What Ancil does
Deterministic portal audits
Run repeatable checks across supported CRM records, automation, lists, tickets, users, permissions, marketing, service, content, and commerce surfaces available to your HubSpot account.
Prioritized findings
Turn audit evidence into a clear queue of issues, severity, impact, and recommended next steps instead of another dashboard your team has to interpret.
Governed action queue
Review predefined operations and their exact payloads before anything changes. Authorized users approve each supported action and receive post-execution verification.
Onboarding and delivery work
Keep implementation scope, owners, approvals, customer communication, delivery status, and proof together from intake through ongoing operations.
Ask AI with stored evidence
Ask AI explains saved audit results and synchronized portal context. It does not make live conversational HubSpot calls or modify HubSpot from chat.
Verification and activity history
See who approved an action, what was executed, whether verification passed, and how the portal changed over time.
How it works
Install Ancil from the HubSpot Marketplace, choose the right HubSpot account, and authorize the scopes available to your portal.
Run the first read-only operations audit and establish a baseline across the supported parts of your portal.
Work through prioritized findings, reports, onboarding tasks, and drafted actions with your team or an INSIDEA expert.
Authorize only the supported actions you want, then retain the verification result and activity history as proof.
- HubSpot owners who need a reliable view of portal health
- RevOps teams coordinating recurring cleanup and governance
- Companies onboarding or implementing HubSpot with INSIDEA
- Agencies managing ownership, approvals, and delivery across customer portals
Common questions
Is Ancil available now?
Yes. Ancil is live in the HubSpot Marketplace. The Starter plan includes a free weekly read-only diagnosis for one portal. Paid plans add ongoing operations and INSIDEA support.
How is Ancil priced?
Starter is free. Essential is $1,499 per month, Freedom is $1,999 per month, and Enterprise is custom. Separate HubSpot onboarding and implementation packages start at $1,500.
Does Ancil change HubSpot automatically?
No. The initial connection is read-only. Supported corrective actions use predefined operations and validated payloads. An authorized owner or admin reviews and approves the exact action before execution.
What does Ask AI do?
Ask AI explains stored audit results and synchronized portal context. It does not make live conversational HubSpot calls or execute changes from chat.
What data does Ancil store?
Ancil stores encrypted OAuth tokens, workspace settings, portal metadata, audit history, findings, reports, approvals, onboarding activity, and verified action history. Optional coverage depends on the scopes and HubSpot features granted by the installing account.
Who built Ancil?
INSIDEA built Ancil from delivery experience serving 1,500+ businesses. INSIDEA is an Elite HubSpot Partner, rated 4.99 across 450+ verified reviews.
