Applied Epic
Axelor CRM
Transfer contacts, companies, deals, and more from Applied Epic to Axelor CRM. 14 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to Axelor CRM migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
The leading insurance agency management system
Applied Epic is a cloud-based agency management platform by Applied Systems for P&C and benefits-focused insurance agencies. It provides comprehensive customer relationship management, policy management, digital payment processing, operational reporting, and tight Salesforce integration for growth-minded agencies.
Native Salesforce integration for data sync
Open source low-code CRM platform
Axelor is an open source, low-code ERP and CRM platform with AI integration enabling businesses to customize sales, marketing, and support processes, manage prospects and customers, create quotes, track customer interactions, and automate workflows without coding.
Open source and low-code customization
"Open source low-code CRM platform"
Axelor is an open source, low-code ERP and CRM platform with AI integration enabling businesses to customize sales, marketing, and support processes, manage prospects and customers, create quotes, track customer interactions, and automate workflows without coding.
Ideal for: Organizations needing open source, customizable CRM with low-code automation and integrated business management.
Open source and low-code customization
AI-powered process automation
Integrated ERP and CRM
Multi-language and multi-device support
Learn more at
axelor.com
See exactly which data objects transfer from Applied Epic to Axelor CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Applied Epic to Axelor CRM.
Explore other popular CRM migrations similar to Applied Epic to Axelor CRM
Need to go the other way? We support bidirectional migrations.
Axelor CRM → Applied EpicJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
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