Source
Epic

Epic

Destination
Yesware

Yesware

CRM MigrationStarting at $500

Migrate from Epic to Yesware

Effortlessly & Accurately

Transfer contacts, activities, and more from Epic to Yesware. 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 Yesware 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 Yesware

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
Yesware

Yesware

Sales Engagement Made Easy

Yesware is a sales productivity platform that works directly within Gmail and Outlook, providing email tracking, multi-channel campaigns, templates, and Salesforce integration to help sales teams close more deals.

Founded 2010
Boston, Massachusetts
Best for
Small BusinessMid-Market
Industries
SalesTechnologySaaS+1 more
Top Strength

Works directly inside Gmail and Outlook without switching tabs

Your New CRM

Why Yesware is a great choice

Yesware

Yesware

"Sales Engagement Made Easy"

Yesware is a sales productivity platform that works directly within Gmail and Outlook, providing email tracking, multi-channel campaigns, templates, and Salesforce integration to help sales teams close more deals.

Ideal for: Sales teams and SDRs seeking an easy-to-use email engagement tool that lives inside their inbox with real-time tracking and CRM synchronization.

Works directly inside Gmail and Outlook without switching tabs

Real-time email and attachment tracking with notifications

Industries
SalesTechnologySaaS+1
Best For
Small BusinessMid-Market

Multi-channel campaign automation with email, calls, and LinkedIn touches

Automatic Salesforce activity sync without manual data entry

Learn more at

yesware.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Epic to Yesware

Epic
Yesware
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
Not Available
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
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 Yesware Migration FAQ

Common questions about migrating from Epic to Yesware.

Related Migration Paths

Explore other popular CRM migrations similar to Epic to Yesware

Reverse Migration

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

Yesware → Epic

Ready to get started?

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Prefer email? talk@ambrstack.com