Applied Epic
CiviCRM
Transfer contacts, activities, and more from Applied Epic to CiviCRM. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to CiviCRM 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
Prefer email? talk@ambrstack.com
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 CRM for Nonprofits
CiviCRM is a free, open-source constituent relationship management system designed specifically for nonprofits, NGOs, and advocacy organizations. It provides contact management, donation tracking, membership management, event management, and email marketing capabilities.
Open source with no licensing costs
"Open Source CRM for Nonprofits"
CiviCRM is a free, open-source constituent relationship management system designed specifically for nonprofits, NGOs, and advocacy organizations. It provides contact management, donation tracking, membership management, event management, and email marketing capabilities.
Ideal for: Nonprofit organizations and advocacy groups seeking affordable, customizable CRM solutions with donation and membership tracking.
Open source with no licensing costs
Built specifically for nonprofit needs
Comprehensive donation and contribution tracking
Membership management with renewals
Learn more at
civicrm.org
See exactly which data objects transfer from Applied Epic to CiviCRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Applied Epic to CiviCRM.
Explore other popular CRM migrations similar to Applied Epic to CiviCRM
Need to go the other way? We support bidirectional migrations.
CiviCRM → Applied EpicJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
