Kalungi Audit vs Quotivity

Your HubSpot portal is the engine your pipeline runs on. When the data inside it drifts (contacts with no owner, deals missing amounts, lifecycle stages skipped, workflows quietly erroring out), your reporting lies, your routing breaks, and your team chases activity instead of revenue. Most teams don't find out until a board deck doesn't add up.Kalungi RevOps Audit gives you the answer in one click. It runs a read-only inspection of your portal and returns a single Health Score (0 to 100), broken down by CRM, Marketing, Sales, and Service, with a color-coded report card that scores each checkpoint as healthy, needs-improvement, or critical. For every issue it surfaces the exact record count, the percentage of records affected, a severity, and a recommended next step, plus the underlying data behind each result.It's free, it's fast (about 10 to 15 seconds for a small portal, a few minutes for a large one), and it never creates, edits, or deletes anything. The app requests read scopes only. Run it as often as you like and watch the score move as you clean up.This is the same audit discipline Kalungi, the agency that has scaled 150+ B2B SaaS companies, brings to its RevOps & HubSpot Optimization work, packaged as a free, automated on-ramp. Get your score, get your priorities, and stop guessing what's slowing your GTM engine down.

When HubSpot quoting isn't enoughFor companies with complex products, quoting can become a free-for-all: reps going rogue with discounts, price books living across multiple spreadsheets on somebody's desktop, and more.Quotivity is a HubSpot-native CPQ built specifically to handle complex product configuration and quoting.In addition to an easy, no-code quote template designer that will have your quotes looking clean and professional every time, Quotivity has streamlined approval workflows, advanced pricing logic, product configuration, and discount governance.It's built natively on HubSpot, which means your data, workflows, and reporting stay connected without integration work.Quotivity customers have cut quote creation time by 50-80% and shrunk deal timelines by 70%.Feature DescriptionsFlexible ApprovalsRoute quotes to the right approver based on deal size, discount depth, or product type. Standard quotes move without interruption. Exceptions route automatically. No manual follow-up, no chasing. Multi-stage and parallel workflows supported.Rapid Quote BuilderBuild quotes inside the deal record without leaving HubSpot. Pricing updates in real time as reps configure. No external tools, no version confusion, no cleanup after the quote goes out.Quote Rules EngineSet conditions that trigger discounts, approvals, required line items, or product recommendations based on your pricing logic. Rules run automatically so every quote is built to policy. No manual calculations, no rep judgment calls, no exceptions that slip through without a paper trail.Price BooksMaintain separate pricing for different customer types, regions, product lines, or contract tiers — all inside HubSpot. The right price book applies automatically when a rep builds a quote. One place to update pricing, and it's live everywhere.Manage Any Pricing ModelTiered pricing, volume discounts, formula-based calculations, edge cases. Whatever your pricing model, Quotivity handles it inside HubSpot. The spreadsheet that only one person fully understands can finally be retired.Product Configuration and BundlingBuild configurable products, bundles, and add-on paths without creating hundreds of near-duplicate SKUs. Reps select what applies; only valid configurations are available to quote.Discount Controls and Margin TrackingSet discount thresholds. Block quotes that violate pricing policy. See margin at the line-item level. Approvals route automatically to the right person based on deal size or discount depth.Who Quotivity is best forQuotivity is built for companies whose quoting complexity has outgrown native HubSpot tools — most often manufacturers, industrial equipment companies, and professional services businesses with configurable products, regulated pricing, or multi-stakeholder approvals.If your reps are still pricing in Excel, if discounts happen without visibility, or if your pricing knowledge lives in one person's head, Quotivity handles the complexity HubSpot wasn't designed for.Faster quotes. Higher accuracy. Protected margins. Get a demo today.