Flowbird
Your CRM shouldn't stop improving the day it goes live. Your data, your team and your market keep changing after Go Live. Flowbird Managed Services keeps your customer platform changing with them, so it keeps getting more valuable, not less.
Go Live is the beginning A CRM that was right twelve months ago is not automatically right today.
Your data grows and drifts. New people join and do things their own way. Processes get built to solve one problem and are never revisited. Customers expect faster answers than they did last year. New tools, including AI, make things possible now that were not possible at Go Live.
None of this happens because anyone decided to let standards slip. It happens because nobody is actively looking after it. Flowbird Managed Services is that ongoing attention: a standing commitment to keep finding the next thing worth improving, and to deliver it.
The five pillars
Five lenses, every quarter We look at your customer platform through five lenses: how your data is managed, how prospects and customers experience your business, how much of the work is automated, what your numbers tell you, and what new capability is genuinely worth adopting.
Data Keep your customer data working for the business.
Outcome: data the business can trust enough to act on.
Experience Improve every interaction your prospects and customers have with you.
Outcome: fewer lost leads, stronger relationships.
Automation Let technology do more of the work.
Outcome: less admin, fewer errors, more time for the work that needs a person.
Performance Turn CRM activity into commercial insight.
Outcome: decisions based on evidence, not instinct.
Innovation Adopt what is genuinely relevant, when it is ready.
Outcome: new capability without the research burden, and without chasing every new tool.
The Flowbird way We are an engineering-led business. Before we do anything, we ask whether it can be done more simply.
If something can be delivered faster because of the tools, automation or expertise we already have, that is a better outcome, for you and for us. You get the improvement sooner. We do not need to manufacture extra hours to justify the invoice. It is why our attention keeps compounding instead of being rationed.
Continuous improvement
Assess. Prioritise. Engineer. Measure. Improve. Every quarter we assess your platform against the five pillars, agree with you what will create the most value in the next 90 days, engineer the change in the simplest effective way, and measure what it achieved.
01 Assess Review your platform against the five pillars.
02 Prioritise Agree what will create the most value in the next 90 days.
03 Engineer Deliver the change in the simplest effective way.
04 Measure Confirm what it achieved and what it was worth.
05 Improve Use that to set the next priority. Then it starts again.
Then it starts again, because your business does not stop changing between reviews.
We report what changed, not how long it took Every quarter you receive a Flowbird Value Report. It answers four questions: what we found, what we changed, what happened as a result, and what that was worth to your business. Time saved, manual steps removed, data quality improved, lead response time reduced, opportunities identified for next quarter.
Where a number can be genuinely calculated, we calculate it. Where it cannot, we tell you plainly what improved instead. We do not invent a return on investment to make a quarter look better than it was.
Identified. Changed. Result. Value. The same four questions every quarter, so it can be read at a glance rather than deciphered.
Identified 62 dormant accounts with no activity in 180 days.
Changed Automated a reactivation sequence for dormant accounts.
Result 62 accounts re-entered active follow-up.
Value Pipeline reassessed for the first time in over six months.
Illustrative example, shown to demonstrate the structure rather than a result we are promising. We do not publish percentage uplifts or revenue figures, and we do not invent a return on investment to make a quarter look better than it was.
Three service levels, one recommended starting point Priced transparently, with a three-month minimum commitment and monthly rolling terms after that, no hidden hours allowance.
Managed £995
per month
Smaller teams who want Flowbird actively overseeing and improving their platform.
Five pillars All five, covered every quarter
Review cadence Quarterly
Value reporting Quarterly value summary
Senior access Named consultant
Support Business hours
Commitment 3-month minimum, then monthly rolling Get started › Recommended
Optimise £1,795
per month
Growing organisations using their CRM and customer data to drive commercial decisions.
Five pillars All five, covered proactively with a documented 90-day roadmap
Review cadence Quarterly
Value reporting Full Flowbird Value Report
Senior access Named senior consultant
Support Priority
Commitment 3-month minimum, then monthly rolling Book an Assessment › Strategic From £3,250
per month
Larger, multi-team or multi-platform organisations where Flowbird works as an extension of the internal team.
Five pillars All five, covered strategically with continuous roadmap ownership
Review cadence Monthly
Value reporting Full Value Report, board-ready
Senior access Senior consultant plus account director
Support Priority, fastest response
Commitment 3-month minimum, then monthly rolling Talk to us › No timesheets. No leftover hours. We do not track your account against a monthly hours allowance, and we will never ask you to decide what to spend six leftover hours on.
