Automate your Zoho systems so your team can stop firefighting and focus on clients

Cut processing time from hours to minutes

Zoho specialist helping SMEs replace messy spreadsheets with streamlined, automated workflows.

Zoho Creator Certified Developer with 10+ years’ experience supporting UK and international clients.

Book a free 30-minute Zoho Audit

See how the Zoho Process Audit works

Automate the workflows that are eating up your team's time. Custom Zoho applications and CRM systems designed specifically for mortgage brokers and service businesses—reducing manual work, eliminating errors, and freeing your team to focus on growth.

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Custom Zoho Solutions for Your Business Challenges

Start with a Zoho Audit

Not sure where to start with automation? I'll analyse your current workflows, identify bottlenecks, and deliver a custom roadmap showing exactly which Zoho solutions will save you the most time.
Benefits:
✓ Identify your biggest time wasters
✓ Custom Zoho implementation plan
✓ Detailed “future state” process map

Learn More About Process Audits
Zoho CRM Implementation & Setup

Stop tracking leads in spreadsheets. I'll implement and configure Zoho CRM specifically for mortgage brokers and service businesses—customized to your sales process and integrated with your existing tools.
Benefits:
✓ Never lose a lead again
✓ Automated follow-ups and reminders
✓ Real-time pipeline visibility

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Zoho Creator Custom App Development

Generic software forces you to adapt to it. I build custom Zoho Creator applications designed around your exact workflow—whether it's mortgage processing, inventory management, or customer onboarding.
Benefits:
✓ Eliminates manual data entry
✓ Reduces processing time by 80%+
✓ Integrates with your entire tech stack

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How It Works: From Discovery to Automated Success

My proven process ensures your Zoho system is built right the first time—tailored to your exact business needs.

Flowchart illustrating five steps of a project process: Step 1, Introduction Call with a phone icon, lasting 30 minutes; Step 2, Fact-Finding Sessions represented by a document icon, taking 1-2 weeks; Step 3, Build Solution shown as a puzzle piece, with a custom timeline; Step 4, Testing & Refinement depicted by a test tube, taking 1-2 weeks; and Step 5, Launch & Sign-Off represented by a checkmark, marking project completion.

Actions and Benefits

Automate Repetitive Tasks

Mortgage brokers and service businesses waste countless hours on manual data entry, document processing, and email follow-ups. I identify which tasks are costing you the most time and build Zoho automations to handle them—freeing your team to focus on client relationships and closing deals.

Example: A mortgage brokerage automating application intake, document collection, and status updates—reducing processing time from 3 hours to 15 minutes per application.

Automate with Make.com, Zapier or Zoho Flow

Consolidate Your Systems

You're probably using 5+ disconnected tools: Excel for tracking, email for communication, a separate CRM, QuickBooks for invoicing, and various other platforms. I build integrated Zoho solutions that connect everything—one source of truth for your customer data, leads, sales pipeline, and financials.

Result: Your team stops jumping between systems, data stays accurate, and you have real-time visibility into your business.

Click here for my workflow automation services

Eliminate Manual Errors

Data entry mistakes cost you money and damage client relationships. Whether it's incorrect loan calculations, missing application details, or billing errors, I build validation and automation into your Zoho systems to catch mistakes before they happen.

Result: 90%+ reduction in preventable errors and the peace of mind that your processes are reliable.

Implement a Proper CRM for Sales

Are you still using Excel spreadsheets or pen and paper to keep track of your customer base? Let me assist you in revolutionizing your business by suggesting and implementing a CRM tailored to your business and its requirements. Effortlessly monitor sales and leads, and never let an opportunity slip away again.

Result: Better lead management, faster deal closure, and 100% adoption from your team (because they actually want to use it).

Click here for my Zoho CRM Implementation services

Download my latest Zoho CRM Case Study

Reduce Your Team's Workload

Your team is drowning in repetitive tasks. I analyze your workflows, identify what's taking too much time, and automate or streamline it—whether that's invoice generation, lead scoring, appointment scheduling, or follow-up reminders. This lets your team focus on high-value work.

Result: Higher productivity, better morale, and the ability to handle more clients with your existing team size.

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What People Are Saying

“I can't recommend Bravo Services highly enough. Stefanie has taken such pressure off me and has set up the whole CRM system for my business with minimal input/stress from me. She also takes care of so many other things, setting up my website, creating canva templates, emails, invoicing. She's multi talented, very easy to work with and delivers results fast. I was very lucky to find her but she stood out from the crowd and for good reason. She's a gift to any business.”

— Emilia O’Hara Dog Training - Dog Walker

Applications: Zoho CRM

“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.”

— 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: Google Workspace, Google Apps Script

“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