Thirty minutes to the truth.
Hours to the fix.
CRM setup, migrations and data integrations used to take weeks or months. PathFinder reads your systems, builds the fix inside them, and checks with you before every change.
Free audit with 1,000 credits. About 15 minutes. Read-only until you approve a change.
Every finding is priced in dollarsReal record counts from the portal, not estimates- Every finding is priced in dollars
- Real record counts from the portal, not estimates
Months of work in weeks. Days of work in hours.
Measured on real client work, against what a top HubSpot partner takes when AI writes the plan and people still do the build. PathFinder does the reading, the building and the checking. Your part is the decisions.
- Top HubSpot partner
- 8–12 hours
- basic hubs, plus 3–4 hours per added hub
- With PathFinder
- About 15 minutes
- scored, priced findings
- Proven on live portals
- Top HubSpot partner
- 35 hours
- as quoted to the client
- With PathFinder
- 12 hours
- of build work, tracked, plus 30-minute strategy sessions once or twice a week
- Gray Falkon · tracked
- Top HubSpot partner
- About 20 hours
- partner estimate
- With PathFinder
- 7 hours
- tracked over three sessions
- Vidalytics · tracked
- Top HubSpot partner
- 3 months
- as normally proposed
- With PathFinder
- 3 weeks
- Kensington
AI tools write the plan
Claude or ChatGPT can draft it in minutes. A person still builds every property, workflow and email by hand.
PathFinder does the build
It reads your portal, builds inside it, and checks its own work.
You make the decisions
In short strategy sessions with our team, 30 minutes once or twice a week on Orchestrate. Nothing changes until you approve it.
Your CRM isn't crashing. It's quietly losing money.
Nothing breaks loudly. Reports keep loading and the numbers look normal, while the problem sits where nobody is looking.
Their CRM stopped recording new deals for three months. Nothing showed an error. The reports kept loading, with numbers that had quietly stopped moving.
The connection meant to receive payment updates was set up wrong, so it never received a single one. The team had started treating the workaround as normal.
A decade of closed deals sat in their file archive, but the older records were scanned images, not data, so nothing could read them.
Ask for it in plain English. PathFinder builds it in your HubSpot.
Describe what you need. PathFinder checks your portal first, recommends the approach a senior HubSpot consultant would take, and builds it once you approve. No scoping calls. No statement of work.
- Workflows
- Sequences and emails
- Reports and dashboards
- Properties and pipelines
- Lists, landing pages and custom objects
Generic AI“You should improve lead-status hygiene.”
PathFinder“17,444 contacts have no lead status — fix queued.”
Does the work inside your systems, and checks with you first.
- Read-only until you approve a change
- Every change shown and approved before it happens
- Everything it builds is watched around the clock
From connected to fixed, in five steps.
- 01Connect
Connect HubSpot and the tools around it. PathFinder starts read-only.
A few minutes - 02Audit
45 checks across 7 areas of your business, run on your live data. Not a questionnaire, not a sample.
About 15 minutes - 03Plan
A ranked list of fixes, each with what it's costing you in dollars and the hours to fix it.
Same day - 04Build
Workflows, sequences, fields and reports built inside your own HubSpot, each one approved by you first.
You approve each one - 05Maintain
Everything it builds is watched so nothing quietly breaks again.
Around the clock
Senior consultant judgment, at software speed and software cost.
Sources: RevOps manager base pay $100K–$140K plus a 10–20% bonus, and heads of RevOps $150K–$220K (SyncGTM RevOps Salary Guide, March 2026). Strategy-firm engagements: published public-sector contracts include Bain at $500K a month and BCG at $1.78M for eight weeks (compiled by Slideworks from public records). AI agency project minimums commonly run $25K–$100K+ (Codewave, AI automation agency pricing). PathFinder pricing is on the pricing page.
One is free. One is $1,500, once.
The CRM audit
Connect your CRM and PathFinder scores 45 items against your live records in about 15 minutes.
- 45 items scored across 7 functions
- Read against live records, not a sample
- Findings priced in dollars
The integrations audit
That covers the roughly 30 tools around your CRM — billing, product, support, middleware — where most problems actually start.
- The seams between your CRM and everything feeding it
- Every connection and sync between your tools traced end to end
- Every defect written up with the record or config it came from
The integrations audit is a one-time $1,500 purchase. It is not the Operate plan, which is a $1,500 monthly subscription — different thing, same number.
of revenue, about 60% of the total, that no one could trace to a channel, campaign or initiative. That made the 2027 budget hard to defend. PathFinder mapped where attribution broke, record by record, from their live HubSpot.
