
Applied Epic

Salesflare
Transfer contacts, companies, deals, and more from Applied Epic to Salesflare. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to Salesflare 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

Intelligent CRM for small businesses
Salesflare is an AI-powered CRM designed for small and mid-market B2B companies, featuring automated contact enrichment, email tracking, deal management, and intelligent activity logging with minimal manual data entry.
Automated contact enrichment from multiple sources

"Intelligent CRM for small businesses"
Salesflare is an AI-powered CRM designed for small and mid-market B2B companies, featuring automated contact enrichment, email tracking, deal management, and intelligent activity logging with minimal manual data entry.
Ideal for: Lean B2B sales teams wanting an intelligent CRM that automatically enriches contacts and tracks activities with minimal manual data entry and strong email integration.
Automated contact enrichment from multiple sources
Intelligent activity tracking and logging
Email tracking with open and click analytics
Seamless Google Workspace and Office 365 integration
Learn more at
salesflare.com
See exactly which data objects transfer from Applied Epic to Salesflare


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