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
Get the most from every sales lead or enquiry, and never miss an opportunity again.
Do you want to see what a real Lead management software should do for you?
Keep track of different types of enquiries, leads or opportunities quickly and easily in multiple lead workflows.
Create prepopulated lead cards using our intuitive pre-builds, containing questions and tasks specific to that type of lead.
Create quotations with the click of a button, and keep your lead pipeline up to date automatically as your quotes progress.
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.
Below is a snapshot of some of the most popular key benefits from using the Leads Management Module.
Do your leads sometimes follow a different process?
You can create different pipelines, each with its own statuses specific to the process those sales leads follow. Each can be reported on and viewed independently, and leads can be reassigned to a different pipeline.
Do you use a weighting system to forecast your sales?
Assign a specific percentage probability to each status 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.
Would you prefer not to fill out the same information time and time again?
Pre-Builds allow you to complete certain fields of information before you create the lead, saving valuable time. You can create specific questions & instructions which can act as a playbook for your sales staff.
Wouldn’t it be great if you could just create a quote from a lead?
Once you create a lead, you can click a button to create a quotation either from scratch or using a quotation pre-build. This is linked to the lead, and the lead status can be auto-updated as the quote progresses.
These are some of the most common modules where our customers benefit from what the Leads Management module offers.
Create and send personalised, professional, and attractive quotations and/or proposals in your branding. Automated your follow up processes to always control the next steps. Best in class by a long mile.
Not only can you create and assign tasks, the tasks module is linked to all other modules with advanced options for auto creation and allocation based on defined rules ensuring processes are followed every time.
Get a clear view of everything relating to each of your customers. Use custom fields and tags to have your customer data exactly how you need or want it to be. Our CRM is intrinsically linked to all system modules.
...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.
In my experience no software has everything out of the box ready to go, I have trialled almost every CRM and/or quote application out there, but while they may excel in one area they are let down in others. Ive been using Quikflw for 2 years and the features and updates they have made in that period just demonstrate how committed they are in providing the best end to end CRM/Quote/Job/Invoice application out there.
Have used Zigaflow for about 3 or 4 years Any feature we request are always looked at and evaluated and talked about. In the early day with had a visit to our office in Norwich by CSR.
The ability to have both pricing in both GBP EUR The Ability of Kits and all are a product in one place The ability to be able to have groups on the quote - service, Products etc and being able to include in the total or not.
This Software is very quick and easy to set up to get branded quote management implemented. Within 1 hour, we had loaded all our data into it, my team had already figured out how to use it and we're sending quotes to customers. We now have a tracker and reporting as well as being able to search through quotes history and content quickly which you could not do with word.