We made it really simple for you to set up your account to capture the right information, at the right time
The number one rule for any CRM is you get out what you put it. This is why we made it really simple for you to set up your account to capture the right information, at the right time.
Custom fields can be added where you need them to make sure you can store and retrieve all the information that you need. This can then be passed into emails, SMS and documents created by your Zigaflow account.
You can set up different sets of tags which you can use to mark specific records to enable you to quickly find exactly what you’re looking for. The ‘business types’ feature allows you to assign a different type of business to each record in the system.
For instance, to identify which department or key service it relates to. Not only can these be used to filter the records, but you can also use these in your reporting areas to look at one specific part of your business, or multiple parts side by side. Start with the end in mind and you’ll find it easy to get your Zigaflow account working your way.
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6 step formula for rapid business growth
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