Why knovaly exists

Every HubSpot portal that has been in use for more than a year contains a quiet record of unfinished business. A deal that reached proposal and then stopped receiving activity. A customer who bought twice, then never appeared in the pipeline again. A renewal date that lives in a closed-won deal property and was never turned into an open opportunity. An account that changed hands and lost its owner in the process.

None of this is negligence. It is the natural consequence of a sales organisation working forward. Attention flows to the newest opportunity, and the middle of the database quietly accumulates value that nobody has a reason to revisit. The revenue is not lost — it is simply unattended.

knovaly exists because that unattended revenue is almost always cheaper to recover than new revenue is to create. You already have the relationship, the pricing history and the reason to call. What is missing is a list.

knovaly connects to HubSpot through OAuth and requests read scopes only. It does not create records, does not merge duplicates, does not edit properties, does not enrol anyone in a workflow and does not delete anything. This is a deliberate product decision rather than a limitation we intend to grow out of.

The reason is trust. Handing a new tool write access to the system of record is a meaningful decision, usually requiring an administrator, a review and a rollback plan. Read-only access removes that entire conversation. The worst case for a knovaly scan is that the report is not useful to you — never that your CRM is worse afterwards.

We give the first scan away because the argument for knovaly is not persuasive in the abstract. Telling a revenue leader that their CRM probably contains recoverable revenue is a claim. Showing them a figure, a score and a list of their own accounts is evidence. Only one of those is worth paying for, and you should be able to see it before you decide.

The complimentary scan runs the same analysis a paid scan runs. Your headline revenue estimate, your Opportunity Score, the category breakdown and a preview of the records behind each finding are all genuine outputs from your own portal — not a demo dataset. A paid plan unlocks the complete record-level report and the ability to re-scan as your pipeline changes.

1. Create an account and connect HubSpot with read-only access.
2. knovaly reads deals, companies, contacts, owners, line items and quotes.
3. The executive report appears with a revenue estimate and Opportunity Score.
4. Review the categories, then decide whether the complete report is worth unlocking.

There is no shortage of ways to look at CRM data. The distinction knovaly draws is between reporting, which answers questions you already thought to ask, and intelligence, which surfaces the things you did not know to look for and attaches a value to them.

knovaly is priced against the size of the database it analyses, measured by total contact volume. A ten-person company with a few thousand contacts should not pay what an enterprise portal with hundreds of thousands of records pays, and the analysis genuinely costs more to run at scale.

Practically, this means the plan you need is determined by your portal rather than by a negotiation. When you connect HubSpot, knovaly reads your contact count and tells you which band you fall into before you commit to anything. There is no seat-based pricing, because the value of the report does not change with how many people read it.

Being clear about the boundaries is part of the pitch. knovaly is a diagnostic. It is not a replacement for the people and systems that act on the diagnosis.

• It is not a CRM administrator. It will not restructure your pipeline stages or rebuild your properties.
• It is not a data cleanup tool. It identifies which data defects cost money; it does not merge or delete records.
• It is not a sales engagement platform. It will not send emails, run sequences or make calls.
• It is not a forecasting system. It reports on recoverable revenue that already exists, not on what you might sell next quarter.
• It is not a consulting engagement. It will not design your process or manage the change required to fix it.

Several of those are things you may genuinely need. If you do, a knovaly report makes that work cheaper by telling whoever does it exactly where to start.

The best fit is a revenue leader — a founder, CRO, VP of Sales or head of RevOps — at a company that has been running HubSpot long enough to have history in it. Roughly two years of activity is where the patterns become rich enough to be interesting, though younger portals still surface pipeline and health findings.

• You suspect there is money in the database but cannot prove it or size it.
• You want a prioritised list rather than another dashboard to maintain.
• You need an argument that will survive a board meeting, with named accounts behind it.
• You are unwilling to give a new vendor write access to your system of record.

If you would rather see the output before the argument, the sample report shows a complete executive report end to end.