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Leads
is only available on the following plans:
Momentum
Go
Everything You Need to Capture, Track, and Convert Leads
Every growing business faces the same challenge - enquiries come in from your website, trade shows, phone calls, and referrals, but without a proper system they end up scattered across email inboxes, sticky notes, and half-forgotten spreadsheets. Zigaflow's lead management software brings all your prospects into one place and gives your team a clear, visual pipeline so nothing slips through the cracks. Whether you're a construction company fielding site survey requests, a promotional products distributor handling hundreds of quote enquiries monthly, or a service business managing referral introductions, Zigaflow adapts to how your team actually works.
With Zigaflow, you create custom workflows that mirror your real sales process. Set up a single pipeline for general enquiries or build separate boards for trade show leads, website forms, and inbound calls - each workflow gets its own statuses that you define and arrange in whatever order makes sense. Drag and drop leads between stages as conversations progress, assign ownership to specific team members, and set automated reminders that keep follow-ups on schedule without anyone having to remember. Your entire team sees the same up-to-date pipeline board, so sales meetings become quicker and everyone knows exactly where each prospect stands.
When a lead is ready to progress, converting it into a quote takes a single click. All the customer information, contact details, and conversation notes carry across automatically so your sales team never has to re-enter data or dig through old emails. That quote then links back to the original lead record, giving you full traceability from first enquiry to closed deal. And because Zigaflow connects your leads to jobs, invoices, and the rest of your operations, you get complete visibility across the entire customer lifecycle without switching between separate systems.
For businesses tired of managing prospects in Excel or losing track of who called when, Zigaflow replaces guesswork with clarity. Real-time dashboards show you which leads are active, which are stalling, and where your best opportunities are coming from. Track lead sources to see which marketing channels deliver the highest-value customers, not just the most enquiries. The result is smarter decisions about where to focus your sales effort and marketing spend, backed by data rather than gut feeling.
35%
Average increase in lead conversion rates reported by businesses that move from spreadsheets to structured pipeline management software.
25hrs
Typical monthly time savings per sales team when lead follow-ups, reminders, and status updates are automated rather than managed manually.
80%
Of leads require at least five follow-up contacts before converting, yet most sales teams give up after just one or two attempts without automation.
Your Leads Are Scattered Across a Dozen Places
Problem:
Right now, your leads probably live in at least four different places - an email inbox, a shared spreadsheet, someone's notebook, and possibly a contact form that nobody checks regularly. When a prospect calls back asking about a conversation from last week, your team scrambles to piece together who spoke to them, what was discussed, and what was promised. Important details get lost in the handoff between colleagues, and promising opportunities quietly disappear because nobody owns them. The result is duplicated effort, embarrassing moments with prospects, and revenue walking out the door.
Solution:
Zigaflow pulls every lead into a single, centralised workspace where your whole team can see exactly what's happening. Each lead record stores every contact detail, note, email, and interaction in one timeline - so when a prospect rings back, anyone on your team can pick up exactly where the last conversation left off. Assign ownership so there's always someone responsible, and use mentions to loop colleagues in without forwarding emails. With everything visible in one place, no lead falls through the cracks and your team stops wasting time hunting for information.
Missed Follow-Ups Are Costing You Deals
Problem:
You know that lead you promised to call back on Thursday? The one that got buried under a wave of new enquiries and urgent customer requests? Most sales teams rely on memory, calendar reminders, or flagged emails to manage follow-ups - and all three methods fail regularly. When your team is juggling dozens of active leads alongside existing customer work, it's inevitable that some prospects don't get the attention they need. Every missed follow-up is a missed opportunity, and your competitors are only a Google search away for prospects left waiting.
Solution:
Zigaflow automates follow-up reminders so your team never has to rely on memory again. Set follow-up dates directly on each lead, and the system sends automatic notifications when action is due. Leads that go quiet for too long get flagged, so nothing sits idle without someone knowing about it. You can even build custom workflows where moving a lead to a specific status automatically triggers the next follow-up task. Combined with quotes that can be generated in minutes, your team responds faster and stays front-of-mind with every prospect.
You Can't See Where Your Leads Actually
Problem:
Ask your sales manager how many active leads are in the pipeline right now, and you'll probably get a rough guess rather than a confident answer. When leads are tracked in spreadsheets or basic contact lists, there's no easy way to see how many prospects are at each stage, which ones are going cold, or where bottlenecks are forming. Sales meetings turn into status update marathons where everyone reads from their own notes, and strategic decisions about hiring, marketing spend, or capacity planning happen based on gut feeling rather than data.
