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.
Do you use a weighting system to forecast your sales?
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.
Would you prefer not to fill out the same information time and time again?
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.
You can also create specific questions and instructions which can act as a playbook for your sales staff should they need one, which helps you in the long run as much as it helps them now.
Wouldn’t it be great if you could create a quote from nothing but a lead?
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.