Epic
Bloom
Transfer contacts, activities, and more from Epic to Bloom. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Epic to Bloom 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
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
All-in-one business workspace for service professionals
Bloom is an integrated business management platform designed for freelancers, agencies, and service professionals. It combines CRM, invoicing, contracts, scheduling, and project management in one unified workspace to streamline client relationships and business operations.
All-in-one solution eliminating multiple subscriptions
"All-in-one business workspace for service professionals"
Bloom is an integrated business management platform designed for freelancers, agencies, and service professionals. It combines CRM, invoicing, contracts, scheduling, and project management in one unified workspace to streamline client relationships and business operations.
Ideal for: Freelancers and service-based small businesses needing integrated client management, invoicing, and project tracking.
All-in-one solution eliminating multiple subscriptions
User-friendly interface for non-technical users
Automated invoicing and payment processing
Client portal and self-service booking
Learn more at
bloom.io
See exactly which data objects transfer from Epic to Bloom
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Epic to Bloom.
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