From lead capture to campaign delivery, we configure Zoho CRM to manage clients, track projects, measure performance, and streamline your creative operations.
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 agency workflows
1-hour Support Q&A covering campaigns & client accounts
3-day Post-Go-Live Assistance
Exclusions
(Available as Add-Ons)
API or third-party integrations (ad platforms, billing systems, project tools)
Advanced analytics beyond included dashboards
Client or vendor portals for collaboration
Mobile app customization or marketplace extensions
Timeline &
Assumptions
Timeline: 10–12 business days (post kickoff)
Client to provide structured client & campaign data file
One decision-maker assigned as project contact
Scope assumes standard agency CRM setup
Why SAZ-Tech for Agencies?
We help marketing, media, and creative agencies streamline client management, campaign tracking, and revenue insights. With SAZ-Tech, your CRM drives faster onboarding, smarter execution, and measurable ROI.
Next Step
Approve This Scope
Schedule Kick-off Call
Execution → Train & Launch
