
Applied Epic

Classy
Transfer contacts, activities, and more from Applied Epic to Classy. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to Classy 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

Nonprofit Fundraising and Donor Management
Classy, now GoFundMe Pro, is a comprehensive fundraising platform for nonprofits that combines donation management, donor relationship management, peer-to-peer fundraising, and fundraising campaign tracking. It integrates with leading nonprofit CRMs for unified constituent management.
Purpose-built for nonprofit fundraising

"Nonprofit Fundraising and Donor Management"
Classy, now GoFundMe Pro, is a comprehensive fundraising platform for nonprofits that combines donation management, donor relationship management, peer-to-peer fundraising, and fundraising campaign tracking. It integrates with leading nonprofit CRMs for unified constituent management.
Ideal for: Nonprofit organizations seeking an integrated fundraising platform with donor management and campaign tracking capabilities.
Purpose-built for nonprofit fundraising
Comprehensive donor management and 360-degree supporter view
Integration with Salesforce and other nonprofit CRMs
Peer-to-peer fundraising and event management
Learn more at
classy.org
See exactly which data objects transfer from Applied Epic to Classy


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Applied Epic to Classy.
Explore other popular CRM migrations similar to Applied Epic to Classy
Need to go the other way? We support bidirectional migrations.
Classy → Applied EpicJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com