Can I create different lead pipelines for different types of enquiries?

Yes, absolutely. Zigaflow lets you create as many separate lead workflows as you need, each with its own custom statuses. This is particularly useful if your business handles different types of enquiries that follow different sales processes. For example, you might have one pipeline for inbound website leads with stages like "new enquiry", "qualification call", and "quote sent", and a completely separate pipeline for trade show contacts with stages like "badge scanned", "follow-up email", and "meeting booked". Each workflow operates independently, so statuses in one don't affect another. You can also move leads between workflows if their journey changes, keeping everything flexible as your sales process evolves.

How do I import my existing leads from a spreadsheet into Zigaflow?

Zigaflow supports bulk importing so you can bring in your existing lead data without entering each one manually. Prepare your spreadsheet with columns for company name, contact name, email, phone, source, and any other details you track, then use the import tool to upload everything in one go. The system maps your spreadsheet columns to the corresponding lead fields, so your data lands in the right place. Once imported, leads appear in your chosen pipeline ready for your team to start working. This means you can switch from spreadsheets to Zigaflow without losing any of your existing prospect information or starting from a blank slate.

What happens when I convert a lead into a quote in Zigaflow?

When you convert a lead to a quote, Zigaflow automatically creates a new quotation record and populates it with all the customer and contact information from the lead. You don't need to re-enter names, email addresses, company details, or phone numbers - it all carries across in one click. The quote then stays linked to the original lead, so you can always trace the full journey from first enquiry to proposal. From there, if the quote is accepted, it can progress into a [job](/jobs), then on to [purchase orders](/purchase-orders), [delivery notes](/delivery-notes), and [invoices](/invoices). This connected workflow means you get complete visibility across the entire customer lifecycle without ever losing context.

How do automated follow-up reminders work with Zigaflow leads?

Zigaflow lets you set follow-up dates and reminders directly on each lead record. When a follow-up is due, the assigned team member receives an automatic notification so they know exactly which leads need attention and when. You can also configure automations that trigger based on lead activity - for example, if a lead hasn't been updated for a set number of days, the system can automatically flag it or send a reminder to the owner. This ensures that no lead sits idle without someone being aware, and your team stays on top of every active prospect without relying on memory, calendar entries, or sticky notes stuck to monitors.

Can my whole sales team see all leads, or can I restrict access?

Zigaflow gives you flexible control over who sees what. By default, your team can view the full pipeline board for transparency and coordination, which helps prevent duplicate outreach and ensures fair lead distribution. Each lead shows its assigned owner clearly, so everyone knows who's responsible. Managers get a complete overview across all team members and pipelines, making it easy to monitor workload, identify where support is needed, and redistribute leads when someone is at capacity. This transparency fosters healthy collaboration whilst maintaining clear accountability - everyone knows the pipeline status without needing to ask around in meetings or chase updates via email.

Can I track where my leads are coming from and which sources convert best?

Yes. Every lead in Zigaflow can be tagged with its source - whether that's your website, a trade show, a referral, a social media campaign, or an eForms submission. You can then run reports that show you how many leads each source generates, what percentage convert into quotes, and how that compares across different time periods. This gives you evidence-based insight into which marketing channels deliver the best return, rather than relying on gut feeling. Over time, you can connect this data to downstream invoices to understand not just which sources produce the most leads, but which ones produce the highest-value customers.

How do leads in Zigaflow connect to the rest of my business operations?

Leads sit at the very start of Zigaflow's connected workflow. When a lead converts, it flows into a quote, which can then become a job when accepted. From there, you can generate works orders for production or installation, raise purchase orders for supplier goods, create delivery notes for dispatching items, and issue invoices for payment. At every stage, the records stay linked so you can trace any transaction back to the original lead. This means your sales, operations, procurement, and finance teams all work from the same connected data - no re-keying information between separate systems, and complete visibility from first enquiry through to final payment.

Sales

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Your leads are scattered across a dozen places

Before

Right now, your leads probably live in at least four different places - an email inbox, a shared spreadsheet, someone's notebook, and possibly a contact form that nobody checks regularly.

With Zigaflow

Zigaflow pulls every lead into a single, centralised workspace where your whole team can see exactly what's happening.

Missed follow-ups are costing you deals

Before

You know that lead you promised to call back on Thursday? The one that got buried under a wave of new enquiries and urgent customer requests?

With Zigaflow

Zigaflow automates follow-up reminders so your team never has to rely on memory again. Set follow-up dates directly on each lead, and the system sends automatic notifications when action is due.

You can't see where your leads actually

Before

Ask your sales manager how many active leads are in the pipeline right now, and you'll probably get a rough guess rather than a confident answer.

With Zigaflow

Zigaflow gives you a visual pipeline board where every lead sits in its current stage - from initial enquiry through to qualification, proposal, and conversion.

What you get

Visual pipeline with drag-and-drop stages
Automated follow-up reminders so no lead goes cold
Convert a lead to a quote in one click
Track lead source and channel conversion rate
Assign ownership to individual team members
Capture leads automatically from website eForms
Full activity history on every lead record
Send emails from templates and track conversion directly on the lead

How it works

Set up your pipelineStart by creating workflows that match your sales process.
Capture your leadsAdd leads manually, import them in bulk from a spreadsheet, or capture them automatically through eForms on your website.
Track and progress leadsDrag and drop leads between pipeline stages as conversations progress.
Convert to quotesWhen a lead is ready to buy, convert it into a quote with a single click.
Review and optimiseUse built-in reports and dashboards to analyse your pipeline performance.

Everything You Need to Capture, Track, and Convert Leads

Every growing business faces the same challenge - enquiries come in from your website, trade shows, phone calls, and referrals, but without a proper system they end up scattered across email inboxes, sticky notes, and half-forgotten spreadsheets. Zigaflow's lead management software brings all your prospects into one place and gives your team a clear, visual pipeline so nothing slips through the cracks. Whether you're a construction company fielding site survey requests, a promotional products distributor handling hundreds of quote enquiries monthly, or a service business managing referral introductions, Zigaflow adapts to how your team actually works.

With Zigaflow, you create custom workflows that mirror your real sales process. Set up a single pipeline for general enquiries or build separate boards for trade show leads, website forms, and inbound calls - each workflow gets its own statuses that you define and arrange in whatever order makes sense. Drag and drop leads between stages as conversations progress, assign ownership to specific team members, and set automated reminders that keep follow-ups on schedule without anyone having to remember. Your entire team sees the same up-to-date pipeline board, so sales meetings become quicker and everyone knows exactly where each prospect stands.

When a lead is ready to progress, converting it into a quote takes a single click. All the customer information, contact details, and conversation notes carry across automatically so your sales team never has to re-enter data or dig through old emails. That quote then links back to the original lead record, giving you full traceability from first enquiry to closed deal. And because Zigaflow connects your leads to jobs, invoices, and the rest of your operations, you get complete visibility across the entire customer lifecycle without switching between separate systems.

For businesses tired of managing prospects in Excel or losing track of who called when, Zigaflow replaces guesswork with clarity. Real-time dashboards show you which leads are active, which are stalling, and where your best opportunities are coming from. Track lead sources to see which marketing channels deliver the highest-value customers, not just the most enquiries. The result is smarter decisions about where to focus your sales effort and marketing spend, backed by data rather than gut feeling.

Frequently asked

Works with Leads

Features

Quotes Contracts eForms

Industries

Promotional Products & Branded Merchandise Construction & Trade Audio-Visual Office Furniture

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