Your portal speaks HubSpot. Your process documentation speaks BPMN 2.0.
Connect once, and overnight your configuration becomes documentation that nobody has to maintain: every workflow as a BPMN model, the whole inventory side by side, searchable down to the single property. Ready to take with you as .bpmn.
- Read-only access
- No customer data
- Hosted in Germany
- One price, unlimited users
Built for these moments
New role or new client: the model shows you what the portal does, instead of exploring it workflow by workflow.
What they knew about workflows and fields is in the documentation and does not leave with them.
Before you rework a field or a process, you know everything that depends on it.
With the audit add-on you can show how your portal was configured on a given day.
Everything in your portal, at a glance
Four layers, one source. Rebuilt from your configuration every night and linked together, so you can click through from the stage down to the single property.
From the journey down to the single action
In HubSpot you work on one workflow at a time. BP-Docs puts it in the context it belongs to: the entry point is the customer journey, and each lifecycle stage carries the workflows and forms behind it. From there you open a process as a BPMN model and see, step by step, what it does, down to the property that triggers it. In the end the documentation leaves the tool again, as a file.
BP-Docs never receives your customers' data
To understand how your portal works, nobody needs to know who is in it. BP-Docs therefore only gets the blueprint, never the people and companies in your CRM, and not because of a setting, but because the system is built that way. The GDPR requires processing only what the purpose needs. BP-Docs goes one step further: what never arrives cannot leak. BP-Docs also never receives the activities of individual employees, such as calls, meetings or edited deals, so the tool cannot be used to monitor performance.
Audit-ready, because every state is signed
Not just an interface, but the history itself: open, machine-readable and in a repository that belongs to you. Asked in an audit how the portal was configured in March, you simply open that day.
What holds the processes together
The lifecycle as the top layer
A generic funnel view of its own, across the whole portal. Every process gets its place in the customer journey, and you stay in control of the assignment.
The data model as a map, not a list
Objects as nodes, associations as edges. The rings sort by category, with the core objects in the middle. One click, and the map zooms in on the object you care about.
Inventory of named assets
Forms, pipelines, lists and segments, each in a register of its own with search and filters. So you also notice what has been quietly running along for years.
One price for the whole team
What changes once your portal is documented
HubSpot portals grow faster than the knowledge about them. Whoever built a workflow knows what it does; everyone else has to piece it together. BP-Docs makes visible what is actually configured in the portal, for the whole team. That is why there is no per-seat price: the more people work with the documentation, the more it is worth, and the bill stays the same.
Before you rework a field, you see which workflows depend on it. A guess becomes a list.
New colleagues and consultants understand a process from its BPMN model, without clicking through every single workflow action.
The documentation is rebuilt from the configuration every night. It does not go out of date, and it does not leave when someone leaves the team.
Possible duplicates and assets that have been quietly running along for years stand out, instead of silently costing upkeep and attention.
We get to know your setup and create your project for you.
Before you connect, an access scan shows you what BP-Docs can document with your permissions.
Setup guides you in fixed steps to a connection through your own private app. You decide which permissions BP-Docs gets.
The first scan is done within five minutes at most. After that, everything updates itself every night.
Not alone with the findings. We are happy to talk with you about your portal, using BP-Docs, and fix problems together, from a single workflow to strategic planning.
takes from your portal
Take a calm look at it.
A half-hour demo on a sample portal: BPMN models, filters across the whole inventory, the signed history. Afterwards we talk about your setup, not about slides.
Not ready for a demo yet? Take the Self-Check: in 10 minutes you assess your own HubSpot setup, and your result then waits for you in BP-Docs, free of charge.
Start the Self-CheckUsing a different CRM? BP-Docs documents HubSpot today. If you would like your CRM documented the same way, get in touch and we will talk about adapting it to other CRMs.
Frequently asked questions
What is BP-Docs?
BP-Docs is a web application that documents a HubSpot portal from its configuration. BP-Docs shows every workflow as a process model in BPMN 2.0. It adds the data model, the lifecycle and an inventory of many other objects.
Does BP-Docs read customer data from HubSpot?
No. BP-Docs only reads the configuration of a HubSpot portal: objects and fields, pipelines and stages, workflows and forms, lists and other assets. BP-Docs does not receive contacts, companies and deals, submissions and list members, emails, notes, files and marketing content, personal data and activities of individual employees.
Does BP-Docs change anything in a HubSpot portal?
No. BP-Docs has read-only access. The connection runs through the customer's own private app. The customer decides which permissions BP-Docs gets.
Where is BP-Docs hosted?
BP-Docs runs in Germany, on cloud servers hosted by Hetzner. BP-Docs is operated by CogniCore IT Solutions GmbH. Hetzner only provides the servers.
How much does BP-Docs cost?
BP-Docs costs €249 per month and HubSpot portal, plus VAT. The number of users is not limited. The Audit & Compliance add-on costs an additional €100 per month.
How current is the documentation from BP-Docs?
The first scan by BP-Docs is done within five minutes at most. After that, BP-Docs rebuilds the documentation automatically every night.
Which formats does BP-Docs export?
BP-Docs exports processes as a .bpmn file in the BPMN 2.0 format. BP-Docs exports the whole documentation as an HTML report and as Markdown. BP-Docs exports diagrams as PNG and SVG.
What does the Audit & Compliance add-on of BP-Docs include?
The add-on stores every state of the documentation as an OpenPGP-signed commit in a Git repository. The Git repository belongs to the customer. The add-on includes a daily and diff view of configuration changes. The add-on includes an auditor role that can only read. With the add-on, a customer can show how a portal was configured on a given day.
Is there a free way to start with BP-Docs?
Yes, the Self-Check. The Self-Check is a free self-assessment of the HubSpot setup and takes about 10 minutes. The result is then available in BP-Docs free of charge. Access to BP-Docs is sent by email. The documentation of the customer's own portal is set up after a conversation. CogniCore creates the project. The customer then connects their portal in guided steps.
Who provides BP-Docs?
BP-Docs is a product of CogniCore IT Solutions GmbH. CogniCore IT Solutions GmbH is based in Cologne, Germany. BP-Docs is not a product of HubSpot, Inc.