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Zoho Consulting Services Initial Setup Proposals  

Structured Reference Documents to Support a Confident Zoho Implementation  

Effective implementation begins with clarity. At SAZ Tech, our Zoho consulting services are built around structured, application-specific planning—and these setup proposals reflect that approach.

Each document outlines what an initial configuration typically involves for Zoho applications. These proposals are designed to:

  • Provide technical and process visibility before setup begins

  • Align internal teams on implementation scope and requirements

  • Serve as practical reference documents based on real project experience

Whether you’re deploying Zoho CRM, Desk, Books, or People, these resources are here to support your planning.

Download Zoho Setup Proposals by Application  

Each proposal is available for direct download below.

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Prefer to Talk Through It?

If you re navigating multiple tools or unsure where to begin, our team is available for a short discussion.

We offer short, focused conversations to help teams evaluate where to begin and how to approach implementation.

Book A 30-Min Free Consultation