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Guiding Your Business Growth with CRM and Automation

Your team works hard, but are your CRM systems holding them back?

We create CRM workflow and automation solutions that streamline sales, boost productivity and keep customer relationships effortless. Strengthen your digital transformation journey with bespoke solutions from Flowbird: independent CRM experts who take the time to understand what your business needs.

Book a call or take our FREE CRM Health Check today to understand how you can improve your customer interaction and overall system performance.

Book a Discovery Call Start your CRM Health Check →

Get a 20-minute CRM game plan with practical next steps.

3-minute check-up

Where’s your CRM weak spot?

Our FREE online analysis gives you instant ways to improve your customer interaction.

  • 12 questions
  • Instant result
  • FREE report
Example CRM Action Plan (A4 preview)

Get your result now

The Flowbird Difference: Unlocking the Power of your Existing Team.

At last: a CRM approach that drives your goals, simplifies systems and focuses team effort where it makes a difference.

Flowbird gives you independent advice, seamless CRM system selection and implementation plus the support you need, when you need it.

Independent advice. Seamless implementation. Ongoing support.

  • Simplify day-to-day team tasks
  • Integrate with your existing systems
  • Automate reporting and admin
  • CRM training and user adoption

We tailor solutions to your unique needs, including getting the best from your existing platforms. From planning and system selection to integration and training, we support your team from day one.

With the right CRM systems in place, your customers will see the difference. Power your growth journey with better conversations, more impact and stronger customer relationships.

Independent CRM agency Flowbird Ltd – CRM strategy, pipeline and reporting visual

Testimonials

What clients say — and where it leads

Flowbird took the time to understand how we work, then recommended and built the right solution for us. Couldn’t rate the team more highly.
— Precision Golf Ltd
Flowbird developed and now manage our CRM and customer nurture programme, improving our customer experience. Thorough, challenging and meaningful from the outset.
— Storage World Self Storage
Case study

Automating invoice creation from CRM events

Deals trigger invoices; customers/items/taxes sync with audit-friendly logs.

Read how we did it →
We’ve worked on many projects with Flowbird. Jason and the team are responsive, clear in their communications and provide excellent service — highly recommend.
— TN4 Solutions Ltd
Flowbird investigated how our sales and marketing software could integrate for a seamless experience and proposed solutions so all our tools work in harmony.
— SKI Famille
Case study

We integrated Timely with HubSpot (Make + OpenAI)

Live sync + AI summaries for faster follow-up and cleaner reporting.

Read how we did it →
Focused training from Jason was exceptional and gave us the knowledge to use our CRM to its full potential. We’d highly recommend Flowbird.
— Cenit Group
What could have been a stressful software migration was made straightforward. The team are responsive and quick to address needs.
— Physical Gold Ltd
We’ve worked closely with Jason and team for months — fantastic to work with. We look forward to a long-lasting relationship and friendship.
— Project 64 Limited
Flowbird HubSpot Diamond CRM Partner badge

Because HubSpot should fit your business, not the other way around

Most HubSpot portals grow messy over time. We bring them back to calm: structured pipelines, consistent data and reporting your whole team can trust.

What we help you do

  • Clean data and a structure that lasts.
  • Pipelines, stages and SLAs that your team will stick to.
  • Automation that reduces effort, not adds complexity.
  • Dashboards your team actually uses.
See how we help with HubSpot →
Flowbird Make Silver automation partner badge

Make manual work a thing of the past with automation

Your team deserves better than repetitive admin. We automate busywork cleanly so people can focus on the work that drives growth.

What we help you do

  • Reduction of repetitive tasks.
  • Automated routing and decisions.
  • Error-free data movement.
  • Processes that scale with your growth.
See our Make work →
Flowbird Pipedrive Elite CRM Partner badge

Make Pipedrive the most predictable part of your sales week

Your sales team needs clarity not clutter. We design Pipedrive to give you clean stages, meaningful activities and reporting that reflects reality so you can manage with confidence.

What we help you do

  • Pipelines built for real sales motion.
  • Activities and follow-ups your team actually completes.
  • Clean fields and ownership rules.
  • Reporting that shows where deals truly stand.
Pipedrive services →
Flowbird Workbooks CRM partner

Workbooks gives your whole team one CRM for the entire customer journey

Workbooks brings sales, marketing and service into a single platform shaped around how your business really works. We design it so teams share the same view, reports stay honest and customers feel the difference.

What we help you do

  • Shared Success design aligned to your process.
  • Sales, marketing and service in one place.
  • Forecasting, dashboards and a 360° customer view.
  • Go live quickly with structured onboarding.
Workbooks overview →
Flowbird Halo PSA and CRM integration partner

Halo connects tickets and CRM so service and revenue stay in sync

Halo brings tickets, SLAs and CSAT into your CRM so account managers can see the full picture. We design joined up flows so support, delivery and sales share context and nothing gets missed.

What we help you do

  • Ticket and contact sync with clear ownership rules.
  • SLAs and CSAT surfaced where account managers work.
  • Shared playbooks across support, delivery and success.
  • Dynamic role-based reporting that matters.
Halo + CRM →
Flowbird ActiveCampaign marketing automation and CRM partner

ActiveCampaign gives your team autonomous marketing that just works

We set up ActiveCampaign so the right journeys trigger themselves. Clean data, smart logic and clear reporting mean your marketing keeps moving: even when your team is busy doing real work.

What we help you do

  • Automated journeys that run themselves with clean logic.
  • Segmentation and triggers based on real customer behaviour.
  • Reporting that shows what’s working and what isn’t.
  • Tags, scoring and data mapping that make automation reliable.
ActiveCampaign overview →
Flowbird Surfe LinkedIn to CRM integration partner

Surfe turns LinkedIn into clean, enriched CRM data your team can trust

Surfe brings LinkedIn into your CRM with structured, enriched data from day one. We map fields, ownership and workflows so every profile you save becomes reliable, usable data for sales and marketing.

What we help you do

  • Capture LinkedIn contacts straight into CRM with the right owners.
  • Apply enrichment, tags and custom fields on the way in.
  • Prevent duplicates with clean matching and data rules.
  • Feed lists, sequences and reporting with reliable CRM data.
Surfe + CRM →