Source
Epic

Epic

Destination
Podium

Podium

CRM MigrationStarting at $500

Migrate from Epic to Podium

Effortlessly & Accurately

Transfer contacts, activities, and more from Epic to Podium. 5 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 Podium 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 Podium

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
Podium

Podium

Get more leads. Make more money.

Podium is a customer communications platform that helps local businesses shape their online reputation, manage leads, and convert them into customers through messaging, reviews, payments, and webchat. The platform offers a conversational AI assistant that engages leads, schedules appointments, and follows up with customers autonomously.

Founded 2014
Lehi, Utah, United States
Best for
Small BusinessMid-Market
Industries
Local ServicesAutomotiveHealthcare+2 more
Top Strength

Unified messaging platform consolidating calls, texts, chats, and emails

Your New CRM

Why Podium is a great choice

Podium

Podium

"Get more leads. Make more money."

Podium is a customer communications platform that helps local businesses shape their online reputation, manage leads, and convert them into customers through messaging, reviews, payments, and webchat. The platform offers a conversational AI assistant that engages leads, schedules appointments, and follows up with customers autonomously.

Ideal for: Local businesses seeking to consolidate lead channels, manage online reputation, and automate customer communications via messaging and AI.

Unified messaging platform consolidating calls, texts, chats, and emails

Conversational AI assistant for lead engagement and follow-up

Industries
Local ServicesAutomotiveHealthcare+2
Best For
Small BusinessMid-Market

Online review management and reputation building

Payment processing and webchat capabilities

Learn more at

podium.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Epic to Podium

Epic
Podium
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
Not Available
Notes
Supported
Tasks
Mapping Required

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
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 Podium Migration FAQ

Common questions about migrating from Epic to Podium.

Related Migration Paths

Explore other popular CRM migrations similar to Epic to Podium

Reverse Migration

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

Podium → Epic

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com