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
Build a better business with detailed quotes & RAMS plus job, project & subcontractor management
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
Give your customers a level of service beyond their wildest expectations
Make sure you meet your contractual obligations, track all tasks and activity, and keep your customers up to date at every step of the process.
Making sure you provide your customers with the best level of service doesn't have to be difficult.
Guarantee that when customers deal with you, your responses are fast and appropriate. Manage how you provide services to your customers with Zigaflow's service management software.
Take full control over support requests, your contractual agreements, warranties, and have detailed information down to the asset level so you know what has been done and what needs to be done at all times.
Generate and send contracts for eSignature approval by clients. Automatically generate recurring invoices at specific schedules based on your contract with your customer.
Invoices are calculated on the number of items that month (i.e., the number of licences), or as a proportion of the total contract value, for instance, 1/12 of the annual contract value if invoicing that customer every month.
Invoices can be automatically sent to your clients automatically and posted into your accounts software with no human intervention.
Use your customer contracts to automatically create jobs, for instance, to complete site visits for planned preventative maintenance, or to remind you to complete system back-ups.
Different job frequencies can be used for different items within the same contract, so if some items need to be serviced twice a year and some once a year, this just runs based on the rules of each item on each contract.
Keep track of the entire history of each asset stored with a unique reference (i.e. Serial No, Asset ID, or MAC address).
View the entire history in one screen and store information specific to the asset for example images or documentation like site reports.
See any quotations which have been raised against an asset, any repair invoices which have been raised, and use this information to educate your customers when assets are either due to being replaced, or it is in the customers best interest financially to replace it.
Link any other document created in the system to an existing customer asset to create a link at the click of a button.
Create forms for customers to log details of specific support requests or to guide your team to ask the right questions at the right time.
Prioritize tickets and assign them to the team member best suited for handling that request.
Set up auto-response emails to manage your customers expectations on timescales and progress. Report on start to end times for service level agreements.
Create quotations and jobs from created tickets at the click of a button or automatically to ensure things move as swiftly as possible for your customers.
...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.
After trying many workflow systems and wasting many months and lots of money we found Zigaflow. Its been amazing in streamlining the work process and saving us countless hours of frustration. Support is first class and the company actually respond to feedback and make adjustments for the better, very refreshing. Keep it up!!!
We needed an online system which would allow us to track customer orders right through from quotation to delivery and invoicing.
Until then we had an accounts package which allowed us to produce Quotation, POs, and Invoices but didn’t really link them together.
With a national sales force, we needed software that can be accessed by everyone. The sales managers all raise the quotations, and they are signed off and sent by the admin staff at HQ, so we can ensure the correct components have been added and the quote is technically sound. We have reduced the requirement for additional admin staff as the quote is submitted as a request and then checked, rather than the sales force requesting a quote to be raised. I can see at a glance what the profit margin is on each quotation, I can also combine a couple of options onto one quotation by using sections, which reduces the number of duplicate projects on the system. Finally, the search function on the software is excellent; if I need to see all the quotes with a certain product on it this can be done in a matter of seconds without having to export to excel. Overall, I believe the implementation of this software has streamlined the quotation process and freed up time which would normally be spent on quotations to other areas of the business.