Pipedrive Partner · UK based
Flowbird is a UK based Pipedrive Partner and team of Pipedrive consultants who help sales teams turn Pipedrive into a reliable source of truth, not just a list of deals. We design your pipeline, tidy your data, and connect the tools around it so sales activity turns into consistent revenue.
Built for UK sales teams across professional services, financial services and SaaS.
30 day free trial, with the option for guided setup and training.
Sales first implementation · UK based Pipedrive consultants
Most teams already have the right CRM. What they lack is a Pipedrive setup that matches real conversations, clear stages and the way their sales team works every day.
As an independent, UK based Pipedrive Partner, we rebuild your pipeline around real activity, clean up fields and labels, and connect Pipedrive to tools like Xero, HubSpot and Make.com so follow ups, handovers and reporting stop relying on memory.
Discovery workshops with sales and leadership to capture stages, handovers and what good looks like. This forms the blueprint for your Pipedrive onboarding and setup.
We redesign your pipeline, tidy data and labels, and create reports that leadership use for reviews and forecasts. This is the core of your CRM optimisation.
Light Pipedrive automation and practical training so follow ups, handovers and admin run in the background while the team focuses on conversations.
Pipedrive implementation case study · UK based
After a full rebuild, your sales team starts each day with a clear view of their pipeline and next steps. Pipedrive feels predictable, tidy and ready to support real conversations rather than slow them down.
With clean stages, structured activities and connected tools, your team knows what matters and leadership can rely on the numbers. Pipedrive becomes a steady part of your workflow instead of a system you need to wrestle with.
Pipedrive partner - UK based - implementation, automation and reporting
We turn Pipedrive into a reliable system of record for your sales team, from Pipedrive onboarding and first setup through pipeline redesign, quiet automations, reporting and practical training. One project covers the full build. Your team can work from one trusted Pipedrive instance instead of spreadsheets, side systems and guesswork.
We rebuild your Pipedrive stages, fields and activities around the way your sales team actually talks to customers, not around a generic template. This creates a clear Pipedrive CRM data model that fits your organisation. Permissions, views and ownership rules are tuned so every rep knows what to update and every manager knows where to look. No more inherited setups that nobody trusts.
Together we define what good looks like at each stage of your sales process, from first contact to closed won. We turn that into a simple sales playbook and activities inside Pipedrive, with stages, mandatory activities, handovers and outcomes so deals move cleanly. Handoffs are clear and no warm opportunity disappears into a vague "follow up" bucket.
Using Pipedrive automations and Make.com, we build quiet Pipedrive automation workflows for follow ups, reminders, handovers and notifications. Reps focus on conversations while Pipedrive handles task creation, assignments and nudges in the background. No more manual chasing, copy and paste or forgotten next steps.
We structure fields, filters and dashboards so reports tell a clear story about pipeline health, activity quality and conversion rates. Leadership can see where revenue is likely to land, which campaigns work and which parts of the sales process create drag. Your Pipedrive dashboards answer the basic questions without exporting to spreadsheets every month.
We repair duplicates, broken fields and years of patchwork imports, then migrate everything into a clean Pipedrive data structure. From there we can enrich key accounts and contacts so value, sector and opportunity size are always in view. The result is a Pipedrive CRM data model that supports accurate reporting and automation, not half-finished records that nobody wants to touch.
We run role based Pipedrive training and onboarding so reps know exactly what to update and managers know exactly what to review. Habits are built around activities, views and dashboards, not around more admin. The result is a Pipedrive setup that stays accurate, instead of one that slowly drifts back to chaos after go live.
Pipedrive integrations and automation for UK teams
Pipedrive becomes far more powerful once the tools around it speak to each other. We design your CRM as the hub of your sales and operations, then connect it to finance, marketing, phone systems and your website. This reduces admin, fixes attribution and keeps every team working from the same information.
As a Pipedrive partner and automation consultancy, we build workflows with Make.com and help you link Pipedrive to systems like Xero, Mailchimp, HubSpot, VOIP platforms and your website forms. The result is a cleaner sales process and a clear view of what is happening across the business.
Website forms send clean leads into Pipedrive with accurate attribution, source tags and routing rules. No duplicates and no mystery leads.
Xero invoices and payment status can appear inside Pipedrive so sales and account managers work from real finance information during every conversation.
Make.com scenarios handle enrichment, routing and follow ups in the background. New leads get the right owner, the right tags and the right next step instantly.
Email tools, marketing platforms and VOIP systems sync activity back into Pipedrive so calls, emails and campaigns show up where the sales team needs them.
Looking for more than CRM integrations? Explore how Flowbird helps companies modernise their wider operations .
Why teams choose Flowbird as their Pipedrive partner
Trusted by UK sales teams in professional services, financial services and SaaS that want a Pipedrive setup built around how they really sell.
Your next step
Try Pipedrive for yourself, or talk things through with a specialist who works on UK sales teams all day, every day.
Try Pipedrive
Spin up a Pipedrive trial and get hands-on with the system. We’ll help you shape it around your real pipeline instead of a generic demo setup.
No commitment. Just a cleaner way to see if Pipedrive fits your team.
Talk to a human
Book a short call with a Flowbird consultant to talk through your sales process, where things get stuck, and how Pipedrive can support the team.
Prefer email first? Send us a quick overview instead.
