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  • E-commerce & Retail Zoho Implementation Plan  

    Faster Conversions. Stronger Loyalty.
    CRM That Powers the Shopping Experience.

From first website visit to repeat purchase, we configure Zoho CRM to manage every customer interaction, track campaigns, and keep your sales pipeline flowing with accuracy and ease.

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 E-commerce & Retail

1-hour Support Q&A on order & campaign management

3-day Post-Go-Live Assistance

 Exclusions 
(Available as Add-Ons)  

API or advanced 3rd-party integrations (Shopify, Magento, WooCommerce, etc.)

Payment gateway & POS system integrations

Advanced analytics beyond included dashboards

Website or mobile app development

 Timeline &
 Assumptions  

Timeline: 10–12 business days (post kickoff)

Client team to provide structured product & customer data file

One decision-maker assigned as project contact

Scope assumes standard E-commerce & Retail setup

Why SAZ-Tech for E-commerce CRM?  

We help online and retail businesses accelerate sales by customizing Zoho CRM to track orders, manage customers, and connect marketing with sales. With SAZ-Tech, you get higher conversions, smarter targeting, faster fulfillment, and a CRM that drives repeat purchases.

Next Step

Approve This Scope

Schedule Kick-off Call

Execution → Train & Launch