Request one safe sample
Your brokerage exports 5-10 representative rows with original CRM headers. Your team keeps full-database access, API credentials, and recurring sync out of scope until the mapping is proven.
AIRES CRM pilot path
Prove CRM migration before moving real data.
AIRES starts with one small, broker-approved sample. The goal is to prove field mapping, duplicate rules, approval, execution control, and closeout proof before a full export, API credential, or recurring sync is requested.
Six-gate pilot
One controlled path from sample to signoff.
A broker should never feel like CRM migration is a black box. AIRES breaks the first real sample into visible proof gates that can be explained, approved, and archived.
Analyze without writing data
The sample is reviewed in no-write mode so the team can see mapped fields, missing fields, duplicate risks, and broker questions before anything enters production.
Save rehearsal proof
Your operations team gets a durable rehearsal record with row count, preset, duplicate rule, mapping notes, questions, go/no-go status, and next action.
Approve the import path
The broker or AIRES team approves the field map, duplicate handling, skipped-row expectations, and audit packet before any controlled import can be queued.
Run with controls
Execution records include expected rows, expected skipped or invalid rows, gate confirmation, review notes, and a protected proof packet.
Reconcile and close out
The run is not considered complete until reconciliation, audit CSV, row review, broker signoff, and closeout proof are archived.
What the broker provides
Only the inputs needed to prove the path.
- CRM or spreadsheet name and owner.
- A 5-10 row CSV sample with original headers.
- Required fields for a usable lead or contact.
- Duplicate rule preference: skip, merge, or review.
- Who can approve the mapping before production movement.
- Whether day-one handoff should be export, import, webhook, or API later.
What AIRES returns
Proof before production movement.
- Field mapping summary and missing-field questions.
- Duplicate-handling and skipped-row expectations.
- No-write rehearsal proof before production changes.
- Approval packet and execution run controls.
- Reconciliation, closeout proof, and audit packet.
- A clear decision on whether API sync is worth building next.
How this connects to the Hub
The public story maps to protected Hub proof.
The client-facing promise is simple: start small, prove the data, then scale. The protected Hub holds the deeper packets, approvals, controls, and audit trail.
Paid-client pilot readiness
Inside the Hub, the Imports workspace shows whether the sample path is ready, blocked, or waiting on broker proof before full export or API access.
No surprise migration
The pilot uses one small sample first. Bigger movement only happens after the field map, duplicate logic, approval, execution controls, and closeout proof are accepted.
API later if it earns its place
Provider-specific sync should be built after the sample proves which fields, owners, retries, and exception rules actually matter.
Demo links
Use these pages to explain the pilot without exposing private data.
CRM/API Strategy Public strategy page for how AIRES sits in front of the CRM. CRM Discovery Worksheet Questions to answer before the first export, import, webhook, or API sync conversation. Rising Hills Demo Public case study showing how the website side can generate the lead flow. Lead Hub Overview Public overview of routing, Smart Lists, agent queues, and broker accountability.