Services
Not sure where to begin? Start with a Zoho Process Audit to understand what's possible.
Ready to automate your sales process? Jump straight to Zoho CRM Implementation.
Need a custom solution? Explore Zoho Creator Custom App Development.
Zoho Process Audit & Automation Roadmap
A comprehensive analysis of your current workflows with a detailed plan for Zoho implementation
Unsure whether Zoho is right for your business? This audit identifies exactly where you're losing time and money in your current processes, then provides a custom roadmap showing which Zoho solutions (Creator, CRM, Books, etc.) will deliver the biggest impact for your mortgage brokerage or service business.
What's Included:
90-minute deep-dive consultation to map your current workflows
Complete documentation of your processes (application handling, lead management, invoicing, etc.)
Analysis identifying automation opportunities and bottlenecks
Custom Zoho implementation roadmap prioritized by ROI
Technology recommendations (Zoho Creator, CRM, Make.com, Zapier, QuickBooks/Xero integration)
Written proposal with timeline and budget estimates
30-day email support for questions
Deliverables:
Process flow diagrams (current state vs. future state)
Zoho solution architecture document
Prioritized implementation plan
Cost-benefit analysis
Timeline: 1-2 weeks from initial consultation
Ideal for:
Mortgage brokers managing applications manually
Service businesses using disconnected tools (Excel, email, various apps)
Companies ready to invest in automation but unsure where to start
Businesses seeking to replace multiple tools with an integrated Zoho suite
Investment: Starting at £750-£1,500 (depending on complexity)
Zoho CRM Implementation & Setup
Service Summary:
Stop losing leads and opportunities to spreadsheets and scattered notes. I implement and configure Zoho CRM specifically for mortgage brokers and service businesses—customised to your sales process, integrated with your existing tools, and designed so your team actually uses it.
What's Included:
Zoho CRM account setup and configuration
Custom fields, pipelines, and workflows tailored to your business
Lead capture automation (web forms, email integration)
Sales process automation (follow-ups, task assignments, notifications)
Integration with your email, calendar, and phone system
QuickBooks or Xero integration for seamless invoicing
Custom dashboards and reporting
Team training (2 sessions: setup + advanced features)
60-day post-launch support
Deliverables:
Fully configured Zoho CRM
Custom workflows and automation
User training documentation
Quick-reference guides for your team
Timeline: 3-6 weeks (depending on complexity)
Ideal for:
Mortgage brokers tracking leads manually or in Excel
Service businesses with no CRM or using an ill-fitting platform
Companies struggling with low CRM adoption rates
Businesses needing better visibility into their sales pipeline
Investment: Starting at £2,500-£5,000 (depending on integrations and customisation)
Zoho Creator Custom App Development
Service Summary:
Generic software doesn't fit your unique business processes. I build custom Zoho Creator applications tailored to your exact workflow—whether it's mortgage application processing, inventory management, customer onboarding, or project tracking. No compromises, no workarounds.
What's Included:
Requirements gathering and process analysis
Custom Zoho Creator application design and development
Workflow automation (approvals, notifications, status updates)
Integration with Zoho CRM, Books, or external tools (QuickBooks, Xero, Make.com)
Data migration from your existing systems
User training and documentation
90-day post-launch support and bug fixes
Deliverables:
Fully functional custom Zoho Creator app
Automated workflows
Integration with existing systems
User training materials
Timeline: 4-12 weeks (depending on complexity)
Ideal for:
Mortgage brokers needing custom application processing systems
Service businesses with unique workflows that generic tools can't handle
Companies replacing multiple tools with one integrated solution
Businesses ready to eliminate manual data entry completely
Investment: Starting at £3,500-£15,000+ (depending on scope and complexity)
Zoho Workflow Automation with Make.com/Zapier
Service Summary:
Your business uses multiple tools that don't talk to each other. I connect your entire tech stack using Zoho Flow, Make.com, or Zapier—automating data sync, eliminating duplicate entry, and creating seamless workflows across all your platforms.
What's Included:
Technology stack audit and integration mapping
Custom automation workflows (Make.com, Zapier, or Zoho Flow)
Data synchronization between Zoho and external tools
Automated workflows (lead routing, document generation, email sequences)
Error handling and monitoring setup
Documentation of all automations
Training on managing and modifying workflows
60-day support
Deliverables:
Configured automation workflows
Integration documentation
Workflow diagrams
Maintenance guide
Timeline: 2-6 weeks (depending on number of integrations)
Ideal for:
Businesses using Zoho + QuickBooks/Xero + other specialized tools
Companies losing data between systems
Teams spending hours on manual data transfer
Businesses seeking end-to-end process automation
Investment: Starting at £1,500-£5,000 (depending on complexity)
Zoho Retainer Support
Service Summary:
Your business needs continuous optimisation, not just a one-time setup. With monthly retainer support, you get ongoing Zoho expertise—adjustments, new workflows, training, troubleshooting, and strategic guidance as your business evolves.
What's Included (Monthly):
Dedicated hours for adjustments and improvements (5, 10, or 20 hours/month)
Priority email/chat support (response within 4 business hours)
Monthly optimisation review call
New workflow development
User training for new team members
System health checks and performance optimisation
Access to exclusive resources and templates
Deliverables:
Monthly activity report
Recommendations for improvements
Ongoing system enhancements
Ideal for:
Growing businesses needing continuous process refinement
Companies with evolving requirements
Teams wanting strategic Zoho guidance
Businesses preferring predictable monthly costs over project fees
Investment: £750/month (5 hours) | £1,400/month (10 hours) | £2,500/month (20 hours)
Not Sure Which Service You Need?
Book a free 30-minute consultation and I'll recommend the best starting point for your mortgage brokerage or service business.
Which Service Do You Need?
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