Your sales team doesn’t know what your customers are buying. Or what they’re not.

Your ERP knows what customers buy. Your CRM knows who you’re selling to. We connect them so your sales team can identify missed opportunities, grow existing accounts and forecast with confidence.

CRM and ERP integration for UK manufacturers and distributors

Find your revenue opportunities · Talk to an integration specialist

HubSpot Solution Partner · Pipedrive Elite Partner

What changes

Know who to sell to. Trust your forecast. Find the revenue already sitting in your customer base.

Grow revenue from existing customers

Your next sales opportunity might already be a customer.

Your systems already know what each customer buys, how often they order and where spending is falling. Your sales team sees that on the account, without asking finance for an export.

Accounts spending less than last year
Customers due to reorder
Product categories they haven’t bought from you

Find your revenue opportunities

Connect your business systems

Your systems should talk to each other.

Your CRM, ERP and accounts system each hold part of the customer. Connected, the same customer is entered once and stays the same everywhere.

No customer keyed into two systems
Orders and invoices visible to sales
Product and pricing information to hand

See CRM and ERP integration

Give everyone a complete customer view

One customer. One complete picture.

Sales, finance and operations see the same account: what was quoted, ordered, invoiced and said, without switching systems or asking each other.

Quotes, orders and invoices together
Every conversation on the record
Reports the board can rely on

See CRM reporting

How it works

Connected systems. Better decisions. More sales.

Your ERP remains the system of record. Your CRM gives sales the information they need. Flowbird connects sales with the rest of your business, so nobody copies anything across by hand.

Your business systems
Your ERP, accounts and back-office systems.
- Orders
- Invoices
- Products
- Stock
- Pricing
- Customer accounts
Flowbird connects them
Only the information sales needs is moved across, kept up to date as it changes.
- Each customer matched once
- Orders and invoices on the account
- Updated without anyone retyping it
In HubSpot or Pipedrive, your sales team can:
- Identify customers buying less
- Spot repeat purchasing opportunities
- Find cross-selling opportunities
- Manage accounts with the full picture
- Stop duplicating administration
- Forecast from real orders

Most information moves one way, from your ERP to your CRM.Where it helps, customer and contact details are kept in step both ways.

The evidence

Real integrations. Real business problems solved.

Connecting systems is only valuable when it makes a measurable difference to the business. These are three that did, the closest to a manufacturer’s or distributor’s ERP first.

UK distribution business
The same customers were kept up to date by hand in two systems.
Less administration and better data, because each customer is written once. Winner of the Creative, Digital & Innovation Award at the Ashford Business Awards 2025.
CRM
HubSpot
Connected to
Sage 200, on-premises
What was built
A secure connection that brings customer and company records from Sage 200 into HubSpot automatically.
Read how it works
UK property services business
Invoices were retyped from closed deals, and mistakes crept in.
Draft invoices created from the deal, with fewer errors and consistent references.
CRM
Pipedrive
Connected to
Xero, using Make
What was built
One click on a Pipedrive deal creates the draft invoice in Xero, with the reference built to the finance team’s rules.
Read the case study
Waste and recycling services · Countrystyle Recycling
Quoting and customer data could not keep pace with growth.
Supported £4.2m of business growth, more than 1,500 new customers and 99.7% on-time service delivery.
CRM
HubSpot
Connected to
Knack (quoting) and Make
What was built
A reworked HubSpot, a tailored quoting process and automated hand-offs into service delivery.
Read the case study

Industries

Built for the way manufacturers and distributors sell.

The systems differ by sector, and so do the questions the sales team needs answered.

Manufacturing and engineering

Your factory knows what customers order. Does your sales team?

Quotes in the ERP, orders in production and the sales team working from memory. With an ERP such as Sage 200 or Sage 50 connected, the account shows:

Open quotes and the orders they became
What each customer has bought, by product family
Product and price information from the ERP
Order status, without phoning production

See manufacturing and engineering

Wholesale and distribution

Know what your customers are buying. And what they’re not.

Thousands of accounts, most ordering steadily, which is why a slow decline goes unseen. With the order system or ERP connected, reps see:

Accounts spending less than last year
Customers overdue for their usual reorder
Product categories each customer hasn’t bought from you
Stock and price list on the account

See wholesale and distribution

Packaging and printing

Turn repeat orders and customer data into more sales.

Revenue built on repeat jobs and call-offs, with the detail held in the MIS. With the print MIS or ERP connected, account managers see:

Each customer’s usual reorder cycle
Estimates and quotes with no reply
Call-offs against the agreed volumes
Job status from production

See packaging and printing

CRM & ERP Opportunity Audit

Find out what your disconnected systems are costing you.

Your CRM and business systems may already contain the information your sales team needs. The fixed-price audit identifies the gaps in that information, the opportunities it points to and the practical improvements worth making first.

