohort priority: lock the Recover rate before the 50-account cohort closes.
Find missed revenue signals.
  • Everything in Clean
  • Missed lead + stale deal finder
  • Reactivation & follow-up lists
  • Attribution & source cleanup
Best value

Optimize

$800/mo 62% off founding
$299/mo
Locked at $299/mo for life
Includes up to 100,000 contacts (plus 50,000 companies and 50,000 deals) per scan.
Best founding deal: lock the top-tier rate before the 50-account cohort closes.
Full visibility for growing teams.
  • Everything in Recover
  • Revenue leak dashboard
  • Per-rep reports + pipeline scoring
  • Executive summary on every scan

Enterprise

For portals over 100,000 contacts. Everything in Optimize with custom scan limits, dedicated support, and no surprise overages. Pricing is tailored to your CRM size.

Every plan is month-to-month with no contract. Cancel anytime from your billing portal or by contacting support. Founding pricing is available only for the first 50 paid accounts. Once the cohort fills, prices go to the full rate shown above each plan.

Large portals over the included plan limits may require Large CRM Coverage. You will always see your limit before any expanded processing, and there is no surprise overage billing.

Want to talk to a person before you connect anything? Request a callback and we'll walk you through it.

Example report

See what a LeadRecoverly report looks like.

Before connecting your own HubSpot portal, review an example scorecard showing the type of leaks LeadRecoverly looks for, how findings are prioritized, and what paid plans unlock.

LeadRecoverly
EXAMPLE REPORT
HubSpot revenue leak scorecard
61/100C
$84,200
estimated pipeline at risk
327duplicate records
42stale deals
93missed follow-ups
187billable contacts to review
Free scan shows a sample-based score, top leak categories, estimated impact, and a limited preview. Paid plans unlock included-limit scans, record-level fix lists, CSV exports, and approved actions.

Top 5 fixes this week

1. Work 93 untouched leads from paid sources. 2. Review 42 stale deals with no next step. 3. Export 327 duplicate candidates. 4. Fix missing owners. 5. Review billable-but-unusable contacts.

↳ Designed to be shared with a founder, sales manager, or agency client

How the workflow feels

Connect HubSpot, scan your portal in no-change mode, review your score, inspect the highest-value leak categories, then unlock approved cleanup actions and exports when you are ready to act.

↳ Built for founders, sales managers, RevOps freelancers, and HubSpot agencies
Download example PDF
Example report: Uses representative data to show the report format. Actual results depend on your HubSpot records, plan, billing settings, sales process, and CRM hygiene.
Built for trust Controlled CRM changes Approved actions only Encrypted, never sold Cancel anytime
The quiet problem

Your CRM is leaking in six places at once.

Nothing here is broken. Data decays, reps skip updates, and leads go cold faster than anyone can track by hand. Here is what that quietly costs in a year.

91
/ 100 health
Healthy
Leaking per year$0
Duplicate recordsThe same person twice. Reps work the wrong copy.
$0
Stale dealsOpen deals aging past close or showing stale CRM signals.
$0
Missed follow-upInbound leads you paid for that never got a call.
$0
Bad attributionContacts with no source. You can't tell what works.
$0
Missing ownersRecords with no rep. No follow-up, no accountability.
$0
Dead, billable contactsBounced and unsubscribed records you still pay for.
$0
LeadRecoverly finds, ranks, and explains the main leak types in a single no-change scan.
Estimated savings

You may be paying HubSpot for contacts you can't even email.

HubSpot bills by marketing contact. Hard bounces, unsubscribes, and invalid addresses left marked "marketing" may create avoidable spend. LeadRecoverly flags review candidates so you can decide what to change inside HubSpot.

  • Hard-bounced and undeliverable contacts
  • Unsubscribed contacts still billed as marketing
  • Invalid or malformed email addresses
  • A ready-to-apply "set non-marketing" export
Sample savings readout
Marketing contacts billed 14,208
Hard bounced 318
Unsubscribed (still billed) 247
Invalid addresses 47
Potential annual savings $1,224
Based on HubSpot's published marketing-contact tiers. Your number depends on your plan and list.
For agencies & consultants

Turn a free audit into a recurring client.

