Unlock Zoho's Full Potential with Zoho Consulting

From solopreneurs and non-profits to "Financial Times America's Fastest Growing Companies", we help organizations of all sizes and industries get the most out of Zoho.

141+

Zoho implementations

1,488+

Trained users

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CLIENT SPOTLIGHT:

$500M FinTech “Americas’ Fastest Growing Companies”

$100M Healthcare Diagnostics Company

$35M Injection Molding Solutions Company

#1 Private Group Purchasing Health Insurance

Elite Zoho Expertise

Why Work With Us?

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141+

Zoho Implementations

Zoho is only as good as its implementation. Get the elite help you need to implement Zoho according to best practices.

1,488+

Zoho Power Users Trained

Even if you implement Zoho perfectly, it’s all for nothing if you fail to train your team. Get an expert to install our “Autopilot SOP System” so you can train your team at scale with ease.

16+

Industries Served

All we do is implement and improve Zoho. Get the help you need to implement Zoho according to best practices for your company and industry.

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You're in Good COmpany

Our team at Biz2X enjoyed working with Drew as our Zoho consultant. He has extensive experience in Zoho and truly understands what’s needed to align sales and marketing. He is organized and delivers assets in a timely manner. In addition, his suggestions for implementing plans and tactics based on our goals were fantastic.

Ruchi P.

B2B Marketing and Partnerships Leader

Our team worked directly with Drew to transfer our existing Zoho CRM to Zoho One saving us thousands of dollars annually. He was a true thought partner in helping our team identify ways to use Zoho modules to integrate with Zoho CRM to add efficiency and better data management to several key processes.

Amy

Senior Director Strategic Projects at Truckstop

Drew is not only one of the hardest working people I’ve met. He’s also incredibly intuitive. He has the ability to analyze a complex situation and effectively execute on a plan of action. As a result, he has increased client revenue by 113% year over year.

Cameron

VP of Marketing at Fierce

Our team at gNext really enjoyed working with Drew as our Zoho consultant for Sales and Marketing. Not only does he have extensive experience in Zoho, but he really gets what’s needed to align sales and marketing and move the needle by tying tracking to marketing and sales activities.

Jamie

Marketing Demand Generation Lead at gNext Labs

Drew has been an amazing and necessary asset to my new Company. He has been able to take my existing business processes and implement those into a custom CRM based on Zoho CRM that works the way we work, while minimizing the friction that me and my sales team face on a daily basis.

Michael

Senior Broker

I had the pleasure of working closely with Drew from Brockbank Consulting on multiple projects. Drew consistently impressed me with his exceptional skills in project management, technical system implementation, and report creation. I recommend Drew for any role involving implementing technical systems and advanced reporting.

Greg

Marketo Engage Champion 2020 | Former Director of Revenue Platforms at Entrata

After exploring multiple Zoho partners, Brockbank Consulting was an obvious choice. The ability to highly customize and get specific with internal processes and then reflect those inside of Zoho One is a powerful toolset for our employees and not to be taken lightly. Thank you, Drew!

Jared

IT Professional

Thank you so much, you don't know how much this training has increased my confident with using Zoho. Thanks

Uggo

Thanks to Brockbank Consulting, our Zoho CRM is now fully integrated with our customer journey. Before working with Drew, our process was not clearly defined or integrated into our existing Zoho CRM instance. Drew helped us define our process, from website browser to home sold, and map it out in Zoho.

Aimee

Founder/CEO at Elpis Real Estate Boutique

Jamie

Marketing Demand Generation Lead at gNext Labs

Ruchi P.

B2B Marketing and Partnerships Leader

Drew you are the best instructor for this type of content, thank you! love your tone and vibe its perfect.

‍

Pierre

Excellent training. You were extremely clear, well paced/spoken yet comprehensive in explaining use cases and strategic direction... Much thanks!

‍

Scott

Jared

IT Professional

‍They have a gift for clearly explaining how Zoho should work. If you’re serious about getting the most out of Zoho, partnering with Brockbank Consulting is a no-brainer.

‍

Bryant

CTO & Operations

Aimee

Founder/CEO at Elpis Real Estate Boutique

‍They have a gift for clearly explaining how Zoho should work. If you’re serious about getting the most out of Zoho, partnering with Brockbank Consulting is a no-brainer.

‍

Bryant

CTO & Operations

Amy

Senior Director Strategic Projects at Truckstop

Thank you so much, you don't know how much this training has increased my confident with using Zoho. Thanks

Uggo

Greg

Marketo Engage Champion 2020 | Former Director of Revenue Platforms at Entrata

I am very impressed on how well you're able to teach Zoho...

Paul

Drew is very systematic and thoughtful about how executes projects and makes it easy for others to pick up and implement next steps. Drew is very personable, easy to get to know and work with, and fit in great with our team. I loved that Drew had this great balance of being both teachable and eager to learn yet confident in what he did know.

