Zoho CRM Implementation & Setup for Mortgage Brokers & Service Businesses
Stop losing leads to Excel spreadsheets and scattered notes. I'll implement and configure Zoho CRM specifically for your sales process—customised to your workflows, integrated with your tools, and designed so your team actually uses it.
From first contact to closed deal, manage your entire sales pipeline in one place. No more lost opportunities. No more manual follow-ups. Just seamless customer relationship management.
✓ Zoho Creator Certified Developer
✓ 100% team adoption guarantee
✓ 60-day post-launch support included
✓ QuickBooks & Xero integration available
Are You Losing Deals Because Your Sales Process is Broken?
If you're a mortgage broker or service business owner, you know the frustration:
Your Current Reality:
📊 Leads tracked in Excel (or worse, on sticky notes)
📧 Follow-ups missed because there's no reminder system
🤷 No visibility into your sales pipeline (Who's about to close? Who went cold?)
🔄 Manual data entry eating up 10+ hours per week
📱 Disconnected systems (CRM, email, calendar, accounting—nothing talks to each other)
😤 Team resistance because your current system is clunky and hard to use
The Cost:
Lost deals because leads fell through the cracks
Wasted time recreating the same follow-up emails manually
Frustrated team members who hate your "system"
No data to make informed business decisions
Inability to scale because processes don't support growth
You've tried other CRMs, but they were either:
Too complex (designed for enterprise, not small businesses)
Too generic (doesn't fit your mortgage/service business workflow)
Too expensive (with features you'll never use)
Too rigid (can't customize to match your actual process)
What you need is a CRM that:
✅ Fits your exact sales process (not the other way around)
✅ Your team will actually use (not another abandoned tool)
✅ Automates the busy work (so you focus on relationships)
✅ Integrates with your existing tools (QuickBooks, Xero, email, calendar)
✅ Gives you real-time visibility into your pipeline
That's exactly what I deliver.
A Zoho CRM Tailored to Your Business—Not a Generic Template
This isn't a cookie-cutter CRM setup. I configure Zoho CRM specifically for mortgage brokers and service businesses, matching your exact sales workflow and integrating with the tools you already use.
🎓
Team Training
What I Do:
Conduct live training sessions (setup + advanced)
Create user guides and documentation
Record video tutorials for future reference
Train on mobile app usage
Provide best practices for adoption
Your Benefit:
Your team knows exactly how to use the system and actually wants to use it.
⚙️
Custom Configuration
What I Do:
Map your exact sales process (from lead to close)
Configure custom fields specific to your industry
Set up pipelines matching your workflow stages
Create deal qualification criteria
Design automated workflows
Your Benefit:
A CRM that feels like it was built for your business—because it was.
🤝
Ongoing Support
What I Do:
60-day post-launch support included
Priority email/chat assistance
Help with onboarding new team members
System optimisation recommendations
Monthly check-in calls
Your Benefit:
You're never left stranded. I'm here as your system evolves.
🔗
Automation & Integration
What I Do:
Automate lead capture (web forms, email, phone)
Set up automated follow-up sequences
Integrate with email, calendar, phone system
Connect QuickBooks or Xero for invoicing
Create automated task assignments
Your Benefit:
No more manual data entry or missed follow-ups. Everything happens automatically.
Complete Zoho CRM Implementation Package
Everything you need to go from spreadsheet chaos to an organised sales pipeline in 3-6 weeks.
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✅ Initial CRM Strategy Session (90 minutes)
We'll map your current sales process, identify pain points, and define your ideal CRM workflow.✅ Sales Process Documentation
I'll document your complete sales cycle from lead capture to deal closure.✅ Stakeholder Interviews
If needed, I'll speak with your sales team to understand their daily workflow and requirements.✅ Custom CRM Blueprint
Detailed plan showing exactly how your Zoho CRM will be configured. -
✅ Zoho CRM Account Setup
Professional configuration of your Zoho CRM instance with proper user roles and permissions.✅ Custom Fields & Data Structure
Fields specific to your industry (e.g., loan amount, property type for mortgage brokers; service type, contract value for service businesses).✅ Sales Pipeline Configuration
Custom stages matching your actual sales process (e.g., Lead → Qualified → Application → Underwriting → Approved → Closed for mortgage brokers).✅ Lead Capture Automation
Web forms embedded on your website
Email-to-CRM forwarding
Manual entry interface optimization
Import from existing spreadsheets
✅ Workflow Automation
Automated follow-up email sequences
Task assignments based on deal stage
Notifications for hot leads or stalled deals
Automated status updates
✅ Custom Dashboards & Reports
Real-time visibility into:Sales pipeline value
Conversion rates by stage
Team performance metrics
Revenue forecasting
Lead source effectiveness
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✅ Email Integration
Sync with Gmail or Outlook—emails automatically logged to contacts and deals.✅ Calendar Integration
Schedule meetings directly from CRM, sync with Google Calendar or Outlook.✅ Accounting Integration
Connect with QuickBooks or Xero for seamless invoicing and payment tracking.✅ Phone System Integration (if applicable)
Log calls automatically, click-to-dial from CRM.✅ Additional Integrations
Make.com or Zapier connections to other business tools you use. -
✅ Import Existing Contacts & Deals
Clean migration from Excel, Google Sheets, or your old CRM.✅ Data Cleaning & Deduplication
Ensure your database is clean and organized before import.✅ Historical Data Preservation
Maintain records of past interactions and deal history. -
✅ Team Training Sessions (2 x 90 minutes)
Session 1: CRM basics, daily usage, mobile app
Session 2: Advanced features, reporting, optimization
✅ User Guides & Documentation
Step-by-step instructions for common tasks.✅ Video Tutorials
Recorded training for future reference and new team members. -
✅ 60-Day Priority Support
Email and chat support with 4-hour response time during business hours.✅ Monthly Check-In Calls (First 60 Days)
Review usage, answer questions, optimize workflows.✅ System Health Check
Performance review and optimization recommendations.✅ Onboarding Support
Help with adding new team members to the system.
