Source
HoneyBook

HoneyBook

Destination
Epic

Epic

CRM MigrationStarting at $500

Migrate from HoneyBook to Epic

Effortlessly & Accurately

Transfer contacts, activities, and more from HoneyBook to Epic. 6 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 HoneyBook 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

HoneyBook vs Epic

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

Migrating from
HoneyBook

HoneyBook

AI-powered client relationship platform for independents

HoneyBook is an AI-powered client management platform designed for freelancers and creative professionals. It manages the full client lifecycle including proposals, contracts, invoices, payments, and scheduling with automated workflows and branded client portals.

Founded 2013
San Francisco, California, United States
Best for
Small Business
Industries
Creative ServicesPhotographyEvent Planning+2 more
Top Strength

Complete client lifecycle management in one platform

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 HoneyBook to Epic

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

Core Objects

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

Communication

Emails
Supported
Notes
Supported
Tasks
Not Available

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

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

FAQ

HoneyBook to Epic Migration FAQ

Common questions about migrating from HoneyBook to Epic.

Related Migration Paths

Explore other popular CRM migrations similar to HoneyBook to Epic

Reverse Migration

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

Epic → HoneyBook

Ready to get started?

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Prefer email? talk@ambrstack.com