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  • Education & Training Providers Zoho Implementation Plan  

    Faster Enrollments. Stronger Engagement.
    CRM That Follows the Learner Journey.

From the first inquiry to course completion, we configure Zoho CRM to track every student touchpoint, automate follow-ups, and keep your enrollment pipeline healthy and predictable.

Delivery in 10–12 Business Days

 What Will Be Set Up 

Included Support & 
​Training

Two 1-Hour Admin Training Sessions

SOP/User Guide for Education Teams

UAT support during CRM testing

3 Days Post Go-Live Assistance

 Exclusions 
(Available as Add-Ons)  

LMS or student portal integrations (Moodle, Thinkific, etc.)

Payment gateway or fee tracking integration

SMS/WhatsApp communication

Webinar/Zoom/Google Meet automation

 Timeline &
 Assumptions  

Timeline: 10–12 business days post-kickoff

CRM license and structured course/student data must be provided

One coordinator assigned for approvals

Why SAZ-Tech for Education?  

We bring precision and speed to CRM setups for educational institutions—whether you offer short courses, bootcamps, or career tracks. With SAZ Tech, you get faster enrollments, stronger student engagement, and an education CRM that works.

Next Step

Approval the Proposal

Kick-off the meeting

Execution  + Go-live + Post-support