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
Are you ready to compete in the big leagues?
Bring sales, operations & finance into one system for maximum efficiency with our back office software.
Your customers deserve the best
With our back office software, you will be able to manage any customer orders, jobs or projects seamlessly from the point of sale.
Automating simple things like customer updates rather than reacting to their requests is just one of the small ways you can make customers feel loved.
What would your customers say about the service they get from your business?
Everything below is also available in our Service Automation plan, so if you can’t find what you are looking for here, you should definitely check that out.
Get a clear view of everything relating to each of your customers. Use custom fields and tags to have your customer data exactly how you need or want it to be. Our CRM is intrinsically linked to all system modules.
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 and proforma, all of which can be exported to your accounting system easily. Credit control is a breeze too.
Create, print, send and track your customer deliveries. Can be quickly created from all or part of a customer order, with flexible document templates so you can layout your paperwork the way you want it.
Even on a customer order where multiple suppliers are involved, all the purchase orders can be created within a couple of clicks. With choices of list, Kanban and Gantt views, managing your PO’s has never been easier.
A massively powerful modules, which can be connected to whole documents like jobs, but also linked to specific items or standalone. Artwork approvals, fault reports, RAMS are just a few of the ways you can use these.
Manage your inventory, book goods in via purchase orders, goods out via delivery notes. Track serial numbers, batch numbers or expiration dates on items. Allocate stock directly on to an individual job easily.
Store your product catalogue with the choice of adding custom information, tags images, default attachments and so much more. Create kits of multiple items, set associated and alternative items with excel imports.
Acquiring customers or sales opportunities bears a cost, use the Leads module to keep track of different types of enquiries with pre-defined questions, customisation options with the added benefit or real-time reports.
Not only can you create and assign tasks, the tasks module is linked to all other modules with advanced options for auto creation and allocation based on defined rules ensuring processes are followed every time.
Your supply chain is so important in your business. We have tools in place to track all of the information relating to each individual supplier, from discount rates, PO history, items they supply and much more.
At the click of a button create RFQ’s to your supply chain from the quotation or job. This is ideal for businesses where cost prices fluctuate, or who maybe just wants to negotiate discounts to boost profits.
If you want massive gains in terms of time savings and overall cost efficiency, create rules to automate key business tasks and correspondence with a huge choice of variables to control multiple processes
Manage orders by date and staff, and track forecast and actual costs. Create worksheets and customer confirmations. Generate linked Invoices and Purchase Orders.
Keep your finger on the pulse with dynamic interactive dashboards across the modules. Drill down to item level to see exactly which products, services, categories or even account codes are giving you the best return.
Below are some of the commonly asked questions around our Business Automation subscription plan.
Business automation software is an application or software specifically designed to improve and streamline the processes within your business by automating repetitive routine tasks, which otherwise would have involved manual work.
As with all of these things, it is important you ensure any software you evaluate can give you the best return for your business.
Our business automation software has been developed based on customer feedback and this is what drives further development.
In this day and age, a CRM software alone is not enough for your business to perform at its highest level. Having a software more specifically focused around your business processes which automates key tasks within the business creates time for staff to focus on high output work.
The impact of a great business automation software should be exponential in every department in your business.
You absolutely can, the question is whether you need to?
Ordinarily, our customers fall into one of two camps, either Business Automation or Service Automation, and it depends entirely on the nature of your business.
If you sold physical assets which needed to be tracked for warranties, or if you provide some ongoing service contracts for example maintenance or support, the move to Service Automation would be wise.
It is not uncommon for customers to transition through all different plans as their needs change or they want to get further gains from the software.
We don’t, and you shouldn’t need it to. Zigaflow has all of the tools most CRM software providers offer and so much more.
Our ethos is working towards customers having to have as few systems in their business as possible, as over the years it has become apparent this is where customers businesses suffer the most.
Having multiple systems leads to duplication of data entry, loss of information, additional points of failure, and doesn’t give you the whole picture of your business.
This is one of the questions that comes up frequently, but when people see the full scope of what Zigaflow can do, they soon realise their CRM system becomes obsolete.
Happy customers! Yes, we know it sounds corny, but it’s true!
Of course, as a business you get visibility of everything, reduce errors, save time, but the net result from all of that is you can deliver a far better service to your customers and keep them coming back to you, and telling everyone how awesome it is working with your business.
...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 have been using the system for over a year and it has transformed our business. With the help from the Zigaflow team we’ve been able to improve systems, speed up processes and convert more sales
We searched for a solution for months and this was the only one for us. I would strongly advise trying Zigaflow out for your business.
Zigaflow has a wide range of modules and features with very easy customisation to suit your business needs. Updates are regular and customer service is outstanding, always happy to help add new features. It does absolutely everything a business needs and has a smooth integration with Xero. Could not think of any negative criticism if I tried, top stuff!
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.