Platforms
HubSpot services
Audit, design, implementation, migration, automation, integration and ongoing optimisation on HubSpot, plus coaching and retainer support. The method is the same one we use on any CRM.
How we design, build and run HubSpot. The method is the same one set out on the CRM Services pages; this is what it looks like against HubSpot's objects, properties and workflows.
Every one of these starts the same way, whichever hub it touches: with what is actually in the properties, the associations and the lists. A HubSpot build on records nobody has profiled is a rebuild booked for eighteen months from now.
How we design HubSpot around a business
The goal is not to configure features. It is to define a system your team can rely on every day.
Define how your business actually operates
We map your processes, lifecycle stages and ownership so HubSpot reflects reality, not assumptions.
Design your data and structure properly
We define properties, pipelines and relationships so reporting stays clean, consistent and usable.
Build HubSpot as a connected system
We implement workflows, automation and integrations that support how your team actually works.
Embed adoption across your team
We train and guide your team so HubSpot becomes part of daily work, not something they avoid.
What we do on HubSpot
Hubspot audit and review
Assess your current setup, identify gaps in structure, data and usage, and define what needs to improve.
CRM design and implementation
Design and build HubSpot around your processes, not just the platform's default structure.
Data migration and cleanup
Plan and execute clean migrations, ensuring data is accurate, structured and ready to use.
Workflow and automation design
Build automation that supports your processes without creating confusing or fragility.
Integration strategy across your stack
Connect HubSpot to your wider system so data flows reliably across your business.
Ongoing optimisation and support
Refine your setup as your business grows, improving performance without adding complexity.
A free HubSpot audit
Take advantage of our HubSpot Audit today - it's straightforward and completely FREE!
Often clients reach out to us because they are struggling to fully utilise Hubspot to it's best potential.
Fully integrating hubspot with your tech stack, suffering from inconsistent data and lacking visibility in your CRM are all issues our customers face, and we can help you solve them.
Do any of these sound familiar? You don't have to face these challenges alone. Register today for your Free HubSpot Audit and receive:
A 30-minute call with one of Flowbird's HubSpot specialists to audit your current set-up and sales process. We will then submit a report to you based on our expert recommendations and help you devise a plan to get your HubSpot account back on track.
HubSpot on a retainer
We understand that every business is unique, and your CRM needs may vary. That's why our retainer is designed to cater to your specific requirements. Our comprehensive services cover everything from CRM strategy development to email marketing automation, data migration, and best-practice coaching.
Why Should You Choose a HubSpot Retainer?
Our HubSpot retainer provides your company with ongoing access to Flowbird's expertise and support, eliminating the need for separate project-based contracts.
Our flexible retainer agreement allows your company to scale services up or down as required. This adaptability ensures that your CRM strategy will remain aligned with your evolving business needs. Our goal is to foster a collaborative partnership that optimises customer relationships and fuels business growth through effective CRM best practices.
Credit Packages do not auto-renew. Retainer packages are auto-renewable, meaning they will renew automatically when they expire.
Consistent Budget
Maintain a fixed budget for CRM and automation support.
Regular Monitoring
Keep your strategies in check with ongoing evaluation.
Flexible Scaling
Adapt services to changing priorities or business needs.
Continuous Partnership
Work closely with Flowbird for optimal CRM practices.
Why are we the right fit for your business?
Flowbird is the leading provider of HubSpot solutions, offering tailored services to help businesses maximise their use of the platform. With our esteemed status as a certified Diamond HubSpot partner, our team of experts is dedicated to providing unwavering support and guidance throughout the implementation process.
Don't let your CRM needs go unmet. Join today and experience the benefits of a flexible, ongoing partnership with Flowbird.
CRM Consultancy
By managing your sales better, you see a significant increase in leads, customer retention, conversion, and sales revenue. Businesses that use CRMs benefit from more accurate sales reporting, improved sales forecasting, and maximised ROI of their marketing campaigns.
CRM Audit
A CRM audit is a chance to review how well your systems are working and how you are managing customers. It will help you to get the most out of your management strategy by removing processes that waste time and resources and increasing profits for your business.
CRM Integrations
CRM integration focuses on connecting your CRM platform and other business software. Our goal is to provide accurate data from your business software to give you an illustration of your business and customers.
See how we helped one customer integrate their Hubspot with Timely, using Make and Open AI.
Data Migration
Companies rely heavily on databases nowadays, so it is crucial to have a reliable data migration process. This ensures that companies remain protected and that their information transfers correctly between systems.
HubSpot Certifications
Trust that you will be provided with dependable support throughout every step of your customer journey.
These build on CRM onboarding, automation and reporting. If the reports are the complaint, the cause is usually in the data.