Source
Applied Epic

Applied Epic

Destination
CoConstruct

CoConstruct

CRM MigrationStarting at $500

Migrate from Applied Epic to CoConstruct

Effortlessly & Accurately

Transfer contacts, activities, and more from Applied Epic to CoConstruct. 9 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 CoConstruct 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 CoConstruct

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
CoConstruct

CoConstruct

Construction management made simple

CoConstruct is an all-in-one project, client, and financial management software designed specifically for independent home builders and remodelers. It combines CRM functionality with project scheduling, communication management, and accounting tools.

Founded 2005
Charlottesville, Virginia, USA
Best for
Small BusinessMid-Market
Industries
constructionhome buildingremodeling+2 more
Top Strength

Intuitive interface for construction workflows

Your New CRM

Why CoConstruct is a great choice

CoConstruct

CoConstruct

"Construction management made simple"

CoConstruct is an all-in-one project, client, and financial management software designed specifically for independent home builders and remodelers. It combines CRM functionality with project scheduling, communication management, and accounting tools.

Ideal for: Home builders and remodelers who need integrated project management, CRM, and financial tracking in one platform.

Intuitive interface for construction workflows

Integrated project scheduling and client management

Industries
constructionhome buildingremodeling+2
Best For
Small BusinessMid-Market

Built-in financial and accounting tools

Strong proposal and contract management

Learn more at

coconstruct.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Applied Epic to CoConstruct

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

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Not Available

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

FAQ

Applied Epic to CoConstruct Migration FAQ

Common questions about migrating from Applied Epic to CoConstruct.

Related Migration Paths

Explore other popular CRM migrations similar to Applied Epic to CoConstruct

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