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For HubSpot Pro and Enterprise How it works

Your HubSpot already knows
why you missed the number

Keelhouse connects to your HubSpot read-only and diagnoses the levers behind your number: lead flow, deal flow and win rate, and deal economics.

It interviews you for the context reports never have, finds the gaps hiding in your sales engine, and names the one thing that matters most, with the evidence behind it.

Get early access See how it works

Read-only access. Keelhouse never writes to HubSpot.

Example finding Synthetic data

First-meeting no-show rate

US 32%
EMEA ~0%

KeelhouseBefore calling this a US problem: how do EMEA first meetings get booked?

YouPartners book them, and they pre-qualify.

KeelhouseThat explains EMEA. Re-ranking with that context.

Label
Performance gap
Lever
Lead flow
Status
Context added

How it works

From connect to the one thing.

  1. 01

    Connect

    Connect HubSpot with OAuth. Access is read-only, and Keelhouse never writes to HubSpot. It pulls deals, pipelines, activities, property history and more.

  2. 02

    Interview

    Keelhouse asks a handful of questions to map how your funnel and channels work, and what you believe about them. Before drawing any conclusion about a person or team, it asks you for context.

  3. 03

    Findings

    You get ranked findings: gaps between slices of your business, changes over time, and places where reality differs from what you believed. Each one shows its numbers, sample sizes and the records behind it.

  4. 04

    The one thing

    For the year, quarter, month, week and day, Keelhouse names the single lever with the most dollars at stake that you can act on in that window, and shows why.

What it looks at

Three levers behind every number.

  • Lever 01

    Lead flow

    Lead volume and conversion through your funnel, from lead to MQL, SQL and opportunity, broken out by channel, region, team and segment.

  • Lever 02

    Deal flow and win rate

    Stage-by-stage conversion, stalled deals, sales cycle length and win rate, compared across every slice of the business.

  • Lever 03

    Deal economics

    Deal size, taken from the amount field, line items or whichever field you actually use, and how it moves bookings.

How it earns trust

Built for trust, not volume.

  • Asks before it blames

    Before any conclusion about a person or team, Keelhouse asks you for the context the data can't see.

  • Code does the math

    Every number is computed in code. The AI decides what is worth asking about. It never does the arithmetic.

  • Fewer findings that hold up

    A slice is flagged only with enough records, a real difference and statistical significance. The rest goes to a watch list you can open.

  • Shows the evidence

    Every finding shows its numbers, sample sizes, what it was compared against and the records behind it.

  • Never writes to HubSpot

    Read-only access. Messy data gets cleaned inside Keelhouse, and you get the fix to make in HubSpot.

The one thing

The one thing, at every horizon.

For each window, the single lever with the most dollars at stake that you can act on in time, with the justification next to it.

  1. Year

    The strategic call: channel mix, or hiring and capacity against quota.

  2. Quarter

    The weakest term in your velocity equation: opportunities, win rate, deal size or sales cycle.

  3. Month

    The biggest drag in the bridge from last month's bookings to this month's.

  4. Week

    A specific team or process problem.

  5. Day

    Specific records to act on, like demo requests waiting more than 24 hours.

Who it's for

For B2B sales leaders on HubSpot.

  • CROs and heads of sales

    Use it on your own, even without a RevOps team.

  • VPs of RevOps

    Get the strategic read without building a single report.

  • Sales managers

    See the one thing for your own team.

  • Fractional CROs

    Work across several client portals from one login.

FAQ

Questions sales leaders ask.

Does Keelhouse change anything in HubSpot?

No. It connects with read-only OAuth and never writes to HubSpot. Recommendations come to you to implement.

Which HubSpot plans does it work with?

HubSpot Pro and Enterprise. Where a plan lacks a feature, such as teams, custom objects or property history, Keelhouse works with what is there.

Does it compare us to industry benchmarks?

No. Gaps come from comparing slices of your own business with each other, with their own history and with what you believe. Never from outside benchmarks.

Do I need a RevOps team to use it?

No. It is built so a CRO can use it alone. Where there is a VP of RevOps, they get the strategic read without building a report.

Our HubSpot data is messy. Will it still work?

Messy data is expected. Keelhouse fixes what it can inside the app, like mapping messy source values into clean channels, shows you each fix, and tells you what to clean up in HubSpot.

What does the AI see?

Computed metrics, slice labels, and rep names where the interview needs them. Not your contact or company records. During setup it also sees the distinct values in your source fields, with counts, so it can map them to channels.

Who sees findings about individual reps?

Only the CRO and VP of RevOps. Sales managers see their own reps. Shared reports show teams, not names, unless the CRO chooses to include them.

Find out why you missed the number.

Leave your work email and we will let you know when you can connect your HubSpot.