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Zite Certified Gold Partner Certified Expert

Trusted Zite Consultants

For Custom Applications, Forms, and Document Generation.

We design and build custom Zite applications that replace manual processes with automated workflows, branded forms, PDF generation, and client portals.

Zite Certified Gold Partner

Custom Applications

Name Status Owner
Client Portal Active Internal
Intake Forms Building Shannon V.
Contract Mgmt Review Shannon V.

Automations

Running continuously

Live
Form submitted → Record created + intake routed
Status → "Approved" → Contract PDF generated + sent
Invoice overdue → Follow-up email triggered

Forms & Portals

Active Apps
12
Live Forms
92%
On Track
6
Client Portals

PDF Generation

Last Generated

Client Agreement: Apex Group — sent and signed.

PDF
On Trigger
PDF
Branded Docs

What We Build

Zite Solutions Tailored to Your Business

Custom Application Development

Purpose-built applications with custom data models, relational tables, and user interfaces designed around your specific business processes.

Workflow Automation

Conditional workflows that trigger actions automatically: status changes, email notifications, record creation, and approval chains.

Forms and Intake

Branded intake forms, surveys, and approval flows that route data directly into your system. No manual entry.

Client Portals

Secure, branded portals where clients view project status, submit requests, and access deliverables.

PDF and Document Generation

Automated document generation: contracts, invoices, proposals, and reports generated from your data and delivered branded.

Integrations and Connections

Connect Zite to Airtable, Zapier, Make, Stripe, Google Workspace so data flows seamlessly across your stack.

Not sure where to start?

Tell us about your business. We'll tell you what to build first.

Book a Free Call

Why Choose SMV

Why Choose SMV Virtual Consulting for Zite?

SMV Virtual Consulting is a Zite Certified Gold Partner. We specialize in building custom applications, automated workflows, and client portals that replace manual processes with connected systems. With our expertise, businesses can:

Build custom applications that replace spreadsheets and manual forms with one purpose-built platform

Automate document generation, intake routing, approval workflows, and client notifications

Launch branded client portals where clients submit requests, track status, and access deliverables

Connect Zite to your full stack, Airtable, Zapier, Make, Stripe, and Google Workspace

Generate branded PDFs automatically from your data: contracts, invoices, proposals, and reports

We work with service businesses, agencies, and firms who need custom applications without the cost of traditional software development.

Zite Certified Gold Partner
Gold Partner

Zite Certified Partner. Recognized for expertise in custom application development and workflow automation.

350+

Custom systems delivered across nonprofits, agencies, legal, real estate, and field operations.

8+

Years building custom applications and operational systems for growing businesses.

Engagement Options

How We Work Together

Choose the engagement that fits where you are, from quick expert advice to a full system build and long-term partnership.

Hourly

Expert Consulting and Support

On-demand access to certified Airtable expertise. Troubleshoot, optimize existing builds, or get a second opinion on architecture decisions, without committing to a full project.

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Project-Based

Custom Implementation and Automation

Full-scope system design and build. We architect your Airtable base, connect it to your tools, and automate the workflows that eat your team's time, built around how your business actually runs.

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Retainer

Ongoing Support and Optimization

A long-term partnership that grows with your business. Retainer-based support for ongoing changes, training, performance improvements, and system expansion as your team evolves.

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Common Questions

Zite Facts and Questions

What does a Zite consultant do?
A Zite consultant designs and builds custom applications, forms, workflows, and portals tailored to your business.
Can you build custom applications in Zite?
Yes. We build fully custom applications with relational data, user roles, conditional logic, and branded interfaces.
Can Zite generate PDFs and documents automatically?
Yes. We set up automated document generation for contracts, invoices, proposals, and reports, branded and delivered automatically.
Do you build client-facing portals in Zite?
Yes. Secure branded portals where clients submit requests, view status, upload documents, and access deliverables.
Can Zite connect to other business tools?
Yes. Zite integrates with Airtable, Zapier, Make, Stripe, Google Workspace, and more.
How long does a Zite implementation take?
Most Zite projects take 4 to 10 weeks. Simple form builds can be live in days; full custom applications with portals take longer.
Do you offer training on Zite?
Yes. Every project includes documentation and live training so your team understands how to manage the system.

How to Get Started

Let's Build Your Custom Zite Application.

Book a free 30-minute discovery call. We'll talk through what you're working with and what it would take to build something better.

Book a Free Discovery Call