HubSpot Utilization Audit

Creme Collective — Is HubSpot worth it?
Portal: 39925105 Account: STANDARD Timezone: US/Eastern Currency: USD Collected: 2026-03-20 10:22 UTC
C

Overall Utilization Grade

CRM and automation are actively used, but ~$28,900/year is being spent on Sales Hub Enterprise + Marketing Hub Professional with major features unused — 0 of 120,000 marketing emails sent, 0 HubSpot credits used, severe pipeline data quality issues. Strong candidate for tier optimization.

Contents
Executive Summary Insightly CRM Analysis Subscription & Billing Value Assessment CRM Data Volume Activity & Engagement Deal Pipelines Configuration Depth Automation & Marketing Users & Ownership
Executive Summary

Creme Collective is paying ~$28,900/year for HubSpot. Some features are well-used, but major paid capabilities sit idle.

The account includes Sales Hub Enterprise (15 seats) and Marketing Hub Professional (12,000 marketing contacts, 120,000 emails/year). The CRM is genuinely active — 23,158 contacts, 12,661 deals, 6,042 logged activities in the past 90 days, 12 active workflows, and 116 lists show real operational investment.

However, the most expensive capabilities remain completely unused: 0 of 120,000 marketing emails sent, 0 of 5,000 HubSpot credits used, and only 2 forms active. The Marketing Hub Professional subscription (~$800/mo) is generating near-zero marketing value. Additionally, multiple deal pipelines have severe data quality issues — in some pipelines, 90%+ of deals are categorized as "Spam".

The core question: does the team need Enterprise-level sales tools and Professional-level marketing tools, or would Sales Hub Professional + Marketing Hub Starter deliver the same value at a fraction of the cost?

Recommendation Options

Option A: Optimize Tiers
Downgrade to Sales Hub Professional + Marketing Hub Starter. Keeps workflows, pipelines, lists, and CRM. Drops unused Enterprise features and marketing email capacity. Estimated savings: $15,000–20,000/year.
Option B: Activate Marketing
Keep the current plan but commit to using Marketing Hub: launch email campaigns, build landing pages, use the 120,000 emails/year allocation. Clean up spam data. This justifies the current spend if the team will actually execute.
Option C: Clean House First
Before any tier decision, clean the pipeline data (spam deals are skewing everything), audit the 15 Sales Enterprise seats (who's active?), and assess which workflows are delivering value. Then decide with clean data.
Option D: Migrate to Creme Reporting Portal
Export all contacts, companies, and deals from HubSpot into a PostgreSQL database on AWS (Creme's existing cloud provider). The Creme Reporting Portal reads directly from this database — and gains a built-in CRM module (pipeline board, contact management, activity logging) so the sales team keeps working without interruption. Cancel HubSpot entirely — estimated savings: ~$28,900/year.
What this involves:
  • One-time bulk export of contacts, companies, and deals (23K contacts, 17K companies, 12K deals) via HubSpot API
  • PostgreSQL schema design — the creme-report-automation service already has a hubspot_deals table pattern to extend
  • Reporting Portal updated to read from PostgreSQL instead of HubSpot API
  • AWS cost: ~$15–30/month for RDS PostgreSQL (vs. $2,400/month for HubSpot)
What needs to be rebuilt:
  • CRM UI (built into the Reporting Portal) — the sales team's actual HubSpot usage is narrow: pipeline board, contact lookup, deal editing, and email logging. This translates to 4–5 pages/components added to the portal:
    • Pipeline/Kanban board — drag-and-drop deals across stages (the most-used feature)
    • Contact & Company list views — searchable, filterable tables with detail panels
    • Deal detail page — edit fields, change stage/owner, view activity timeline
    • Activity feed — log notes, link emails, view history on any record
  • 12 active workflows — would need to be recreated as code (AWS Lambda/Step Functions) or deprecated if no longer needed
  • Email logging integration — could be replaced with a Gmail/Outlook integration or manual logging in the portal
Why this could make sense:
  • The Reporting Portal is being built as the primary data interface for Creme — if it can display and manage deals/contacts, HubSpot becomes redundant
  • Full data ownership — no vendor lock-in, no API rate limits, no per-seat pricing
  • The data already flows through AWS (creme-report-automation) — this consolidates rather than adding a new system
  • Net savings of ~$28,500/year after AWS database costs
Insightly CRM Analysis

Insightly CRM was previously used by Creme. Here's how it compares as an alternative.

