Flowbird CRM Insights

No Limits: Flowbird’s Independence Keeps You In Control

Written by Rebecca Alksnitis | 07-Jul-2025 15:07:08

Choose the Right CRM - Not Just the One You’re Sold.

For many growing businesses, the decision to invest in a Customer Relationship Management (CRM) system feels both urgent and overwhelming. With so many platforms available and each vendor promising to be the perfect fit, where do you begin?

At Flowbird, we believe the smartest place to start isn’t with a product demo. It’s with a partner who listens first then finds solutions that fit what you need.

We’re an agnostic CRM agency. That means we’re not tied to any one software platform. Instead, we help businesses navigate the complex CRM market and select the right system based entirely on your goals, not ours.

What Does Agnostic Mean in CRM?

When we say we’re “agnostic,” we mean that we don’t sell or favour any single CRM tool and we’re not incentivised to recommend one solution over another. We work with a hand-picked range of best-in-class platforms, including HubSpot, Pipedrive, ActiveCampaign and Make to name a few. Our only focus is what’s best for your business. Our expertise in these and other platforms means that we can guide you to the one that fits your business now as well as supporting your future ambitions.

The Problem with Going Direct

Buying direct from a CRM vendor can feel like the fastest route. But it’s often the riskiest.

Vendors are experts in their platform, not in your business. While this can work for some businesses who have the internal capability, expertise and resource to research in depth before selecting a platform, for most businesses, this is not an option. Vendors sell their solution whether or not it matches your internal processes, growth plans or existing tools. This can lead to:

  • Expensive platforms with features you don’t use
  • Limited ability to integrate with other systems like Xero, Sage or marketing platforms
  • Team resistance because processes don’t fit what’s needed or are too complicated
  • Projects that stall because if your plans don’t fit the capabilities of your chosen technology, there’s not a great deal you can do about it.

How We Work

At Flowbird, we do things differently.

We start by understanding your business: your operations, your challenges and your goals. Then we assess your existing tools and processes to identify where improvements can be made and what your teams really need.

We regularly support businesses who are:

  • Still managing sales and customers in spreadsheets
  • Stuck with a CRM that’s no longer fit for purpose
  • Struggling with team adoption
  • Outgrowing their current setup and not sure what to do next
  • Missing integration between CRM and systems like accounting, planning or marketing tools.

Only once we’ve validated what’s needed do we begin matching you to the right CRM solution. Sometimes that means switching platforms. Sometimes, it’s about improving or integrating what you already have. Either way, the technology serves your strategy, not the other way around.

We manage the entire process for you:

  • CRM selection based on your needs
  • Integration with existing systems and platforms
  • Workflow automation and custom configuration
  • Training and ongoing support to ensure successful adoption.

You don’t need to search the market, compare tools or sit through high-pressure demos. We’ve done the hard work and we’re here to guide you.

Ready to Take the Next Step?

If you’re not sure where to start but know that your CRM needs to evolve, let’s talk.

Book a free discovery call with Flowbird today. We’ll help you make sense of the CRM landscape and find the right path forward.