CRM license audits for Salesforce & HubSpot orgs
Priced from your own data, timed to your renewal
Paying for600 seats.Using 260.
The median company wastes 57% of its CRM spend on seats that sit dormant or barely get touched — $100K–$500K+ a year. We find that money and give it back.
Most of your CRM bill buys nothing
Dormant seats
Licenses assigned to people who haven't logged in for 90 days — or ever. Departed employees, role changes, over-provisioned teams. Still billed in full.
Light users
People who open a record, read it, maybe update one field. They need access — not a full seat. They cost the same as your top closer.
Full price for both
At ~$2,000 per seat per year, the median org pays full rate on the 57% of seats doing little or nothing. That's $100K–$500K+ burned annually.
Same data. Same CRM. A fraction of the seats.
We find who barely uses their seat
The audit reads your login and usage history. People who live in the CRM keep their full seats — nothing changes for them. The rest, the ones who only open records and update the occasional field, get flagged.
Light users move to the portal
A clean, simple workspace where they see the same accounts, contacts, deals, and pipeline they see today — pulled live from Salesforce or HubSpot — and make the light edits they actually make.
Everything still lands in your CRM
The portal reads and writes through the official API in real time. Every update, note, and status change appears in your CRM instantly. Reports, dashboards, and history stay complete — nothing is migrated, nothing goes missing.
Then the seats they vacated come off your contract at renewal. Same visibility, same data, a fraction of the bill — that's the entire play.
Full seats stay in the CRM · light users flow through the portal · every action writes back live
Core
services
The CRM stays. The waste goes. Every engagement is priced from your own usage data — never a benchmark.
How it works
Audit
Two weeks, read-only API access. We map every seat to its actual usage and identify the waste — priced from your data, not a benchmark.
Pilot
50 light users move to the portal first. Your team verifies nothing breaks before anything scales.
Migrate
Full rollout timed to your renewal, so seats come off the contract the day they stop being billed. Zero coverage gap.
Save
The freed spend stays freed. You keep 100% of the savings every year after — we don't take a cut of year two.
What companies your size are losing
| Org size | They pay / yr | They're losing / yr | Typical engagement* | Year-one ROI |
|---|---|---|---|---|
| 300 seats | $594K | $339K | $55K | 6x |
| 500 seats | $990K | $564K | $90K | 6x |
| 1,000 seats | $1.98M | $1.13M | $145K | 7.5x |
| 2,000 seats | $3.96M | $2.26M | $280K | 8x |
| 5,000 seats | $9.9M | $5.64M | $560K | 10x |
*Illustrative, at a $1,980 median cost per seat and the 57% median waste rate we see across audits. Builds are priced at 12–18% of the savings we free; larger orgs earn volume pricing. Your audit prices your actual number.
And the full $677K every year after. You pay once. You save forever.
Asked by every CFO. Answered in writing.
“Where does our data live?”
Nowhere new. The portal is pass-through — every read and write happens live in your CRM through a licensed Integration User you grant and can revoke. We store nothing. SOC 2 Type I is in progress, and we carry E&O plus cyber insurance.
Security posture“Why not just negotiate cheaper licenses?”
A discount still bills you forever for seats nobody uses. Cheaper seats still cost forever — zero seats don't. Removing waste beats discounting it, every year it recurs.
See your number“Who maintains the portal?”
We do, under an SLA-backed maintenance retainer included in every build. One agreement, one accountable party — and your Salesforce admin keeps their org, minus the seat-count headache.
How the build worksYour renewal is the deadline.
A 600-seat org burns ~$169K of seat waste every quarter it waits.