Run LeadRecoverly across every client portal, hand over white-label leak reports, and earn recurring commission on every account you bring.

One dashboard, every client

Manage unlimited portals from a single view. Sort by health score, spot the leakiest accounts, and prioritize where you bill hours.

White-label leak reports

Branded, shareable PDF audits with your logo. Use them as the wedge that turns a free scan into a paid cleanup engagement.

25% recurring commission

Every client you bring keeps paying you. Stack a recurring revenue line on top of the service hours you already bill.

Partner portfolio
N Northgate Roofing
41
B BrightPath Coaching
58
S Summit Solar Co.
63
M Meridian Realty
81
A Apex Home Services
88
Portfolio leak identified $214,800
Security & safety

Your data is yours. We use it only to operate LeadRecoverly for you.

LeadRecoverly reads your CRM to generate your scan, reports, and exports. We do not sell or rent leads, we do not market to your contacts, and we do not train public AI models on your CRM data.

No-change free scan

We can look, but we can't touch. The free scan reads your records to measure leaks and never edits, exports, merges, deletes, or changes anything on its own.

We never sell your leads

Your contacts and CRM data are not sold, rented, or used to market to your customers. Your leads stay your leads.

Encrypted and private

Your connection is encrypted, your scan stays in your account, and only you can see your results. No one else gets a look.

Revoke in one click

You stay in control. Disconnect from inside HubSpot at any time and our access to your data ends immediately.

No training on your CRM

We do not use your HubSpot data to train public AI models. Any AI-assisted summaries, if enabled, are used only to help generate your own account report.

Deletion available

You can request deletion of HubSpot-derived scan data. We may keep limited billing, fraud-prevention, or legal records when required.

Methodology

How LeadRecoverly turns CRM mess into a revenue-leak score.

LeadRecoverly is not promising recovered revenue. It is ranking where revenue is most likely hiding by combining your HubSpot records with clear, explainable scoring rules.

01 · Duplicate confidence

Match

We compare exact email, phone, company domain, normalized names, and fuzzy record patterns. Each match gets a confidence score so users can verify why two records were flagged before taking action.

02 · Follow-up coverage

Speed

We look for new contacts, assigned owners, source fields, lifecycle status, and available CRM timestamps. Where activity signals are available, they help prioritize follow-up gaps by source and recency.

03 · Pipeline risk

Risk

We flag open deals with stale CRM signals, close dates in the past, missing owners, or missing next-step data. Estimated pipeline at risk is based on deal amount, age, stage, and available CRM signals.

04 · Attribution clarity

Source

We measure how many contacts and deals are missing source fields or have inconsistent campaign data. Better source clarity helps teams stop guessing which channels produce revenue.

05 · Billable contact savings

Save

We identify contacts that appear unusable for marketing, such as hard bounces, unsubscribes, and malformed emails. Savings are directional and depend on your HubSpot plan, billing tier, and final account settings.

06 · Health score

0-100

Your score combines hygiene, follow-up, pipeline, attribution, and ownership signals. The goal is not a vanity score. The goal is an operating number your team can improve.

Founder note

Built for teams that cannot afford hidden CRM waste.

LeadRecoverly was built around a simple operating problem: good leads, deals, and customer records often go stale because nobody can see the leaks clearly enough to fix them. The product helps HubSpot teams surface those issues, prioritize the next action, and approve CRM updates only when they are ready.

The goal is practical: recover missed revenue, clean up messy records, and give growing teams a lower-cost operating layer before they commit to heavier software spend or a full RevOps hire.

Read the company note

Nathan C.Founder, LeadRecoverly
Operational trust

Designed for the real moments that usually break SaaS trust.

Clean dashboards matter, but trust is earned when something goes wrong, returns no findings, or requires approval. LeadRecoverly is structured to explain the next step instead of leaving the user guessing.

Connection

HubSpot connection failed

The user gets a clear retry path, permission explanation, and support option instead of a dead end.

Clean result

No major findings

The product explains what was checked, what looks healthy, and when to scan again.

Billing

Portal unavailable

The dashboard explains account mismatch or missing Stripe setup and routes the user to support.

Scale

Large CRM detected

The user sees plan coverage before expanded processing. No surprise overage billing.

Questions

What teams ask before connecting.

