The most flexible and customisable CRM on the market
Don't settle for a clunky and slow CRM that doesn't suit the needs of your business. Zigaflow offers more than just a fast, flexible and customisable CRM that can be tailored to match the unique requirements of 99% of businesses.
Within our CRM you can create quotes, manage leads and add tasks effortlessly, and with the right configuration automatically. Don't settle for using 3 or 4 different software platforms to manage your business when Zigaflow can do it all.
Sales CRM
starting from £199 per month
Business CRM
starting from £399 per month
Service CRM
starting from £599 per month
How Zigaflow can help grow your business
Zigaflow is fully customisable CRM which has the flexibility to work for 99% of businesses, with the power to improve the experience of anyone who uses it.
Simplify all your business processes in one easy to use cloud-based business management software.
What makes Zigaflow different
CRM with quoting
A CRM with quoting software built in
As part of our CRM, you'll be able to quickly create, send and track your sales quotes. Systemise your sales process and follow ups with automated tasks and emails.
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.
View the quotes moduleCRM with lead management
Integrate leads with our CRM
Keep track of every enquiry or lead within the CRM, and access any enquiry directly from a customer or contacts record.
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.
View the lead management moduleXero CRM integration
Integrate with Xero
Transfer contacts, invoices and more between Zigaflow and Xero, reduce the need to input data across multiple platforms.
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.
View more about XeroCRM modules
CRM modules
Use the buttons below to select one of our 3 subscription plans to see which modules are included. If you want more information, click through to the page specific to that module.
Automations
Write simple rules to automate time consuming tasks and actions and save time across your whole business
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
Get contracts signed off, automatically create jobs for site visits, tasks and generate recurring invoices easily
Customer Portals
Put your customers in the driving seat by providing them access to their documentation and information
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
Access all of your uploaded documents from one centralised location
eForms
Create online forms to replace paper. Get 3rd party sign off, generate reports, certificates and much more
Invoices
Invoices can be created and sent in seconds by updating an order status or simply by clicking a button
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
Create multiple workflows that provides a seamless customer order life cycle from order placement through to completion
Leads Management
Manage and track every lead and opportunity from one location, assign tasks and jobs within the leads module
Project Management
Get a high-level overview of all the tasks, jobs, quotes and more that are associated with a specific project
Purchase Orders
Create, send and track purchase orders with ease. Send automatic reminders to suppliers and track key dates
Quotations
Create and send personalised, professional, and attractive quotes in your branding, and automate your follow up process
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)
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
Offer world-class support to your customers from one centralised location and keep your customers informed every step of the way
Stock Control
Seamless management of your inventory. Trak serial numbers, batch numbers and expiration dates quickly and easily
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
See exactly who is doing what and when. Tasks can even be created and assigned automatically as you go about your business
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
Flexible CRM software
Zigaflows flexible CRM puts you in control, allowing you to customise the software to meet your business requirements.
Your branding
Customise screens, documents & emails in your own colours & style.
Your layouts
Choose which information is presented & where quickly & easily.
Your terminology
Rename system modules, features & input fields in terms your team will understand.
Your information
Capture all the right information, at the right step in each of your processes.
Your processes
Simply choose which steps you have in each of your processes to mirror the way you work.
Your rules
Automate key tasks at specific stages, assign tasks to your team and more.
Zigaflow Integrations
We specifically select integrations which will add the most value for our customers. The integrations are fully supported within the scope of your chosen Zigaflow plan.
