Zigaflow combines order process management with CRM functionality. This includes:

Importing Customers

Importing Contacts

Use the single import of one spreadsheet leads, customers and multiple contacts data. This is ideal for importing trade shows or bought contact lists.

For sending more than a few hundred emails, we recommend using a third-party tool to prevent your email address from being blacklisted by email companies. Zigaflow can export directly to MailChimp

Or, you can export from the contacts to a spreadsheet using the Export button on the companies and contacts page:

You can email using your email address from Companies and Contacts.

Even more powerfully, you can send from leads, quotations, jobs/sales orders, but don't overdo the number sent to avoid being blacklisted. Suppliers can also be emailed from purchase orders and RFQs.

This functionality allows you to schedule emails or SMS texts to customers when a quotation, job/sales order. etc., changes status, or after a set period of time. Find out more here:

Chaser Emails

Chaser SMS

Create leads by importing them from a spreadsheet, or by using the bulk action button on contacts to create leads (Bulk Action->Create Lead).

Set up reminder tasks to chase opportunities with tasks on pre-builds and view them on the task list.

If it is allowed in your country, set up emailing tracking.

Add custom fields to both of these.