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
CRM tools have become more abundant and evolved into different variations. This article will detail the implications specific to each category in order to help you decide which type of CRM would be most beneficial to your business.
Zigaflow joins the Burnley Bondholders
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What is a customer data platform?
E-signature or digital signature, what is the difference?
What information should you include on a quotation template?
Stay up to date with the latest updates and news from Zigaflow
Any company that handles clients or users can benefit from utilising customer relationship management (CRM) software, regardless of industry or size. Its a valuable tool when used correctly and allows you to take full advantage of the data your business collects.
However, contrary to popular belief, a CRM is not a static tool and there are several different variations available to users. It is really important to select the most beneficial and best suited CRM for your business needs and this article will outline the main implications and differences the categories hold. Are CRM tools relevant to your business?
Analytical - this is a kind of CRM that allows you to visualise data. This can include data stored in tables, charts or graphs. Visualisations such as these are useful in helping you gain a better insight into your customers and how they interact with your website. An example of this would be having the ability to monitor when a customer directed away from your website, or which parts of it they interact with the most. This information can be used to identify weak points in your site that arent engaging your customers.
Operational - the focus of this CRM is to allow you to better manage your company based on data you can collect on your customers. This process is great as it forms the basis to begin automating some of your business processes. These operational CRMs can typically be integrated with your favourite marketing channels such as email functions to improve your customer outreach.
Strategic - this type of CRM looks at the customer first, and allows you to use this information about customers as well as other things such as current market trends, to better inform business decisions.
Collaborative - this one informs interactions with other vendors and suppliers and could be based on shared customer data.
Campaign Management - This is a mix of both analytical and operational CRMs; a more complex type of tool and can be used to run sales or marketing campaigns.
If you are unsure which type of CRM is right for your business, it might be worth looking into custom CRM software builds - this is where the approach and integrations are tailored to your specific business needs.
CRM tools are an essential way to gather information and consumer habits, and due to this, they will continue to inform business decisions as well as marketing campaigns.
Our CRM module can be tailored to suit the individual requirements of your business, and if those requirements change the software is flexible enough to change with you. Get in touch today to book your web demo.
With an extensive background in business analysis and software programming, Tim heads up our software development team and loves nothing more than solving complex business challenges with simple easy to use software.
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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.
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.
It is very easy and quick to create a quotation and calculate the working labour hours using Quikflw. I have used many quotation products and this is proving to be the best.
Create custom reports is very easy. The software is easy to use. Very cost-effective. Software is web-based, so it can operate on MacOS or Windows. I can create a quote very quickly.
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.