Applied Epic

Applied Systems

Summary

Epic’s reputation is basically: incredibly powerful, widely used (especially in larger agencies), but can be cumbersome and configuration-dependent. Fans point to depth, workflows, and reporting potential when implemented well; critics complain it’s heavy, slower to feel productive in, and can feel worse than prior systems if rollout/training is sloppy (which happens a lot, because humans).

Screenshots & videos

Scorecard

Strategic Strengths
Marketing strength 4
Automation / AI strength 4
Openness / data portability 4
Analytics strength 4
Capability Completeness
API completeness Advanced
Comparative rater completeness Standard
Email completeness Advanced
Renewal management completeness Advanced
Integrations
VoIP integration Via API
SMS integration Built-in
Self-service portal integration Built-in
Online payments integration Via API
Document signatures integration Via API
Email marketing integration Built-in
Forms library integration Built-in
PDF editing integration Via API
Accounting, Billing, Commissions
Accounting depth Advanced
Vendor Quality
Third-party ecosystem friendliness 5