
ClientLook

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

Commercial Real Estate CRM
ClientLook is a cloud-based CRM platform built exclusively for commercial real estate professionals. It provides property tracking, contact management, deal pipeline, email marketing, and a virtual assistant service for administrative tasks.
Built exclusively for commercial real estate

Healthcare CRM for patient engagement
Epic Cheers is a healthcare-specific CRM system launched in 2022 that helps medical organizations automate patient communications, manage contact centers, and execute personalized care campaigns. It integrates directly with Epic's EHR system for seamless data access.
Direct integration with Epic's market-leading EHR system

"Healthcare CRM for patient engagement"
Epic Cheers is a healthcare-specific CRM system launched in 2022 that helps medical organizations automate patient communications, manage contact centers, and execute personalized care campaigns. It integrates directly with Epic's EHR system for seamless data access.
Ideal for: Large health systems and hospitals seeking integrated CRM embedded within their Epic EHR platform.
Direct integration with Epic's market-leading EHR system
Dual-pillar architecture: contact management and campaign management
Personalized patient outreach using PHI data and clinical history
Contact center capabilities with caller history and informed conversations
Learn more at
epic.com
See exactly which data objects transfer from ClientLook to Epic


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ClientLook to Epic.
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