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
Would you like your customers to tell everyone how much they love working with your business?
Give them an experience beyond their wildest expectations and they will.
Blow your customers' minds
With our Service Automation software, you'll be able to deliver a world class service to your customers.
Track support requests, product warranties, create routine service or maintenance schedules from contracts and so much more.
Imagine the best service you've ever received from a supplier - you can probably do better with this.
If you can't see something you are looking for, please do not hesitate to get in contact with us as we've always got new ideas coming through development.
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.
Manage your customer contracts quickly and easily. Auto-generate routine jobs and invoices with defined schedules by individual contract. Ideal for any business providing ongoing service or preventative maintenance.
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.
It’s essential to ensure any support requests from your customers are managed quickly and effectively. If you have SLAs with your customers, or just want to give them the best experience this is well worth a look.
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.
Track the lifecycle of physical assets by serial numbers or other unique references. Get a clear view of all documentation, tasks and much more related to the asset to give clear insights to everyone who needs it.
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 Service Automation subscription plan.
Service automation software is an application or software specifically designed to give you the best tools to give your customers an experience they will never forget - for the right reasons!
If you need a way to manage customer support requests, or you provide ongoing services, for instance maintenance or support contracts, or supply products for which you need to track warranties and service visits, a service automation software is exactly what you need.
Let's say you need a way to manage support requests from your customers, or you supply products where you need to track warranties, or perhaps you have servicing agreements which require routine site visits - you need this process to be as simple as possible.
Your customers expectations have evolved, and having a CRM and managing things in spreadsheets just isn't enough.
Some larger businesses spend huge amounts of money creating bespoke applications to deliver half of what you can do with our Service and Automation plan as this used to be the only way it could be done - until now!
Having a software to automate mundane tasks with all the information at your fingertips allows you and your team to give your customers a first-class service, in every interaction.
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.
As our service automation plan is a full suite of modules across all aspects of your business, information gathers as you go about your day-to-day business activities.
Historically, businesses would have needed multiple systems to achieve what we have created in Zigaflow, and often this would have also had excel files running alongside.
With our service automation plan, you can easily bridge sales, operations, finance and field in one system, ensuring no matter who deals with a customer about what, all the information they need for their job is readily available.
...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 spent months looking for a system that would be simple to ease in to and more powerful and complex as we developed.
Zigaflow was the perfect choice for this.
The Support Team are extremely helpful and spent time understanding the needs of our company and showing us how to get the most from Zigaflow. We now use the system for more than we originally intended and will be using even more functions in the coming months.
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.
We subscribed to Zigaflow specifically to make our purchasing process more efficient. I highly recommend this app, the support is fantastic, and it really has saved us a lot of time. There is a lot more that we could potentially use it for, which the team at Zigaflow have demonstrated. It is very professional but also affordable.