Your senior sales analyst, on tap.
Connect your HubSpot CRM and get an instant, executive-grade deep-dive on your pipeline, win rates, rep performance and forecast — complete with a written analysis by an AI senior analyst. No dashboards to build. No integration to install.
No credential handy? You can also upload a CSV export — analysis works either way.
Open Pipeline
$1.24M
Weighted
$612K
Win Rate
38%
Forecast by month
Pipeline funnel
Turn your CRM into decisions — not spreadsheets.
SalesTap reads your HubSpot data and does the analytical heavy lifting for you: it computes the KPIs, builds the funnel, scores deal risk, grades data hygiene, and writes a leadership-ready narrative — so you spend time acting on insights, not assembling them.
Everything you need to analyze sales
One connection unlocks a full suite of deep-dive analytics.
AI Sales Analysis
An executive-grade written report on pipeline health, win/loss, rep performance, risk and recommendations — authored by a senior-analyst AI (Claude Sonnet 4.5).
Forecast
Forward-looking, probability-weighted forecast by month & quarter, with an editable quota to see gap-to-goal and pipeline coverage.
Pipeline Funnel
True stage-to-stage conversion, drop-off and velocity built from each deal's stage history — find exactly where deals stall.
Deal Risk Scoring
Your full book of deals with a 0–100 risk score on every open deal (age, overdue, inactivity, low win probability) — searchable & sortable.
Data Health
A CRM hygiene scorecard flagging missing amounts, unassigned deals, overdue closes and stale records so you can clean up fast.
Activity Insights
Rep activity mix and trends across calls, emails, meetings, tasks and notes — see who's active and what's driving wins.
Reps / Team
Per-rep scorecards: wins, win rate, average cycle time, activity and activities-per-win — coach with real numbers.
Relationship Mapping
Cluster contacts into accounts by company and shared email domain to reveal your real relationship map.
CRM Inventory
A scope-aware inventory of every CRM object your key can read — companies, leads, quotes, orders and more — with live counts.
Query Data (AI Q&A)
Ask plain-English questions about your pipeline, reps, forecast and deals — answers grounded in your synced data.
Branded PDF & Print
Export any view as a polished, SalesTap-branded PDF with header logo and page footers — ready to share with leadership.
Period Filtering
Slice closed-deal and activity metrics by any period while open-pipeline and risk stay accurate as-of-now.
From connection to insight in three steps
Connect
Paste a read-only HubSpot Private App token, Service Key, or Personal Access Key — or upload a CSV. We auto-detect it.
Sync
SalesTap securely pulls your deals, owners, pipelines, contacts and activities into a private, temporary workspace.
Analyze
Explore dashboards, deep-dives and an AI executive report in seconds — then export or ask follow-up questions.
Built for every sales role
Sales Leaders & VPs
Walk into every forecast call with a defensible, weighted number, clear risk flags, and an executive summary you can forward.
RevOps & Sales Ops
Audit pipeline hygiene, conversion bottlenecks and data quality in minutes — no dashboards to build or maintain.
Managers & Reps
Coach with per-rep scorecards and activity insights; reps see their stalled deals and what to work next.
Why teams choose SalesTap
Insights in seconds
No dashboards to build. Connect and get a full analytical deep-dive immediately.
Read-only & secure
We never see your password. Access is read-only and used only to fetch your data for analysis.
Ephemeral by design
Your data lives in a private session and auto-expires — nothing is retained after you leave.
No integration setup
No lengthy OAuth app install or IT ticket — a read-only key (or CSV) is all you need.
Security & privacy, by design
- Read-only access — SalesTap never modifies your CRM and never sees your password.
- Your credential is used only to fetch data for analysis, over encrypted connections.
- Data is stored ephemerally in a private per-session workspace and auto-expires (~90 min).
- Disconnect anytime to clear everything instantly. Nothing is retained after you leave.
See your pipeline like a senior analyst would.
Connect your HubSpot in under a minute and get your first executive-grade analysis today.
Read-only & secure · or upload a CSV instead