Solution:
Zigaflow gives you a visual pipeline board where every lead sits in its current stage - from initial enquiry through to qualification, proposal, and conversion. Drag and drop leads between statuses as they progress, and get an instant overview of your entire sales funnel at a glance. Create separate workflows for different lead types - one for eCommerce enquiries, another for trade show contacts, a third for referrals - each with custom statuses that match your real process. Your sales meetings become shorter because the board tells the story, and managers spot stalled leads before they go cold.
Converting Leads to Quotes Takes Too Long
Problem:
When a lead is ready for a quote, your team probably opens a separate system, manually types in the customer details, looks up product information, and builds the quotation from scratch. All the context from the lead - what the prospect asked for, their budget, their timeline - has to be transferred by hand or remembered from a phone call. This re-keying wastes time, introduces errors, and creates a delay between the prospect saying "yes, send me a quote" and actually receiving one. In competitive markets, that delay alone can cost you the deal.
Solution:
Zigaflow lets you create a quote directly from any lead with a single click. Customer details, company information, and contact data flow across automatically - no re-keying, no copy-pasting between systems. Your sales team can build and send a professional quotation within minutes of a lead progressing, and the quote stays linked to the original lead record so you always have full traceability. When that quote gets accepted, it flows naturally into a job, then into purchase orders and invoices - one continuous thread from first enquiry to final payment.
Your Sales Team Is Stepping on Each Other's Toes
Problem:
Without clear ownership, two salespeople end up calling the same prospect with different messages. Or worse, nobody calls them at all because everyone assumes someone else is handling it. In growing teams, this coordination problem gets worse quickly - new starters don't know which leads are already being worked, experienced staff protect their contacts in personal notebooks, and managers have no way to ensure fair distribution. The prospect experience suffers, your team wastes effort on duplicated outreach, and internal friction builds over who owns what.
Solution:
Zigaflow assigns clear ownership to every lead from the moment it enters the system. Each lead shows who's responsible, what stage it's at, and when the next action is due - visible to the whole team. Managers can distribute leads fairly across the sales team and see at a glance who has capacity for new enquiries. Use mentions to tag colleagues into specific leads without reassigning ownership, and track every interaction so handovers between team members are smooth. The result is a coordinated sales effort where prospects get a consistent, professional experience regardless of who picks up the phone.
You Don't Know Which Marketing Channels Actually Work
Problem:
You're spending money on Google Ads, attending trade shows, running email campaigns, and getting referrals - but when asked which source brings in the most valuable leads, you can't say with certainty. Without proper source tracking, marketing budget decisions are based on anecdote rather than evidence. That expensive trade show stand might feel productive because your team came back with a stack of business cards, but if none of those leads convert within six months, it was a poor investment. Without data linking lead sources to actual revenue, you're flying blind.
Solution:
Zigaflow tracks where every lead comes from and follows it through to conversion, giving you clear visibility into which channels deliver results. Tag leads by source - website, trade show, referral, cold call, eForms submission - and then report on conversion rates by channel. Over time, you build a data-driven picture of where your marketing spend generates the best return. Connect your lead data to invoices to see which sources produce the highest-value customers, not just the most enquiries, so your budget goes where it actually drives revenue.
Switching From Spreadsheets Feels Overwhelming
Problem:
You know you need a better system for managing leads, but the thought of migrating from your current spreadsheet, training your team on new software, and keeping everything running during the transition feels like more hassle than it's worth. Previous attempts to adopt CRM tools ended with clunky systems that nobody used because they were too complicated, required too much data entry, or didn't match how your team actually works. The fear of another failed implementation keeps you stuck with a process you've already outgrown.
Solution:
Zigaflow is built for small and medium-sized businesses that need to get up and running quickly without months of configuration. Import your existing lead data in bulk, set up custom pipeline statuses in minutes, and start tracking leads on day one. Unlike bloated CRM platforms, Zigaflow mirrors how your team already works - just without the spreadsheet chaos. Your workflows and statuses are completely customisable, so you're not forced into someone else's sales process. And because leads connect directly to quotes, jobs, and the rest of your operations, you're not just replacing a spreadsheet - you're upgrading your entire sales workflow.
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How it Works
Set Up Your Pipeline
Start by creating workflows that match your sales process. Zigaflow lets you build multiple lead pipelines - one for website enquiries, another for trade show contacts, a third for referrals - each with custom statuses you define. Name your stages to reflect how your team actually works, set colours for quick visual reference, and drag statuses into the order that makes sense for your business. Your pipeline is ready to use in minutes, not days.
1
Capture Your Leads
Add leads manually, import them in bulk from a spreadsheet, or capture them automatically through eForms on your website. Each lead stores contact details, company information, source, and any notes from the initial conversation. Assign ownership immediately so every lead has someone responsible from the start, and tag the source so you can track which channels bring in the best prospects over time.