Not during the free scan. The free scan does not write anything back. Paid cleanup actions are previewed first and require your explicit approval before LeadRecoverly submits a one-record update to HubSpot. Every submitted action is logged.

Read access to contacts, companies, deals, owners, CRM timestamps, and source fields, the data needed to score hygiene, follow-up, pipeline, and attribution. We request the minimum scopes for that and nothing more, and you can review them on the connect screen before approving.

No. LeadRecoverly works on Free and Starter portals. The point is to add a focused CRM cleanup and revenue recovery layer without jumping straight into a higher HubSpot plan. It does not replace every HubSpot Pro feature.

HubSpot's tool finds some duplicates. Duplicates are one of eight leak channels LeadRecoverly measures, alongside stale deals, missed follow-up, attribution gaps, ownership, pipeline hygiene, billable-but-unusable contacts, and a health score. And every finding is tied to a dollar figure, not just a count.

Your access token is encrypted at rest. We store only what is needed to run your scans, show your reports, and provide exports you request. We do not sell leads, market to your contacts, or train public AI models on your CRM data. You can revoke access from inside HubSpot at any moment, which immediately cuts off our access.

The free scan shows your health score, top leak categories, estimated impact, and limited examples so you can judge whether the tool is worth paying for. Paid plans unlock the full record-level lists, CSV exports, per-plan summaries, and client-approved HubSpot actions.

Yes. You can revoke LeadRecoverly's access from inside HubSpot at any time. When access is revoked, we can no longer read your CRM. You can also request account deletion through support, subject to any required legal, tax, or fraud-prevention retention.

No. LeadRecoverly is an independent third-party tool and is not affiliated with, endorsed by, sponsored by, or operated by HubSpot, Inc. HubSpot owns and controls its own platform, APIs, pricing, billing model, and marketplace.

No. We do not sell or rent your leads, we do not market to your contacts, and we do not train public AI models on your HubSpot data. Your CRM data is used to run your scan, show your reports, and power exports you request on a paid plan.

They are directional estimates, not guarantees. LeadRecoverly uses your records and clear scoring rules to estimate pipeline at risk, likely waste, and review opportunities. You should verify the record-level lists before making business decisions or changing data in HubSpot.

Yes. Agencies and HubSpot consultants can use LeadRecoverly as an audit wedge for client portals. Partner terms, white-label options, and referral tracking are handled through the partner program.

Revoking access inside HubSpot immediately cuts off our ability to read your CRM. Your account and billing access remain separate, so cancel your subscription through the billing portal if you also want to stop future charges.

The founding cohort is limited to the first 50 paid accounts across Clean, Recover, and Optimize. If you join during the cohort, you keep your plan rate while your subscription stays active. After the 50 accounts are claimed, pricing may close, increase, or change for new customers.

Yes. Every plan is month-to-month with no contract. You can cancel from your billing portal or by contacting support, effective at the end of your current billing period. It does not backdate, so a period already paid for is not refunded. The free scan stays free for as long as you want it.

Claims & safeguards

Exactly what we promise, and what stays in your hands.

Trust is the product, so here's the plain-English version of what LeadRecoverly will and won't do, who's responsible for what, and how billing works, before you ever connect.

What we guarantee

  • The free scan does not change records. LeadRecoverly never edits, merges, or deletes anything during diagnosis.
  • Findings are designed to tie back to source records where available, so you can review each number before acting.
  • Paid cleanup uses export-ready fix lists by default. Any future in-app write action will ask for separate permission and require approval first.
  • You can cancel anytime from your billing portal or by contacting support, and revoke our access from inside HubSpot instantly.

What we don't guarantee

  • Any specific amount of recovered revenue, savings, or closed deals. Every dollar figure is a directional estimate, not a promise.
  • That every finding is perfect. CRM data is messy; estimates are estimates, and you should verify before you act on them.
  • HubSpot's behavior: its API, pricing, billing model, deliverability rules, or whether your HubSpot account stays in good standing.
  • Financial, legal, accounting, or sales outcomes. LeadRecoverly is a diagnostic tool, not professional advice.

The scan reads your CRM; it does not change it. Any change inside HubSpot (merging duplicates, deleting contacts, editing records, exporting and re-importing, or setting contacts to non-marketing) is an action you choose and approve. You are solely responsible for those changes and their results.