Insightly Pricing (per user/month, billed annually)

Tier Per User 15 Users/yr 18 Users/yr
Plus $29/mo $5,220 $6,264
Professional $49/mo $8,820 $10,584
Enterprise $99/mo $17,820 $21,384

To match HubSpot's 12 active workflows, Creme would need the Professional tier ($49/user) — the Plus plan only offers basic task templates, not conditional workflow automation.

Insightly Plan Limits

Limit Plus Professional
Records 100,000 250,000
File Storage 10 GB 100 GB
Workflow Automation Task templates only Full automation
Custom Fields Limited Expanded
Advanced Reporting No Yes

Creme has 53K+ total records (23K contacts, 17K companies, 12K deals) and 151 custom properties — the Plus plan may not accommodate this.

Head-to-Head: Insightly vs. Creme Reporting Portal

Factor Insightly Professional Creme Reporting Portal (Option D)
Annual Cost $8,820–$10,584/yr (ongoing, scales with headcount) ~$180–360/yr (AWS PostgreSQL)
Migration Effort Map 7 pipelines, 151 custom properties, 116 lists into Insightly's data model. Re-train team on new UI. One-time data import to PostgreSQL. Build 4–5 React components in existing portal codebase.
Data Integration Requires API bridge between Insightly and Portal — two systems to keep in sync Direct — portal reads from its own database. Single source of truth.
Team Experience Learn a new CRM (third CRM in Creme's history) Same portal the team already uses for reporting
Per-Seat Scaling Every new team member adds $49/mo ($588/yr) Unlimited users — no per-seat cost
Customization Constrained by Insightly's UI and field limits Fully custom — built to match how Creme actually works
Vendor Lock-in New vendor dependency — data lives in Insightly's cloud Full ownership — data stays in Creme's AWS account
Time to Value Faster — off-the-shelf CRM, available immediately after migration Requires development sprint for CRM module (pipeline board, contact views, activity logging)
Bottom Line

Insightly saves money compared to HubSpot ($8,800 vs. $28,900/year), but it introduces a third CRM into Creme's history, creates a two-system problem (Insightly for deals + Portal for reporting), and still carries per-seat costs that scale with headcount. The Reporting Portal approach costs a fraction of either option, keeps the team in one interface, and gives Creme full control over its data and workflows. The trade-off is development time — but that investment pays for itself in the first year and every year after.

Subscription & Billing

What You're Paying For

ProductDetail
Sales Hub Enterprise15 Sales Seats (15/15 full)
Marketing Hub Professional3 Core Seats
Marketing Contacts12,000 (3,740 used)
Additional Core Seat1 (Enterprise)
HubSpot Credits5,000 (0 used)
$7,225
Per Quarter
~$28,900
Per Year
Billing: quarterly, by invoice
Term: Sep 29, 2025 — Sep 28, 2026
Primary contact: Leilah Mundt

Feature Utilization vs. Cost

Paid Feature Included Capacity Actual Usage Utilization
Marketing Emails 120,000/year 0 sent 0%
Marketing Contacts 12,000 3,740 31%
Sales Enterprise Seats 15 15 assigned Assigned but activity varies
Workflows / Automation Unlimited 12 active Active
Lists & Segmentation Unlimited 116 lists Active
HubSpot Credits 5,000 0 used 0%
Forms Unlimited 2 active Minimal
Activity Logging Unlimited 6,042 (90d) Active
Value Assessment

Features In Use

Contact Database
23,158 contacts stored
Deal Tracking
12,661 deals in pipeline
Activity Logging
6,042 activities in 90 days
Workflow Automation
12 active workflows
Lead Capture Forms
2 active forms
Lists & Segmentation
116 lists (10 dynamic)