2
Track and Progress Leads
Drag and drop leads between pipeline stages as conversations progress. Add notes after every call or meeting, set follow-up reminders, and use automated notifications to keep your team on schedule. The visual board gives your whole team an instant snapshot of what's active, what's stalling, and what needs attention - replacing those lengthy status update meetings with a single glance at the screen.
3
Convert to Quotes
When a lead is ready to buy, convert it into a quote with a single click. All customer details, contact information, and conversation history carry across automatically so your team can build and send a professional quotation in minutes. The quote stays linked to the original lead, giving you full traceability from first enquiry through to proposal. No re-keying, no switching between systems, no delays.
4
Review and Optimise
Use built-in reports and dashboards to analyse your pipeline performance. See how many leads enter each stage, where they drop off, and which sources convert best. Track individual and team performance to identify coaching opportunities, and measure the time it takes to move leads through your pipeline. These insights help you refine your sales process, allocate marketing budget more effectively, and forecast revenue with greater confidence.
5
Can I create different lead pipelines for different types of enquiries?
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Yes, absolutely. Zigaflow lets you create as many separate lead workflows as you need, each with its own custom statuses. This is particularly useful if your business handles different types of enquiries that follow different sales processes. For example, you might have one pipeline for inbound website leads with stages like "new enquiry", "qualification call", and "quote sent", and a completely separate pipeline for trade show contacts with stages like "badge scanned", "follow-up email", and "meeting booked". Each workflow operates independently, so statuses in one don't affect another. You can also move leads between workflows if their journey changes, keeping everything flexible as your sales process evolves.
How do I import my existing leads from a spreadsheet into Zigaflow?
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Zigaflow supports bulk importing so you can bring in your existing lead data without entering each one manually. Prepare your spreadsheet with columns for company name, contact name, email, phone, source, and any other details you track, then use the import tool to upload everything in one go. The system maps your spreadsheet columns to the corresponding lead fields, so your data lands in the right place. Once imported, leads appear in your chosen pipeline ready for your team to start working. This means you can switch from spreadsheets to Zigaflow without losing any of your existing prospect information or starting from a blank slate.
What happens when I convert a lead into a quote in Zigaflow?
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When you convert a lead to a quote, Zigaflow automatically creates a new quotation record and populates it with all the customer and contact information from the lead. You don't need to re-enter names, email addresses, company details, or phone numbers - it all carries across in one click. The quote then stays linked to the original lead, so you can always trace the full journey from first enquiry to proposal. From there, if the quote is accepted, it can progress into a [job](/jobs), then on to [purchase orders](/purchase-orders), [delivery notes](/delivery-notes), and [invoices](/invoices). This connected workflow means you get complete visibility across the entire customer lifecycle without ever losing context.
How do automated follow-up reminders work with Zigaflow leads?
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Zigaflow lets you set follow-up dates and reminders directly on each lead record. When a follow-up is due, the assigned team member receives an automatic notification so they know exactly which leads need attention and when. You can also configure automations that trigger based on lead activity - for example, if a lead hasn't been updated for a set number of days, the system can automatically flag it or send a reminder to the owner. This ensures that no lead sits idle without someone being aware, and your team stays on top of every active prospect without relying on memory, calendar entries, or sticky notes stuck to monitors.
Can my whole sales team see all leads, or can I restrict access?
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Zigaflow gives you flexible control over who sees what. By default, your team can view the full pipeline board for transparency and coordination, which helps prevent duplicate outreach and ensures fair lead distribution. Each lead shows its assigned owner clearly, so everyone knows who's responsible. Managers get a complete overview across all team members and pipelines, making it easy to monitor workload, identify where support is needed, and redistribute leads when someone is at capacity. This transparency fosters healthy collaboration whilst maintaining clear accountability - everyone knows the pipeline status without needing to ask around in meetings or chase updates via email.
Can I track where my leads are coming from and which sources convert best?
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Yes. Every lead in Zigaflow can be tagged with its source - whether that's your website, a trade show, a referral, a social media campaign, or an eForms submission. You can then run reports that show you how many leads each source generates, what percentage convert into quotes, and how that compares across different time periods. This gives you evidence-based insight into which marketing channels deliver the best return, rather than relying on gut feeling. Over time, you can connect this data to downstream invoices to understand not just which sources produce the most leads, but which ones produce the highest-value customers.
How do leads in Zigaflow connect to the rest of my business operations?
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Leads sit at the very start of Zigaflow's connected workflow. When a lead converts, it flows into a quote, which can then become a job when accepted. From there, you can generate works orders for production or installation, raise purchase orders for supplier goods, create delivery notes for dispatching items, and issue invoices for payment. At every stage, the records stay linked so you can trace any transaction back to the original lead. This means your sales, operations, procurement, and finance teams all work from the same connected data - no re-keying information between separate systems, and complete visibility from first enquiry through to final payment.
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