Your business runs on spreadsheets. It shouldn't have to. You don't need more software. You need yours to do more. Your spreadsheets got you here. They won't get you further.

I build commission tracking, document workflows, and back-office automation inside the systems you already use: Zoho and Microsoft 365. No platform migration, no rip-and-replace.

Book a call or send a quick question

You might recognize some of this

One person owns the commission spreadsheet. When they take vacation, nothing gets paid.
Carrier statements arrive in six different formats and someone re-keys all of them by hand.
Your CRM and your document storage don't talk, so client files live in three places.
Producers ask where their money is and it takes an afternoon to answer.
Compliance requests records and assembling them takes three days.

What I build

Full implementation

A complete Zoho environment designed around how your business actually runs: modules, automation, permissions, migration, and training. Built once, correctly, so you're not rebuilding it in a year.

Zoho and Microsoft 365 integration

Client folders that create themselves, documents that sync between SharePoint and your CRM, Outlook and Teams wired into the record. Power Automate and Zoho Flow working together instead of against each other.

Spreadsheet process replacement

That one workbook holding your business together becomes a real system, with validation, an audit trail, and no single person who's the only one who understands it.

Compliance enhancements

Automated backups, retention configured to your requirements, permission structures that hold up under examination, and documentation your compliance officer can hand to an auditor.

How working together works

Every project is scoped to your agency, so there's no rate card. Here's what happens instead, and you'll know the full cost before you commit to anything.

A call about what's brokenAn hour on video, no charge. You walk me through the process that's costing you the most time, and I ask a lot of questions. If I'm not the right fit, I'll tell you on the call.
A written proposalWithin a few days you get the scope, the timeline, and a fixed price in writing. Nothing starts until you've signed off on all three.
Built in stagesYou see working pieces early and often, not a big reveal at the end. Changes happen while they're still cheap.
Launch, training, and supportYour team gets trained on what was built, you get documentation, and ongoing support is there if you want it.

What shapes the price: how many people use the system, how much data has to move, how many other tools it connects to, and how much custom logic your process needs. A short call is usually enough to give you a real number.

Book the first call

Projects I've launched

Projects I've designed, built, and launched in Zoho for insurance and financial services teams. Every one of them is running today.

Commission system, out of the spreadsheet

Splits, rules, and thresholds configured rather than hand-calculated. Runs a payout every period with payee breakdowns, blocks bad input before it saves, and keeps a full audit history.

Agent portal

External agents log in and see their own pipeline: underwriting stage, premium, where each case is sitting. Far fewer status emails to answer.

Upline and downline visibility

Hierarchy relationships visible from any agent record. No more clicking through four screens to work out who reports to whom or who gets paid on what.

Compliance call grading

Call recordings and transcripts scored for compliance risk, with the coachable moments landing directly on the record in CRM instead of in a reviewer's inbox.

Multi-entity permissions

Role and profile architecture for organizations running more than one regulated business on a single platform, keeping each side's data separated to the standard it's held to.

Documents that organize themselves

Client folder structures created automatically and kept in step between Zoho and Microsoft 365, so a policy file is in one place rather than three.

Meetings into the record

Call recordings, transcripts, and action items attached to the right client automatically, instead of living in a notetaking app nobody opens again.

Backups a regulator would accept

Scheduled CRM backups, retention configured to requirement, and documentation a compliance officer can hand over without preparing anything first.

Read the full write-ups

Who you'd be working with

**Hayden Borup**Solutions Architect, Black Canyon Automation

I've spent my career as a CRM manager in insurance and financial services, building systems under real deadlines with real money moving through them, not as demos.

That's the whole pitch, honestly. Most consultants who know Zoho have never sat in an insurance back office during a payout cycle. Most people who know insurance operations can't write the code. I do both, and I work directly with you. There's no account manager between us and no offshore team behind me.

Tell me what's broken

Grab a time below. If you can, bring whatever's giving you trouble: a payout report, the spreadsheet, a screenshot. Ten minutes looking at it beats an hour describing it.

Rather write it out?