If your company is investing in CRM optimization and digital transformation, selecting the right implementation partner is crucial. This Brockbank Consulting review evaluates the firm’s capabilities and client outcomes, offering an informed assessment of whether Drew Brockbank and his team at Brockbank Consulting LLC are well-positioned to deliver measurable value.
With over 1,500 successful Zoho projects and 140+ implementations across 16 industries, Brockbank Consulting has built a reputation for delivering not just functional CRM systems, but operational clarity and growth enablement. The question is: Do the results justify the investment?
Who is Brockbank Consulting LLC?
Brockbank Consulting is a certified Zoho Partner offering end-to-end services: system design, development, custom integration, training, and ongoing support. Founder Drew Brockbank is recognized for combining technical expertise with strategic business alignment, helping clients transition from fragmented tools to cohesive, scalable platforms.
Clients span a wide spectrum, from startups to $500M enterprises, and highlight both the team’s technical execution and their structured communication during complex system rollouts.
Brockbank’s Four-Step Implementation Model
This Brockbank Consulting review found that their success stems in large part from their defined, repeatable process:
- Discovery – A thorough exploration of business models, pain points, workflows, and system gaps.
- Design – Creation of a custom Zoho blueprint, SOP documentation, and long-term alignment with business goals.
- Implementation – Delivery of tailored solutions with clear timelines, performance metrics, and dedicated project management.
- Support – Ongoing assistance that includes technical troubleshooting, optimization, and team training to ensure adoption.
This structure significantly improves adoption rates and mitigates the typical risks associated with CRM deployment.
Drew’s YouTube Channel
For a great example of Drew’s expertise, visit his YouTube channel. It has become one of the most valuable free learning hubs for anyone trying to get more out of Zoho. His videos range from complete beginner walkthroughs, like his step-by-step tutorials for Zoho CRM, Books, Creator, AI Agents, and even Salesforce, to deep-dive masterclasses that help viewers build automations and understand new Zoho updates as they roll out. His channel offers clear, practical guidance, rooted in real implementation experience, for anyone exploring Zoho for the first time or trying to optimize an existing system.
Beyond tutorials, Drew uses his platform to teach business owners how to systemize and automate their operations using Zoho One. His “Zoho CRM for Everyone,” “102 Zoho Automations,” and full-length application overviews have helped thousands of viewers move from frustration to clarity.
What Do Clients Actually Say?
A consistent theme across multiple verified reviews is the firm’s ability to translate business objectives into operational outcomes. Feedback frequently references the following:
- Seamless transitions to Zoho One, often replacing outdated or costly platforms.
- Improved audience engagement and site workflows through CRM‑based automation.
- Reduced system downtime and tightened data governance to track outages and protect performance.
- Smarter lead attribution via integration with Google services, resulting in improved ad serving based on past activity.
- Tangible revenue gains: For example, one client reported a 113% year-over-year increase post-implementation.
Training is also a key value driver. Brockbank’s “Autopilot SOP System” has been cited as a turning point for internal team adoption, a critical component for long-term success.
Strengths
In this professional Brockbank Consulting review, several strengths were evident:
- Strategic Alignment: The team’s approach is grounded in understanding business operations, not just technical specs.
- Process Discipline: Structured implementation limits scope creep and ensures consistency across industries.
- Training Emphasis: Comprehensive onboarding ensures systems are used effectively across departments.
- Flexibility: Customization and process mapping are central, ensuring alignment with specific operational needs.
- Data Sensitivity: In industries focused on compliance, data security, and performance monitoring, Brockbank’s approach supports core requirements such as spam fraud and abuse protection, engagement metrics, and tailored user experiences.
Considerations
No consulting firm is universally perfect, and this review identifies a few considerations:
- Brockbank Consulting’s approach assumes a readiness to invest in both technical implementation and cultural adoption.
- Organizations seeking minimal customization may find the firm’s process depth more than necessary.
- Some clients with highly specialized legacy systems may need to invest additional time in integration planning, especially when cookies and data or ad personalization models are involved.
Is Brockbank Consulting a Fit for Your Business?
This Brockbank Consulting review concludes that the firm is a strong choice for mid-sized to large companies looking to invest seriously in Zoho as an operational backbone.
Drew Brockbank and his team bring both precision and clarity to CRM design. Their implementations go far beyond “out-of-the-box,” integrating marketing, sales, analytics, and operations into a single platform that enhances both performance and accountability.
If your team is seeking a partner with proven methodology, deep Zoho expertise, and a long-term support model, Brockbank Consulting warrants serious consideration.
