---
title: 'Applied Epic + Close CRM'
url: 'https://www.staging38.commercient.com/product/applied-epic-close-crm/'
date: '2026-06-19T09:57:00-04:00'
modified: '2026-06-19T09:57:00-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to Close CRM, giving your team access to Applied Epic data directly within Close CRM. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and Close CRM, giving sales teams access to ERP customer, order, invoice and inventory data from inside Close CRM. The connection also allows Close CRM Opportunities to flow into Applied Epic as Sales Orders when the CRM-to-ERP workflow is included in project scope.

## What syncs

- Access Applied Epic Price Lists from Close CRM
- Sync Applied Epic Credit Notes to Close CRM
- Import Close CRM Contacts as Applied Epic Customer Contacts
- Connect Applied Epic Quotes to Close CRM Opportunities
- Sync Applied Epic Customers to Close CRM Organizations
- Display Applied Epic Invoices in Close CRM

## Why Commercient

### Customer contact sync

Sync Applied Epic Contacts to Close CRM Contacts so both platforms share accurate individual contact information, phone numbers, email addresses and roles for each customer account.

### Customer account visibility

Connect Applied Epic Customers to Close CRM Organizations and Contacts so sales teams can view ERP customer data from inside the CRM and manage relationships with accurate account information.

### Sales order history

Sync Applied Epic Sales Orders, Invoices and Order History to Close CRM so sales reps can review order status and customer purchase activity without leaving the CRM.

### Product and inventory visibility

Access Applied Epic Items, Inventory and Price Lists from Close CRM so sales teams can check product availability and provide accurate information to customers.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About Close CRM

Close CRM is a sales-focused CRM for inside sales teams, managing leads, contacts, calls, emails, sequences and deal pipelines in one platform.

## Frequently asked questions

### Can Commercient support dashboards or reporting from Applied Epic data in Close CRM?

Commercient can support surfacing Applied Epic data inside Close CRM views so teams can build account-level reports using ERP financial and transactional data. Custom dashboards and automated alerts depend on the CRM platform and project scope.

### How is the Applied Epic and Close CRM integration scoped and implemented?

Commercient scopes each integration project based on the customer's Applied Epic and Close CRM configuration, the objects to be synced, and the required sync direction. Implementation timelines and supported objects are agreed during the scoping process.

### Can Applied Epic Sales Orders history sync to Close CRM account records?

Yes, Commercient can sync Applied Epic Sales Orders history to Close CRM Organizations records so sales reps can review a customer's order activity, status and history from inside the CRM. Exact object mapping and frequency are configured per project.

### What happens if a customer already exists in both Applied Epic and Close CRM?

Commercient handles duplicate customer matching during implementation using configurable matching criteria such as account name, email or customer code. The matching logic is agreed during the scoping and setup process to prevent duplicate records.

### What data can Commercient connect between Applied Epic and Close CRM?

Commercient can synchronise key Applied Epic ERP data with Close CRM, such as Customers, Contacts, Items, Inventory, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.