CRM
Customers, contacts, suppliers and marketing features in Zigaflow
7 articles
- Summary of CRM functionalitySee the CRM features in Zigaflow: importing customers and leads, emailing contacts, chaser emails and SMS, reminders, email tracking and custom fields.
- Bulk update contact tags from a spreadsheetWhere you have more than a few hundred contacts to apply, use this method to update their tags
- Enforcing mandatory company field standardsWhen a new company is added by one of your team, Zigaflow can ensure certain fields are filled in and are the correct length
Credit Limit & On Stop Management
Limiting customer credit, putting them on stop and triggering warnings when payments are overdue
- Managing Customer Credit & ExposureZigaflow gives you powerful tools to limit your exposure to customer credit issues.
- Putting customers on stopZigaflow lets you put a customer on stop so their orders are no longer processed. Quotes can also be halted.
- Credit limitsSet a credit limit for a customer, see how remaining credit is calculated, view the credit breakdown and find where limit warnings appear.
- Automatic Late/Overdue Invoice Notifications and ActionsIf a customer's invoice payment is late/overdue, Zigaflow can automatically notify you and place the customer on hold.