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Zigaflow

By Zigaflow
4.86 out of 5 stars
Free 14 day trial available
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Zigaflow is designed to become the nerve centre of your business by streamlining the way you work individually and as a team. Real-time management information means informed decisions can be made in a fraction of the time, laying the foundation for rapid, sustainable growth.
Rated
4.9
out of 5
Reviewed by
7
Xero users
Try this app
Free 14 day
trial available
Listed for
4 years
July 2019

Overview

We’re on a mission to make YOUR business growth inevitable

Zigaflow is a business management software designed to help businesses, in almost any industry operate much more effectively and give them the ability to make a gear change.

Many businesses reach a point in their growth where they find they are using too many apps and/or spreadsheets to manage their business – often because you add in new apps or spreadsheets as your business evolves.

Everything from CRM, sales leads, quoting, order management, inventory and much more is managed in Zigaflow giving you a real “true north” in managing your entire business.

How your business can benefit

Clarity Detailed real-time insights into every area of your business operations enables you to make informed decisions with confidence.

Efficiency Streamlined processes, combined with powerful automation capabilities gives you more time to focus on work which generates money – rather than costing you money.

Scalability With systemised processes and total transparency your business is equipped to expand quickly and sustainably while maintaining your quality of service.

For Accountants We work with a growing number of forward-thinking accountants to help transform their customers businesses, so feel free to get in touch with us and we can share how we can help your customers too.

Zigaflow
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Zigaflow + Xero

Introduction

We have built a powerful integration with Xero which allows your business to operate fluidly, and efficiently. We want to avoid people needing to jump in and out of systems and shorten your cycle of quote-to-cash as much as possible.

Sales Invoicing Zigaflow handles all your processes around creating sales invoices, and thanks to our automation capabilities, most customers never do any invoicing manually.

You can tailor automations to accommodate almost any payment structure or situation.

There is an option to create invoices manually at the click of a button, however very few customers do this as it is just an admin task taking up time.

Invoices can be created from delivery notes, or sales orders / jobs.

We can handle part invoicing, proformas and the system keeps track of and reports on un-invoiced orders / jobs, amongst lots of other detailed reports.

The entire details of a sales invoice – customer information, line-item details, account codes, tax codes and even Xero tracking categories can be automatically pushed from Zigaflow into Xero based on your choice of trigger.

Payments are then processed within your Xero account, and when a sales invoice is fully paid in Xero, the corresponding invoice in your Zigaflow account is moved into the “paid” status.

This can then move sales orders or jobs into the next stage of the process automatically.

Credit Notes Credit notes can be created in Zigaflow against a sales invoice. Once again all of the relevant detail is pushed into your Xero account.

Xero Contacts If a sales invoice is created in Zigaflow for a new customer, the details of that customer are passed across with the sales invoice and create the new contact in Xero automatically.

Purchase Orders

Purchase orders related to sales are created in Zigaflow and again all detail can be passed across and into Xero down to line item and tracking category detail.

Reviews & ratings

4.9 out of 5 stars
7 Reviews

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Most recent reviews

DW
David Wilde
Posted 25 Mar 2021
5 out of 5 stars

Excellent

We spent months looking for a system which 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. Highly recommend.
EB
Emma Butt
Posted 25 Mar 2021
5 out of 5 stars

Excellent in all respects

I have evaluated so many quoting systems to find the right fit for our business. Zigaflow really does so much more than we originally anticipated. We now use Zigaflow from customer appointment through to quote, ordering, installation and also for follow up service calls. The team are really happy to spend time understanding how we need to use the system and have been an invaluable help in setting things up and developing our use.
MS
Mark Sitwell
Posted 24 Mar 2021
5 out of 5 stars

Excellent

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.

Additional info

Shared data

Xero
Zigaflow
Invoicesshared from Zigaflow to Xero
Credit Notesshared from Zigaflow to Xero
Contactsshared from Xero to Zigaflow and from Zigaflow to Xero
Purchase Ordersshared from Zigaflow to Xero

Functions

InventoryCRM

Industries

Construction and tradesProfessional servicesManufacturing

App details

By Zigaflow
Added in 2019

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@zgaflow.com

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14 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.