Train Your Entire Team On Zoho CRM In 7 Days

As a Top 1% Zoho Consulting Partner Globally, our 100% U.S.-based team delivers full-cycle Zoho services—from implementation to training—for organizations ranging from startups to America’s top scale-ups.

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Customer SPOTLIGHT:
$500M FinTech “Americas’ Fastest Growing Companies”
$100M Healthcare Diagnostics Company
$35M Injection Molding Solutions Company
#1 Private Group Purchasing Health Insurance
Pricing – Brockbank Consulting
Pre-Sale Pricing

Simple, One-Time Pricing

Pay once and train your entire team with lifetime access.

CRM Team Training Program
Admin Track — 7 days Power User Track — 2 days Unlimited team seats Lifetime access
$1,499
$499
one-time · pre-sale price
Everything included
Both learning tracks — Admin (7 days) and Power User (2 days)
Unlimited team seats — add current and future team members at no extra cost
Lifetime access — revisit any lesson any time
Self-paced learning — flexible on-demand video modules
Team invite form — automated invites to onboard your whole team
Admin onboarding checklist — guided setup to get your org running fast
User onboarding checklist — a complete guide for each team member
Stays up to date — automatic alerts when new Zoho modules are added
Value-packed training — just 1 hr/day for 2–7 days to fully train your team
100% Satisfaction Guarantee. If you're not happy for any reason, we'll give you a full refund within 60 days — no questions asked.
75% of content available now — 100% on July 21st Lock in $499 today

Buy now at the pre-sale price and get instant access to everything available today. The remaining content drops July 21st — automatically in your account.

Buy Now — $499

Price increases to $1,499 after the pre-sale ends.

How It Works – Brockbank Consulting

How It Works

Everything your team needs to get trained, and stay trained, in one purchase.

One Time Purchase
Pay once. Add your entire team (and future team members) at no additional cost.
Team Invite Form
Easily invite your entire team using our automated invite system.
Admin Onboarding Checklist
A guided setup process with instructions to get your org running fast.
Keep Updated
Automatic alerts for new Zoho updates and new modules added to the training.
100% Satisfaction Guarantee
Full refund within 30 days. No questions asked.
Self-Paced Learning
Train on your time, with flexible, on-demand modules.
User Onboarding Checklist
A complete guide for each user to get started quickly.
Value-Packed Training
Just 1 hour a day for 2 to 7 business days, and your team is fully trained.
Curriculum – Brockbank Consulting

The Full Curriculum

One Training Program. Two Tracks. — a deep-dive admin track and a focused power user track.

    Real training. Real Companies.

    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

    Those were my two big questions — am I overcomplicating things, and who owns all of this. You've answered both. It showed me that you were listening to us.

    Reshma Advani
    CEO

    Super thorough. It's like somebody went and rooted around inside my brain and got exactly what I wanted to do with logic. I'm very pleased with the action plan as the jumping off point.

    Sandra Perry
    COO

    I like how they broke the system down  into different roles so that we can assign people to it... this is just great.

    Tom Booth
    CEO

    This is one of the things that I'm incredibly excited about and I know that our owners are as well.

    Janell Fisher
    Marketing Director

    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.

    Derek
    Growth Quest: Partner & Kolbe Certified Consultant

    Thank you so much, you don't know how much this training has increased my confidence 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

    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®

    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

    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

    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

    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

    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

    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 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

    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

    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

    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

    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 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 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

    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

    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

    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

    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®

    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

    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

    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

    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

    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

    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 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

    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

    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

    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

    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 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 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

    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

    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

    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 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

    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

    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

    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

    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 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 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

    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

    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
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