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 is 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 customise 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, and 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 optimisation
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.
Click here for my Workflow Automation Services. -
✅ Import Existing Contacts & Deals
Clean migration from Excel, Google Sheets, or your old CRM.✅ Data Cleaning & Deduplication
Ensure your database is clean and organised 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, optimisation
✅ 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, optimise workflows.✅ System Health Check
Performance review and optimisation recommendations.✅ Onboarding Support
Help with adding new team members to the system.Find out more about my retainer packages here
From Kickoff to Launch:
Your CRM Implementation Journey
Is This CRM Implementation Right for You?
✅ Perfect Fit If You:
✅ You're a mortgage broker tracking leads manually or in Excel
✅ You're a service business with no CRM or an underutilised one
✅ Your team hates your current system (or refuses to use it)
✅ You're losing deals because leads fall through the cracks
✅ You need better pipeline visibility to forecast revenue
✅ You want integration with QuickBooks, Xero, email, calendar
✅ You're ready to invest in growth through better systems
✅ You have 5-50 employees and need team collaboration tools
✅ You want a customised solution, not a generic template
❌ Not Right If:
❌ You're happy tracking leads in spreadsheets
❌ You want a DIY solution (this is an expert implementation)
❌ You're not willing to change your team's workflow
❌ You need an enterprise CRM with 100+ users
❌ You're looking for the cheapest option (quality costs more)
❌ You won't dedicate time for training and onboarding
❌ You're not ready to commit to using the CRM consistently
If you're unsure whether Zoho CRM suits your business, my Zoho Process Audit & Automation Roadmap could be the perfect starting point.
Zoho CRM Configured for Your Industry
I specialize in mortgage brokers and service businesses. Here's how Zoho CRM is customized for each:
For Mortgage Brokers
Custom Fields:
Loan amount
Property type
Loan-to-value ratio
Credit score
Employment status
Application status
Underwriter assigned
Custom Pipeline Stages:
Lead → Pre-Qualified → Application Submitted → Underwriting → Conditional Approval → Final Approval → Closed → Funded
Automation Examples:
Automated follow-up emails at each stage
Task reminders for document collection
Notifications when deals stall in underwriting
Automated status updates to clients
Integration with loan origination software (if applicable)
Reports & Dashboards:
Pipeline value by loan type
Average time-to-close
Conversion rate by lead source
Loan officer performance metrics
Monthly funding forecast
For Service Businesses
Custom Fields:
Service type
Contract value
Project timeline
Service tier
Renewal date
Payment terms
Account manager
Custom Pipeline Stages:
Inquiry → Qualified → Proposal Sent → Negotiation → Contract Signed → Onboarding → Active Client → Renewal
Automation Examples:
Automated proposal follow-ups
Task assignments for onboarding steps
Renewal reminders 60 days before expiry
Upsell opportunity alerts
Client satisfaction check-ins
Reports & Dashboards:
Monthly recurring revenue (MRR)
Customer lifetime value
Churn rate
Service delivery timeline
Client acquisition cost
Unlock the full potential of your Zoho CRM with my custom app development services! My tailored solutions integrate seamlessly, enhancing your workflow and driving efficiency.
Click here to discover how we can help you elevate your business.
Starter CRM
£2,500+
(Approx: €2,925+ / $3,275+ /
ZAR 56,500 +)
Ideal for:
Small teams (1-5 users)
Simple sales process (3-5 stages)
Basic integrations (email, calendar)
Includes:
CRM strategy session
Basic CRM configuration
1 custom pipeline
Email & calendar integration
Basic automation (3 workflows)
Lead capture forms
Standard dashboards
1 training session (90 min)
30-day email support
Timeline: 3-4 weeks
Investment & Pricing
Choose the package that matches your business size and needs.
⭐ MOST POPULAR
Professional CRM
£4,000+
(Approx: €4,700+ / $5,250+ /
ZAR 90,500)
Ideal for:
Growing teams (5-15 users)
Moderate complexity (5-7 pipeline stages)
Multiple integrations needed
Includes:
Everything in Starter
2 custom pipelines
QuickBooks or Xero integration
Advanced automation (10 workflows)
Custom fields & modules
Advanced reporting & dashboards
Data migration from existing system
2 training sessions (180 min total)
60-day priority support
Monthly check-in calls (2 months)
Timeline: 4-6 weeks
Add-Ons Available:
Additional training sessions: £150 (approx €175 / $200 / ZAR 3,400) per 90-min session
Extended support: £500/month (approx €585 / $655 / ZAR 11,300) (10 hours)
Additional integrations: £300-£800 (approx €350–€940 / $395–$1,050 / ZAR 6,800 – ZAR 18,100) per integration
Custom reporting: £200-£500 (approx €235–€585 / $260–$655 / ZAR 4,500 – ZAR 11,300) per custom report
Custom App: Starting at £3,500 (approx €4,100+ / $4,590+ / ZAR 79,100+) per app
Payment Terms:
50% deposit to secure your project timeline
50% upon go-live and sign-off
Payment plans available for Enterprise packages
All projects are billed in GBP. Other currencies shown are approximate and for guidance only; your bank or payment provider will apply the final rate and any fees.
