From first inquiry to invoice, we configure Zoho CRM to manage every client interaction, streamline follow-ups, and keep your service pipeline predictable and efficient.
Delivery in 10–12 Business Days
What Will Be Set Up
Included Support &
Training
Two 1-hour Admin Training Sessions
1 CRM User Guide for Professional Services
1-hour Support Q&A covering CRM best practices
3 Days Post Go-Live Assistance
Exclusions
(Available as Add-Ons)
API or advanced 3rd-party integrations (DocuSign, QuickBooks, etc.)
Payment gateways for online invoicing integration
Data/BI Analytics beyond included dashboards
Website/Portal design & lead automation
Timeline &
Assumptions
Timeline: 10–12 business days (post kickoff)
Client team to provide structured data import file
One decision-maker assigned as project contact
Scope assumes standard Professional Services setup
Why SAZ-Tech for Professional Services CRM?
We bring structure and speed to client services by tailoring Zoho CRM for consulting, legal, accounting, and IT firms. With SAZ-Tech, you get streamlined engagements, accurate billing, stronger client retention, and a service delivery CRM that simply works.
Next Step
Approve This Scope
Schedule Kick-off Call
Execute & Go-Live Support
