Source
SharpSpring

SharpSpring

Destination
Epic

Epic

CRM MigrationStarting at $500

Migrate from SharpSpring to Epic

Effortlessly & Accurately

Transfer contacts, activities, and more from SharpSpring 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 SharpSpring 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

SharpSpring vs Epic

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

Migrating from
SharpSpring

SharpSpring

Marketing automation and CRM for agencies

SharpSpring is a full-featured marketing automation and CRM platform designed for agencies and SMBs. It offers email automation, lead scoring, behavior tracking, social media management, and a built-in CRM with sales pipeline tools.

Founded 1998
Gainesville, Florida
Best for
Small BusinessMid-Market
Industries
Digital AgenciesMarketingProfessional Services+2 more
Top Strength

Fully re-brandable white-label platform for agencies

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 SharpSpring to Epic

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

Core Objects

Contacts
Supported
Companies
Not Available
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
Mapping Required
Quotes
Mapping Required
Documents
Mapping Required
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

SharpSpring to Epic Migration FAQ

Common questions about migrating from SharpSpring to Epic.

Related Migration Paths

Explore other popular CRM migrations similar to SharpSpring to Epic

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