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.
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.
Getting started
Step 1: Connect your Xero account to Zigaflow
N.B. This step creates a "digital handshake" between the two systems - no data is passed either way at this stage
- Log in to your Zigaflow account here
- Click on the Cog Icon
- Integration Settings
- Connect
- Follow the on-screen prompts
Step 2: Import your Tax Codes and Account Codes
N.B. This step allows you to replicate the Tax Code and Account code structure from your Xero account in Zigaflow
- Log in to your Zigaflow account here
- Click on Configure
- Accounting
- Select "Tax Codes" or "Account Codes" from the left-hand menu
- Click on the "Import Tax Codes" or "Import Account Codes" buttons
- Select the Tax Codes or Account Codes you wish to import