Before any bulk action, export a backup. LeadRecoverly is not responsible or liable for data loss, deleted or merged contacts, broken workflows or automations, lost history, or any other consequence of actions taken in your HubSpot account by you or anyone with access to it, including actions taken based on our reports, exports, or recommendations. Our recommendations are suggestions; the decision to act, and the responsibility for it, is yours.

LeadRecoverly is an independent, third-party tool. It is not affiliated with, endorsed by, sponsored by, or operated by HubSpot, Inc. HubSpot owns and controls its platform, APIs, app marketplace, pricing, billing model, and your HubSpot account.

HubSpot may change, limit, suspend, deprecate, or remove API access, app access, features, pricing, or this integration at any time, and may suspend or terminate your account, for reasons entirely outside our control. If that happens, including a ban, suspension, API change, pricing change, or removal of our app from the marketplace, LeadRecoverly is not responsible and not liable for any resulting loss, interruption, or cost, and no refund is owed for it. If the integration can no longer function, your remedy is to cancel, which stops any future charges. We do not control HubSpot's marketing-contact billing or its email-sending and deliverability enforcement; we only report on what we observe in your data.

Paid plans are recurring subscriptions billed automatically each period until you cancel. You can cancel from your billing portal or by contacting support. Cancellation stops future charges and takes effect at the end of the current billing period. It does not backdate, so a period you have already paid for is not refunded. The free-for-life scan shows a sample-based health score, top leak categories, and estimated impact before you pay. Paid plans unlock record-level lists, CSV exports, and approved write actions.

Because you can preview your results for free and cancel at any time, charges already incurred are non-refundable except where a refund is required by law. Promotional or discounted pricing, including founding cohort pricing, applies only while that offer is active and may change or end at any time. Founding cohort pricing is limited to the first 50 paid accounts. If anything is ever wrong with a charge, contact support first and we will make it right; please reach out before filing a dispute or chargeback. Filing a chargeback without contacting us first may result in suspension or termination of your account. By subscribing, you confirm that you have read and agree to these terms.

The service is provided "as is" and "as available," without warranties of any kind, express or implied, including merchantability, fitness for a particular purpose, accuracy of results, or uninterrupted availability.

To the maximum extent permitted by law, LeadRecoverly's total liability for any claim arising from your use of the service is limited to the amount you paid us in the three months before the claim. LeadRecoverly is not liable for any indirect, incidental, special, or consequential damages, including lost revenue, lost profits, lost or corrupted data, or business interruption, even if advised of the possibility. You agree to indemnify and hold LeadRecoverly harmless from any claim arising out of your use of the service, your data, or actions you take in your HubSpot account.

Two minutes to your first number

Find the revenue already sitting inside your HubSpot.

Connect your portal, run the free scan, and get a specific, dollar-denominated picture of your CRM, before more leads go cold.

LeadRecoverly Back to site
Contact us

Tell us what's working and what isn't.

Feedback, a question, a concern, or a problem to fix: we want to hear it, and we resolve issues as fast as we can.

This opens your email app addressed to us. Or write us directly at support@leadrecoverly.com. We read everything.

Policies & legal

Last updated: June 15, 2026 · Operated by LeadRecoverly
Security

Security Details

LeadRecoverly is designed to scan HubSpot with revocable access and clear user control. The product promise is simple: the free scan does not change records, and paid updates require client approval.

OAuth and scopes

  • Free scan reads contacts, companies, deals, owners, and available timestamps without changing records.
  • Paid write actions require preview, backup guidance where appropriate, and explicit approval before any one-record update is submitted.
  • Users can revoke access from inside HubSpot at any time.

Data use boundaries

  • We do not sell or rent leads.
  • We do not market to customer contacts in connected HubSpot portals.
  • We do not train public AI models on CRM data.
  • We use HubSpot-derived data to run scans, generate reports, and provide exports for the user's account.

Retention and deletion

When a user disconnects HubSpot, API access ends immediately. HubSpot-derived scan data should be deleted within the stated retention period in the Privacy Policy, except for limited billing, legal, tax, or fraud-prevention records.

Responsible disclosure

Security issues should be sent to security@leadrecoverly.com.

