Zoho Services: Custom CRM, Creator Apps and Automation for Admin-Heavy Businesses
From process audits to complete system implementation, I deliver Zoho solutions tailored to your exact business needs—reducing manual work, eliminating errors, and freeing your team to focus on growth.
As a Zoho CRM Expert and Creator Certified Developer, I specialise in building custom business automation systems for small and medium-sized businesses with admin-heavy sales, service delivery, quoting, documentation, or order-management processes.
Whether you need a CRM your team will actually use, a custom Zoho Creator app to replace spreadsheets, or workflow automation that connects your entire tech stack, I deliver solutions that work.
How I Help You Automate Your Business
Every business is different. That's why I offer multiple engagement options—from discovery audits to full implementation and ongoing support. Choose the service that matches where you are right now, or book a consultation, and I'll recommend the best starting point.
Zoho Process Audit & Automation Roadmap
Find out what to fix, simplify and automate before you invest.
Your workflows mapped in a 90-minute deep-dive
Bottlenecks and automation opportunities identified
A prioritised Zoho roadmap with timeline and budget
From £750
Zoho CRM Implementation & Setup
Move from spreadsheets and scattered notes to a CRM your team actually uses.
Pipelines, fields and workflows set up for your sales process
Lead capture and follow-up automation
Team training and post-launch support
From £500
Zoho CRM Customisation
Extend Zoho CRM when the standard screens get in the way.
Custom widgets and client scripts
Custom buttons and Deluge functions
Blueprints and approval rules
From £500
Zoho Workflow Automation
Connect your tools so data flows between them without re-keying.
Integrations built with Zoho Flow, Make or Zapier
Data kept in sync between Zoho and external tools
Error handling and monitoring set up
From £450
Zoho Creator Custom App Development
Custom apps for processes that off-the-shelf software can’t handle.
Designed around your exact workflow
Connected to Zoho CRM, Books and your other tools
Data migration, training and post-launch support
From £750
Zoho Retainer Support
Ongoing improvements, troubleshooting and training as your business grows.
5, 10 or 20 hours a month
Priority support with a 6-hour response time
A monthly optimisation review call
From £400/month
Not Sure Which Service You Need?
-
Zoho Process Audit & Automation Roadmap
Standard Audit: estimated £750; Comprehensive Audit: estimated £1,500; Custom Audit: price on request.
-
Zoho CRM Implementation & Setup
Starter CRM: from £500; Professional CRM: from £1,250; Enterprise CRM: from £2,500.
-
Zoho Workflow Automation
Starter Automation: from £450; Professional Automation: from £750; Enterprise Automation: from £1,500.
-
Zoho CRM Customisation
Starting from £500.
Go to my CRM Customisation Services
Zoho Creator Custom App Development
Simple Custom App: from £750; Standard Custom App: from £1,500; Complex Custom App: from £2,500.
-
Zoho Retainer Support
Essential: £400/month for 5 hours; Professional: £750/month for 10 hours; Premium: £1,300/month for 20 hours; Custom Enterprise: price on request, typically from £2,500/month depending on scope.
Book a free 30-minute introduction, and I'll recommend the best starting point for your SME.
How We Work Together
From initial consultation to launch, here's exactly how I transform your processes into automated Zoho systems.
Introduction Call (30 min) - We discuss your challenges and determine if we're a good fit.
Fact-Finding Sessions (1-2 weeks) - I map your workflows and create your custom roadmap.
Build Your Solution (Custom timeline) - I build your Zoho system with regular progress updates.
Testing & Refinement (1-2 weeks) - We test everything and iron out any issues.
Launch & Sign-Off (Final week) - Your team goes live with training and support.
Why Work With Me?
Most Zoho setups stop at the sales pipeline. As a Zoho CRM Expert and Creator Certified Developer, I build systems that take work all the way from the first enquiry to the final invoice, including the people outside your business who are part of the process.
From quote to cash, not just the CRM
I connect quoting, approvals, orders, fulfilment and invoicing in one flow, so nothing has to be re-keyed between sales, operations and finance. That includes awkward cases such as part-shipments, commissioning invoices and recurring billing.
Your partners work in the same system
Repair partners, suppliers and resellers can quote, update jobs and raise support tickets through a secure Zoho Creator portal. They no longer chase you by email, and you don’t have to copy their updates into the CRM.
