CRM Agency & Sales Automation

Helping ambitious sales teams to scale

Services include:


Flowbird's CRM Agency solutions for your business

Flowbird is a CRM agency dedicated to finding solutions for your business through marketing automation, with customised plans that offer strategies for every stage of your buyers’ journey.

Our team’s expertise include:

  • CRM implementation
  • CRM strategies
  • Sales enablement
  • Customer lifecycle management
  • Advanced customer segmentation
  • Analytics and reporting for end-to-end ROI on every lead
  • Ongoing channel management and optimisation

Without a CRM solution in place you can expect:

  • Sales not being focused on the best leads
  • Leads falling out of the funnel
  • Missed opportunities to cross-sell and upsell
  • Fewer renewals
  • Less customer retention
  • Piecemeal analytics without ROI or insights to optimise
  • Only being able to capture a small percentage of your website traffic


What Is A CRM Agency?

What Can CRM Marketing Do For Your Business?

The customer relationship management (CRM) market is one of the biggest software markets in the world and only continues to grow.

But with CRM software providers available for almost every industry, how do you find the best CRM system for your business?

This is where Flowbird comes in.

Our team of experts are on hand to select, implement and manage your CRM - leaving you free to concentrate on more critical areas of your business. At Flowbird, we can advise you on the best CRM system for your business, focusing on the features to help you achieve your business goals. We use our years of experience and expertise to help you implement your CRM system, providing you with the support you and your team need to make sure you’re making the most of it!

We can also help you manage your CRM system if you don’t want to go it alone, helping with ongoing development and maintenance to ensure that your CRM continues to add value to your business. Choosing the wrong CRM solution and implementing it poorly are the most significant issues facing businesses when managing customer relations. Luckily, Flowbird has the knowledge and expertise to help you to avoid mistakes and get everything running smoothly as quickly as possible!

Your CRM software is where you’ll find all of your customers’ data and information; what they’re purchasing, when, and in what volume. CRM marketing will be an essential tool for effective lead management, coming equipped with functions that you can put in place to match those inbound leads to your salespeople automatically.

Those salespeople will have access to all of the information that those leads have left on your website - making it easy for them to determine those potential customers’ wants and needs, helping to drive a relevant conversation that will lead (with any luck!) to conversion and contribute to effective upselling and cross-selling.

One massive advantage of CRM that business owners enjoy the most is that because it can automate many tedious and time-consuming admin tasks, your sales team can instead concentrate on what you’re paying them for - pursuing leads and closing deals!

What Can CRM Marketing Do For Your Business Sales?

CRM technology is vital for managing your interactions with customers - both current and prospective.

A good CRM system will help your business build those all-important customer relationships, streamline your processes to increase sales and profitability, and aid you in offering top-notch customer service.

This invaluable tool will help you do that across the entire customer lifecycle and at every interaction, including marketing, sales, and customer service. But what role does it specifically play in marketing?

Over 90% of marketers say that lead generation is the aim of the game, and a good CRM tool is an efficient and foolproof way for your marketing team to manage and track your leads. Your marketers have probably been using live chats and phone calls to drive inbound leads. But times have changed.

Make a sound CRM system your lead hub instead. This handy technology is going to allow you to see how many leads you’re driving each month and compare those to your sales, helping you to see if your leads are high quality or not.

But it’s not just about identifying leads; CRM also helps you to understand how your marketing strategies and campaigns are working and, more importantly, what’s driving them, providing you with a clear vision of what’s working and what isn’t when it comes to your customers’ journey. And speaking of customer journeys...


The right CRM product helps you properly track them, giving you valuable insight into what areas of your marketing campaign your clients engage with.

Core Services

CRM Consultancy

Services to support every stage of your CRM journey.

Customer Retention

Grow a community of happy, loyal customers.

CRM Agency

Are you looking for a CRM Agency for your company?

Lead Nurturing

How are you looking to nurture your sales leads?

Book Your FREE 30-Minute Discovery Call

Sales and Marketing Director
  • Check we are the right fit for your business

  • Discover more about our service offering

  • Let us assist you with discovering what you need from your professional service.

  • Set goals and desired results

The largest Pipedrive Partner in the UK and a member of the Pipedrive European Advisory Council


Storage World LogoWe have worked with Flowbird for well over 12-months. Seriously impressive business from the outset. The first contact was thorough, challenging and meaningful. They developed and manage our robust CRM and customer nurture programme, benefiting our customer experience. Jason continually reviews each element of the process and regularly seeks improvements. A real value add for Storage World.

Storage World Self Storage

TN4-logoWe have worked on many projects with Flowbird, Jason and his team are very responsive and clear in their communications with us and our clients to provide an excellent service. They are very approachable and helpful, would definitely recommend Flowbird in the future.”

TN4 Solutions Ltd

SkiFamille-logoWe used Flowbird to help investigate if our sales and marketing software can integrate for a more seamless experience. Flowbird quickly got to grips with understanding the fine-details of our marketing and sales software, how they work and how we use them. They proposed various solutions to ensure the various software we use is automated with one another and work in harmony together."

SKI Famille

Cenit College-logo"We found the focused training we received by Jason in Flowbird to be exceptional. The knowledge we gained helped us to start using our CRM system to its full potential. We would highly recommend Flowbird."

Cenit Group

PhysicalGold-logoFlowbird has made what could have been a very stressful software migration, pretty straightforward. The team are always responsive and are happy to address any needs quickly."

Physical Gold Ltd

We have been working closely with Jason and his team for the past few months and cannot recommend them highly enough, they are fantastic! We look forward to a long-lasting working relationship and friendship.

Project 64 Limited

Precision Golf logoIf you're looking for someone to recommend, design and develop a bespoke software solution for your business we could not rate Flowbird Ltd more highly. It's a very big commitment and investment for a business that needs to depend on the solution as their "engine". From the initial meeting, the team took considerable time to understand our process inside out before deciding which of their platforms was going to be most suitable for our business. Not just for now, but one that will stand to offer even more when my business continues to expand with the ability to add modules from all other areas of general business. In our case, Flowbird's decision to recommend one of their products, Odoo, was absolutely spot on. Not only has it been a pleasure working with exceptionally knowledgeable and talented software developers, but there has not been one single instance where I have doubted their decision on Odoo. Everything we have put to them has been possible, there has not been one compromise of how we want to run our business. I'm truly excited for our company to start using this platform and look forward to adding more modules as and when we need them. I'm that happy to recommend you can call me at the company to discuss. Thanks, Jason & Team. James Davey - Co-Owner Precision Golf Ltd.

Precision Golf Ltd

Flowbird has a great bespoke service which has allowed us to customise Odoo to our bespoke business needs and the team have been really patient with our back and forth with them. This in turn has allowed us to optimise our required stock holding, improve customer/supplier communications and overall traceability for the business. 
Oliver - OTT Golf

Is it time to systematise your business and become more effective, increase your revenue and expand your customer base?