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
Managing your daily tasks should be easy to do with all the related information at your fingertips.
Imagine starting work for the day with a clear view of everything that you need to do?
While one of the biggest benefits of our software is the fact many tasks can be automated, there will always be some tasks which need to be handled manually.
Our task management is an integral part of the overall software, and allows you to create task types specific to your business.
Using our innovative pre-builds around the system, tasks can be automatically created and assigned as you work through your day-to-day business, making our task management module far superior to any of the standalone task management software systems.
Task management software’s are everywhere, but most require a lot of setup as tasks or groups of tasks are created which often makes even the market leading systems very cumbersome in reality.
Having a process of building up key tasks automatically is far more beneficial in the long run.
Below is a snapshot of some of the most popular key benefits from using the Task Management Module.
Wouldn’t it be easier if you could automatically assign tasks to the correct person?
By using our module pre-builds, you can assign specific tasks to users based on the progress of quotations, jobs and more. These appear in the user's task list based on the schedule rules.
Have you got types of tasks specific to your business or industry?
Create your own task types in the system. Users can then filter their task list by type, allowing them to concentrate blocks of time on specific functions. This is great for productivity.
Are your tasks connected to somethings else?
Often a task is associated to something like a customer order, as tasks can be linked details of any linked records are quickly accessible from the task list, and tasks accessible in the records.
Wouldn’t it be great to see tasks progress at a glance?
While there is a task list, in each record there is also a tasks tab, and you have the choice to show them on pipeline cards, so at a glance you can see what has and hasn’t been completed.
These are some of the most common modules where our customers benefit from what the Task 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.
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.
Create invoices either automatically or at the click of a button. Supports part invoicing & proforma, all of which can be exported to your accounting system easily. Credit control is a breeze too.
...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.
We changed our helpdesk system and lost our previous quoting tool. After many searches and trials, we found Zigaflow which just works. It is very quick and easy to get up and running and just works. The other key thing is that the support team, not only, provides quick advice when required, but also listens and responds to feedback and suggestions.
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.
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.