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
Use the best tools to speed up each step of your sale process.
Automate a range of tasks so your sales team can focus on closing more business.
Closing sales is vital for your business
Too often businesses fail to realise their full potential as the processes of winning business are clunky and slow.
Your sales quotations and proposals should be quick and easy to produce and send, to give you more time for finding opportunities and bringing in orders or jobs.
Make it easy for your customers to choose to buy from, or work with you.
Everything below is in all of our subscription plans, so if you can’t find what you are looking for here, why not check out our plans page where you will see what is in our other Business Automation or Service Automation plans.
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.
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.
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 Sales Automation subscription plan.
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.
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%!
...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 changed our helpdesk system and lost our previous quoting tool. After many searches and trials, we found Zigaflow which just works. It is very quick and easy to get up and running and just works. The other key thing is that the support team, not only, provides quick advice when required, but also listens and responds to feedback and suggestions.
One of our biggest issues was gaining feedback from contractors following a site visit and having to waste employees time chasing photographs to enable our estimating department to produce quotations. Quikflw has pulled all aspects of our operation into one comprehensive package including accounts which allows me to monitor the business on a daily basis. The team at Quikflw are always on hand to resolve any questions arising from operator malfunction or general operational procedures. My team and all of our contractors, several hundred, are reaping the benefits and more importantly, enjoy using the system.
Ease of use for all members of staff. Increased levels of professionalism. The adaptability of forms and contracts for clients & our contractors. Real-time capture of on-site engineers reports & photographs. Easy overview of all aspects of our operation and individuals performance. Flexibility throughout.
Simple enough for any staff member to operate with ease no matter age or experience using computers. This program has increased our efficiency by tenfold with creating quotations, order forms and generating invoices. Offers a basic but extensive enough CRM system to manage your daily tasks.