Source
Applied Epic

Applied Epic

Destination
BuilderPrime

BuilderPrime

CRM MigrationStarting at $500

Migrate from Applied Epic to BuilderPrime

Effortlessly & Accurately

Transfer contacts, deals, activities, and more from Applied Epic to BuilderPrime. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Applied Epic to BuilderPrime migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Applied Epic vs BuilderPrime

A quick look at both platforms to help you understand your migration path

Migrating from
Applied Epic

Applied Epic

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.

Founded 1983
University Park, Illinois, USA
Best for
Mid-MarketEnterprise
Industries
insuranceproperty & casualtybenefits administration+2 more
Top Strength

Native Salesforce integration for data sync

Migrating to
BuilderPrime

BuilderPrime

CRM for home improvement contractors

BuilderPrime is an all-in-one CRM and business management platform designed for home improvement and construction contractors. It integrates estimating, CRM, project management, invoicing, and payments into a unified solution with mobile access.

Founded 2016
Staten Island, New York
Best for
Small BusinessMid-Market
Industries
ConstructionHome ImprovementRemodeling+1 more
Top Strength

Purpose-built for contractors with integrated workflows

Your New CRM

Why BuilderPrime is a great choice

BuilderPrime

BuilderPrime

"CRM for home improvement contractors"

BuilderPrime is an all-in-one CRM and business management platform designed for home improvement and construction contractors. It integrates estimating, CRM, project management, invoicing, and payments into a unified solution with mobile access.

Ideal for: Home improvement contractors and remodelers seeking an integrated platform for lead management, estimates, project tracking, and invoicing.

Purpose-built for contractors with integrated workflows

On-site mobile estimating with digital signatures

Industries
ConstructionHome ImprovementRemodeling+1
Best For
Small BusinessMid-Market

Automated price book and job costing

Seamless integration with QuickBooks and Zapier

Learn more at

builderprime.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Applied Epic to BuilderPrime

Applied Epic
BuilderPrime
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Not Available
Notes
Not Available
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Not Available
Quotes
Supported
Documents
Not Available
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Not Available

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Applied Epic to BuilderPrime Migration FAQ

Common questions about migrating from Applied Epic to BuilderPrime.

Related Migration Paths

Explore other popular CRM migrations similar to Applied Epic to BuilderPrime

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