Looking for a CRM Agency?

Whatever stage you’re at with your CRM journey, we can help.

Whether you need assistance with existing services or with potential future implementations, we can provide independent, unbiased reviews.

CRM agency

What our services look like

  • An audit of your current and future requirements – process mapping
  • Drawing up selection criteria for potential suppliers
  • Handling initial potential suppliers and shortlisting
  • Ensuring requirements match
  • Project management of implementation
  • Post-implementation reviews
  • Measuring CRM return on investment
CRM agency

Project packages

While project phases describe the life-cycle of the implementation, work packages focus on the types of activities carried out during the project.  Detailed below is a description of each work package in the implementation methodology:
Project Management

Project Management

The project management channel focuses on all activities regarding the planning and definition of the project. For example, the development of the project plan is a project management deliverable contained in the project definition phase of the implementation. As part of all project teams, a dedicated Flowbird CRM project manager will work alongside the designated client project manager to coordinate all planning, definition, and resourcing issues.

Process management

The process/system channel describes those activities involved with the actual design and development of the system. Our team of experienced consultants will work alongside project team members to assess all business requirements and use a knowledge transfer approach to translate those requirements into a configured system.

Process management
Quality Control

Quality Control

Quality is a vital factor in all Flowbird software implementation projects. So we have developed rigorous quality control reviews/deliverables at various points in the project, including a quality review at the end of each phase.


At Flowbird, we recognise the importance of effective and timely training in the success of any systems implementation. We have therefore incorporated detailed training and development deliverables into our implementation method. We aim to have active involvement in the assigned training resource from an early stage, thus ensuring training material development is kept in line with progress on the project and, as a result, end-users receive accurate and informative training.

Change communications

Change Communications

All system implementations bring a certain level of change to the business, whether for select individuals or whole organisation divisions. If not managed correctly, this change can have damaging results such as de-motivation and even staff losses. At Flowbird, we include change management and communication as a critical work package during the project life cycle, ensuring that any organisational change is appropriately introduced into the business, and communication is always a high priority.

We Have A Strategy and Experience

We have the experience to help you implement a successful CRM project. We guide you through the jargon of CRM “sales & marketing speak,” which often creates assumptions and misunderstandings. We translate the CRM vendor’s terminology into clear and precise communication.


Likened to a recruitment process, we help you choose the right CRM system for your company.


Deploying a CRM can be a difficult task, and our years of experience will undoubtedly help.

World Class CRM

Get the most out of your CRM system and derive the benefits of your investment.

A successfully implemented CRM solution can significantly impact your company’s profitability. A slight reduction in customer attrition can have a tremendous impact on profits. Your customers will be happy, and you will have a better chance of retaining your customers for longer.

The project doesn’t have to end when the chosen CRM is implemented. We work with our clients on a long term basis to ensure systems become reliant and produce effective results. Our customer retention strategies will help improve customer retention and ultimately improve profits.

Your guide to overcoming sales staff aversion and increasing CRM adoption rates.

Our free e-series will help you:
  • Understand the difference between a bulky CRM and a workable one
  • Balance management requirements and sales team reporting priorities
  • Recognise the importance of data capture on mobile devices
5 Reasons Why Your Sales People Won't Use a CRM

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