No card today. You connect HubSpot, we deliver your coverage map, workload spread and rebalance recommendation in three business days — then we invoice $499.
A signed app for macOS or Windows. It runs on your machine — nothing is installed for your reps, no IT ticket, no admin rights on your CRM beyond a read connection.
The tool signs in to HubSpot, reads your accounts, and replaces every identity with a local key before anything is transmitted. Customer names, contact information and CRM notes never leave your environment; the mapping stays on your machine, and results are restored locally.
You see the selection screen before anything is sent, and you tick the fields the audit may use. Anything unticked is never read. Choose your starting selection below — you can change it in the tool.
No names, no contact details, no CRM notes — those aren't on this list and can't be selected.
Downloads the FieldTrip connector, signs you in to HubSpot, pseudonymizes locally, then sends only your ticked fields. No card, no call, no subscription.
No HubSpot? Different OS? Let's talk!NDA on request · US-hosted processing · identities restored locally on delivery