David

Sr. Director Marketing Operations at Xactware®

Cameron

VP of Marketing at Fierce

Michael

Senior Broker

Aimee

Founder/CEO at Elpis Real Estate Boutique

Jamie

Marketing Demand Generation Lead at gNext Labs

Ruchi P.

B2B Marketing and Partnerships Leader

Drew you are the best instructor for this type of content, thank you! love your tone and vibe its perfect.

‍

Pierre

Excellent training. You were extremely clear, well paced/spoken yet comprehensive in explaining use cases and strategic direction... Much thanks!

‍

Scott

Jared

IT Professional

‍They have a gift for clearly explaining how Zoho should work. If you’re serious about getting the most out of Zoho, partnering with Brockbank Consulting is a no-brainer.

‍

Bryant

CTO & Operations

Aimee

Founder/CEO at Elpis Real Estate Boutique

‍They have a gift for clearly explaining how Zoho should work. If you’re serious about getting the most out of Zoho, partnering with Brockbank Consulting is a no-brainer.

‍

Bryant

CTO & Operations

Amy

Senior Director Strategic Projects at Truckstop

Thank you so much, you don't know how much this training has increased my confident with using Zoho. Thanks

Uggo

Greg

Marketo Engage Champion 2020 | Former Director of Revenue Platforms at Entrata

I am very impressed on how well you're able to teach Zoho...

Paul

David

Sr. Director Marketing Operations at Xactware®

Cameron

VP of Marketing at Fierce

Michael

Senior Broker

‍They have a gift for clearly explaining how Zoho should work. If you’re serious about getting the most out of Zoho, partnering with Brockbank Consulting is a no-brainer.

‍

Bryant

CTO & Operations

Amy

Senior Director Strategic Projects at Truckstop

Thank you so much, you don't know how much this training has increased my confident with using Zoho. Thanks

Uggo

Greg

Marketo Engage Champion 2020 | Former Director of Revenue Platforms at Entrata

I am very impressed on how well you're able to teach Zoho...

Paul

David

Sr. Director Marketing Operations at Xactware®

Cameron

VP of Marketing at Fierce

Michael

Senior Broker

Core Services

This Is What We Do

We help entrepreneurs and company leaders get the most out of Zoho.

We consult on all the Zoho apps

For initial Zoho setup, integration, training and more using our ZBlitz framework.

Book Free Consultation

Zoho Implementation

For initial Zoho setup, integration, training and more using our ZBlitz framework.

Zoho Development

Customized solutions for Zoho configuration and ongoing improvements.

Zoho Training

Hands-on training to help teams maximize their Zoho systems.

Zoho Support

Reliable support for setup, integration, and system troubleshooting.

Zoho Consulting

Personalized advice to optimize Zoho for your business goals.

Zoho Process

Guidance to set up workflows and improve Zoho efficiency.

Elite Zoho Expertise

Your Blueprint for Seamless Zoho Implementation

The 4-Step Process to Streamline Your Business with Zoho

Discovery

Begin with an exploration of your business, processes (or lack of processes), goals, pain points, and inefficiencies. Our goal is to guide you in optimizing workflows and uncovering the best strategies to enhance your operations with Zoho.

Design

Receive a Zoho operational blueprint and implementation plan tailored to your company, aligning your end-to-end processes. We’ll document your Standard Operating Procedures (SOPs) and install our “Autopilot SOP System,” enabling team training.

Implementation

Acquire a detailed project estimate, focusing on high-impact solutions organized into an implementation plan. We’ll deliver a project timeline and manage the deployment of deliverables for added convenience.

Support

Maximize Zoho success with our expert support. We offer ongoing assistance, training, and optimization to help you achieve your business goals. From technical issues to best practices, we provide timely and reliable support.

Book Free Consultation

Client Success Stories

What we’ve accomplished

We’ve perfected Zoho implementations. Our process unifies your people, processes and Zoho.

Biz2X

Awarded “Financial Times’ Americas’
Fastest Growing Companies”

Award-Winning Financial Technology

They are organized and deliver assets in a timely manner. Their suggestions for implementing plans and tactics based on our goals were fantastic.

Biz2X partnered with Brockbank Consulting to optimize operations using the Zoho platform.
We focused on:

Zoho Implementation: Customizing Zoho CRM and other Zoho apps to streamline workflows and align sales and marketing efforts.
Zoho Development: Building tailored solutions to support their unique business processes and growth objectives.
Zoho Training: Empowering their team with comprehensive training to maximize system adoption and effectiveness.
Zoho Analytics: Delivering robust reporting tools for real-time insights into performance metrics and decision-making.

