From lead generation to shipment tracking, we configure Zoho CRM to manage consignments, automate dispatch workflows, monitor fleet performance, and ensure every customer interaction is on schedule.
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 Logistics & Transportation workflows
1-hour Support Q&A for shipment tracking and SLA automation
3-day Post-Go-Live Assistance
Exclusions
(Available as Add-Ons)
API or advanced integrations (GPS tracking, ERP, fleet management systems)
Advanced analytics beyond included dashboards
Client or driver portals for self-service
Mobile app customization or 3rd-party marketplace add-ons
Timeline &
Assumptions
Timeline: 10–12 business days (post kickoff)
Client to provide structured shipment and customer data file
One decision-maker assigned as project contact
Scope assumes standard logistics CRM configuration
Why SAZ-Tech for Logistics CRM?
We streamline operations for logistics and transport businesses, reducing delivery delays and improving customer visibility. With SAZ-Tech, you get efficiency, reliability, and happier clients.
Next Step
Approve This Scope
Schedule Kick-off Call
Execution → Train & Launch
