know where revenue is hiding.
know who to contact.
know what your CRM already knows.
knovaly connects to HubSpot and returns one executive brief: where revenue is slipping, which customers are overdue to come back, and the name attached to every dollar. Minutes, not an implementation project.
- overview
- opportunities
- renewals
- win-backs
- dormant
- crm health
- settings
- Open pipeline gone quiet152
- No meaningful activity 30d+213
- Renewal window open136
the revenue is hiding
Open pipeline that has gone quiet, renewals coming due, dormant accounts — ranked by dollars, not by date created.
to contact
Every finding names the company, the deal and the amount, so nobody has to go hunting through views to act on it.
to follow up with
Owner-by-owner accountability: which rep owns the risk, and when meaningful activity last happened.
it was flagged
Each item shows the exact CRM signals behind it. Nothing to take on faith, nothing to reverse-engineer.
Reporting tells you what happened. knovaly tells you what to do about it.
A dashboard hands you filters and asks you to find the story. An executive brief hands you the story and the evidence behind it. knovaly is the second thing.
There is nothing to configure, no data model to design, no analyst to brief. You connect HubSpot, run a scan, and read a document that opens with a single number: the revenue potential your CRM is currently sitting on.
Read a complete sample briefMoney hides in the same places in every CRM.
Each category runs against a published rulebook, so two scans of the same portal reach the same conclusion — and any finding can be traced back to the records that produced it.
Open deals that have gone quiet, have no clear next step, lack ownership, or have passed an important deadline. Closed-won and closed-lost deals are never included.
Customers who bought within the past 24 months and have not renewed, rebooked, or opened a new opportunity.
Previous customers whose relationship has gone quiet, with no active opportunity and no recent meaningful outreach. This is not the same as Renewals & Rebookings: here the relationship went quiet, rather than a purchase being due. Overlapping value is deduplicated in the headline.
Closed-lost business that may be worth reopening because no later opportunity or meaningful follow-up exists. Excluded from headline estimate.
Duplicates, missing owners and broken associations that suppress detection and distort your forecast. Reported as counts and coverage, never as a dollar value.
Three steps to knowing.
Connect HubSpot
A standard OAuth install with read-only scopes. Approve it once, revoke it whenever you like.
Run one scan
knovaly reads deals, companies, contacts, owners, line items and quotes, and states exactly what it covered.
Read the brief
A ranked executive report with dollar values, owners, evidence and the actions worth taking this week.
Know exactly what we can and cannot do.
Read the security detailRead-only by design
knovaly requests read scopes only. It cannot create, edit or delete a single HubSpot record.
Encrypted credentials
OAuth tokens are encrypted at rest and never exposed to the browser.
Your data stays yours
Workspace-isolated, never sold, never shared between customers.
Leave at any time
Disconnect in one click, and request full deletion of everything stored.
Stop guessing where the quarter comes from.
Your first live HubSpot scan is free. Pricing afterwards depends only on the size of your portal — every paid plan unlocks the same complete report.