From first consultation to ongoing portfolio or policy renewal, we configure Zoho CRM to help you manage leads, track advisory sessions, streamline approvals, and keep client relationships secure and long-lasting.
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 Financial Services
1-hour Support Q&A for client/portfolio workflows
3-day Post-Go-Live Assistance
Exclusions
(Available as Add-Ons)
API or advanced 3rd-party integrations (Core Banking, Loan Management, etc.)
Payment gateway & external compliance system integrations
Advanced financial analytics beyond included dashboards
Website/mobile client portal development
Timeline &
Assumptions
Timeline: 10–12 business days (post kickoff)
Client to provide structured client/policy data file
One decision-maker assigned as project contact
Scope assumes standard Financial Services setup
Why SAZ-Tech for Financial Services CRM?
We bring precision and compliance focus to CRM setups for insurers, wealth managers, mortgage brokers, and advisors. With SAZ-Tech, you get higher policy conversions, improved renewal rates, efficient compliance tracking, and a CRM that strengthens long-term client relationships.
Next Step
Approve This Scope
Schedule Kick-off Call
Execution → Train & Launch