Our strategic approach led to the seamless integration of Zoho, boosting efficiency and driving growth. This collaboration contributed to Biz2X’s recognition as one of Financial Times’ Americas’ Fastest Growing Companies.

Read Full Case Study

Cufflinks Inc.

Cufflinks

Leading Online Product Retailer

Brockbank Consulting was an obvious choice. The ability to highly customize and get specific with internal processes and then reflect those inside of Zoho One is a powerful toolset for our employees and not to be taken lightly

Cufflinks Inc., a leading online retailer of men's accessories for iconic brands, sought a streamlined and customized CRM solution that aligned perfectly with their unique business needs. Their journey began with the realization that their current CRM setup wasn't optimized for their operations.

After evaluating several Zoho partners, they chose Brockbank Consulting for their unparalleled expertise, professionalism, and ability to deliver tailored Zoho solutions.

What We Delivered:

Zoho CRM Customization: We restructured their CRM to reflect their internal workflows and processes, ensuring seamless integration with their broader Zoho One suite.‍
Zoho Development: Custom solutions were developed to address specific business needs, enabling Cufflinks Inc. to operate more efficiently.‍
Zoho Training: Employees received comprehensive training, empowering them to leverage the platform’s capabilities fully.‍
Zoho Analytics: Advanced reporting and dashboards were implemented, offering actionable insights to drive better decision-making.‍
Ongoing Support: Our team ensured smooth adoption and provided ongoing assistance to maximize ROI.

The result was a CRM system that exceeded expectations, offered unparalleled customization, and became a vital toolset for the Cufflinks Inc. team. Through this collaboration, they unlocked the full potential of Zoho One, enhancing operational efficiency and enabling data-driven growth.

Read Full Case Study

ABC Great Beginnings

Committed to the Highest Standards of
Child Care

Venture-Backed Childcare Provider with 14+ Locations

Partnering with Brockbank Consulting is a no-brainer.

Our client, a rapidly growing company, had been gradually incorporating Zoho into their operations, starting with Zoho CRM and expanding to include other Zoho applications like Analytics, Desk, and Projects. While they appreciated Zoho's easy-to-use interface, they quickly realized that to fully leverage the platform and optimize it for their business, they needed expert guidance.

After evaluating several Zoho partners, they chose Brockbank Consulting for our deep knowledge of Zoho and our ability to deliver tailored solutions that aligned perfectly with their business processes.

What We Delivered:

Zoho Customization: We helped the client configure Zoho products to match their unique workflows and processes, ensuring that all tools worked seamlessly together.
Advanced Zoho Integrations: We implemented custom integrations to ensure that Zoho connected smoothly with other tools and systems, streamlining operations and reducing manual effort.
Zoho Training: Our team delivered in-depth training for employees, equipping them with the knowledge to use Zoho effectively and efficiently.
Zoho Analytics: We set up advanced reporting tools and dashboards, enabling the client to make data-driven decisions and track business performance in real-time.‍
Ongoing Support: We set up advanced reporting tools and dashboards, enabling the client to make data-driven decisions and track business performance in real-time.

The result was a Zoho system tailored to the client's specific needs, unlocking the full potential of the platform and transforming how their business operates. Thanks to Brockbank Consulting, they’ve been able to streamline workflows, increase efficiency, and make smarter decisions based on real-time data.

Read Full Case Study

Elpis Real Estate Boutique

Real Estate Boutique

Exceptional Home-Buying and Home-Selling Experiences

Thanks to Brockbank Consulting, our Zoho CRM is now fully integrated with our customer journey.

Our client, a real estate company preparing for expansion, had been using Zoho CRM but struggled to fully integrate their customer journey into the system. Their process was unclear, and their Zoho CRM instance wasn't effectively supporting their workflow. Recognizing the need for a more cohesive and streamlined solution, they turned to Brockbank Consulting for expert help in optimizing their CRM.

What We Delivered:

Zoho CRM Integration: We worked closely with the client to define and map their entire customer journey—from the initial website visit to the successful home sale—into Zoho CRM, ensuring a smooth, fully integrated system.
Custom Workflow Design: We helped clarify and implement their business processes within Zoho, creating a system that the entire team could understand and rely on, eliminating confusion and inefficiencies.‍
Executive Dashboard: To provide the leadership team with visibility into client progress, we built a customized executive dashboard that offered real-time insights into the customer journey, helping them track and manage the pipeline more effectively.‍
Zoho Training: We delivered comprehensive training, ensuring the client’s team understood how to use the newly designed CRM system and could operate it with confidence.‍
Ongoing Support: We provided continuous support, ensuring that the system remained optimized and aligned with their evolving needs as they prepared to grow their team.

The result was a Zoho CRM system that was perfectly aligned with the client’s processes, enabling them to manage their client journey with greater ease and visibility. Thanks to Brockbank Consulting, the client now has a streamlined, efficient system that supports their growth and provides a foundation for future expansion.

