Follow Up Boss
Epic
Transfer contacts, activities, and more from Follow Up Boss to Epic. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Follow Up Boss to Epic 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
The real estate team OS
Follow Up Boss is a specialized CRM designed for real estate professionals and teams, offering automated lead management, omnichannel communication (calls, texts, emails), intelligent follow-up workflows, and advanced reporting. The platform automates lead distribution, follows up from 200+ lead sources, and integrates with numerous real estate platforms.
Specialized for real estate with 200+ lead source integrations
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
"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
Personalized patient outreach using PHI data and clinical history
Contact center capabilities with caller history and informed conversations
Learn more at
epic.com
See exactly which data objects transfer from Follow Up Boss to Epic
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Follow Up Boss to Epic.
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Need to go the other way? We support bidirectional migrations.
Epic → Follow Up BossJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
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