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Do you want to create dynamic quotes and proposals and manage your customer orders, jobs, projects & tasks in ways you could only dream possible?
Overview

Zigaflow is a flexible, customisable software platform that is non-industry-specific, but can be configured to suit the specific needs of almost any industry.

Behind the software, we are a company with 20+ year's experience in software, database, and application design & development, and we are committed to the continuous development of our software around the needs of our valued customers - just like you.

Zigaflow has been evolving as a software platform since around 2014, and we have one of the most active development teams, rolling out at least 100 updates every year - all to make your business more streamlined.

Zigaflow comes in 3 versions depending on your business needs

  • Sales Automation
  • Business Automation
  • Service Automation

Sales Automation
Create visually stunning sales quotations and proposals to send to your prospects and customers. Intelligently manage your sales leads and customer information.

Some of the key features are;

  • Item management (Catalogue)
  • Lead management
  • Include high-resolution product images
  • Incorporate detailed specification sheets
  • Electronic customer sign-off
  • Customer customisation options
  • Automated follow-up emails
  • Controlled next steps in the sales process with automated task scheduling
  • Multi-currency
  • Price lists and breakpoints
  • Real-time reporting & sales leaderboards

Business Automation
Manage your customer orders, jobs, projects & tasks. Automate key business processes, tasks, and communication with customers, suppliers, subcontractors, and internal team members.

Everything in Sales Automation plus;

  • Job / order management including scheduling
  • Automatic customer updates and email correspondence
  • Project management
  • Task management
  • Stock management
  • Invoicing with automatic upcoming payment reminders from your own specified email address, and post-payment date credit control emails
  • Purchase orders with automatic supplier reminder emails and a choice of viewing purchase orders in Gantt view
  • Delivery notes with electronic sign-off
  • RFQ's
  • Configurable eForms with lots of use cases
  • Supplier management

Service Automation
Perfect for service-based businesses, and those which hire out equipment and machinery. This licence takes customer lifecycle management to another level.

Including everything in Business Automation plus;

  • Contract management with electronic customer-sign off
  • Routine job creation i.e., for planned preventative maintenance (PPM)
  • Client asset management
  • Ticket management for handling customer support requests.
Explore all features of Zigaflow
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Zigaflow + Xero

Zigaflow allows you to push sales invoices, purchase invoices, and purchase orders into Xero. It will automatically add new clients and suppliers into Xero, and you can choose to automatically update records in Xero by making changes in Zigaflow.

We have the ability to update invoice records in Zigaflow when payments have been allocated in the bank feed within Xero.

Reviews & ratings

4.9
7 Reviews
5 star
(86%)
4 star
(14%)
3 star
(0%)
2 star
(0%)
1 star
(0%)
DW
David Wilde
Posted

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

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

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

App details

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 walkthroughIntegration walkthroughsupport@zigaflow.com

Contact

+44 (0)333 002 5678

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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.