Deal Rescue
8 rules · weeklyCatch every deal about to slip, before it does.
The full sweep: every way an open deal goes quiet, in one policy.
The leads nobody owns, the owners that don’t match, the accounts routed to the wrong rep. Every one is a deal slipping away. We find them in minutes, so your team gets back to closing.
One-click, read-only.
Define what “correct” means.
Find every inconsistency.
What’s wrong, what to fix.
You approve, we apply.
Runs recurring checks on your schedule.
Verlode rescues the deals your HubSpot CRM is quietly losing. It connects read-only, audits every contact, company, and deal on a schedule, and flags each deal going quiet (stalled, unowned, past its close date) while there’s still time to save it. Revenue teams keep the pipeline honest without anyone writing a single query.
Deal policies & rules, ready to run
Deals are where Verlode starts. The policy library ships ready-made audits focused on saving them: pick one, click Set up, and it runs weekly. Behind them sits a rule library with 12 deal checks you can mix into policies of your own.
Catch every deal about to slip, before it does.
The full sweep: every way an open deal goes quiet, in one policy.
The two checks that catch a deal slipping.
The two highest-signal checks. Fits every plan, including Free.
The checks behind them
Plus deal checks for missing owners, amounts, and close dates in the rule library, and an AI agent for the checks only your team would think of.
Free plan, no card. Live in under a minute.
Built on AI agents
Nobody dreams of writing CRM validation queries. So you don’t have to. You talk to the agents like you’d talk to a careful analyst.
Turns plain English into a validated check.
“Flag deals over $10k with no owner.”
Drafts the check, validates it against your real HubSpot schema (custom objects included), and shows you exactly what it will look for. Nothing runs until you save it.
Assembles rules into a scheduled audit.
“Build a weekly policy for deal data hygiene.”
Reuses the checks you already have, drafts new ones for the gaps, and proposes a named policy on a schedule. You review the plan and approve it, or tell it what to change.
Reports list each flagged record: filterable, searchable, and linked straight to the record in HubSpot.
A one-time audit is outdated the day after it runs. Verlode audits on a schedule, so drift is caught the week it happens, not the quarter after.
When an audit finishes, the summary lands in your Slack channel: what was flagged, how severe, and a link straight to the report.
Read-only scopes, no CRM records stored after a scan. Your data stays in HubSpot. You keep the report.
Pricing
The Free plan is the trial: run real audits on your real portal, no card needed. Paid plans are activated personally while we're in early access: request one and you're in, usually the same day.
See what is broken in your portal, no card needed.
No card needed.
Know what is broken in your CRM every week, before it hits your reports.
Mail us and we set you up, usually same day.
Daily monitoring for teams that live in their pipeline.
Mail us and we set you up, usually same day.
More than 50,000 records, or need sub-daily monitoring? Talk to us.
FAQ
Verlode rescues the deals your HubSpot CRM is quietly losing. It connects read-only, audits every contact, company, and deal on a schedule, and flags each deal going quiet (stalled, unowned, past its close date, or missing what forecasting needs) while there is still time to save it. Under the hood it is an AI-powered data-quality audit platform: you describe checks in plain English, and every audit reports each record that breaks them.
Deal Rescue is the starter policy every Verlode workspace ships with: eight battle-tested checks that catch open deals going quiet. It flags deals with no recent activity, no next step, stuck in a stage, past their close date, unowned, missing a contact or an amount, or simply open too long. You set it up in one click and run it weekly, so nothing dies in silence.
No. Verlode connects with read-only scopes and never writes to your CRM. Scans run against a temporary staged copy that is deleted when the audit finishes; only the audit report is kept. The upcoming auto-fix feature will be opt-in and apply only fixes you approve.
Two agents do the heavy lifting. The rule agent turns a plain-English request into a validated data-quality check against your actual HubSpot schema. The policy agent assembles rules into a scheduled audit policy, reusing checks you already have and drafting new ones for the gaps. You review and approve everything before it runs.
HubSpot, including contacts, companies, deals, and custom objects. Support for more CRMs is on the roadmap.
A few minutes for a typical portal. Audits can also run on a recurring schedule, so data drift is caught continuously instead of during the next crisis.
A point-in-time audit, from a consultant or an audit tool, tells you what was wrong on the day it ran, then goes stale immediately. Verlode audits on a schedule, so drift is caught the week it happens, and every report lists each flagged record with a link back to HubSpot. A month of Verlode also costs less than most one-off audit reports cost once.
Data Hub (Operations Hub) is powerful, but its data-quality tooling sits in the Professional tier at roughly $800 a month and is built for ops specialists. Verlode does one job, continuous data-quality audits with rules written in plain English, at a fraction of that price. And it works no matter which HubSpot plan you're on.
Verlode has a free plan you can use forever, no card needed, so you can run real audits on your real portal before you spend anything. Paid plans add larger record limits, scheduled audits, Slack notifications, and more team members. Upgrade when you outgrow Free; cancel any time.
Connect read-only, run your first audit, and see every unowned record in minutes.