For CRM platforms
Migrate CRMs without breaking the pipeline
Vern imports contacts, deals and history from any CRM — mapped, deduplicated and validated before it touches your product.
Onboarding teams at startups and publicly listed companies run their customer migrations on Vern
Why Vern
Clean, deduplicated CRM data — validated before it reaches your product.
What breaks in a manual CRM move — and what Vern does about it.
Every CRM shapes data differently
Salesforce, HubSpot, Pipedrive — each exports contacts and deals in its own shape, with its own idea of what a "stage" is.
Duplicate records
Years of manual entry leave duplicate contacts, three spellings of one company, and conflicting deal stages on the same opportunity.
Lost activity history
Emails, calls and notes rarely survive a flat CSV export, and a pipeline without its history is a pipeline your customer doesn’t trust.
Broken ownership
Rep and territory assignments don’t map over cleanly, and records that land unassigned are records nobody works.
How it works here
What Vern does differently on this data
Your mapping rules, not ours
Split names, normalise formats, recalculate derived fields, merge records — described in plain English and saved as a recipe you can read and re-run.
Automatic dedup
Duplicate contacts and companies are merged before import, with the merge shown to you as a diff rather than applied silently.
Self-healing imports
After a run, the agent inspects every cell that failed validation, fixes what it can in the recipe, and re-runs. What it can’t fix is reported with an exact count, never silently dropped.
Stage remapping
Source pipeline stages are mapped onto yours — and when a source value has no home in your schema, the agent asks instead of guessing.
A full audit trail
Every clarification, mapping choice and automated fix is logged with a before and after, attributed to a person or the agent, all the way back to the original upload.
Bulk document extraction
PDFs and scanned attachments are parsed into structured rows and linked back to the record they belong to, instead of arriving as a folder nobody opens.
What moves
What comes across, and what Vern adds on the way
- Contacts & companies
- Deduplicated automatically — no chasing three versions of one lead.
- Deals & pipeline stages
- Remapped to your schema so reporting is accurate on day one.
- Activity history
- Calls, emails and notes stay linked to the right record.
- Ownership & territories
- Rep assignments carry over — nothing lands unassigned.
Extractors
71 connectors for this space, and the agent writes the rest
Connect a source once and every customer you onboard off it reuses the same connection and everything Vern already learned about it.
Ready to migrate your next CRM customer?
See Vern turn a real export — whatever shape it arrives in — into validated, customer-approved records in your product.