45 items scored across 7 functions, read from live records — not a questionnaire.
HubSpot runs itself. Salesforce and Marketo run with our engineers.
HubSpot is where PathFinder runs on its own: connect a portal and the audit runs itself. Salesforce and Marketo run today as forward-deployed engagements — same audit, same builds, same monitoring, with our engineers driving instead of a self-serve connection. Native Salesforce is on the roadmap. We'd rather tell you which one you're buying than blur the two.
- Status
- Native, self-serve
- How the audit runs
- Connect it and it runs itself, about 15 minutes
- Who builds the fix
- PathFinder, inside your HubSpot
- Changes to your CRM
- You approve each one
- 24/7 monitoring
- Yes
- How you start
- Free audit from the marketplace
- Status
- Forward-deployed
- How the audit runs
- Our team runs it with yours
- Who builds the fix
- PathFinder engineers, in your org
- Changes to your CRM
- You approve each one
- 24/7 monitoring
- Yes
- How you start
- Book a scoping call
- Status
- Forward-deployed
- How the audit runs
- Our team runs it with yours
- Who builds the fix
- PathFinder engineers, in your instance
- Changes to your CRM
- You approve each one
- 24/7 monitoring
- Yes
- How you start
- Book a scoping call
The roughly 30 surrounding tools — Maxio, Mixpanel, Asana, Intercom, Slack — connect the same way whichever CRM you run.
Answers, in plain terms.
- What is PathFinder?
- PathFinder works like a senior RevOps consultant on your team. It connects to your HubSpot (Salesforce and Marketo with our team's help) and about 30 tools around it, checks 45 things on your live data in about 15 minutes, prices every problem in dollars, builds the fix inside your own systems once you approve it, and watches those fixes around the clock.
- How long does the audit take?
- About 15 minutes from connecting HubSpot to a scored report. On Salesforce and Marketo our team runs it with you. It checks 45 things across 7 areas and reads your live records, so every count is real, not an estimate.
- What does PathFinder cost?
- Start with the two audits. The CRM audit is free: connect your CRM and PathFinder scores 45 items against your live records in about 15 minutes. The integrations audit is $1,500 as a one-time fee — never a subscription — and covers the roughly 30 tools around your CRM, where most problems actually start. After that, ongoing management is a flat monthly subscription plus usage credits: Starter $499 a month, Operate $1,500 a month, Orchestrate $4,000 a month, and operating contracts from $10,000 a month. The $1,500 integrations audit and the $1,500 Operate subscription share a number and nothing else: one is paid once, the other every month. Credits list at $0.10 each and every subscription buys them below list; a one-off pack of 1,500 credits is $149.
- What do I get with the free audit?
- The free audit comes with 1,000 credits. It is the CRM audit: install PathFinder from the HubSpot marketplace and you get 1,000 credits and seven days, one trial per company. The scan is read-only by default — write permissions are optional and asked for separately — and it writes its findings back onto your own contact, company and deal records. The CRM scan and its findings cost nothing; credits are spent only when you approve a fix. The integrations audit of the roughly 30 surrounding tools is the separate $1,500 one-time purchase, and is not part of the trial.
- Does PathFinder write to my CRM?
- Only when you say so. PathFinder builds workflows, sequences, fields and reports inside your own HubSpot, and shows you every change before it happens. On Salesforce and Marketo our engineers build alongside your team. Nothing changes silently.
- How is this different from ChatGPT or Claude CRM connectors?
- Connectors answer questions and edit single records when prompted. PathFinder runs revenue operations: it scores the whole system, builds multi-step automation, orchestrates the surrounding stack into the CRM, and keeps watching those builds after they ship.
- Which systems does PathFinder support?
- HubSpot is our primary system of record and our deepest integration, with builds you approve, inside your portal. We also support Salesforce and Marketo today through forward-deployed engagements, where our team runs the audit and builds alongside yours; deeper native integrations for both are on the product roadmap. Roughly 30 additional tools — including Maxio, Mixpanel, Asana, Intercom and Slack — connect the same way.
- Who is PathFinder for?
- Small and mid-sized businesses that face the same process entropy as the Fortune 100 but were never served by Bain, BCG or Accenture, where a typical engagement starts above $500K. RevOps leaders, CROs and founder-operators are the usual buyers.
Find out what your CRM is costing you.
A free audit of your live HubSpot data. About 15 minutes. Nothing changes without your approval.