We built ClearPath Consulting Because “Figure it out Yourself” Isn’t a Zoho Strategy.
A Zoho-native consultancy helping small and mid-sized businesses turn CRM, automation, and AI into systems that actually run the business — not another tool nobody logs into.
Why ClearPath Consulting Exists
ClearPath Consulting was founded on a simple observation: businesses don’t fail because they lack tools, they fail because their tools don’t talk to each other and nobody has time to make them.
Jonathan Barber founded ClearPath Consulting, LLC to be the partner that closes that gap — implementing Zoho CRM and the wider Zoho One ecosystem the right way the first time, then layering in the automation and AI that turns a system of record into a system that works for you.
My path here isn’t a straight line into software — it’s over 15 years of advanced analytics and process-improvement work across aviation, finance, and operations, and that background shapes how I approach every Zoho engagement. I spent years in aerospace at GKN Aerospace (Fokker), building cost models and running data analysis on aircraft programs, where a bad number or a broken process costs real money fast. During that time I earned my Lean Six Sigma Yellow Belt certification, went on to instruct it to others, and picked up multiple Lean recognition awards along the way. Earlier in my career I held Series 7 and Series 65 securities licenses, which meant handling client data and regulatory detail with zero margin for error.
I’ve also been the small business owner myself — building and running an advanced, state-of-the-art hydroponic farm growing heirloom tomatoes, sold directly to restaurants across the Opelika/Auburn area. Running that business end-to-end, from the technology to the books, is part of why I understand what it’s like to be the owner making every call — which is exactly who ClearPath is built for.
For years, I've managed the full Zoho stack — CRM, Books, Campaigns, Flow, SalesIQ — for Georgia Water Tanks, and watched firsthand how a system built to make things easier can quietly become one more thing nobody has time to keep up with. Leads sat untouched in the wrong stage. Follow-ups fell through because nothing reminded anyone to send them. Reports that should've taken seconds took hours.
None of that was a Zoho problem. It was a nobody's-job problem — the tools were there, but no one owned making them actually work for the business.
I started ClearPath Consulting to be that person for other small and mid-sized businesses: someone who brings the process discipline of aerospace and finance into how Zoho gets implemented, then layers in the automation and AI that makes the system carry its own weight. I'm a Verified Zoho Expert — certified across CRM, Creator, and SalesIQ, with hands-on experience in Deluge scripting and API integrations behind every ClearPath engagement.
Credentials
Certified Where It Counts
The background behind every ClearPath engagement — current Zoho certifications plus the process and financial-services training that shaped how I work.
Zoho CRM — Complete Customer Relationship Management
Zoho SalesIQ for Administrators
Zoho SalesIQ — Mastering Chatbot Creation & Automation
Zoho Creator Professional Developer
Lean Six Sigma Yellow Belt
Registered Representative — Series 7 & 65
A simple, repeatable process
No mystery, no scope creep — three steps from first call to a system your team actually uses.
Diagnose
We map how your business actually operates — where time gets lost, where leads go quiet, where your team is doing manual work a system could handle.
Build
We implement and configure Zoho CRM and connected automation around that map — not a generic template.
Hand Off
We train your team and stay on for support, so the system keeps working long after launch.
Built for growing businesses, not enterprises with dedicated IT teams.
ClearPath works best with businesses in the 2–50 employee range who are ready to stop running on spreadsheets and sticky notes, but don’t have (or want) an in-house Zoho admin.
Verified Zoho Expert
Direct access to Zoho support, licensing guidance, and product expertise — so recommendations come from deep platform knowledge, not guesswork.
Our Professionalism
Discipline Borrowed From Aerospace and Finance
Before Zoho, I spent years in places where good enough was never good enough. As a Lean Six Sigma Yellow Belt at GKN Aerospace, I learned to document every process, measure what actually happens instead of what is assumed, and fix root causes instead of symptoms. That same discipline carried over from a background in regulated financial services, where every recommendation had to be defensible and every record had to hold up.
That is the standard every ClearPath Consulting engagement runs on. Automations get documented, not just built. Decisions get explained, not just made. And nothing goes live until it has been checked against how your business actually operates, not how a demo made it look.
Automations get documented, not just built. Decisions get explained, not just made.
