Zoho Implementation Partner

Zoho is one of the most powerful business platforms available, but only if it’s implemented the right way. At Brockbank Consulting, we specialize in tailoring Zoho’s full suite of tools to fit your company, your goals, and your processes. From Zoho CRM to all of Zoho One and everything in between, we bring structure and strategy to every engagement so you can operate with clarity, confidence, and control.

141+

Zoho implementations

10,872

Trained users

As seen on:

CLIENT SPOTLIGHT:

$500M FinTech “Americas’ Fastest Growing Companies”

$100M Healthcare Diagnostics Company

$35M Injection Molding Solutions Company

#1 Private Group Purchasing Health Insurance

We have a client for life philosophy. When you’re with us, we’re with you.

Strategic Implementation That Actually Works

Every Zoho application has the potential to unlock massive gains for your business. But without a clear plan, implementation often turns into confusion, poor adoption, and lost momentum.

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That’s why we focus on more than just setup. As a Zoho implementation partner with extensive experience across industries, we build out scalable systems that align with your operations. We take the time to understand your team’s workflow, develop automation that makes sense, and deliver clear documentation that anyone can follow.

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If you’ve ever struggled to use Zoho to its full capacity, we’ll help you turn things around.

We Consult On All The Zoho Apps

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

Book Free Consultation

What’s Included in Our Zoho Implementation Services

We offer end-to-end services that make your transition into Zoho clean, fast, and effective. Our clients typically come to us for help with Zoho CRM, Zoho One, Zoho Creator, Zoho Books, Zoho Desk, and Zoho People. We also support integrations with your other business systems and provide custom development for advanced use cases.

From designing custom workflows and dashboards to integrating third-party tools and training your team, we build around your business, not the other way around.

Custom Solutions That Fit

Seamless System Integration

Long-Term Support and Training

We build every Zoho implementation around your company’s specific structure and workflow. No off-the-shelf templates. No unnecessary complexity. Just clean, intentional design that helps you move faster and work smarter.

Your Zoho platform won’t operate in isolation. We make sure it works with your existing tools and processes. That includes integration with marketing platforms, financial software, project management tools, and anything else your team depends on.

A successful rollout is just the beginning. We offer live training, documented SOPs, and responsive support to keep your systems sharp and your team confident. As your needs grow, we’ll continue to optimize and expand what Zoho can do for you.

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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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.

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Pierre

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

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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.

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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

Drew and the team at Brockbank Consulting did a great job getting things setup, giving me the piece of mind that I both have a system that is going to work for us right from the start and a partner that I can trust going forward for any new requirements. Drew’s methodical approach to system development and his professionalism make his company a clear choice. You won’t be disappointed.

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Derek

Growth Quest: Partner & Kolbe Certified Consultant

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

‍

Derek

Growth Quest: Partner & Kolbe Certified Consultant

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

‍

Derek

Growth Quest: Partner & Kolbe Certified Consultant

David

Sr. Director Marketing Operations at Xactware®

Cameron

VP of Marketing at Fierce

Michael

Senior Broker

CLIENT SUCCESS

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

gNext Labs

Biz2X

Cutting-edge software company for infrastructure asset inspections

AI-Powered Infrastructure Asset Inspection

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.

In just 21 days, we transformed gNext’s sales and marketing visibility by implementing Zoho the right way:

Full-Funnel Reporting – We built a complete reporting system, giving gNext full transparency into their marketing and sales funnel. They now have real-time insights into their pipeline, from lead generation to closed deals.
Marketing Attribution Clarity – gNext can now track exactly which marketing efforts—campaigns, sources, and initiatives—are driving leads and revenue.
Google Ads Integration & Keyword Tracking – With a properly configured Google Ads integration, gNext can drill down into the specific ads and keywords that are generating high-value leads, enabling smarter ad spend and higher ROI.

By implementing Zoho with a structured, data-driven approach, gNext now has the clarity they need to scale their marketing efforts with confidence.

Read Full Case Study

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Your Zoho Authorized Partner

You don’t need a generalist. You need a Zoho partner that lives and breathes Zoho. We’re not here to install software and walk away; we’re here to help you design better processes, build reliable systems, and turn Zoho into one of your most valuable business tools.

Book Free Consultation

Common Questions

Frequently Asked Questions About Zoho Integration

What exactly does Zoho implementation involve?

We set up your Zoho system from the ground up. This includes system architecture, process mapping, user permissions, automation, integrations, testing, training, and support.

Can you customize Zoho services for our workflow?

Yes. That’s our specialty. We don’t just install the basics. We tailor Zoho’s tools to reflect how your business already works and how it needs to grow.

What types of businesses do you help?

We work with a wide range of businesses, including startups, mid-sized companies, and enterprise teams, across over a dozen industries. If you’re using Zoho or planning to, we can help you get the most out of it.

What happens after the system is live?

We stay with you. Our support includes live training, SOP documentation, ongoing system monitoring, and optimization. You’ll never be left wondering what to do next.

How much does this cost?

Pricing depends on your business size, goals, and how many Zoho applications you want to include. We offer flexible packages and always build proposals based on actual needs, not upsells.

Your Zoho Success Starts Here

Your Success Starts With a Zoho Elite Partner

It’s time to stop wrestling with your CRM. It’s time to turn your systems into a competitive advantage. Let’s build a Zoho environment that’s simple, scalable, and designed around your success.

Book Free Consultation