Applied Epic
Hatchbuck
Transfer contacts, companies, deals, and more from Applied Epic to Hatchbuck. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to Hatchbuck 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
Sales and marketing automation for small business
BenchmarkONE (formerly Hatchbuck) is a sales and marketing automation solution designed for small to midsize businesses. It combines CRM, email marketing, lead capture, lead scoring, and automated follow-up campaigns in an easy-to-use platform.
Combined CRM and marketing automation in one platform
"Sales and marketing automation for small business"
BenchmarkONE (formerly Hatchbuck) is a sales and marketing automation solution designed for small to midsize businesses. It combines CRM, email marketing, lead capture, lead scoring, and automated follow-up campaigns in an easy-to-use platform.
Ideal for: Small businesses with high-value products and long sales cycles seeking an affordable, easy-to-learn CRM with integrated marketing automation.
Combined CRM and marketing automation in one platform
Lead scoring and behavioral tracking
450+ email templates with drag-and-drop editor
Free forever plan available
Learn more at
hatchbuck.com
See exactly which data objects transfer from Applied Epic to Hatchbuck
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Applied Epic to Hatchbuck.
Explore other popular CRM migrations similar to Applied Epic to Hatchbuck
Need to go the other way? We support bidirectional migrations.
Hatchbuck → Applied EpicJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
