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


What is a CRM?

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?

What is a CRM?

Key Benefits

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

Create custom fields

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.

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

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.


Manage customer contracts with ease

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.

Manage customer contracts with ease

Related Modules

These are some of the most common modules where our customers benefit from what the CRM module offers.

Quotations

Quotations

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.

Jobs/Sales Order Management

Jobs/Sales Order Management

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.

Contracts

Contracts

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.

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