Portal-iQ
Portal-iQ is a New Zealand-based software company that sells automated HubSpot portal audits as a certified HubSpot App, serving marketers, sales teams, customer success professionals, and HubSpot administrators globally through one-time-purchase PDF audit reports.
- Company typePrivate
- Founded2021
- HeadquartersWellington, New Zealand
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Portal-iQ does
Portal-iQ is a privately held New Zealand software company, founded in 2021 by Mike Eastwood and built by the team at Webalite (a Gold HubSpot Partner Agency), that develops and sells automated HubSpot portal audits. The company was accepted into HubSpot's App Accelerator Programme in February 2022 and currently operates as a certified HubSpot App from a 1-10 person team in Wellington, serving HubSpot users globally.
The company's product is a cloud-based automated audit system that connects to a customer's HubSpot instance via HubSpot APIs and scans CRM objects (contacts, companies, deals, tickets) and configurations across Marketing Hub, Sales Hub, and Service Hub. Rather than reading or storing personal data, the system scans for field completion and feature use against a proprietary Benchmark Engine developed since 2021. Output is delivered as a PDF report containing prioritized recommendations, tips, warnings, and benchmarks, with delivery tiers ranging from 2 to 5 days and optional consultations with HubSpot experts. Portal-iQ explicitly does not use AI in its analysis and emphasizes GDPR/CCPA-compliant privacy-by-design as a differentiator.
Portal-iQ monetizes through one-time, perpetual-license purchases in three tiers: Starter ($139), Pro ($339), and Enterprise ($849), plus a $739 Partner Branded SKU. Distribution combines self-serve e-commerce on portal-iq.com with Stripe payment processing, placement in the HubSpot App Marketplace, and a Partner Programme that enables Certified HubSpot Partners to resell audits under their own branding with revenue share. Customer segments span marketers, sales teams, customer success professionals, HubSpot administrators, and HubSpot Partner agencies, with confirmed usage across Australia, New Zealand, and Wales.
Portal-iQ firmographics
Firmographics- Name
- Portal-iQ
- Legal name
- Portal-iQ, Limited
- Website
- https://portal-iq.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Portal-iQ is a New Zealand-based software company that sells automated HubSpot portal audits as a certified HubSpot App, serving marketers, sales teams, customer success professionals, and HubSpot administrators globally through one-time-purchase PDF audit reports.
- Ownership category
- akta.pro rank
Portal-iQ industry classification
Industry- Product category
- HubSpot CRM Audit Software
- NAICS
- Information (51)
- SIC
- Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- General Web Portals & Start Pages (BPAMAAAA)
- akta.pro secondary industry
- API Management & Gateways (BPAMAOAA)
Keywords
Where Portal-iQ is headquartered
LocationHeadquarters
- HQ city
- Wellington
- HQ country
- New Zealand
- HQ region
- Oceania
Offices1 record
Markets served
Portal-iQ business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- HubSpot Audit Products: One-time purchase model for automated HubSpot audits. Three tiers available: Starter ($139), Pro ($339), and Enterprise ($849). Each tier includes different levels of coverage (contact limits), report page counts, benchmarks, recommendations, tips, warnings, and delivery timeframes. Also includes one-time Partner Branded option ($739). No recurring costs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Starter - Up to 3,000 HubSpot Contacts, 59 pages, 5-day delivery |
| One time/ perpetual license | Pay-as-you-go | Pro - Up to 50,000 HubSpot Contacts, 103 pages, 3-day delivery with consultation |
| One time/ perpetual license | Pay-as-you-go | Enterprise - Unlimited HubSpot Contacts, 109 pages, 2-day delivery with consultation |
| One time/ perpetual license | Pay-as-you-go | Partner Branded Reports - One-time custom branding investment |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels8 records
Portal-iQ product offering
Product offeringCore offering
Portal-iQ is a cloud-based automated HubSpot audit system that scans HubSpot portal setups (Marketing Hub, Sales Hub, Service Hub) to identify configuration issues, CRM data quality problems, and optimization opportunities. It delivers prioritized actionable recommendations in PDF reports across three tiers (Starter, Pro, Enterprise) plus a Partner Branded white-label option for Certified HubSpot Partners.
Product overview
Portal-iQ offers a suite of HubSpot audit products built as a certified HubSpot App. The core offering consists of three audit tiers (Starter at $139, Pro at $339, and Enterprise at $849), each providing automated portal analysis with prioritized actionable recommendations delivered as PDF reports. The audits scan HubSpot CRM objects (contacts, companies, deals, tickets) and Hubs (Marketing, Sales, Service). Additional offerings include Partner Branded HubSpot Audits for white-label customization by Certified HubSpot Partners, and a Partner Programme with revenue sharing. The company explicitly does not use AI for data analysis, relying on human-developed benchmarking and field completion scanning.
