Simplify processes, reduce administration tasks and improve the quality of your operations
Get your quotations to look how you want them, in your branding and styling
Our back office software can be utilised to automate a range of time-consuming tasks
Providing your customers with the best level of service doesn't have to be difficult
Take a look at some of the industries who massively benefit from using Zigaflow
Attractive sales quotes plus job, project, contract & asset management which will leave your competition behind
Split your quotes and jobs into different locations, and include images on your quotes and other documents
Quotations, RAMS, certificates, jobs, projects, inspection schedules, invoicing & so much more on tap
Quickly create detailed quotes, manage your jobs, projects, invoiceing, ordering and maintenance all in one place
Quotes, installations, site visits, maintenance, tickets, contracts, client asset management - It's all here
Create stunning quotes with images & incorporate CAD designs, manage production through to installation in one software
Browse our careully selected integrations to add value to your business
An unrivaled Xero Connected App which will let you do business like never before
Connect to QuickBooks for customers, supplier, invoices, purchase orders and more
Take card payments from quotations & invoices at low transaction fees & fast payout
Connect your Gmal account, to send documents, reminders from your chosen email account
Send quotations, order confirmations, invoices and reminders from your chosen email accounts
Combine the marketing automation in Mailchimp and the raw power of Zigaflow
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?
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.
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?
Below is a snapshot of some of the most popular key benefits from using the CRM Module.
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.
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.
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.
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.
Get your customers to electronically sign contracts, service agreements – whatever you need them to be.
Routine maintenance jobs can be automatically created at specific intervals based on the type of contract.
Automated recurring invoicing, at your choosing, with the ability for this to be different for different types of agreements you might have with your customers.
These are some of the most common modules where our customers benefit from what the CRM module offers.
Create and send personalised, professional, and attractive quotations and/or proposals in your branding. Automate your follow up processes to always control the next steps. Best in class by a long mile.
Manage your customer jobs and/or orders, with the added advantage of sub-workflows to breakdown different types of jobs and orders. Automatically keep your customers in the loop at every step of the way.
Manage your customer contracts quickly and easily. Auto-generate routine jobs and invoices with defined schedules by individual contract. Ideal for any business providing ongoing service or preventative maintenance.
...to see how our solution can help your business
The beauty of Zigaflow's quotation software is that it is intuitive, user friendly and can be modified to work around our business without compromise. In 18 months we have been able to increase our output of quotations by 300% and, with the inbuilt online quotation approval, our customers have been able to sign off on their quotations without any delays.
It is very easy and quick to create a quotation and calculate the working labour hours using Quikflw. I have used many quotation products and this is proving to be the best.
Create custom reports is very easy. The software is easy to use. Very cost-effective. Software is web-based, so it can operate on MacOS or Windows. I can create a quote very quickly.
The benefits of having this software are we now have visibility within the business, figures are more accurate and it has made the team more productive with the everyday running of the business.
Easy to use, it has changed the way we work. Spreadsheets have gone. We now place quotes and turn them into jobs, we can see a true costing of the business now with the supplier PO's and exporting the information into Sage has also made the accounts team more productive.
I am getting everything I require through the Zigaflow system plus more bonuses than I would’ve expected. The cost was well within our budget and the only extras are those available any time I wish to upgrade at any time.
The set-up is personal and very helpful and I am extremely happy with everything, especially how easy the system is to use and customise. Thanks again – One more very happy customer.