Applied Epic
Erxes
Transfer contacts, deals, activities, and more from Applied Epic to Erxes. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to Erxes 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 experience operating system
Erxes is an open-source Experience Operating System (XOS) that unifies marketing, sales, operations, and support functions. It provides contact management, sales pipeline tracking, marketing automation, and team communication in a self-hosted, customizable platform.
100% open-source with plugin-based architecture
"Open-source experience operating system"
Erxes is an open-source Experience Operating System (XOS) that unifies marketing, sales, operations, and support functions. It provides contact management, sales pipeline tracking, marketing automation, and team communication in a self-hosted, customizable platform.
Ideal for: Organizations seeking a self-hosted, open-source alternative to HubSpot and Zendesk with complete control over data.
100% open-source with plugin-based architecture
Self-hosted deployment for complete data privacy and control
Unified platform replacing HubSpot, Zendesk, and Linear
Kanban-style sales pipeline tracking with visual dashboards
Learn more at
erxes.io
See exactly which data objects transfer from Applied Epic to Erxes
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Applied Epic to Erxes.
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