CRM, Opportunity Pipeline & Calendar

Store client details, including sites and contacts. Track your conversations and view all the opportunities, quotes, jobs/orders, invoices and more in one screen.

Schedule calls to clients and receive daily reminders to make these.

Restrict access to clients to named staffed members.

Orders / Jobs / Projects Management

Track from start to finish. Use an Order/Job to generate invoices, delivery notes and purchase orders at the click of a button.

Monitor forecast versus actual costs as the job progresses.

Get an electronic signature from your client to confirm the work before starting.

Schedule staff and jobs visually.

More about Job Management Software

Integrated eForms

eForms allow you to reach out to request information via email or SMS from your staff, customers or sub-contracts.

Returned information, including photos, is automatically updated onto the quote, job or purchase order, saving double typing and ensuring the information is easy to retrieve.

Create certificates automatically, associated to the job or purchase order, and send to the client.

Generate RAMS, Health & Safety Assessments, Checklists, Fault Reports and more.

More about eForms

Invoices

Send instantly to your accounts software

Generate and send invoices at the click of button from quotes, jobs and delivery notes. Automatic linking makes it easy to see what you've billed.

Create pro forma, part, and full invoices, and credit notes, and post them into your accounts system at the click of a button.

Easily switch PDF templates for different types of invoices or brands.

Ask for credit card payment using the integrated payment system.

Non-accounts staff can generate and send invoice without having access to your accounts system - meaning your invoices go out sooner.

Purchase Orders

Take the time out of generating purchase orders by creating multiple purchase orders from one quote or job/order and emailing directly to the suppliers.

Track them using expected and supplier promised dates.

The flexible PDF templates allow you to send the correct information.

Optionally, book purchase order items directly into stock.

Automated Management Reports

Zigaflow's Business Management Software allows you create custom email reports that can be sent every day or every selected weekday to your selected managers.

Report on:

• Quotes that need to be chased
• Jobs/Sales Orders/Projects behind schedule
• Jobs/Sales Orders/Projects that have been stuck for an unusually long period, for example, where the pro forma is still to be paid
• Jobs/Sales Orders/Projects that need to be invoiced
• Overdue purchase orders
• Delivery notes that have not been signed for
• Invoices that have not been sent

Different Reports for Different Managers

Each report can be configured by recipient. For example, a sales manager can receive a report summarising only the flagged quotes, including links to each one. However, for a manager covering the whole business a report can summarise issues across all their areas but not show each flagged quote/job/invoice/etc.

In-Depth Reporting

See total sales, profit, margin and averages and slice these by customer, sales person and dates.

Managers can easily export to Excel for bespoke analysis.

Use leaderboards for the top 10 clients and the top 10 sales people, ideal for displaying on a big screen.

Stock Control / Inventory Management

Manage stock across different locations. Book into stock from Purchase Orders and out of stock using Delivery Notes.

Manage items in stock by SKU or serial number.

Use minimum and maximum levels to track stock positions.

Trace stock movement in the stock log.

Contracts Management

Support, Servicing, Maintenance, Software

Generate and send contracts for eSignature approval by clients.

Auto-generate invoices at the end of every month (or another period).

Invoices are calculated on the number of items that month (i.e. the number of licences) or a proportion on the contract value.

Invoices can be automatically sent to your clients automatically and posted into your accounts software with no human intervention.

Automate Processes

Get the Business Management Software to do your repetitive tasks and save your staff time. Zigaflow can automatically:

• Create invoices, jobs, delivery notes, etc.
• Email clients
• Push invoices directly into your accounts package

Products and Services

Store tens of thousands of products and services. Import easily from Excel or using the API.

Use different prices for different clients and use multiple currencies.

Group products or services together in kits/bundles. Set up alternative and associated products to help your sales staff find the right ones.

Manage multiple product images. Add specifications sheets and user manuals to products - these are automatically added to all the tools in the Business Management Software when a product is included.

Build Terms and Conditions based entirely on the products you add.

Add custom fields for your industry - such as 'Finish' or 'Dimensions'.

Client Pages

Completely customizable eForms linked to your website that post information directly into your Business Management Software. Clients can also upload photos.

Create forms such as Client Issue Reporting, Sales Inquiries, and Spare Part Request.

New clients can be added automatically to the system from their submission without any manual intervention.

Automatically create quotes or jobs from Ticket submissions.

Each submission creates a ticket.

Service Tickets

Create service tickets from Client pages or manually.

Prioritize tickets, and assign to a team member.

Report on start to end times for SLA's.

Create quotes and jobs from tickets at the click of a button.

Instant Visibility, and Drag & Drop

Quickly see what the situation is with each order, quote, purchase order, etc. and drag and drop them through stages/statuses. The pipeline or workflow in each tool system look the same.

Delivery Notes

Create delivery notes from Jobs/Orders

Show items delivered, items ordered and items remaining.

Optionally book products out of stock.

Customizable

Zigaflow is flexible and customizable to match your existing workflows as much as possible.

Change the stages/statuses that quotes, jobs, etc. can move through, including their name, colour and order.

Rename some of the tools to match your business terminology (for example, instead of Jobs you may prefer 'Orders' or 'Projects') and hide text boxes you don't need to see.

Add in your own custom fields so the system holds all the data you need.