Enterprise CRM
£5,000+
(Approx: €5,850+ / $6,560+ /
ZAR 113,000 +)
Ideal for:
Larger teams (15+ users)
Complex sales processes
Extensive integrations
Multi-department usage
Includes:
Everything in Professional
Unlimited pipelines
Custom modules & features
Advanced integrations (Make.com, Zapier)
Phone system integration
Advanced analytics & forecasting
Stakeholder training sessions
90-day priority support
Quarterly optimisation reviews
Timeline: 6-8 weeks
What Results Can You Expect?
📈 40-60% Increase in Lead Conversion
Why: Nothing falls through the cracks. Automated follow-ups ensure every lead gets timely attention.
⏰ 15-20 Hours Saved Per Week
Why: Automated data entry, email sequences, and task assignments eliminate manual busywork.
Mortgage Brokerage (12 employees):
Went from 22% lead-to-close rate → 38% in 6 months
Reduced average time-to-close from 45 days → 32 days
Saved 18 hours/week in manual data entry
ROI achieved in 4 months
✅ 100% Team Adoption
Why: Because the CRM fits your workflow (not the other way around), your team actually uses it.
Specific Metrics from Past Clients:
💰 3-6 Month ROI
Why: Increased conversions + time savings + reduced errors = rapid payback on your investment.
Service Business (8 employees):
Increased renewal rate from 65% → 89%
Improved customer response time from 24 hours → 2 hours
Grew revenue 25% without adding headcount
ROI achieved in 5 months
Why Choose Me for Your Zoho CRM Implementation?
Zoho Creator Certified Developer
I'm not just a CRM consultant—I'm a certified Zoho developer. I understand the technical capabilities and can customise beyond standard configurations. If you need custom features, I can build them.
Industry Specialization
I focus exclusively on mortgage brokers and service businesses. I've implemented Zoho CRM for your industry multiple times. I know your workflows, compliance needs, and pain points—no learning curve.
100% Adoption Guarantee
If your team doesn't adopt the CRM within 60 days, I'll work with you at no additional charge until they do. I'm confident because I design systems people actually want to use.
Frequently Asked Questions
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Typically 3-6 weeks from kickoff to go-live, depending on complexity. The Starter package takes 3-4 weeks, the Professional takes 4-6 weeks, and the Enterprise can take 6-8+ weeks.
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Yes. I design the CRM around your team's workflow, not the other way around. Plus, I provide comprehensive training and support to ensure adoption. I offer a 100% adoption guarantee.
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Absolutely. Integration with QuickBooks or Xero is included in the Professional and Enterprise packages. Invoices, payments, and customer data sync automatically.
For information about my Workflow Automation Services, click here -
All packages include 30-60 days of post-launch support. If you need ongoing adjustments, you can engage me on an ad-hoc basis or sign up for a monthly retainer.
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Yes! I work remotely with clients globally. All implementation, training, and support happen via video calls and screen sharing.
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Yes. Zoho CRM pricing is separate and paid directly to Zoho. Plans start at around £12/user/month for the Standard plan (which I recommend for most small businesses). I'll help you choose the right Zoho plan for your needs.
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I offer "CRM rescue" services to fix and optimise existing Zoho CRM setups. Book a consultation and I'll assess your current system and recommend improvements.
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Yes! New team member onboarding is included in your support period. After that, I offer training sessions at £150 per 90-minute session, or you can use the recorded video tutorials I provide.
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The Starter is ideal for very small teams with simple sales processes. The Professional package includes more automation, integrations (QuickBooks/Xero), custom reporting, data migration, and extended support—making it the best choice for most growing businesses.
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 Stop Losing Leads and Start Closing More Deals?
Book a free 30-minute CRM strategy session. We'll discuss your current sales process, identify your biggest bottlenecks, and determine which Zoho CRM package is right for your business.
No pressure. No obligation. Just expert guidance on your next steps.
Work with me
If you have any questions or comments, please get in touch with us via email or phone.
Email
stef@virtualprocessconsultant.co.uk
Mobile
+43 664 7541 7622
Address
Rabenberg 9, Feistritz im Rosental, Carinthia, Austria, 9162