Accelerate your sales

Use the best tools to speed up each step of your sales process.

Automate a range of tasks so your sales team can focus on closing more business.

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Sales Automation

Sales Automation Software

How efficient are your sales processes?

Do you find that your sales team spend a lot of time creating and sending quotes? Sales automation helps by streamlining your business processes and automating manual, tedious and time-consuming tasks. These automations reduce the time your sales team needs to spend on admin work and gives them more time to do what they do best: sell.

Sales Automation: the way it should be

Don’t let a clunky sales process prevent your business from succeeding. Our Sales Automation plan helps to improve your processes and make your team more efficient by letting them focus on the tasks that really matter.

Manage leads effectively

Manage leads effectively

Don’t let your sales leads slip through the cracks. With our lead management tool, all of your current leads are located in one place: create reminders and alerts so you know when to touch base with a prospect or to follow up on an email, and do it all at the click of your mouse.

Quickly create quotes

Quickly create quotes

Set up a catalogue of products and services which you can quickly add to sales quotes. Manage bulk discounts, multiple currencies or price lists with ease, include product images and specification details in one document, and use customised document templates to ‘wow’ customers with your presentation.

Automate Responses

Nail your follow ups

Never leave a customer worried about a quote or proposal. With the Sales automation plan, you can send automated emails to the relevant party and inform them of any updates without lifting a finger.

Keep your finger on the pulse

Keep your finger on the pulse

Keep track of all of your leads and quotations: our real-time dashboards provide detailed information to help you make swift, informed business decisions without the usual hassle.

How much can you save?

See how much time and money you could save every month with Sales Automation

Average annual salary per employee:
Number of employees (minimum of 3):
1) On average, customers using Sales Automation save 20 hours each month for every user on the system.
2) Estimated salary savings are calculated based on 1,650 working hours per year.
3) The monthly price is based on the individual user price multiplied by the number of user licences.
4) Monthly return on investment (ROI) is calculated as estimated salary savings minus the monthly price.
5) None of the calculations take into account the price for the kickstart in months 1-4.
6) While these numbers provide an accurate representation across our whole customer base, time savings can vary from customer to customer.

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What do you get with Sales Automation?



Manage your customers and contacts in our flexible CRM

Leads Management

Leads Management

Create pipelines with custom stages for different types of leads

Items Management

Items Management

Store & manage products or services with custom fields, images & more



Create, send & manage quotations or proposals

Task Management

Task Management

Manage tasks across your entire business and user base

Real-Time Reporting

Real-Time Reporting

Produce highly detailed reports across the modules, and drill down to item level reporting

Frequently Asked Questions

Below are some of the commonly asked questions around Sales Automation.

Sales automation software is an application or software specifically designed to improve and streamline the processes within your sales team or department.

The best sales automation software packages will give you the ability to reduce repetition and admin in the sales cycle.

By reducing common data entry, applying central pricing strategies, having structured follow up processes all embedded in your core sales software, the time saving instantly has a positive impact on your bottom line.

More importantly, your sales team or department will become more productive, leading to exponential gains for your business.

You absolutely can & should!

More often than not customers will move to our Business Automation or Service Automation subscription plans as it's a logical and prudent business decision for them.

All the information entered at a lead or quotation stage can then be carried over into the jobs module, and on to invoices, contracts and more without any double entry of data.

Having better processes in place post sales also helps sales teams as customers are much more likely to keep coming back to you when the service they receive is fantastic.

Offering a fantastic customer experience, gives sales teams or departments a powerful message to convey when selling to new customers or accounts.

100% yes.

There are multiple ways in Zigaflow to control user access rights, from team management, assigning customer accounts and more.

There are in-built approvals you can set against specific users so that sales management, or team leaders can approve quotations over a certain value as just one example.

It is ultimately geared up to accommodate the user access needs of any business.

More sales! Needless to say, there is more to getting your sales right than a good software. You also need the right people, product & market positioning.

Working on the basis you have the right team, a great product and know your audience, you will be able to put more focus on high output work & less time on admin.

We have had customers reporting a 300% increase on quotation outputs. Yes, 300%!

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