Find out how each modules works and how it can improve your business
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 carefully 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
This powerful module allows you to keep track of different types of enquiries, leads or opportunities quickly and easily in multiple lead workflows.
You can also create prepopulated lead cards using our intuitive pre-builds, containing questions and tasks specific to that type of lead, as well as create quotations and keep your lead pipeline up to date automatically.
Do your leads sometimes follow a different process than what you would expect?
With Zigaflow, you can create different pipelines each with its own statuses specific to the process those sales leads follow. Each pipeline can be reported on and viewed independently, and leads can be reassigned to a different pipeline when necessary.
Use this module to assign a specific percentage probability to each status that you set out against any of your lead pipelines. The system will then calculate a weighted forecast on each lead, status and pipeline to give you clearer insight, which means you have time to do more important things.
Our pre-builds allow you to complete certain fields of information before you create a lead, which saves you valuable time down the line—time that you could be spending on more important things, like strengthening your bond with existing customers.
Once you create a lead, you can create a quotation either from scratch or using a quotation pre-build, at the click of a button. We use that phrase a lot, but it’s really that simple! This pre-build is linked to the lead, the status of which is then automatically updated as the quote progresses.
With Leads Management, you will never miss an opportunity when it arises—this module helps you keep track of inbound enquiries and manage outbound call campaigns with ease. Assign tasks, create as many active Lead Pipelines as you need, and customise each one with their own statuses to help you organise your workload.
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.
A lead management software is an application or software designed to improve the process of creating, tracking and reporting on sales leads and opportunities.
Often these are a part of basic CRM functionality, however sometimes the capabilities are somewhat limited and often require lots of manual effort to maintain records.
Our Lead Management is an integral part of the Zigaflow software, making it part of a highly powerful suite of business applications.