CRM the easy way

Updating your CRM with notes and activities is normally a very time-consuming process.

Want to see how you can keep your CRM updated just by going about your business?

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Customer Relationship Management

Managing your customer records accurately is vitally important.

Any of your team can view information to further help them in performing their work and providing customers with a first-rate service.

Most CRM systems on the market are slow and clunky with little to no thought for the user.

We have developed our software in a unique way which allows you to go about your routine tasks and actions in an organised way, while automatically building up customer history and details as you go.

IncludedIncluded Sales Automation

Sales Automation

IncludedIncluded Business Automation

Business Automation

IncludedIncluded Service Automation

Service Automation

Key benefits

Below is a snapshot of some of the most popular key benefits from using the CRM Module.

Create custom fields

Do you want to store specific information and details against company and contact records?

Create custom fields to match the data requirements you have. Choose different input formats such as numbers, single line text, multi-line text, checkboxes, dropdown menus and date fields.

Create custom fields
Full customer history

Full customer history

Ever wished you could get a complete view of all your interactions with each customer?

Get total visibility of everything relating to each company and individual contact in single view screens. All your tasks, leads, quotations and other documents are accessible at company and contact level within the CRM.

Create custom tags

Create custom tags

Do you wish there was a better way to share key customer information in your team?

Create tags specific to companies and contacts which are colour coded and can be used for anything you want. Show a customer is VIP or On Stop for instance, use these tags to filter and segment customer data in your CRM.

Timesaving structure

Are you tired of having to keep your CRM up to date with all your activity?

Unlike most CRM systems, Zigaflow will automatically connect all of your tasks, leads, quotes etc. to customer and contact records without the need for manually updating records based on your actions.

Timesaving structure

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Frequently Asked Questions

Below is a selection of frequently asked questions, you will find a number of these through the site relevant to the information on those pages. If you cannot find an answer to a question, do not hesitate to get in touch.

Customer Relationship Management (or CRM) is a term typically used to describe an application or software which contains your customers details and usually requires you to keep it up to date with any activity relating to each customer.

More often than not people hate them, or more specifically do not enjoy the work which goes into maintaining accurate up to date customer records.

What if we showed you a way you could work “process first” and the CRM takes care of itself?

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