Replace spreadsheet chaos with Zoho systems that actually save time.
Custom Zoho CRM and automation for service businesses that have outgrown manual processes.
I help mortgage brokers and service businesses streamline operations with Zoho CRM, Zoho Creator, workflow automation and practical implementation support — so your team spends less time on admin and more time on growth.
A short call to talk through what is not working in your day-to-day operations and confirm whether Zoho is the right fit.
Zoho Creator Certified
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Remote Support for UK and International Client
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Practical roadmap before implementation
Zoho Creator Certified 〰️ Remote Support for UK and International Client 〰️ Practical roadmap before implementation
Manual work is slowing your business down.
When your process lives across spreadsheets, inboxes and disconnected apps, small inefficiencies turn into missed follow-ups, duplicated work, reporting gaps and frustrated staff. Many businesses do not need more software first — they need a clearer system and the right automation plan.
Leads and client data are scattered
Your current tools do not match how your business actually works.
Follow-ups, admin and handovers are too manual.
What better systems can change
Cut a daily 2-hour task to 15 minutes with Zoho Creator and automation.
Reduced mortgage processing from 3 hours to 15 minutes with zero errors.
Helped service businesses improve client satisfaction by 30%+ and scale without adding headcount.
Zoho CRM Implementation & Automation Services
Every Zoho implementation is scoped and priced from the audit roadmap, ensuring complete clarity on what will be built, why, and in what order.
Zoho CRM Implementation
A CRM designed around how the business actually sells and delivers — whether that is services, manufactured goods, or a mix.
Configured pipelines, fields, automation, and integrations (accounts, email, calendar, QuickBooks, Xero) so nothing falls through the cracks.
Training, documentation, and post-launch support so the team actually uses the system.
See Zoho CRM implementation details
Workflow Automation
Custom automation workflows using Zoho Flow, Make.com, or Zapier to connect Zoho CRM, Books, Projects, and external tools.
Data synchronisation between systems so information stays consistent without manual exports or imports.
Error handling, monitoring, documentation, and training so automations run reliably.
See workflow automation details
Ongoing Optimisation & Support
For businesses already on Zoho that want continuous improvements rather than a one-off project, retainer packages with dedicated monthly hours, priority support, and regular review calls.
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.”
— 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
“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
Work directly with Stefanie.
Stefanie is a Zoho Creator and CRM Certified Developer and process optimisation specialist who works with mortgage brokers and service businesses to replace manual admin with custom Zoho systems, practical automation and long-term support. She is based in Austria and works remotely with clients worldwide using clear, jargon-free communication and fixed-price packages for many services.
Email
stef@virtualprocessconsultant.co.uk
Mobile
+43 664 7541 7622
Address
Rabenberg 9, Feistritz im Rosental, Carinthia, Austria, 9162