Freshworks CRM
Applied Epic
Transfer contacts, companies, deals, and more from Freshworks CRM to Applied Epic. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Freshworks CRM to Applied 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
Streamlined sales CRM solution
Freshworks CRM (marketed as Freshsales) is an AI-powered customer relationship management platform offering contact and deal management, communication tools, and intelligent workflows. It helps sales teams manage pipelines, automate tasks, track activities, and close deals faster with Freddy AI providing lead scoring and behavior analytics.
Affordable pricing with free plan available
The leading insurance agency management system
Applied Epic is a cloud-based agency management platform by Applied Systems for P&C and benefits-focused insurance agencies. It provides comprehensive customer relationship management, policy management, digital payment processing, operational reporting, and tight Salesforce integration for growth-minded agencies.
Native Salesforce integration for data sync
"The leading insurance agency management system"
Applied Epic is a cloud-based agency management platform by Applied Systems for P&C and benefits-focused insurance agencies. It provides comprehensive customer relationship management, policy management, digital payment processing, operational reporting, and tight Salesforce integration for growth-minded agencies.
Ideal for: Mid-size and enterprise insurance agencies seeking modern cloud-based management with strong Salesforce integration and multi-line support.
Native Salesforce integration for data sync
Multi-user location and line of business support
Digital payment and accounting capabilities
Advanced prospecting and pipeline management
Learn more at
appliedsystems.com
See exactly which data objects transfer from Freshworks CRM to Applied Epic
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Freshworks CRM to Applied Epic.
Explore other popular CRM migrations similar to Freshworks CRM to Applied Epic
Need to go the other way? We support bidirectional migrations.
Applied Epic → Freshworks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
