Pipedrive Partner

Your Pipedrive partnership with Flowbird

When you work with Flowbird on Pipedrive, you get more than a CRM licence: a UK partner who stays close to your account and helps your team use it well.

Every Flowbird Pipedrive client gets a named UK account manager, a quarterly CRM review, new-user training when you need it, an annual licence review, Pipedrive update briefings, our resources library and a record of your account that means you never start from scratch. You get a UK partner who stays close to your account, helps your team use it well and makes sure Pipedrive keeps pace with your business.

Flowbird is an official Pipedrive Partner, rated 5.0 by our clients on the Pipedrive Marketplace. Read their reviews and see how we help sales teams.

Core benefits, included as standard

Every Flowbird Pipedrive client receives the following.

BenefitWhat you get
1. Dedicated account managerA named UK contact at Flowbird who understands your business, your goals and how your Pipedrive account is set up.
2. Quarterly CRM reviewA structured review of how your team is using Pipedrive, the health of your pipeline and where it can work harder for you. Each review includes practical growth recommendations for integrations, automation, prospecting and data enrichment based on your setup.
3. New-user trainingA one-hour introduction to Pipedrive for new starters, arranged when you need it. Where several people join around the same time, we train them together so everyone gets up to speed quickly.

Additional benefits for getting more from Pipedrive

These help your team keep learning, stay up to date and keep costs under control.

BenefitWhat you get
4. Annual licence optimisationA yearly review of your seats, subscription tier and add-ons, so you only pay for what your team actually uses.
5. Pipedrive update briefingsA clear summary of new Pipedrive features, automations and improvements that are relevant to your business, with an invitation to a follow-up Q&A.
6. Resources libraryAccess to Flowbird training recordings, best-practice guides, checklists and reporting templates.
7. Account continuityFlowbird keeps a record of your goals, CRM setup and previous discussions, so you never have to start from scratch.

How it fits into your year

WhenWhat happens
OngoingNamed account manager, resources library and account continuity.
As neededNew-user training when you have new starters.
As releasedPipedrive update briefings with an invitation to a follow-up Q&A.
QuarterlyCRM review with growth recommendations.
AnnuallyLicence optimisation review.

Next steps

Your account manager will arrange your first quarterly review and explain how to book new-user training once you are on board.