Features NOT In Use

Marketing Email
Support / Ticketing
CRM Data Volume

Object Counts

Object Total Created (30d) Created (90d) Modified (30d)
contacts 23,158 188 467 0
companies 17,321 89 258 2,630
deals 12,661 424 979 4,060
tickets N/A 0 0 0
Activity & Engagement

Logged Activities

Type All Time Last 90 Days
Notes 19 8
Emails 55,698 5,962
Calls 2 0
Meetings 1,621 70
Tasks 70 2
Deal Pipelines

Retailer (8,699 deals)

Stage Deals Prob. Distribution
Qualified 640 10%
Contacted 2,228 20%
In Discussion 98 40%
Product Trial 397 60%
Meeting 58 80%
Closed Won 1,297 100%
Closed Lost 3,981 0%

Sales Brands (910 deals)

Stage Deals Prob. Distribution
Inquiry 11 20%
Contacted 6 30%
Product Trialed 0 50%
Meeting 0 75%
Purchasing 0 90%
Closed Won 0 100%
Closed Lost 0 0%
Spam 893 10%

Marketing Brands (1,424 deals)

Stage Deals Prob. Distribution
Inquiry 9 20%
Contacted 3 30%
In Discussion 1 50%
Proposal Submitted 5 60%
Proposal Signed 0 100%
Closed Won 14 100%
Closed Lost 55 0%
Spam 1,331 10%
Activate at Later Date 6 90%

In-Store Brand Ambassadors (646 deals)

Stage Deals Prob. Distribution
Qualified 64 20%
Contacted 1 30%
In Discussion 0 50%
Proposal Submitted 0 60%
Proposal Signed 0 100%
Closed won 0 100%
Closed lost 0 0%
Spam 581 10%

Fulfillment (741 deals)

Stage Deals Prob. Distribution
Qualified 9 20%
Contacted 0 40%
In Discussion 0 60%
Proposal Submitted 0 80%
Proposal Signed 0 100%
Closed won 0 100%
Closed lost 0 0%
Spam 732 10%

Crème Studios (234 deals)

Stage Deals Prob. Distribution
Inquiry 54 20%
Contacted 0 30%
In Discussion 0 50%
Proposal Submitted 0 60%
Proposal Signed 0 100%
Closed won 0 100%
Closed lost 0 0%
Spam 180 10%

Lead Outreach Tracking (3 deals)

Stage Deals Prob. Distribution
Cold Outreach 0 10%
Warm Outreach 0 20%
Contacted 3 30%
Interested- In-Discussion 0 50%
Follow Up 0 80%
Do not follow up 0 0%
Configuration Depth

Properties (Custom vs Default)

Object Total Custom HubSpot Default
contacts 422 45 377
companies 284 38 246
deals 457 68 389
tickets 0 0 0

More custom properties = more investment in tailoring HubSpot to the business.

Automation & Marketing

Workflows

18
Total
12
Active

Lists & Segmentation

116
Total
10
Dynamic
106
Static

Marketing Emails

0
Total Emails

Lead Capture Forms

2
Active Forms
0
Archived
Users & Ownership

Registered Owners (18)

NameEmail
Sarah Rinker sarahr@cremecollective.com
Diego Sanz dsanz@datastudios.ai
Lia Briehl lia@cremecollective.com
Alaina Rau alaina@cremecollective.com
Jacq Matabang jacq@cremecollective.com
Annie Severn annie@cremecollective.com
Laura Belsley laura@cremecollective.com
Brian Lorenz brian@cremecollective.com
Andrea De Lucia andrea@cremecollective.com
Liz Reyes liz@cremecollective.com
Leilah Mundt leilah@cremecollective.com
Darcie Evans darcie@cremecollective.com
Emma Manning emma@cremecollective.com
Jeremy Triefenbach jeremy@cremecollective.com
Amanda Suchy amanda@cremecollective.com
Tyler Kopp tyler@cremecollective.com
Elaine Haghighat elaine@cremecollective.com
Sarah Rinker sarah@cremecollective.com

⚠ Data Collection Notes

4 endpoints could not be accessed. Tickets require Service Hub (not on this plan). Marketing email stats require the marketing-email scope, which was not available to add to the Private App. The billing page confirms 0 of 120,000 emails sent, so this does not affect the findings.