Keep it clean
Keep it clean
These worklists are found in the data, not typed in. Each row is something a person should fix at the source: in the CRM, in accounting or in HR. When it is fixed there, it leaves the list on the next build.
Staticmade from
To fix
Updated 9 Oct 26Duplicate organisations2
Contracts not matching the CRM8
Owners who have left3
Contacts who moved2
Computedmade from
Duplicate organisations
Updated 9 Oct 26| Organisation | CRM records |
|---|---|
| Brackwell Freight Ltd | org_002, org_002_dup |
| Dunholm Precision | org_018, org_018_dup |
CRMmade from
Contracts not matching the CRM
Updated 9 Oct 26| Organisation | CRM ARR | Invoiced | Difference |
|---|---|---|---|
| Fenmoor Specialty Underwriting | £118,750 | £125,000 | -£6,250 |
| Brackwell Freight Ltd | £88,000 | £44,000 | £44,000 |
| Lornefield Pensions Administration | £44,000 | £0 | £44,000 |
| Harrowden Foods | £58,000 | £54,405 | £3,595 |
| Dunholm Precision | £58,000 | £51,000 | £7,000 |
| Fairhallow Travel | £39,600 | £0 | £39,600 |
| Brakkevoort Logistics | £50,000 | £44,000 | £6,000 |
| Clonvara Insurance Services | £46,800 | £44,636 | £2,164 |
CRMmade from
Owners who have left
Updated 9 Oct 26| Organisation | CRM owner | Left |
|---|---|---|
| Fenmoor Specialty Underwriting | Priya Raman | 28 Aug 2026 |
| Brannock Medical Supplies | Priya Raman | 28 Aug 2026 |
| Copperlane Payroll | Priya Raman | 28 Aug 2026 |
CRMmade from
Contacts who moved
Updated 9 Oct 26| Person | In the CRM at |
|---|---|
| Imogen Hartley | Fenmoor Specialty Underwriting, Lornefield Pensions Administration |
| Natasha Pryor | Hollowmere Care Group, Tidecombe Housing |
CRMmade from