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Unlock Zoho's Full Potential with Zoho Consulting

Zoho is only as good as its implementation – so take advantage of our expert Zoho services today and get Zoho built right.

141+
Zoho implementation
10,872
Trained users
As seen on:
Our Clients:
Financial Times “Americas’ Fastest Growing Companies”
#1 Private Group Purchasing
Health Insurance
Groundbreaking Tailored Medical Dosing Technology
Exceptional Home-Buying and Home-Selling Experiences

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

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

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

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

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

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

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

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

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

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

Uggo

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

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®

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

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

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

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

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

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

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

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

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

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

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

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

Uggo

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

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®

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

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

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

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

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

Uggo

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

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®

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

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
Elite Zoho Expertise

Why Work With Us?

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.

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.

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 Processes

Guidance to set up workflows and improve Zoho efficiency.

Client Success Stories

What we’ve accomplished

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

01

Biz2X

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:

  1. Zoho Implementation: Customizing Zoho CRM and other Zoho apps to streamline workflows and align sales and marketing efforts.
  2. Zoho Development: Building tailored solutions to support their unique business processes and growth objectives.
  3. Zoho Training: Empowering their team with comprehensive training to maximize system adoption and effectiveness.
  4. 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
02

Cufflinks

Cufflinks

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:

  1. Zoho Implementation: Customizing Zoho CRM and other Zoho apps to streamline workflows and align sales and marketing efforts.
  2. Zoho Development: Building tailored solutions to support their unique business processes and growth objectives.
  3. Zoho Training: Empowering their team with comprehensive training to maximize system adoption and effectiveness.
  4. 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
03

ABC Great Beginnings

ABC Great Beginnings

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:

  1. Zoho Implementation: Customizing Zoho CRM and other Zoho apps to streamline workflows and align sales and marketing efforts.
  2. Zoho Development: Building tailored solutions to support their unique business processes and growth objectives.
  3. Zoho Training: Empowering their team with comprehensive training to maximize system adoption and effectiveness.
  4. 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
04

Elpis Real Estate Boutique

Elpis Real Estate Boutique

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:

  1. Zoho Implementation: Customizing Zoho CRM and other Zoho apps to streamline workflows and align sales and marketing efforts.
  2. Zoho Development: Building tailored solutions to support their unique business processes and growth objectives.
  3. Zoho Training: Empowering their team with comprehensive training to maximize system adoption and effectiveness.
  4. 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
05

Biz2X

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:

  1. Zoho Implementation: Customizing Zoho CRM and other Zoho apps to streamline workflows and align sales and marketing efforts.
  2. Zoho Development: Building tailored solutions to support their unique business processes and growth objectives.
  3. Zoho Training: Empowering their team with comprehensive training to maximize system adoption and effectiveness.
  4. 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

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.

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?
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.
Can you tailor solutions for my business needs?
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 kind of businesses do you work with?
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.
How long does it take to implement the system?
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 is the cost of your services?
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.
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.