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Saz tech

Better pipelines. Faster follow-ups. Data that actually drives deals

Zoho CRM is a powerful platform—but it only performs when it's tailored to how you sell. At SAZ Tech, we implement Zoho CRM to fit your exact sales structure—from lead capture to pipeline stages, automation, reporting, and integrations.

Whether you re migrating from spreadsheets or a legacy CRM, we ll deliver a complete, fully operational CRM setup in 10–12 business days.

What Will Be Set Up

Your Zoho CRM account will be fully configured to manage leads, contacts, deals, and reporting with the workflows, logic, and visibility your sales team actually needs:

Module Setup & Customization

  • Standard modules: Leads, Contacts, Accounts, Deals
  • Up to 2 custom modules (if required)
  • Field layout customization
  •  Lookup fields and related lists configuration

Email Configuration

  • Integration with Gmail, Outlook, Or Zoho Mail
  • Setup Of Up To 5 Custom Email Templates
  • Email Tracking And Analytics

Reports & Dashboards

  • Setup of up to 5 standard/custom reports
  • Creation of 1 custom dashboard for sales visibility
  • Sales pipeline visualization

Zoho App Integration (Basic)

  • View only sync with Zoho Mail, Zoho Books
  •  Zoho Sign integration (if required)

Module Setup & Customization

  • Up to 5 workflow rules for field updates, task creation, notifications
  •  Lead assignment rules (e.g., by region or source)
  • Blueprint setup for one core sales process (if required)
  •  Email/SMS alert setup using Zoho s native tools

Roles, Profiles & Data Sharing

  • User role creation and access control
  • Hierarchical visibility configuration

Lead & Data Import

  • Import of up to 1,000 records (Leads, Contacts, Accounts)
  • De duplication during import

You Can Also Expect

  • Two admin training sessions (1 hour each)
  • SOP/User Guide PDF
  • UAT support during the testing phase
  • Configues Zoho CRM Instance
  • Up to 3 days of post-go live assistance

What’s Not Included

Available as Add-Ons

  • Advanced Deluge scripting or API-based integrations

  • Telephony, WhatsApp, or SMS integrations

  • Migration from other CRMs (Salesforce, HubSpot, etc.)

  • Complex automation involving external systems.

  • Data reconciliation or cleansing services.

Timeline

Assumptions

  • CRM license and admin access
  • Client will share structured data in Excel or CSV for import 
  • One point-of-contact will be assigned for approvals and reviews 
  • All decisions and feedback will be provided in a timely manner

Next Steps

1. Approval of Proposal 

2. Kick-off Meeting 

3. Project Execution as per Timeline

Why SAZ-Tech

Your CRM should work the way your sales team sells. At SAZ Tech, we configure Zoho CRM to support real sales activity — from capture to close, with automation and visibility baked in.

With over 10 years of Zoho expertise and dozens of CRM implementations behind us, we help growing businesses turn Zoho CRM into a powerful, user-adopted sales engine — built right, trained well, and ready to scale.