Streamline, automate & grow your business

Unlock rapid business growth with our powerful CRM

A flexible CRM for your whole business

Are you tired of CRM software that are geared towards sales teams, but neglect other key processes in your customer relationships?

Our powerful, all-in-one CRM software is specifically designed to streamline all aspects of customer relationship management, from sales, to operations and support. With powerful automations and real-time reporting, our software enables businesses to make quick, informed decisions and take growth to the next level.

With you every step of the way

When it comes to choosing a CRM for your business, it's important to know that you're not alone. At Zigaflow, our team of experts will work closely with you to ensure that our fully customisable CRM is the perfect fit for your unique needs.

We'll guide you through onboarding and training, and provide ongoing support to help your business succeed. Trust us to be with you every step of the way on your CRM journey.

Never miss an opportunity

Never miss an opportunity

Enquiries or sales leads are vital to your business, and it is too easy for opportunities to be missed, or lost to your competitors. Each lead within the CRM has a unique reference number, and everything related to that lead is all stored in it's unique record.

You can also quickly create a quote from a lead to save you time and create a link between the two automatically.

Let Zigaflow do the hard work

Let Zigaflow do the hard work

Don't enter the same information across multiple platforms, with Zigaflow information is passed to and from Xero without you needing to do anything. Import and export contacts instantly as well as updating the status of any invoices so you are kept up to date.

Manage quotes directly from the CRM

Quickly access any quotes you've created for any of your customers or contacts. You'll be able to see and report on the status of that quote, the revenue, profit and more without leaving the CRM.

Speed up your quoting, improve your sales process & increase your conversion rate.

Key benefits of our CRM

Our CRM frees up valuable time allowing you to focus on other areas within your business. Configurable automations allow your business to run seamlessly without the need of human intervention.

Incorporate your entire business into one cloud based crm software, where information doesn't need to be entered multiple times or copied from one system to another.

Zigaflow, is quick and easy to use, and can help to reduce your businesses admin work.

Flexibility

You are in complete control over how your CRM works, to mirror how you do business

Visibility

It's quick and easy to see exactly what is happening in every area of your business

Efficiency

Powerful automations enables your business to save valuable time and resources

Scalability

Realise your ambitions, and scale your business rapidly with streamlined processes

CRM Modules

Zigaflow provides a complete business CRM solution, with a range of modules built-in so there is no need for multiple software platforms.

Automations
Automations

Write simple rules to automate time consuming tasks and actions and save time across your whole business

Client Asset Management
Client Asset Management

Track the lifecycle of physical assets by serial numbers or other unique references with related information such as an assigned jobs and tasks

Contract Management
Contract Management

Get contracts signed off, automatically create jobs for site visits, tasks and generate recurring invoices easily

Customer Portals
Customer Portals

Put your customers in the driving seat by providing them access to their documentation and information

Delivery Notes
Delivery Notes

Pick products from stock, send delivery notes by email for electronic sign off and track every customer delivery in one place

Document Library
Document Library

Access all of your uploaded documents from one centralised location

eForms
eForms

Create online forms to replace paper. Get 3rd party sign off, generate reports, certificates and much more

Feedback
Feedback

Gain valuable insights from your customers about the service you provide and how it can be improved

Invoices
Invoices

Invoices can be created and sent in seconds by updating an order status or simply by clicking a button

Item Management
Item Management

Store your product catalogue with the choice of adding custom information, tags images, default attachments and so much more

Job / Sales Order Management
Job / Sales Order Management

Create multiple workflows that provides a seamless customer order life cycle from order placement through to completion

Leads Management
Leads Management

Manage and track every lead and opportunity from one location, assign tasks and jobs within the leads module

Project Management
Project Management

Get a high-level overview of all the tasks, jobs, quotes and more that are associated with a specific project

Purchase Orders
Purchase Orders

Create, send and track purchase orders with ease. Send automatic reminders to suppliers and track key dates

Quotations
Quotations

Create and send personalised, professional, and attractive quotes in your branding, and automate your follow up process

Real-Time Reporting
Real-Time Reporting

Keep track of your business performance with our live dashboards. Create and save your own reports for later

Requests for Quotations (RFQ's)
Requests for Quotations (RFQ's)

Create RFQs at the click of a button to one or all of your suppliers and track responses easily within a centralised location

Service Tickets
Service Tickets

Offer world-class support to your customers from one centralised location and keep your customers informed every step of the way

Stock Control
Stock Control

Seamless management of your inventory. Trak serial numbers, batch numbers and expiration dates quickly and easily

Supplier Relationship Management
Supplier Relationship Management

Track all of the information relating to each individual supplier, from discount rates, PO history, items they supply and much more

Task Management
Task Management

See exactly who is doing what and when. Tasks can even be created and assigned automatically as you go about your business

Latest news from Zigaflow

Keep up to date with the latest news, tips and feature updates.

How to use customer segmentation to stimulate growth in your business
How to use customer segmentation to stimulate growth in your business

Segmenting your customers into distinct groups so you can gain a better understanding of your customers you can offer a more personalised service and better customer service

How can eForms benefit your business and why should you be using them?
How can eForms benefit your business and why should you be using them?

eForms have a range of benefits and can be utilised by virtually every business, we have listed a few of the benefits and why you should switch to eForms

How to communicate with your customers more efficiently
How to communicate with your customers more efficiently

Managing customers efficiently is essential to retaining customers and providing them with the best service possible whenever you have an interaction

7 reasons why you should automate customer service
7 reasons why you should automate customer service

There are many reasons why you should automate your customer service process, we have listed the top 7 reasons why you should be making the change today

Latest software updates

Customer satisfaction is our top priority, so we are continually making improvements and adding new features to our software based on customer feedback.

January 2023


  • Apply a Suppliers Tax Code to Purchase Orders
  • Create orders and quotes direct from the customer portal
  • Check all your jobs/orders have been invoiced

December 2022


  • Create a quote from a job
  • Print and scan barcodes
  • Mark invoices as paid in Xero when paid by card
  • Custom fields for your business and users
  • Team directory

November 2022


  • Bulk update business types and order tags
  • New modules available in customer portals
  • Specify default stock locations

October 2022


  • Increased functionality for bulk updates
  • Email deliverability and spam checker
  • Specify a different pre-build when copying a quote or job
  • View all your files and attachments

Book your online demo

See how Zigaflow can help your business with a personalised online demo

Book your online demo