From Kickoff to Launch:
Your CRM Implementation Journey
Is This Audit Right for You?
✅ This Audit is Perfect If You:
✅ You're a mortgage broker drowning in application paperwork
✅ You're a service business using disconnected tools (Excel, email, QuickBooks)
✅ You're spending 15+ hours per week on manual data entry
✅ You've heard about Zoho but don't know if it's the right fit
✅ You want to understand the ROI before investing in automation
✅ You need a clear roadmap showing what to build and in what order
✅ You're ready to invest in long-term process improvement
❌ This Audit is NOT For You If:
❌ You're looking for a quick fix (automation requires planning)
❌ You're not willing to invest in implementation (this is a roadmap, not a DIY solution)
❌ You're happy with your current manual processes
❌ You want someone to just "tell you what to do" without understanding your business
❌ You're not open to changing how your team works
Standard Audit
£750
Ideal for:
Small businesses (1-5 employees)
2-4 core workflows to analyze
Simple tech stack (3-5 tools)
Includes:
90-minute discovery session
Process documentation for 2-4 workflows
Custom Zoho roadmap
Timeline & budget estimates
30-day email support
Investment & Pricing
Comprehensive Audit
£1,500
Ideal for:
Growing businesses (5-20 employees)
Complex workflows (5+ processes)
Multiple integrations needed
Includes:
Everything in Standard Audit
Additional discovery sessions if needed
Analysis of 5+ workflows
Team member interviews
Detailed integration mapping
Priority 60-day support
Payment Terms:
Full payment due upon booking to secure your project timeline. All major payment methods accepted.
Custom Audit
Price on Request
Ideal for:
Larger organizations (20+ employees)
Highly complex processes
Multi-department analysis
Includes:
Fully customized scope
Extended discovery process
Executive summary for stakeholders
Implementation team training
Why Choose Me for Your Process Audit?
Zoho Creator Certified Developer
I'm not just a consultant—I'm a certified Zoho Creator developer. I understand the technical capabilities and limitations of each Zoho solution, so my recommendations are practical and implementable.
Industry-Specific Expertise
I specialize in mortgage brokers and service businesses. I've seen your challenges before and know which solutions actually work in your industry—not generic advice.
No Sales Pressure
This audit is designed to help YOU make an informed decision—whether you hire me, implement it yourself, or choose another provider. My job is to give you clarity, not push you into a sale.
What Happens After You Receive Your Roadmap?
You Have Three Options:
Option 1: DIY Implementation
Use the roadmap to implement solutions yourself or with your internal team. The documentation is detailed enough to guide you through the process.
Option 2: Hire Me to Implement
If you want expert execution, I can implement the recommended solutions for you. You'll receive:
Custom Zoho Creator apps
Configured Zoho CRM
Workflow automation setup
Team training and support
Pricing: Based on scope outlined in the roadmap. Audit fee is credited toward implementation if you book within 30 days.
Option 3: Take Time to Decide
No pressure. Review the roadmap, discuss it with your team, and reach out when you're ready. The roadmap is yours to keep and use however you see fit.
Frequently Asked Questions
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From booking to delivery, typically 1-2 weeks. The discovery session is 90 minutes, and I need 5-7 business days to complete the analysis and documentation.
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Not at all. The audit is designed to help you understand whether Zoho is right for you and how to use it effectively.
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That's completely fine. The audit is yours to keep, and there's no obligation to move forward with implementation.
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Absolutely. I work remotely with clients globally. As long as you have internet access, we can collaborate seamlessly.
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Yes. If you book implementation services within 30 days of receiving your audit, the full audit fee is credited toward your project cost.
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That's exactly what the Comprehensive Audit (£1,500) is designed for. We'll take the time needed to fully understand and document your processes.
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Yes. All audits include 30-60 days of email support to answer questions about the roadmap. If you need ongoing support, I offer retainer packages.
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The Standard Audit is ideal for smaller businesses with 2-4 core workflows. The Comprehensive Audit is for businesses with more complex processes, multiple integrations, or larger teams requiring stakeholder interviews.
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
Ready to Get Clarity on Your Automation Strategy?
Book your free 30-minute discovery call and let's discuss whether a Zoho Process Audit is right for your business. No pressure, no obligation—just expert guidance on your next steps.
✓ Zoho Creator Certified Developer
✓ Serving clients globally since [year]
✓ 100% satisfaction guarantee
✓ Audit fee credited toward implementation