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For Agencies

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.

Connect HubSpot · FreeSee pricing
entflow.app/features/agencies
Audit client portals. Deliver real documentation.
30s
to first map
Read-only
OAuth access
Zero
config required
A–F
health grades
SECTION 01

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.

  • 30-second OAuth connection
  • Read-only - never modifies client data
  • Full dependency map on first sync
  • Works with any HubSpot tier and portal size
SECTION 02

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.

  • A-F health grades per workflow
  • Severity-rated issue list (critical/warning/info)
  • Specific fix suggestion per issue
  • Exportable as part of your audit report
SECTION 03

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.

  • Section and annotate the live workflow map
  • Sticky notes for decisions and ownership
  • Export as PDF, PNG, or SVG
  • Documentation stays live and synced to their portal
SECTION 04

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.

  • Active/Inactive/Deleted workflow tabs
  • Dependency check before deletion
  • Soft delete - fully recoverable
  • Clean up abandoned workflows safely
SECTION 05

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.

  • Under 1 hour for full portal understanding
  • Fixed-price audit quoting with confidence
  • AI handles compliance and logic checking
  • Senior time freed for strategy, not inventory
SECTION 06

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. Switch between client portals in the top nav without logging out. Agency plans add centralised billing for your whole client roster, capped portal counts so you can pick the size that fits your book, and white-label options for client-facing deliverables - see the agency pricing page for the full breakdown.

  • Independent portal management - no data bleed between clients
  • Switch portals in one click from the top nav
  • Connect and disconnect cleanly at engagement boundaries
  • White-label exports for client deliverables

Related features

More ways Entflow helps you stay on top of your HubSpot workflows.

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 · FreeSee pricing
No credit card · Free tier available