From one CRM migration to a connected five-brand operating model.

Flowbird helped New Age Partners restructure customer data, absorb an acquisition, connect multiple brands and build the integration and delivery disciplines needed to support regulated businesses.

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5Brands connected

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3HubSpot CRM environments

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~600Acquired client records

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12Acquired team members trained

New Age Partners
Multi-Brand Crm And Integration

THE SOLUTION

A multi-brand architecture without one oversized database.

The operating model separates brands where needed while allowing selected data to be mirrored for group visibility. Acquisition data from legacy CRM environments was brought into the wider structure rather than left fragmented.

✓Distinct brand experiences retained

✓Controlled data mirroring across CRM environments

✓Acquisition data integrated

✓QA, staging and testing made more disciplined

CRM environments

↔

Integration

↔

SalesforceAcquisition source

↔

Legacy / migration

PROJECT OPERATING MODEL

5 Brands→Integration Layer→3 CRM Environments→Group Visibility

KEY OUTCOMES

✦Group Visibility

✦Integrated Acquisition

✦Stronger Internal capability

✦Disciplined Development

OUR APPROACH

1Migrate

Move from Pipedrive to a structured HubSpot model suited to products and partners.

2Expand

Create a multi-brand foundation without fragmenting the customer picture.

3Integrate

Bring acquired Salesforce, Pipedrive and other data into the wider environment.

4Operationalise

Connect regulated platforms and establish clearer QA, staging and sprint practices.

THE RESULTS

✦GroupVisibilitySelected data can be shared where it creates group-level value.

✦IntegratedAcquisitionPeople, customers and legacy CRM data were absorbed into the operating model.

✦StrongerInternal capabilityThe team can handle more day-to-day HubSpot configuration independently.

✦DisciplinedDevelopmentProject management, QA, staging and client-side testing now follow a clearer rhythm.

I think I speak for everyone internally when I say that we wouldn’t hesitate to recommend Flowbird.

New Age Partners

THE LASTING VALUE

A CRM partnership that kept pace with the group.

A Flowbird case study focused on the transformation, implementation and measurable operational value delivered for New Age Partners.