What's under the hood?

Our CRM is made up of modules that can help your business

Modules

Zigaflow Software 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

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

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

eForms

eForms

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

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

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