Built to last, not just to launch
I build every system to be safe to run and easy to change: one source of truth, settings you can adjust without rewriting code, and checks that stop duplicate orders or invoices. Where money is involved, a test mode lets you preview documents before anything reaches your accounts.
Designed by someone who has done the admin
My background is in operational administration and document control, so I start with how work actually moves through your business, not with the software. Your team gets a system that fits the way they work, plus the training to use it.
You work directly with me
Your project starts with a clear roadmap and fixed-price packages, with no handover to a junior team. I work remotely with businesses across the UK, Europe and beyond.
Proven in practice: Beechhill Safety, a UK health and safety consultancy, cut processing time from 3 hours to 15 minutes per application, using AI-assisted drafting built into Zoho CRM and Zoho Forms. A technology reseller cut its software costs by over 75% by moving from HubSpot and other tools to Zoho One.
The Technology I Work With
What People Are Saying
“I have had the pleasure of working with Stefanie for the past 2.5 years across multiple project implementation initiatives. Throughout this time, she consistently demonstrated exceptional professionalism, technical expertise, and a strong focus on delivering high-quality results.
Stefanie’s work is always of an excellent standard - thorough, precise, and well thought out. She consistently meets project timelines and often goes above and beyond to ensure deliverables are completed to the highest standard. What truly sets her apart is her ability to think creatively and develop out-of-the-box solutions to complex challenges, ensuring both technical and business process objectives are achieved.
Beyond technical skill, Stefanie brings a strong business process mindset to every project, ensuring that the solutions implemented align with operational needs and deliver real value to the organisation. She is a reliable, insightful, and highly capable collaborator, and it is a pleasure working alongside her.”
— Customate Solutions - SaaS Consultant
Applications: Zoho One, Zoho CRM, Zoho Projects, Zoho Books, Zoho Flow, Zoho Creator, Zoho Analytics, Zoho Recruit, Zoho Campaigns, Zoho Desk, Zoho Forms, Zoho Writer, Zoho Sign, Make.com, Zapier, Xero
“Stefanie has worked with us for three years now and has done an amazing job. It is a pleasure to work with her. She is efficient, quick, and full of good ideas and skills. Thanks Stefanie!”
— Beechhill Safety Ltd - H&S Consultant
Applications: Zoho CRM, Zoho Forms, Zoho Projects, Perplexity
“It’s been a pleasure working with Stefanie Vanjo‑Carnell over the past three years. She has supported my business with bookkeeping and has been instrumental in implementing Zoho across our operations. Stefanie is incredibly easy to work with—she understands instructions clearly, works autonomously, and consistently delivers high-quality results. Her depth of knowledge in Zoho customisation has been a real asset, and I’m very much looking forward to seeing the full implementation completed. I have no hesitation in highly recommending her services.”
— Tramline Tec Ltd - Agricultural Engineering
Applications: Zoho One, Zoho Books, Zoho CRM, Zoho Projects
Frequently Asked Questions
-
I support businesses across all industries focusing on small and medium-sized businesses with admin-heavy sales, service delivery, quoting, documentation, or order-management processes.
-
It depends on the complexity of your business and the solution you need. A simple CRM implementation typically takes 3-6 weeks. A custom Zoho Creator app can take 4-12 weeks. I'll provide an exact timeline during our initial consultation.
-
Absolutely. I work remotely with clients globally. As long as you have internet access, we can collaborate seamlessly via video calls, screen sharing, and email.
-
All my implementations include 30-90 days of post-launch support (depending on the service). After that, you can engage me on an ad-hoc basis for specific changes or sign up for a monthly retainer for ongoing support.
-
It depends on your specific requirements. A process audit costs £750 (Standard) or £1,500 (Comprehensive). CRM implementation starts at £500. Custom Zoho Creator apps start at £750 and scale based on complexity. Book a free consultation for a custom quote.
-
Yes, every implementation includes comprehensive user training. I create user guides and documentation, so your team has everything they need to succeed.
-
Zoho CRM is for managing sales pipelines, customer relationships, and lead tracking. Zoho Creator is for building custom business applications (like client portals, inventory management, or project tracking). Many businesses use both together.
Work with me
If you have any questions or comments, please get in touch with me via email or phone.
Email
stef@virtualprocessconsultant.co.uk
Mobile
+43 664 7541 7622
Address
Rabenberg 9, Feistritz im Rosental, Carinthia, Austria, 9162