Policy 01

Privacy Policy

This policy explains what information LeadRecoverly (operated by LeadRecoverly, "we," "us") collects, how we use it, and the choices you have. By using LeadRecoverly you agree to this policy.

Information we collect

  • Account information: your name, email, and company, created when you sign up. Payment details are handled by our payment processor (Stripe) and are not stored on our servers.
  • HubSpot data: when you connect HubSpot, we read records needed to run your scan, including contacts, companies, deals, owners, and available timestamps. We do not write to, edit, merge, or delete your HubSpot records during the free scan. Paid updates require approval before execution.
  • Scan results: the scores, counts, and findings we generate from your data so we can show your report.
  • Usage and device data: log data, IP address, browser type, and how you interact with the product, used for security and improvement.
  • Cookies: see the Cookie Notice below.

How we use information

  • To provide the service: run scans, calculate your CRM health score, and show your reports.
  • To process billing and send service messages related to your account.
  • To provide support, prevent abuse, secure the service, and meet legal obligations.
  • To improve the product. We do not sell your personal information or HubSpot data, do not market to your contacts, and do not train public AI models on your CRM data.

Legal bases (GDPR)

Where the GDPR applies, we process data to perform our contract with you, for our legitimate interests in operating and improving the service, to meet legal obligations, and with your consent where required (for example, non-essential cookies).

How we share information

We share data only with service providers who help us run LeadRecoverly, under contract and only as needed. See the Sub-processors list below. We may also disclose information to comply with law or to protect rights and safety. We do not sell personal information, rent or sell leads, market to your customer contacts, or train public AI models on your CRM data.

Data retention and deletion

We keep your account data and scan results while your account is active. If you disconnect HubSpot, our access ends immediately. If you cancel or delete your account, we delete your HubSpot-derived data and access tokens within 30 days, except where we must retain limited records for legal, tax, or fraud-prevention reasons.

Security

We protect data in transit and at rest, encrypt stored access tokens, and require approval before paid write actions run. No method of storage or transmission is perfectly secure, but we work to protect your information.

Your rights

Depending on where you live, you may have the right to access, correct, delete, port, or object to the processing of your personal data, and to withdraw consent. California residents have rights to know, delete, and opt out of "sale" (we do not sell). To exercise any right, email legal@leadrecoverly.com. You can revoke our access to HubSpot at any time from inside HubSpot.

International transfers and children

Your data may be processed in the United States; where required we use appropriate safeguards for international transfers. LeadRecoverly is not directed to children and is intended for business users only.

Changes

We may update this policy and will revise the "last updated" date above. Material changes will be communicated where appropriate.

Policy 02

Terms of Service

These Terms govern your use of LeadRecoverly. By creating an account or using the service, you agree to them. If you do not agree, do not use the service.

The service

LeadRecoverly scans your connected HubSpot account and reports potential revenue leaks such as duplicates, stale deals, missed follow-up, attribution gaps, and billable-but-unusable contacts. The free scan does not modify your HubSpot data. Paid cleanup actions require a preview and your approval before any one-record update is submitted to HubSpot.

Accounts and eligibility

You must provide accurate information, keep your credentials secure, and be authorized to connect the HubSpot account you link. You are responsible for activity under your account.

Plans, billing, and renewal

  • The free scan is available at no cost. Paid plans are recurring subscriptions billed in advance each period and renew automatically until cancelled.
  • By subscribing you authorize recurring charges to your payment method until you cancel. You can cancel anytime; see the Cancellation Policy.
  • We may change prices with notice; changes apply to the next billing period. Promotional pricing applies only while the offer is active.
  • Taxes may apply depending on your location.

Your data and your actions are your responsibility

The free scan reads your CRM; it does not change it. Any change inside HubSpot (merging, deleting, editing, exporting and re-importing, changing marketing status, or approving an optional in-app write action) is an action you choose and approve, and you are solely responsible for it and its results. Back up before any bulk action. We are not responsible or liable for data loss, deleted or merged records, broken workflows, or any other consequence of actions taken in your HubSpot account, including actions based on our reports or recommendations.

