For CRM agencies and migration leads.

Your CRM moved. Check the details.

Before you hand over a migrated CRM, check for changed values, missing records and ambiguous matches. Get reviewed evidence of what was checked—and what still needs investigation.

Free self-guided evaluation. Optional £395 human-reviewed pilot.

Follow the recordFictional sample

Example controls need JavaScript and the sample reports. The original finding is shown below.

Retained source identifierDEMO-D002
Record matched
Source export · row 3
Amount before2,500.00Selected source value
Destination · row 3
Amount after2,400.00Changed value
The record arrived. The amount changed.

Decimal equality found a difference in this selected field. Its business meaning needs review.

Inspect this findingOne of five findings in the original sample

Start with one project.Scope agreed before work begins.

5,000records per export
5selected comparison fields
1scoped rerun

Evaluate it on your computer

Try a real comparison before a conversation.

Download v1.3.1, run the fictional sample and evaluate authorised CSV exports locally. Python 3.10+ required.

Get the free tool →

Watch the checker in action

Same row count. Different data.

Two short fictional demonstrations: follow a changed value and understand the coverage.

Watch the video demos →

Move from questions to evidence.

Explore how a check works, map the pilot inputs or inspect the reports you would receive.

A defined path through the pilot.

Agree what matters, establish the handling arrangements, compare the exports and review the evidence together.

Explore the pilot pipeline
  1. Stage 1Scope
  2. Stage 2Data agreement
  3. Stage 3Comparison
  4. Stage 4Review
  5. Stage 5Delivery
  6. Stage 6Rerun

For CRM agencies and migration leads

One reviewed pilot.
Evidence you can hand over.

Check an agreed set of records before client handover or migration sign-off.

£395 indicative pilot fee

Discuss this pilot

Written quote confirms scope, availability and final total, including any applicable tax. No payment is taken here.

What is included

  • Two CSV exports of one object or agreed subset; up to 5,000 records per export.
  • Unique retained source IDs and five agreed comparison fields.
  • Reviewed exceptions, coverage and limitations, with CSV, HTML and JSON evidence.
  • A handover discussion and one scoped rerun of corrected exports.
Check the fit before committing

You need matching identifiers, authority to use the exports and a named reviewer. Direct CRM integration, migration execution, attachments, permissions and unlimited investigation are outside this pilot.

Use the free migration review checklist →

Make the assumptions visible

Would a pilot earn its place?

Estimate labour capacity value for your team. Change the assumptions to suit a project before discussing its scope.

Illustrative inputs, not measured savings or a quote. This calculation runs in your browser. Business-risk savings and other incremental costs are excluded.

Estimated time without the pilot · 0–1,000
Include buyer preparation, meetings, review, investigation and rerun time · 0–1,000
Your estimated internal cost · £0–£10,000
Editable planning assumption · £0–£100,000

Enable JavaScript to calculate. No inputs are sent.

Your calculation

Submit your assumptions to compare the estimated labour capacity value with the proposed fee.

Draft pilot scopeUp to 5,000 records per export, five selected fields and one scoped rerun. Scope, handling and acceptance must be agreed before work begins.

Check the proposed scope

A useful result explains its limits.

Coverage, skipped records and selected rules sit alongside every finding. Your business owner retains the final migration decision.

Discuss your migration
  • Unique retained identifiersThe destination must retain the source IDs. Missing or ambiguous matches cannot count as successful comparisons.
  • Agreed field rulesExact text, decimal equality and explicit accepted changes describe the selected scope.
  • Reviewable deliveryReceive findings, an HTML report and machine-readable evidence, with one scoped rerun.