From lead generation to renewals, we configure Zoho CRM to manage product demos, track subscriptions, automate customer success workflows, and optimize your recurring revenue model — ensuring faster growth with less friction.
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 Technology & SaaS workflows
1-hour Support Q&A for sales/renewals automation
3-day Post-Go-Live Assistance
Exclusions
(Available as Add-Ons)
API or advanced integrations (Payment gateways, Subscription billing, Helpdesk tools)
Advanced analytics beyond included dashboards
Customer portals or self-service apps
Mobile app customization or marketplace integrations
Timeline &
Assumptions
Timeline: 10–12 business days (post kickoff)
Client to provide structured subscription and account data file
One decision-maker assigned as project contact
Scope assumes standard SaaS CRM configuration
Why SAZ-Tech for SaaS CRM?
We specialize in subscription-driven businesses, aligning CRM with sales, renewals, and customer success. With SAZ-Tech, you get predictable growth, reduced churn, and stronger customer relationships.
Next Step
Approve This Scope
Schedule Kick-off Call
Execution → Train & Launch
