Source
Epic

Epic

Destination
Efficy

Efficy

CRM MigrationStarting at $500

Migrate from Epic to Efficy

Effortlessly & Accurately

Transfer contacts, activities, and more from Epic to Efficy. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Epic to Efficy migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Epic vs Efficy

A quick look at both platforms to help you understand your migration path

Migrating from
Epic

Epic

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.

Founded 1979
Verona, WI
Best for
Mid-MarketEnterprise
Industries
HealthcareHospitalsMedical Systems+1 more
Top Strength

Direct integration with Epic's market-leading EHR system

Migrating to
Efficy

Efficy

Grow Your Business with All-in-One CRM

Efficy is a leading European CRM platform serving 13,500+ customers across 60 countries. It provides modular solutions for sales, marketing, customer support, and management with customizable automation and robust reporting.

Founded 2005
Brussels, Belgium
Best for
Small BusinessMid-MarketEnterprise
Industries
BankingInsuranceReal Estate+2 more
Top Strength

Highly customizable modular CRM system

Your New CRM

Why Efficy is a great choice

Efficy

Efficy

"Grow Your Business with All-in-One CRM"

Efficy is a leading European CRM platform serving 13,500+ customers across 60 countries. It provides modular solutions for sales, marketing, customer support, and management with customizable automation and robust reporting.

Ideal for: European and international businesses seeking a flexible, customizable CRM with strong automation capabilities.

Highly customizable modular CRM system

Powerful automation tools for scalable operations

Industries
BankingInsuranceReal Estate+2
Best For
Small BusinessMid-MarketEnterprise

360-degree customer view and opportunity tracking

Strong reporting and analytics

Learn more at

efficy.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Epic to Efficy

Epic
Efficy
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Mapping Required
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Mapping Required

Advanced Features

Custom Fields
Supported
Custom Objects
Supported
Products
Mapping Required
Quotes
Mapping Required
Documents
Not Available
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Epic to Efficy Migration FAQ

Common questions about migrating from Epic to Efficy.

Related Migration Paths

Explore other popular CRM migrations similar to Epic to Efficy

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Efficy → Epic

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