Pricing
Last updated: October 5, 2026
Automated HubSpot health checks, alerts and catalog fixes. Software, not services.
Portal Audit scores how your HubSpot account is set up and how clean your data is. The paid plans keep checking it on a schedule, watch your credits and seats, and (on Guard and Assist) fix common data problems automatically from a published catalog. Everything below runs automatically.
Start with a free audit
- One free automated audit per HubSpot portal. No payment details needed.
- The audit app only reads. It never creates, changes or deletes anything in your HubSpot account.
- You get a scored report and a prioritized fix plan.
- To install, you need to be a Super Admin or have App Marketplace Access in the HubSpot account.
Install Portal Audit in HubSpot
Plans
| Pulse | Guard | Assist | |
|---|---|---|---|
| Monthly | $100/mo | $250/mo | $500/mo |
| Annual (paid upfront) | $1,000/yr | $2,500/yr | $5,000/yr |
| One-time onboarding charge | None | $99 | $299 |
| Scheduled audit + health score | Monthly | Weekly | Weekly, plus daily critical checks |
| Automated data fixes | Findings only (no changes) | Up to 500 records/mo | Up to 2,000 records/mo |
| Catalog fix requests | — | Up to 5/mo | Up to 15/mo |
| AI assistant | — | — | an AI assistant (Grok by default) |
| Product support | Email, 2 business days | Email, 2 business days | Email, 2 business days, priority queue |
Prices are in US dollars and exclude tax.
Pulse: $100/month
For small teams that want to know when something's off.
- Monthly audit (15+ checks) with a health score and trend
- Credit & Seat Watch: a monthly credit and seat report from the usage file you upload from HubSpot's Credits tab, with threshold alerts
- Monthly digest of new HubSpot betas and updates for your hubs and edition
- Data hygiene findings list (Pulse never changes your data)
- Monthly PDF report by email
- Product support by email within 2 business days
- No onboarding charge
Guard: $250/month + $99 one-time onboarding
For growing teams that want common issues fixed automatically.
- Weekly audits with a health score and trend
- Credit & Seat Watch with same-day alert emails and inactive paid-seat flags
- Weekly beta digest, each item flagged for whether it fits your portal and what it would affect
- Automated fixes from the published Fix Catalog, up to 500 records a month. Every change is read back to confirm it and logged
- Up to 5 catalog fix requests a month
- Monthly PDF report with a fix log
- Product support by email within 2 business days
Assist: $500/month + $299 one-time onboarding
For teams that want a CRM assistant their reps can talk to.
Everything in Guard, plus:
- Daily critical checks on top of weekly audits
- Automated fixes up to 2,000 records a month
- Up to 15 catalog fix requests a month
- A quarterly memo on HubSpot credit packs vs. pay-as-you-go
- An AI assistant (Grok by default) is included. An automated setup wizard connects it to your HubSpot account so your team can look up and update contacts, companies, deals and tickets by talking to it. It ships with a standard 8-skill pack built from your data standards, guardrails, and a monthly skills and guardrails check
- The assistant can answer "should we turn this beta on?" and give you a self-serve opt-in checklist
- Monthly PDF report with a fix log and an assistant usage log
- Product support by email within 2 business days, in a priority queue
Annual plans
Pay 12 months upfront and get 2 months free: annual plans are 10× the monthly price ($1,000, $2,500 or $5,000 a year).
Onboarding charges
Guard ($99) and Assist ($299) have a one-time, automated onboarding charge, paid once at checkout on monthly and annual plans. It covers the self-serve setup wizard: connecting the fix connection your Super Admin creates, choosing catalog items and, on Assist, setting up the AI assistant. It is not an onboarding project or a call.
Paid plans: checkout
Self-serve checkout is not open yet. Start with the free audit; paid plans will be available here when checkout opens. Nothing is provisioned until payment is received.
What this is not
Portal Audit is software. No plan includes professional services: no implementation or onboarding projects, custom builds, data migration, consulting, strategy, training sessions, calls, or hourly or retainer work in your HubSpot account. Automated fixes cover published Fix Catalog items only. We never turn on HubSpot betas for you; you opt in yourself.
If you need hands-on HubSpot work, an independent HubSpot Solutions Partner can help. You can find one in HubSpot's Solutions Directory.
The fine print
- How fixes are authorized. Fixes run through a separate, least-privilege connection your Super Admin creates. They only run for catalog items you enable, within each item's limits and your plan's monthly record cap. The Service never deletes or merges records, changes billing, seats, users or permissions, installs apps, or turns on workflows or emails.
- Your own seats. You keep paying for your own HubSpot seats and your own AI assistant seats; they are not included in any plan.
- Billing. Plans are billed in advance and renew automatically each month or year until you cancel. We give at least 30 days' notice by email before a price increase.
- Changing plans. Upgrades take effect immediately and are prorated. Downgrades take effect at your next renewal.
- Cancelling. Cancel anytime by emailing jon@thejonmartin.com (or in the app when that option is available). Your plan runs to the end of the period you paid for. We don't refund unused days.
- Where we sell. Not offered to businesses in the EU, EEA, UK, or elsewhere in Europe, the Middle East or Africa.
- HubSpot Marketplace. Prices on our HubSpot Marketplace listing match this page.
Full details are in the Terms of Service and Privacy Policy. Questions? See Support or email jon@thejonmartin.com.