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?
Business Automation includes a plethora of time-saving automations and integrations that can help your business grow.
See how much time and money you could save every month with Business Automation
hours per month
If you can’t find what you are looking for in the list below, consider checking out our Service Automation plan.
Manage your customers and contacts in our flexible CRM
Create pipelines with custom stages for different types of leads
Store & manage products or services with custom fields, images & more
Create, send & manage quotations or proposals
Manage tasks across your entire business and user base
Produce highly detailed reports across the modules, and drill down to item level reporting
Manage your relationships with your supply chain
Organise yourself with job / sales order management
Manage project timelines and track budgets across 1 or more jobs
Rules based automation to massively reduce business administration
Create, send & track Invoices & Proformas at the click of a button
Create send & track Purchase orders at the click of a button
Create, send and manage RFQ's to 1 or more supplier in a couple of clicks
Manage your inventory, book goods in via purchase orders, goods out via delivery notes
Create, send, print & track delivery notes at the click of a button
Generate signed paperwork, certificates, obtain approvals & more
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.