Consulting Services
At Holistic Business Consulting, we help businesses automate, streamline, and grow with customized technology solutions and strategic consulting. Whether you need Applied Epic consulting, CRM optimization, RPA and AI-driven automation, custom application development, or full tech stack restructuring, we bring the experience and innovation to move your business forward. We specialize in service across industries — including insurance, lending, private equity, real estate, and legal — delivering workflow systems and software that drive efficiency, profitability, and sustainable growth. Let’s collaborate to build a smarter, stronger future for your company.
We offer a comprehensive suite of consulting services tailored to meet the operational, technology, and growth needs of modern businesses:
Applied Epic and Applied Systems Consulting
CRM Strategy, Implementation, and Optimization (Salesforce, Zoho)
Robotic Process Automation (RPA) and AI Solutions
Custom Application and Software Development
Insurance Technology Consulting and Automation
Business Process Automation and Digital Transformation
Tech Stack Consulting and Optimization
Holistic Business Consulting supports a diverse range of industries that rely on operational efficiency and digital innovation to succeed such as:
Insurance Agencies and Brokerages
Mortgage and Lending Companies
Private Equity Firms
Real Estate Brokerages
Legal Practices and Law Firms
Technology Startups and SaaS Companies
Service-Based Businesses
We blend deep industry knowledge with modern technology to deliver results:
Applied Epic, Applied TAM, Indio, IVANS, CSR24, and Applied Systems Products
Salesforce CRM, Zoho CRM, and full Zoho One Suite
RPA Tools and Intelligent Automation
Custom-built mobile and tablet applications
Data migration from AMS360, EZLynx, HawkSoft, BetterAgency, Veruna, and more
AI-driven automation strategies for marketing, service, and operation
We don’t offer one-size-fits-all solutions. Every business is unique, and so is our approach:
Customized strategies built around your goals, not cookie-cutter templates
Cross-industry expertise for insurance, lending, real estate, legal, and technology
Expertise in automation, CRM, and full-stack technology optimization
Dedicated client support, transparent communication, and measurable results
A holistic view of business — blending process, technology, people, and growth
Ready to Transform Your Business?
Whether you’re ready to fully automate, modernize your tech stack, or simply work smarter, Holistic Business Consulting is here to help.
👉 Contact us today to schedule a free discovery call!
