Is your agency fully leveraging the power of Applied Systems software? Our Applied Systems Evaluation provides a detailed, expert review of your setup across Epic, TAM, Indio, IVANS, CSR24, Analytics, Marketing Automation, Applied Pay, and more. In just one hour via Zoom, we’ll identify gaps, inefficiencies, and untapped automation opportunities — delivering a comprehensive 25+ page report tailored to your agency’s operations. Whether you’re looking to improve workflows, boost productivity, or better align your tech stack with business goals, Holistic Business Consulting offers the insight you need to scale smarter. Schedule your evaluation today and start maximizing your Applied Systems investment.

Analytics

Applied Community/University

CSR-24

Epic

Indio
IVANS/Downloads

Marketing Automation

Applied Pay

Quotes

Reporting