
Epic

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

Affordable all-in-one CRM to drive growth
EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. It combines email marketing, landing pages, live chat, and helpdesk functionality.
Generous free plan with 250 contacts

"Affordable all-in-one CRM to drive growth"
EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. It combines email marketing, landing pages, live chat, and helpdesk functionality.
Ideal for: Startups and small to mid-size B2B and B2C companies seeking a cost-effective HubSpot alternative with integrated marketing, sales, and support tools.
Generous free plan with 250 contacts
Integrated marketing automation and email sequences
Built-in helpdesk and ticketing system
Visual sales pipeline with forecasting
Learn more at
engagebay.com
See exactly which data objects transfer from Epic to EngageBay


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