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CRM and Automation Consultants for Growing Teams

We help businesses turn CRM into a connected revenue system, with clean data, smart automation and integrations that hold up day to day.

From sales pipelines and follow up to reporting and handovers, we build practical systems that support growth without creating unnecessary complexity.

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Most Growing Teams Don’t Have a CRM Problem. They Have a Systems Problem.

CRM should give you clarity, not create more uncertainty.

But as businesses grow, systems tend to evolve organically. Tools get added, processes shift, and what started as a simple setup slowly becomes harder to trust and harder to manage.

We see this most often around CRM, automation and reporting. Each platform works in isolation, but the gaps between them create confusion, inconsistent data and decisions made without full visibility.

We regularly speak to teams who:

  • Don’t fully trust what their CRM or reports are telling them
  • Struggle to get a clear picture of pipeline, performance or customer activity
  • Feel disconnected from what is really happening across sales and operations
  • Lack confidence in their systems to support growth
  • Know their tools should be helping them move forward, not holding them back

That’s where Flowbird comes in.

We help businesses align CRM, automation and integrations into a single, reliable system that supports growth with clarity and control.

The goal is not more software. It is better visibility, stronger foundations and systems you can actually trust as your business scales.

What We Help You Build

We don’t push generic CRM setups. We help you align CRM, automation and reporting into a single system you can trust.

Calm, consultative, and outcome-led. Clarity first, complexity second.

Visibility Across Your Business

We help you see what’s really happening across sales, marketing and operations, not just what individual tools report.

Stronger Sales and Operational Flow

We design systems that support how your teams actually work, not how software thinks they should.

Automation That Supports Growth

We automate repetitive work in a way that improves quality and consistency without removing the human element.

Systems Built to Scale

We help you build foundations that grow with your business instead of needing constant rebuilds.

Flowbird CRM consultancy helping businesses stabilise automation, integrations and system foundations

Getting Your CRM and Systems Right Does Not Have to Be Painful

If your systems have grown messy over time, you are not alone. Most businesses reach a point where CRM, automation and reporting need to be cleaned up, restructured or rebuilt properly.

We help teams improve and transition their CRM and connected systems safely by taking ownership of the parts that usually create risk, delays and long-term technical debt.

  • Data cleanup and structure so reporting can be trusted
  • CRM architecture and lifecycle design
  • Automation rebuilding and simplification
  • Integration alignment between tools
  • Testing and validation before changes go live

We do not just move systems around.

We design stable, scalable foundations so you do not carry old problems into the next phase of growth.

Talk through your CRM and systems setup →

No pressure. No hard sell. Just practical guidance.

How we work

Improving your systems shouldn’t feel risky or overwhelming.

At Flowbird, we work calmly and methodically, taking the time to understand how your business really operates, then building practical improvements that your team can trust, use and grow with.

01

Understand your business, not just your software

We start by learning how your business really works. That means understanding your processes, team workflows, reporting needs and the friction points slowing you down. We speak to the people who use your systems every day so we can see what is working, what is breaking and where time and effort are being wasted.

02

Create a clear system blueprint

We design how your CRM and connected tools should operate before anything goes live. This means mapping processes, structuring data properly and planning integrations so your systems work together instead of fighting each other.

03

Build in controlled stages

We implement changes carefully and in phases. Everything is tested before going live, and rollouts are planned to minimise disruption to your team. This approach allows us to refine and adjust as we go, rather than pushing risky one-off launches.

04

Stay with you after launch

We don’t disappear once the build is complete. We help your team settle into the new system, refine what’s needed and make sure everything runs smoothly day to day.

Built with transparency from day one

You’ll have full visibility over your project, from planning through to delivery. We keep work, ownership and progress clear, with no hidden handovers or outsourced delivery. Everything is handled by our in-house team.

We work best with teams who want to be involved in improving their systems. While we handle the technical heavy lifting, we collaborate closely with your team to make sure the end result genuinely fits how you work.

Get clarity on your next best step → No pressure. No hard sell. Just practical guidance.
Flowbird how we work process illustration

Trusted and accredited across leading CRM and automation platforms

HubSpot Diamond Partner Pipedrive Gold Partner Make Silver Partner

Who Flowbird Is Built For

Teams ready to take their systems seriously and build foundations that support long-term growth.

You’ll get the most value from Flowbird if:

  • You want clear, trustworthy CRM data you can actually rely on
  • Your tools and workflows have grown organically and now need structure
  • You operate across sales, marketing, operations or service with real handovers between teams
  • You care about building systems properly, not just “getting something live”
  • You’re looking for a long-term systems partner, not just a one-off project

Flowbird may not be the right fit yet if:

  • You’re only looking for a quick template setup with minimal process thinking
  • You want results without being involved in how your systems actually operate
  • You’re prioritising speed or price over long-term system quality
  • You’re not ready to invest time into improving internal workflows

Most teams we work with don’t arrive with perfect systems. They reach a point where growth demands better structure — and that’s where Flowbird adds the most value.

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Let’s talk about your systems

Most teams reach out when their CRM, automation and reporting have grown harder to manage as the business scales. The first step isn’t changing tools — it’s understanding what’s really happening inside your current setup.

In a short 20 minute conversation, we’ll walk through your situation, identify where friction is building up, and help you get clear on what your next best step should be.

  • Review your current CRM and connected tools
  • Identify where data, handovers or workflows are breaking down
  • Outline practical improvements you can act on
Get clarity on your next best step →

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Flowbird consultant discussing CRM systems with a client