Read Full Case Study

Go to All Case Studies

‍They have a gift for clearly explaining how Zoho should work. If you’re serious about getting the most out of Zoho, partnering with Brockbank Consulting is a no-brainer.

‍

Bryant - Duplicate

CTO & Operations

Michael - Duplicate

Senior Broker

Amy - Duplicate

Senior Director Strategic Projects at Truckstop

Cameron - Duplicate

VP of Marketing at Fierce

Ruchi P. - Duplicate

B2B Marketing and Partnerships Leader

Jamie - Duplicate

Marketing Demand Generation Lead at gNext Labs

Aimee - Duplicate

Founder/CEO at Elpis Real Estate Boutique

Thank you so much, you don't know how much this training has increased my confident with using Zoho. Thanks

Uggo - Duplicate

Jared - Duplicate

IT Professional

Greg - Duplicate

Marketo Engage Champion 2020 | Former Director of Revenue Platforms at Entrata

I am very impressed on how well you're able to teach Zoho...

Paul

Thank you so much, you don't know how much this training has increased my confident with using Zoho. Thanks

Uggo

Excellent training. You were extremely clear, well paced/spoken yet comprehensive in explaining use cases and strategic direction... Much thanks!

‍

Scott

Drew you are the best instructor for this type of content, thank you! love your tone and vibe its perfect.

‍

Pierre

‍They have a gift for clearly explaining how Zoho should work. If you’re serious about getting the most out of Zoho, partnering with Brockbank Consulting is a no-brainer.

‍

Bryant

CTO & Operations

Jared

IT Professional

David

Sr. Director Marketing Operations at Xactware®

Aimee

Founder/CEO at Elpis Real Estate Boutique

Michael

Senior Broker

Jamie

Marketing Demand Generation Lead at gNext Labs

Greg

Marketo Engage Champion 2020 | Former Director of Revenue Platforms at Entrata

Cameron

VP of Marketing at Fierce

Amy

Senior Director Strategic Projects at Truckstop

Ruchi P.

B2B Marketing and Partnerships Leader

Your Trusted Zoho Partner

Brockbank Consulting, a top Zoho partner, streamlines operations with tailored Zoho solutions. Backed by years of experience, we boost productivity across industries, designing tools to fit unique needs. With us, you’re not just adopting software – you’re elevating your business.

Book Free Consultation

resources hub

Optimize Your Business Operations with Zoho Insights

Growth

Zoho CRM Training Masterclass

Zoho is only as good as its implementation.

Sarah Bennett

7 min

Client Success

Zoho One Implementation Masterclass

Productivity

All 46 Zoho One Apps Explained

Consulting

Zoho One Full Overview For Beginners

Go to All Resources

Common Questions

Frequently Asked Questions

What services do you offer for Zoho systems?

We offer a comprehensive range of services to ensure you get the most out of your Zoho applications. Our support includes troubleshooting technical issues, optimizing system performance, and customizing features to match your specific business needs. Additionally, we provide implementation assistance, process documentation through Standard Operating Procedures (SOPs), and ongoing guidance to help your team utilize Zoho efficiently.

What happens after implementation?

After implementation, we ensure a smooth transition with post-launch support and training for your team. We monitor system performance, address any issues, and make necessary refinements. As your business evolves, we offer ongoing consulting to optimize Zoho for your needs. Our goal is to ensure long-term success with a system that grows with you.

Can you tailor solutions for my business needs?

Yes, we customize Zoho solutions to fit your unique business needs and workflows. Our approach starts with understanding your processes, challenges, and goals. We then design and implement a tailored system that maximizes efficiency and growth. Every solution is built to scale with your business.

What kind of businesses do you work with?

We work with businesses across 16+ industries and have served 141+ companies. No matter the industry, our approach remains the same—uncover objectives, refine processes, and implement Zoho to drive results. From manufacturing to consulting, we tailor solutions to fit each business's unique needs. If you have operations to streamline, we can help.

How long does it take to implement the system?

The timeline completely depends on the scope of your project. Small systems can take only weeks, while large implementations may span months or even years. Factors like customization, integrations, and team adoption all impact the timeframe. We work at the right pace to ensure a smooth and effective rollout.

What is the cost of your services?

The cost of our services completely depends on the size and scope of your project. Our focus is on building a system that not only improves efficiency but also pays for itself over time. Smaller optimizations may require a lower investment, while full-scale implementations involve more time and resources. We provide tailored pricing based on your specific needs and goals.

Your Zoho Success Starts Here

Take Your Business to the Next Level with Zoho

Get expert guidance and tailored Zoho solutions to streamline your operations, enhance efficiency, boost productivity, and drive sustainable growth today.

Book Free Consultation