Third-party platforms

LeadRecoverly is independent and is not affiliated with, endorsed by, or operated by HubSpot, Inc. HubSpot controls its platform, APIs, pricing, billing, and your account, and may change, limit, suspend, or remove access at any time for reasons outside our control. We are not liable for HubSpot's actions, including suspensions, bans, API or pricing changes, or removal of our app, and no refund is owed for them.

No guarantees

All dollar figures and findings are directional estimates based on your data and available benchmarks, not promises of recovered revenue, savings, or outcomes. LeadRecoverly is not financial, legal, accounting, or sales advice.

Intellectual property

We own the LeadRecoverly software, brand, and content. You own your data. You grant us the limited rights needed to operate the service for you. We do not sell leads, market to your contacts, or train public AI models on your CRM data. You may not copy, resell, reverse-engineer, or build a competing product from the service.

Warranty disclaimer and limitation of liability

The service is provided "as is" and "as available," without warranties of any kind, express or implied. To the maximum extent permitted by law, our total liability for any claim is limited to the amount you paid us in the three months before the claim, and we are not liable for indirect, incidental, special, or consequential damages, including lost revenue, profits, or data. You agree to indemnify and hold us harmless from claims arising out of your use, your data, or actions you take in HubSpot.

Termination

You may stop using the service and cancel anytime. We may suspend or terminate accounts that violate these Terms or the Acceptable Use Policy, or to protect the service.

Governing law and disputes

These Terms are governed by the laws of the State of Utah, United States, and disputes will be handled in the courts of Salt Lake County, Utah, United States, except where applicable law provides otherwise. We may update these Terms and will revise the date above; continued use means acceptance.

Policy 03

Refund Policy

The free scan lets you see your CRM health score, top leak categories, estimated impact, and limited examples before you ever pay, so you can judge the value first. Because of that, and because you can cancel at any time:

  • Subscription charges already incurred are non-refundable, except where a refund is required by law.
  • When you cancel, you keep access through the end of the current billing period. We do not pro-rate or refund partial periods.
  • Promotional or discounted pricing is non-refundable and applies only while the offer is active.

If something is wrong with a charge, email billing@leadrecoverly.com within 14 days and we will review it and make it right where appropriate. Please contact us before filing a dispute or chargeback. Filing a chargeback without contacting us first may result in suspension or termination of your account.

Policy 04

Cancellation Policy

  • You can cancel yourself at any time, with no email or support request required. Open Manage billing on your dashboard to reach the secure billing portal, then cancel in a couple of clicks. You can also email support@leadrecoverly.com if you prefer.
  • Cancellation stops all future charges and takes effect at the end of your current billing period. It does not backdate: a period you have already paid for is not refunded, and you keep full access through the end of it.
  • After cancellation we stop billing immediately and delete your HubSpot-derived data within 30 days, as described in the Privacy Policy.
  • You can reconnect or resubscribe at any time; a new subscription starts a fresh billing cycle.
  • You can also revoke LeadRecoverly's access from inside HubSpot at any moment, which immediately ends our access to your data.
Policy 05

Cookie Notice

We use a small number of cookies and similar technologies:

  • Essential: needed to sign you in, keep you logged in, and run core features. These cannot be turned off.
  • Analytics: help us understand usage so we can improve the product. We use privacy-respecting, first-party analytics only and do not load third-party advertising or cross-site tracking cookies.

Where required by law, we ask for your consent to non-essential cookies before setting them. You can control cookies through your browser settings and, where shown, our consent banner.

Policy 06

Sub-processors

We use the following service providers to operate LeadRecoverly. Each processes data only as needed to provide their service.

ProviderPurposeData involved
HubSpotThe CRM you connect; source of scanned data and approved updatesYour CRM records
StripeSubscription billing and paymentsName, email, payment details
Netlify and SupabaseApplication hosting and databaseAccount and scan data

We update this list as our providers change. These providers are based in the United States, where your data may be processed.

Policy 07

Acceptable Use

When using LeadRecoverly, you agree not to:

  • Connect a HubSpot account you are not authorized to access, or use the service to access data you have no right to.
  • Use the service for anything unlawful, deceptive, or harmful, including violating others' privacy or sending unlawful messages with exported data.
  • Reverse-engineer, scrape, resell, or sublicense the service, or build a competing product from it (the Partner Program is the only sanctioned way to earn from referrals).
  • Circumvent usage limits, security, or billing, or overload or interfere with the service or HubSpot's API.

