Zoho CRM & Workflow Automation for Growing B2B Businesses
Still running your operations from spreadsheets and email? You are not alone — but you are probably losing more time, money and accuracy than you realise.
Find out exactly where your current processes are costing you time and creating risk.
Get a structured roadmap showing which Zoho apps to use, what to automate first, and in what order.
Walk away with a clear project scope and estimated timelines — whether you implement with us or on your own.
A short call to talk through what is not working in your day-to-day operations and confirm whether Zoho is the right fit.
Why manual processes cost more than you think
When a business runs on manual data entry, disconnected tools, and workarounds, it creates problems that are hard to see but easy to feel:
Inconsistent data — different versions of the truth across spreadsheets, inboxes, and apps lead to mistakes, rework, and missed deadlines.
Invisible bottlenecks — things feel slow, but without a structured view of operations, it is impossible to prove where the delays sit or how much they cost.
Unquantified risk — what happens when a key person is off sick and the process they run lives entirely in their head or their inbox?
No clear starting point — without understanding your current workflows in detail, every software purchase or automation attempt is a gamble.
Zoho Process Audit — clarity before commitment
A Zoho Process Audit gives a structured, independent review of how the business actually operates today — not how anyone thinks it operates.
What the audit delivers:
A documented map of current workflows, showing exactly where time, accuracy, and money are being lost.
A clear view of the risks in existing processes — single points of failure, manual handoffs, data gaps.
A defined project outline with scope, recommended Zoho tools, priorities, and estimated timelines.
Specific guidance on whether Zoho CRM, Zoho Creator, Zoho Books, Make.com, Zapier, or a combination is the right fit — and why.
Two audit levels:
Standard Audit — ideal for businesses with a small number of core workflows to review.
Comprehensive Audit — for more complex operations with multiple processes, systems, and integrations to map.
The document is yours to keep.
Use it to implement changes internally, brief another partner, or work with me to deliver the solution. If you choose to continue with me for implementation, the audit fee is deducted from the project cost — so you never pay twice for the same work.
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
Ready to Automate with Zoho?
Book a 30-minute discovery call.
On this call:
Clarify what is not working in day-to-day operations.
Confirm whether Zoho is a realistic fit for the situation.
Decide together whether a Zoho Process Audit is the right next step — and which level (Standard or Comprehensive) makes sense.
Email
stef@virtualprocessconsultant.co.uk
Mobile
+43 664 7541 7622
Address
Rabenberg 9, Feistritz im Rosental, Carinthia, Austria, 9162