Zoho Project Delivery Suite

Build a Clear Sales-to-Project Handoff

We begin by agreeing what makes an approved deal ready for delivery: the handoff point, the project name convention, the project owner, the customer context the delivery team needs, and the next action after the sale. One approved operational handoff is configured around the client’s sales process so the transition out of CRM is clear, repeatable, and owned.

Organize the CRM Context Before Delivery Starts

The core customer and deal information used by delivery is reviewed in Zoho CRM. Up to 10 approved shared handoff fields can be mapped where supported, with one delivery-ready view and one approved update process. This keeps the project team focused on the customer details, service scope, contacts, and ownership that need to travel with the work.

Configure a Reusable Project Template

One Zoho Projects portal and one reusable project template are configured for the approved service-delivery model. The template can include up to five milestones, 10 task lists, 50 tasks, and 10 dependencies, using client-approved names, timings, task owners, and status values. The result is a dependable starting point whenever a new client project is opened.

Assign Ownership and Plan the Work

We configure access for up to five named delivery users and up to two client users, subject to the client’s Zoho plan and licensing. Project ownership, task assignment, status tracking, and the core Gantt view are set around the agreed delivery process, so the team can see what is next, who owns it, and which work depends on something else.

Create a Client File Structure in WorkDrive

Zoho WorkDrive is connected to Zoho Projects to provide one approved project-file structure. This includes one Team Folder model, up to six top-level folders, and mapped access roles for the configured project profiles. Project teams can keep working documents and client-facing files organized in the project context instead of scattering attachments across inboxes and drives.

Keep Agreements and Signed Documents Visible

Zoho Sign is connected to Zoho CRM for one approved document-signing flow. Up to two client-provided document templates, with up to two signer roles each, can be prepared for sending and tracking from the agreed CRM record context. A clear signed-document visibility convention is established so the team knows where to find the completed agreement and its status.

Make Project Progress Easier to See

Three practical Zoho Projects reports and one manager dashboard are configured for the agreed delivery priorities, such as project status, task ownership, and upcoming work. These views support day-to-day project coordination; they are not a replacement for a bespoke BI, resource-planning, or financial-reporting system.

Test, Refine, and Hand Off

We test the approved handoff with one client-supplied test record, project template, file structure, and signing scenario where available. The setup is refined within the agreed scope, then handed to the client’s administrator in one 90-minute live session so the team can confidently run the foundation after launch.