Skip to main content
  • Construction & Contracting Zoho Implementation Plan  

    Smarter Bids. Stronger Projects.
    CRM That Builds Client Confidence.

From tender inquiries to project handovers, we configure Zoho CRM to manage bids, track contracts, automate follow-ups, and ensure every client interaction supports successful project delivery.

Delivery in 10–12 Business Days

 What Will Be Set Up 

Included Support & 
​Training

Two 1-hour Admin Training Sessions

1 CRM User Guide tailored for  Construction workflows

1-hour Support Q&A for bids, project management, and milestones

3-day Post-Go-Live Assistance

 Exclusions 
(Available as Add-Ons)  

API or advanced integrations (ERP, project management, CAD tools)

Advanced analytics beyond included dashboards

Client or subcontractor portals for progress visibility

    Mobile app customization or marketplace extensions

 Timeline &
 Assumptions  

Timeline: 10–12 business days (post kickoff)

Client to provide structured project, bid, and client data file

One decision-maker assigned as project contact

Scope assumes standard construction CRM configuration

Why SAZ-Tech for Construction CRM?

We help contractors, builders, and engineering firms manage bids, track projects, and close deals faster. With SAZ-Tech, you get efficiency, visibility, and smoother execution on every project.

Next Step

Approve This Scope

Schedule Kick-off Call

Execution → Train & Launch