Seven questions about what you're moving from, what needs to move, and how much depends on it. You get a straight answer on whether this is really standard implementation, whether the CRM Cleanup entry package may fit, or whether it needs a custom migration scope — and the specific reasons why. No email to see it, and no invented price.
First: is this a real platform change at all? Moving from a spreadsheet or no CRM, with under 500 records and one pipeline, is what standard CRM implementation already includes — it isn't a migration project. Second: does it sit inside the CRM Cleanup & Sales Workflow Setup package's published scope — one CRM, one principal pipeline, up to 10,000 records, no extensive custom objects? Third: anything past that is a custom migration scope, because the entry package's own published exclusions (more than 10,000 records, multiple pipelines, custom objects or a complex data model, a major migration) are triggered.
The result lists which of five factors came back positive — record volume, multiple pipelines, custom objects, integrations to carry over, historical data — as named items, never as a score out of 100. You can see exactly which answers moved the result, and change any of them and watch it update.
It doesn't check real field-level compatibility between two platforms, and it doesn't inspect your actual data. Whether a specific migration works cleanly depends on what's really in your CRM, which is confirmed by looking at it during scoping — never assumed from a few multiple-choice answers. A result of "cleanup package may fit" means the shape of your answers fits the package's published scope, not that compatibility is guaranteed.
The CRM Cleanup & Sales Workflow Setup entry package has a published fixed price, shown on its own page. Anything beyond it is a custom quote — and this tool won't invent a figure for a migration it hasn't seen. If the result is "custom scope", the honest next step is a scoping conversation, not a number.
No. The full result appears on screen once you've answered the seven questions. Email is only if you want a written copy.
No. It tells you which scope bucket your answers point toward. Whether a specific migration works cleanly is confirmed by inspecting your actual data during scoping — not something a questionnaire can promise.
A rough figure is fine — the answer bands are wide on purpose. If you genuinely have no idea, your CRM's own reports can usually tell you in a minute.
Because standard CRM implementation already includes bringing data in from a spreadsheet or a simple existing CRM as a normal part of that project. The separate CRM Migration service is for genuine platform-to-platform moves with real data volume, custom objects or multiple pipelines.