Differentiator
Problem solved
Functional benefit
Products and services
- Starter HubSpot Portal Audit One-time automated HubSpot audit covering up to 3,000 HubSpot Contacts for Marketing Hub, Sales Hub, and Service Hub setups. Delivered as a 59+ page PDF report with 39 benchmarks, 41 actionable recommendations, 29 tips, 8 warnings, and 5-day delivery. Targets small businesses on HubSpot Starter tier.
- Pro HubSpot Portal Audit One-time automated HubSpot audit covering up to 50,000 HubSpot Contacts for Professional tier Hubs. Delivered as a 103+ page PDF report with 78 benchmarks, 78 actionable recommendations, 43 tips, 13 warnings, 3-day delivery, and a 30-minute consultation with a HubSpot expert. Targets mid-market companies.
- Enterprise HubSpot Portal Audit One-time automated HubSpot audit covering unlimited HubSpot Contacts for Enterprise tier Hubs. Delivered as a 109+ page PDF report with 85 benchmarks, 83 actionable recommendations, 15 warnings, 2-day delivery, and a 60-minute consultation with a HubSpot expert. Targets enterprise organizations.
- Partner Branded HubSpot Audits White-label version of the HubSpot Audit for Certified HubSpot Partners allowing custom typography, colors, logos, headers, footers, and report names with the partner's branding. One-time investment of $739 USD for partner-branded distribution to end clients.
Quantifiable outcome
- Starter tier delivers 39 benchmarks, 41 actionable recommendations, 29 tips, 8 warnings across 59+ pages
- +3 more outcomes
Companies that use Portal-iQ
Customer profileNamed customers2 records
Segments8 records
Ideal customer profiles4 records
Portal-iQ technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature6 records
Portal-iQ partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- HubSpotcorePortal-iQ is integrated with HubSpot through APIs and is certified in HubSpot's App Marketplace after passing a technical review. Portal-iQ was accepted into the HubSpot App Accelerator programme in February 2022. The integration enables Portal-iQ to scan and analyze HubSpot portal setups, CRM data, and Hub configurations.
- WebalitecorePortal-iQ was built by the team at Webalite, a certified Gold HubSpot Partner Agency based in Wellington, New Zealand. Webalite has over a decade of experience using auditing tools and reports to help customers get better results. In 2021, Webalite created a comprehensive HubSpot audit for a client which led to the development of Portal-iQ. Mike Eastwood is the founder of both Webalite and Portal-iQ.
- Certified HubSpot PartnerscoreCertified HubSpot Partners can join Portal-iQ's Partner Programme to run HubSpot Audits for their leads, opportunities, and customers. Partners receive revenue share, co-branded reports, and access to partner-branded audit options. The program helps partners convert leads, save time on audits, and present prioritized actionable recommendations to customers.
Scale indicators1 record
Recent moves6 records
Expansion highlights6 records
Portal-iQ competitors and assessment
Company assessmentMarket position
Competitive moat6 records
Key highlights6 records
Customer concentration
Portal-iQ social profiles
Digital presencePortal-iQ compliance and trust
Trust signalCompliance3 records
Portal-iQ financial estimates
Financial estimateRevenue estimate
Valuation estimate
Portal-iQ leadership team
Management profileNumber of profiles
Profiles1 record
Portal-iQ funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Portal-iQ M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Portal-iQ
What does Portal-iQ do?
Portal-iQ is a cloud-based automated HubSpot audit system that scans HubSpot portal setups (Marketing Hub, Sales Hub, Service Hub) to identify configuration issues, CRM data quality problems, and optimization opportunities. It delivers prioritized actionable recommendations in PDF reports across three tiers (Starter, Pro, Enterprise) plus a Partner Branded white-label option for Certified HubSpot Partners.
Is Portal-iQ a public or private company?
Portal-iQ is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Portal-iQ founded?
Portal-iQ was founded in 2021. It employs 1 to 10 people.
Where is Portal-iQ based?
Portal-iQ is headquartered in Wellington, New Zealand, in the Oceania region.
How does Portal-iQ make money?
One revenue line is on record: hubSpot Audit Products.
Does Portal-iQ have an API?
No public API is recorded for Portal-iQ.
What industry is Portal-iQ in?
Portal-iQ's product category is HubSpot CRM Audit Software. Its primary akta.pro industry code is BPAMAAAA, General Web Portals & Start Pages, with a secondary code of BPAMAOAA, API Management & Gateways. Its NAICS code is 51 and its SIC code is 7373.