We may suspend or terminate accounts that violate this policy.

Policy 08

Contact

Questions about these policies, your data, or a charge? We respond within 1 business day.

  • Support: support@leadrecoverly.com
  • Billing: billing@leadrecoverly.com
  • Privacy and legal: legal@leadrecoverly.com
  • Security: security@leadrecoverly.com
  • Partner program: partners@leadrecoverly.com
  • Legal entity: LeadRecoverly
  • Mailing address: 971 S University Ave #1074, Provo, UT 84601, United States
Partner program

Turn a free audit into recurring revenue.

Run LeadRecoverly across the HubSpot accounts you already touch, hand clients a leak report they can act on, and earn recurring commission on everyone you bring. Built for agencies, consultants, and fractional RevOps.

25%
recurring commission, for the life of each account
Free
to join, with white-label reports for agencies
60-day
referral attribution window
How it works

Four steps from referral to recurring income.

No quotas, no inventory, no support burden. You bring the relationship, we run the tool and handle billing.

Step 01

Apply

Tell us who you work with. Approval is free and usually quick, and you get a unique referral link and a partner dashboard.

Step 02

Share or audit

Share your referral link, or run a free leak scan for a client and hand them a branded report that shows exactly where they are losing money.

Step 03

They subscribe

When an account you referred subscribes within the attribution window, the commission is credited to you automatically.

Step 04

Get paid, monthly

Earn 25% of what each referred account pays, every month they stay subscribed. Paid out monthly once you clear the minimum.

Commission & payouts

Clear terms, no surprises.

Recurring means recurring. As long as your referral keeps paying, you keep earning.

What you earn

  • Commission rate 25% recurring
  • Duration Lifetime of the account
  • Attribution window 60 days, last touch
  • Cost to join Free

How you get paid

  • Payout schedule Monthly
  • Minimum payout $50
  • Hold period 45 days
  • Method PayPal or direct bank transfer

The hold period lets refunds and chargebacks settle before commission is released. Commission on a payment is reversed if that payment is later refunded or charged back.

For agencies & consultants

White-label the audit. Keep the relationship.

Branded leak reports

Put your logo on the audit PDF and use it as the wedge that opens a paid cleanup engagement.

One dashboard, every client

Manage all your client portals in one view, sorted by health score, so you know where to bill hours.

Stack recurring on top of services

Add a recurring revenue line to the project work you already do, with no extra delivery.

Apply to partner
Your client portfolio
Northgate Roofing41
BrightPath Coaching58
Summit Solar Co.63
Meridian Realty81
Apex Home Services88
Monthly recurring commission $612/mo
Program FAQ

Common questions.

Agencies, consultants, fractional RevOps, HubSpot freelancers, and creators whose audience uses HubSpot. You do not need to be a HubSpot Solutions Partner. We review applications to keep the program clean.

Each approved partner gets a unique referral link and code. When a visitor lands with your code, LeadRecoverly stores the referral for the attribution window and passes it into Stripe Checkout automatically. If they subscribe, the account and commission are credited to your partner dashboard.

Monthly, once your balance clears the minimum payout, after the hold period that lets refunds and chargebacks settle. You are responsible for your own taxes, and we may require tax forms before paying out above a threshold.

Commission is tied to real, completed payments. If a referral cancels, you simply stop earning on future months. If a payment is refunded or charged back, the matching commission is reversed.

Program rules

  • No self-referrals, and no referring accounts you control to earn commission on your own usage.
  • No spam, misleading claims, or promising specific revenue results on our behalf. Represent LeadRecoverly honestly.
  • No bidding on LeadRecoverly trademarks in paid search, and no impersonating LeadRecoverly.
  • Only connect or audit client portals you are authorized to access.
  • We may update commission rates, terms, or the program itself with notice, and may remove partners who break these rules. Changes do not reduce commission already earned.
  • Full partner terms are part of our Terms of Service.
Apply to partner

Start earning on the audits you already run.

Free to join. Apply below and we will set up your unique referral link and partner dashboard.

Partner dashboard

Free to join. We review every application. Tracking starts immediately, but payouts require approval and cleared payments.