Instead, every quarter we agree what will create the most value for your business next, and we deliver it. If priorities change between reviews, we adjust with you rather than waiting for the next scheduled catch-up.
What Managed Services covers Covered Day-to-day improvement of the platform you already have.
Configuration changes Workflow improvements Reporting Data quality work Small automation Troubleshooting Improvements to how prospects and customers move through your business Scoped separately Work that adds significant new capability, so it gets the attention and the budget it deserves.
Major integrations Large data migrations New applications A full CRM redesign A new departmental rollout A large automation programme When our quarterly review surfaces something like this, we will tell you before we start, not after.
Flowbird Continuity
Just finished implementing with Flowbird? Not every business needs a full Managed Service the moment their CRM goes live. Flowbird Continuity keeps a named consultant familiar with your account, so nothing is forgotten and there is a straightforward route back to the team when you are ready for ongoing improvement.
Ask about Flowbird Continuity › Customer Platform Assessment
Not sure where you stand, or which level is right for you? The Flowbird Customer Platform Assessment reviews your data, experience, automation, performance and innovation position, and gives you a clear picture of what is working, what is not, and what to do about it first.
You receive a current-state assessment, key risks, key opportunities, quick wins available within 30 days, the shape of a 90-Day Improvement Programme where the findings need one, and a recommended Managed Service level, all in one document.
It also reads your platform the way its AI features will: what they would be able to act on today, what is missing before they are worth switching on, and which three to five agents or automations are worth building first.
This is a standalone piece of work. You keep the assessment and the roadmap whether or not you go on to a Managed Service.
Buy your Customer Platform Assessment › £950 + VAT, fully credited against your Managed Service if you proceed within 60 days.
Why Flowbird Most CRM providers stop at implementation. Most support desks only react. Flowbird combines an understanding of your customer data, genuine commercial thinking, and the CRM, automation, integration and AI capability to act on what we find, applied continually rather than once.
We work across HubSpot, Pipedrive, ActiveCampaign and our own FlowFlex platform, as a HubSpot Solution Partner, a Pipedrive Elite Partner and a Make.com partner, and we are Cyber Essentials certified. None of that is the reason to work with us. It is the evidence behind the reason.
Questions people ask before they buy Is this just CRM support? No. Support reacts when something breaks. Managed Services actively looks for ways to improve your data, processes and results, whether or not anything has gone wrong.
Do we receive a set number of hours each month? No. Your Managed Service level determines the depth of Flowbird involvement, pace of improvement, senior oversight and responsibility we take for your roadmap. We agree priorities based on where we believe we can create the greatest value, rather than allocating a monthly bank of hours.
What happens if we need a large project? We will tell you, explain why it sits outside Managed Services, and scope and price it separately, so it is planned and resourced properly.
Can Flowbird work with our existing CRM? Yes. Managed Services works across HubSpot, Pipedrive, ActiveCampaign and FlowFlex, whoever carried out the original implementation.
Do you need to have implemented our CRM? No. We start with a Customer Platform Assessment to understand your current setup before recommending a service level.
How do you measure value? Every quarter we report what we identified, what we changed, what happened as a result, and what that was worth, using real figures where they can be calculated and clear operational measures where they cannot.
What commitment is required? A three-month minimum commitment. That gives us enough time to assess your priorities properly, deliver meaningful improvement and show you what it was worth, rather than judging a Managed Service on its first few weeks. After that, it continues on a monthly rolling basis with 30 days' notice either way. We want you to stay because the quarterly Value Report keeps showing you why it's worth it, not because you're tied into a long contract.
What happens if our priorities change? That is expected. Every quarterly review resets what we focus on next, based on what matters most to your business at that point.
What is the difference between Managed, Optimise and Strategic? All three cover the same five pillars. What changes is the depth of delivery, how often we review progress, and how much senior involvement is included, from quarterly to monthly, and from a named consultant to consultant plus account director.
Can we move between service levels? Yes. Priorities and account complexity change, and your service level should reflect that. We review this with you at each quarterly review, or sooner if your circumstances change materially.
See what a quarter of continuous improvement could do for your platform. Start with an assessment. You will know where you stand, what to fix first, and which level fits, before you commit to anything ongoing.
Book your Customer Platform Assessment ›