From lead generation to project delivery, we configure Zoho CRM to streamline client management, track installations or service cases, and ensure a reliable flow from inquiry to completion.
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 energy & utilities workflows
1-hour Support Q&A covering projects & service management
3-day Post-Go-Live Assistance
Exclusions
(Available as Add-Ons)
API or third-party integrations (IoT, billing, grid software)
Advanced analytics beyond included dashboards
Vendor/client portals for collaboration
Mobile app customization or extensions
Timeline &
Assumptions
Timeline: 10–12 business days (post kickoff)
Client to provide structured customer & project data file
One decision-maker assigned as project contact
Scope assumes standard CRM implementation for energy & utilities
Why SAZ-Tech for Energy & Utilities?
We help energy providers, solar firms, and renewable companies modernize customer management, streamline installations, and track service delivery. With SAZ-Tech, your CRM becomes a growth engine for sustainable operations.
Next Step
Approve This Scope
Schedule Kick-off Call
Execution → Train & Launch
