Audit client portals. Deliver real documentation.
You get hired to fix a HubSpot portal - but first you need to understand it. That understanding phase used to eat the first day or two of every engagement. Entflow compresses it to under an hour: connect via read-only OAuth, sync, and you have a complete visual map, conflict list, and AI health scores ready before your first client call.
Walk into the first client call with a complete picture
Connect via OAuth - read-only, clients love that - wait for the sync, and you have a complete visual map of every workflow in the portal. No more spending the first two days clicking through 80 workflows one by one trying to piece together how things connect. The dependency map shows cross-enrollments, shared properties, lifecycle stage chains, and conflict alerts immediately. What used to take a day takes fifteen minutes.
AI audit as a billable deliverable
Run the AI analyst across the client's workflows and export the results. Every workflow gets a health grade (A–F), the AI flags specific issues with severity levels, and each issue comes with a concrete fix suggestion. Package this into your audit report and you've turned a tool subscription into a billable deliverable. Clients see specific, actionable findings - not a generic best practices document that could apply to anyone.
Architecture documentation clients can keep
Use the canvas to annotate the workflow map with ownership notes, decision history, and team assignments. Export as PDF or PNG and include it in your deliverable. The client gets a visual architecture document they can reference long after your engagement ends. When something breaks six months later - and it will - they call you back because you're the one who documented it and understand it.
Workflow lifecycle management for messy portals
Client portals are usually full of abandoned workflows that nobody wants to delete because they're not sure if anything depends on them. Entflow's Inactive and Deleted workflow views let you audit the graveyard safely - see what's turned off, understand what each inactive workflow connected to, and soft-delete the ones that are genuinely dead. Everything is reversible, so you can clean up confidently without risking breaking anything.
Take on more clients without adding headcount
The discovery and audit phase used to be the most time-consuming part of any engagement. Entflow compresses it dramatically - one sync and you have the full picture. That means you can take on more clients, quote fixed-price audits with confidence, and deliver faster without burning senior ops hours on inventory work. The AI handles compliance and logic checking so your team can focus on strategy and the changes that actually move the needle.
Multi-portal ready for agencies managing multiple clients
Connect a client portal, get a fresh map and analysis. Disconnect when the engagement ends. Each portal is fully independent - its own sync history, conflict list, canvas, and changelog. Pro plans ($29/month) support multi-portal management so you can switch between client portals in the top nav without logging out. Enterprise adds white-labelling and a dedicated account manager.
Related features
Everything works together as one connected platform.
Workflow Mapping
Interactive visual map of all workflow dependencies.
AI Workflow Audit
Deep AI analysis with health scores and fix suggestions.
RevOps Documentation
FigJam-style canvas for creating client-facing architecture docs.
Conflict Detection
Automatic conflict detection across every workflow in the portal.
Cut your discovery phase from days to under an hour
Connect via read-only OAuth, sync once, and you have a complete visual map, conflict list, and AI health scores before your first client call.
Connect HubSpot - Free →