Satori vs Applied Epic: Which Should You Choose in 2026?
Choosing between Satori and Applied Epic comes down to understanding what each tool does best. This comparison breaks down the key differences so you can make an informed decision based on your specific needs, not marketing claims.
By Toolradar Team · Last updated February 22, 2026 · Methodology
Short on time? Here's the quick answer
We've tested both tools. Here's who should pick what:
Satori
Streamline your coaching business, elevate your focus, and wow your clients with an all-in-one platform.
Best for you if:
- • You need something completely free
- • You need client portals features specifically
- • All-in-one platform for coaches to manage their entire business lifecycle.
- • Automates administrative tasks from discovery calls to billing, saving coaches significant time.
Applied Epic
Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.
Best for you if:
- • You need crm features specifically
- • AI-powered agency management system for independent insurance agencies.
- • Provides a single platform for all lines of business and operational workflows.
| At a Glance |  Satori |  Applied Epic |
|---|---|---|
Price | Free | Paid |
Best For | Client Portals | CRM |
Rating | —/100 | —/100 |
| Feature | Satori | Applied Epic |
|---|---|---|
| Pricing Model | Free | Paid |
| Editorial Score | — | — |
| Community Rating | No ratings yet | No ratings yet |
| Total Reviews | 0 | 0 |
| Community Upvotes | 0 | 0 |
| Categories | Client PortalsCRM | CRMWorkflow Automation |
How Satori and Applied Epic Compare
Satori
Streamline your coaching business, elevate your focus, and wow your clients with an all-in-one platform.
Free
Applied Epic
Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem.
Paid
Satori is a client portals tool. Applied Epic is in crm.
Who Should Use What?
On a budget?
Satori is free. Applied Epic is paid.
Go with: Satori
Want the highest-rated option?
Neither has been rated yet.
Go with: Satori
Value user reviews?
Neither has user reviews yet.
Go with: Satori
3 Questions to Help You Decide
What's your budget?
Satori is free. Applied Epic is paid. Go with Satori if free matters most.
What's your use case?
Satori is a client portals tool. Applied Epic is in crm. Pick the category that matches your needs.
How important are ratings?
Not all tools have been rated yet.
Key Takeaways
Satori
- Completely free
- Our pick for this comparison
Applied Epic
- Better fit for crm
The Bottom Line
Satori is our pick.
Frequently Asked Questions
Is Satori or Applied Epic better?
Satori scores high/100 in our evaluation. Satori is free and Applied Epic is paid.
What are Satori and Applied Epic used for?
Satori: Streamline your coaching business, elevate your focus, and wow your clients with an all-in-one platform.. Applied Epic: Specialized insurance software leveraging AI to automate workflows and connect the digital insurance ecosystem..
What does Satori cost vs Applied Epic?
Satori is completely free. Applied Epic is a paid tool. Visit their websites for detailed pricing.