CRM Data Onboarding
Aformity helps CRM teams prepare contacts, accounts, deals, and custom fields for clean imports and faster onboarding launches.
Clean CRM data from day one
Your customers' CRM data arrives in every shape imaginable - inconsistent field names, duplicate contacts, mismatched deal stages. Aformity validates and transforms it all before it touches your platform, so your implementation team can focus on adoption instead of data cleanup.
Contact & account validation
Automatically check for duplicates, missing required fields, and format inconsistencies across contacts, accounts, and deals before import.
Custom field mapping
Map customer source columns to your CRM schema with intelligent suggestions. Handle picklists, lookups, and multi-select fields without manual intervention.
Relationship preservation
Maintain parent-child relationships between accounts, contacts, and opportunities throughout the transformation process.
Rollback-safe imports
Preview every transformation before committing. Catch errors early and iterate on mappings without touching production data.
See it in action with your own data.
Book a walkthrough with your team, or jump straight into the beta and start your next migration today.