Managing your customer records effectively is vitally important. With the CRM module, any of your team can view the information they need to further help them in 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. However, we have developed our software in a way which allows you to go about your routine tasks in an organised way, while automatically building up customer history and details as you go—to help you stay on top of your CRM and keep making customers happy.
Are you tired of having to keep your CRM up to date with your daily activity?
Unlike most CRM systems, Zigaflow automatically connects all your tasks, leads, and quotes to customer and contact records, without the need for manually updating records based on your actions.
Do you want to store specific information and details against company and contact records?
Each business is different, and that means you might have data listed which is unique to you. By giving you the functionality to add custom fields such as numbers, single-line text, multi-line text, checkboxes, dropdown menus and date fields, you can add that data with a label for the field that is relevant to you.
Do you ever need a complete view of your interactions with a customer?
Within the CRM module, you can get total visibility of everything relating to each company and individual contact. All your tasks, leads, quotations and other documents are not just accessible at company level, but they’re available at contact level, too.
Do you wish there was a better way to share key customer information in your team?
Use the CRM module to 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, and use these tags to filter or segment customer data in your CRM.
With Zigaflow, you can specify a credit limit for each of your customers and keep track of any outstanding amounts in various places (including unpaid invoices, jobs and sales orders).
This helps to determine if an account can be put on stop until the balance is restored. Once the threshold has been reached your team is notified in various places within the system, such as when creating a quote for that particular customer.
With Zigaflow, you can view every dated quote, job and invoice in chronological order, for each customers account listed within the CRM.
This allows you to step back and view the bigger picture of your customers history and keep track of your daily tasks.
Quickly find the customers or contacts you are looking for using the extensive filtering options available.
Within the CRM module, there are a range of filters available to refine the results in view, allowing you to find the relevant customers or contacts quickly and easily.
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?