Source
Erxes

Erxes

Destination
Epic

Epic

CRM MigrationStarting at $500

Migrate from Erxes to Epic

Effortlessly & Accurately

Transfer contacts, activities, and more from Erxes to Epic. 8 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 Erxes to Epic 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

Erxes vs Epic

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

Migrating from
Erxes

Erxes

Open-source experience operating system

Erxes is an open-source Experience Operating System (XOS) that unifies marketing, sales, operations, and support functions. It provides contact management, sales pipeline tracking, marketing automation, and team communication in a self-hosted, customizable platform.

Founded 2017
Van Nuys, CA
Best for
Small BusinessMid-Market
Industries
SaaSDigital MarketingSoftware Development+1 more
Top Strength

100% open-source with plugin-based architecture

Migrating to
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

Your New CRM

Why Epic is a great choice

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.

Ideal for: Large health systems and hospitals seeking integrated CRM embedded within their Epic EHR platform.

Direct integration with Epic's market-leading EHR system

Dual-pillar architecture: contact management and campaign management

Industries
HealthcareHospitalsMedical Systems+1
Best For
Mid-MarketEnterprise

Personalized patient outreach using PHI data and clinical history

Contact center capabilities with caller history and informed conversations

Learn more at

epic.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Erxes to Epic

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

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Not Available
Leads
Mapping Required
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Not Available

Advanced Features

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

Specialized

Tickets
Not Available
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

Erxes to Epic Migration FAQ

Common questions about migrating from Erxes to Epic.

Related Migration Paths

Explore other popular CRM migrations similar to Erxes to Epic

Reverse Migration

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

Epic → Erxes

Ready to get started?

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

Prefer email? talk@ambrstack.com