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
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 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
Pre-builds allow you to set out different processes for different scenarios with specific functionality relevant to the module
How to develop and implement a CRM Strategy
What business processes should be automated?
Everything you need to know about e-signatures
Powering up Pre-builds
Next Level Automations
Stay up to date with the latest updates and news from Zigaflow
Our Pre-builds have become one of the most powerful elements in our software.
Two of the major features shared across all module Pre-Builds are the ability to automate the creation and allocation of tasks to members of your team, and also to trigger automatic email correspondence to clients, suppliers, team members or specific email addresses.
These scheduled email messages have become hugely important as a way to manage customer communication quickly and effectively.
Up until now, these scheduled messages could be triggered so many days after a status had changed or before a key date.
You can now set rules to immediately send a scheduled message to the desired recipient as soon as a status has changed.
This could be a simple message to say “Thank you for your order” upon a quote being accepted, or a “Booking Confirmation” when a job is changed to a booked status, or even a “Thank you for your payment” email when an invoice is marked as paid.
There are lots of different ways in which this could be used depending on how you would want things to run in your business – all it needs is a little imagination!
On top of this, we have now also added the ability to automatically change the status of a record generated from a Pre-Build when a scheduled message is sent.
This is a great way to get a clear picture in a module screen of exactly where things are up to, and combining all of this with the likes of the automated tasks ensures each of your specific processes can be followed quickly and easily at all times.
Pre-builds are currently available in the following modules:
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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 spent months looking for a system that would be simple to ease in to and more powerful and complex as we developed.
Zigaflow was the perfect choice for this.
The Support Team are extremely helpful and spent time understanding the needs of our company and showing us how to get the most from Zigaflow. We now use the system for more than we originally intended and will be using even more functions in the coming months.
We are able to put out professional-looking quotes in a fraction of the time it used to take us. Using the Zigaflow software has also helped us manage our margins on products better, where in the past we would often over-discount products to win a project.
Having used similar software before, I found Zigaflow to be much more customisable and easier to tailor-make for our company needs. The quote templates are easy to set up and can be changed at any time, adding and changing products on the system is also very intuitive and easy. One of my favourite features is being able to see exactly what my margin and mark-up is while doing a quote and applying discounts.
We subscribed to Zigaflow specifically to make our purchasing process more efficient. I highly recommend this app, the support is fantastic, and it really has saved us a lot of time. There is a lot more that we could potentially use it for, which the team at Zigaflow have demonstrated. It is very professional but also affordable.