Your CRM data checked: duplicates, gaps, ownership and the reporting it can carry
One revenue-critical process mapped end to end, such as quote to order
What your platform’s AI features could read today
The three to five automations or agents worth building first
A written report you keep, ending in a plain go or no-go

£750 + VAT | Two weeks

Book your opportunity audit

It starts with a free discovery call, so the scope is agreed first. The audit finds what is there; it cannot promise a figure for lost revenue, and if fixing something isn’t worth it, the report says so.

Trusted by the businesses that make and move the stock.

Unedited, from the Pipedrive Marketplace, and all five stars.

“We needed an agile CRM system for BD, Marketing and Sales, that was easy to use and a single source of information for reporting, insights and next steps, as well as being able to run effective campaigns. Flowbird were our go-to-partner as they offered an end-to-end solution, from seamless data migration to training. We engaged with many roles within Flowbird and found them all to be incredibly knowledgeable in their respective fields. We are very happy with the results and continued support!”
Christina Raxworthy, Brookes-SCS

“We've had a great experience working with Flowbird on our Pipedrive CRM setup and ongoing support. Hanne and the team have been knowledgeable, responsive, and easy to work with throughout the entire process. From the initial setup and training through to automation and reporting support, they've helped us get far more value from Pipedrive and improve the efficiency of our sales and customer management processes.”
David Gourlay, Janitorial Express

“Our company has had an incredibly positive experience with Flowbird. The integration was smooth and using Pipedrive as our CRM has helped improve our sales process efficiency significantly. The setup was straightforward, and the overall user experience has been incredibly reliable and intuitive. Hanne Jessen has been instrumental in training our team and supporting various levels of understanding. I would highly recommended for teams using Pipedrive.”
Kate Ammirato, Jangro Network Ltd

“Very helpful, friendly and easy. Solved the problem required to be fixed.”
Dan Edwards, Spraylat International Ltd

“Having no experience in transitioning CRMs I was lacking the confidence to give it a go myself. We decided to go with Flowbird to assist us and it couldn't have gone any better! Super informative and professional from start to finish and completed quicker than anticipated. I wouldn't hesitate to recommend Flowbird to anyone looking for help.”
Adam Halling, Welsh Oak Frame

“We had a really positive experience working with Hanne and the Flowbird team on our Pipedrive setup and training. From the beginning, Hanne was friendly, approachable and always happy to help with any questions we had throughout the process. The implementation was smooth and well organised, and the training sessions were really useful in helping the team get comfortable using the system day to day.”
Hannah Smith, Braithwaite Energy

“The support and training that we received from Flowbird was hugely helpful during our Pipedrive set-up phase. Hanne and the team were a pleasure to work with: they quickly grasped our detailed requirements and presented the configuration options and workflow automations clearly. I would highly recommend their services as a means of getting the most from Pipedrive's features.”
Kerri Bates, Synaptec Ltd

Common questions.

Who does Flowbird work with?

UK manufacturers, engineering businesses, wholesalers and distributors, mostly with 10 to 250 staff, that run HubSpot or Pipedrive beside an ERP, an accounts package or a print MIS.

Which systems can you connect to HubSpot and Pipedrive?

Flowbird has connected HubSpot and Pipedrive to Sage 200, Sage 50, Xero and the Linnworks order system. Other ERPs and print management systems, Odoo and Tharstern among them, can usually be connected where they offer an API. The discovery call is where we find out what yours exposes.

Which integration tool do you use?

Whichever suits the job: a native connector, Make, n8n, BPA Platform or custom code. The choice depends on your systems, your volumes and your budget, and it is explained before anything is built.

Are you an ERP partner?

No. Flowbird works alongside your ERP partner rather than replacing them. They look after the ERP; we connect it to HubSpot or Pipedrive and keep the customer data right in both.

What is the CRM & ERP Opportunity Audit?

A fixed-price, two-week review of what your customer data can tell your sales team today. It maps one revenue-critical process end to end, ranks what is worth fixing and ends in a plain go or no-go. The report is yours to keep, whether or not anything follows.

What happens after the audit?

If you go ahead, the same team does the work, through a 90-Day Improvement Programme or as your ongoing CRM team. If the audit says something is not worth fixing, it says so.

Start with a conversation.

Every engagement starts from evidence, not a proposal, and the first step is always a free discovery call. If the question is your data, the CRM & ERP Opportunity Audit tells you what is broken, what it is costing you and what should be fixed first. If it is the system itself, a CRM Discovery session works out what it needs to do before you choose, replace or redesign it.

Book a discovery call

Or pick who you speak to. Book time with any of them directly, rather than being introduced once and handed to somebody else.

Jason Rainbird, Founder & Managing Director
Rebecca Alksnitis, Commercial Director
Emma Everest, Client Services Director
Hanne Jessen, CRM & Automation Executive
Harvard Fitzmaurice, CRM Sales Consultant
Ty Christian, CRM Sales Consultant

Meet the whole team