Ensure Clear Communication During Team Absences
When a team member is away, keeping track of their email conversations with clients can be challenging unless they’ve documented everything in a system. With Zigaflow’s email integration, this issue is resolved. All outbound emails and customer replies are automatically linked to the relevant lead, quote, invoice, and more. This seamless connection allows other team members to easily access and review these communications, ensuring that everyone stays informed and that client interactions remain smooth and uninterrupted.
With Zigaflow, emails are displayed alongside key events in the system’s timeline, providing a clear view of all interactions. You can easily see when a customer replied, when the system sent a PDF, or when a follow-up email was dispatched. This comprehensive timeline ensures you have a detailed view of every step in the communication process, allowing you to have seamless client interactions and keep everyone informed about what is happening.
Track Email Interactions with Timeline Integration
Effortlessly Generate Leads, Quotes, Orders, or Tickets from Your Inbox
Leverage Zigaflow’s inbox to seamlessly create linked leads, quotations, orders, tickets or tasks directly from email interactions. If a customer is not yet in Zigaflow, the system automatically adds them, ensuring no opportunities are missed. This streamlined process enhances efficiency and keeps your customer database up-to-date without any manual input, allowing you to focus on building relationships and closing deals.
Getting started with Zigaflow is incredibly easy. Your team members don’t need any specialized systems expertise. All they require is their email address and password. With these simple credentials, they can quickly set up and begin using their email in Zigaflow, ensuring a smooth and hassle-free onboarding process. This simplicity allows your team to focus on their core tasks without worrying about complex technical setups.
Simple Setup & Compatible with O365 and Gmail
Keep Everyone Informed with Shared Email Access
With Zigaflow, you can easily share essential emails such as info, admin, sales, and enquiries. This centralized access ensures that all team members are aware of ongoing communications and activities. By providing visibility into key email interactions, Zigaflow fosters collaboration and keeps everyone in the loop, making it simple for your team to stay informed and aligned on what’s happening across different departments.
Zigaflow can automatically follow up on quotations, eForms, invoices, and more, using your own email address. This approach ensures your communications are personalized and consistent with your brand, enhancing the customer experience. By sending follow-up emails directly from your account, you maintain a professional image and build stronger relationships with your clients and don’t miss any opportunities.