01233 743 240

Flowbird Services that Transform Your Customer Interactions

From set up to implementation, integration and automation, we have CRM solutions that work seamlessly within your business. We create a natural flow of data that ensures your team prioritises your customer needs, driving sales and creating the business growth you’re looking for.

Book a Discovery Call

Trusted by teams across finance, tech and services.

Our approach

The Flowbird Difference: Independent Guidance, Bespoke Solutions

We work with a wide range of platforms, giving you confidence that our recommendations are based on what you need, not what we sell. Our independent approach builds genuine partnerships that strengthen your in-house team and create lasting value.

Every project begins with a clear blueprint that shapes how you sell, support and report. We design CRMs that stay aligned with your motion, with clean data, clear ownership and connected systems that drive productivity and simplify daily work.

From training that builds confidence to ongoing support that keeps everything running smoothly, Flowbird helps your business stay organised, efficient and ready to grow: one calm, consistent improvement at a time.

Flowbird CRM planning and consultation service — discovery workshops, data modelling and integration opportunities.

Planning & Consultation

Creating Your Unique Blueprint

What we do

  • Discovery workshops.
  • Data modelling and ownership pathways.
  • Integration opportunities.

The Flowbird Difference

  • A better solution from Day One.
  • Centralised processes build team alignment.
Start with consultation
Flowbird practical CRM implementation service — pipelines, communications, templates and task planning.

Practical Implementation

Your Process Defined

What we do

  • CRM configuration to build pipelines, comms and templates.
  • Migration and auditing processes.
  • Intelligent task planning, review and progress checks.

The Flowbird Difference

  • Engaged teams.
  • Dashboards that drive action and accountability.
Start an implementation
Flowbird CRM data services — de-duplication, field mapping and governance.

Data Services

What we do

  • Data de-duplication, field mapping and ownership pathways.
  • Audit-friendly data integration.
  • Governance and SLA measures.

The Flowbird Difference

  • Reliable, accurate forecasting.
  • Consistent automation.
Discuss data services
Flowbird integrations and automation services — connecting CRM, finance, sales and management.

Integrations & Automation

What we do

  • Flow between customer-facing teams: CRM, finance, sales and management.
  • Bespoke automations with your existing platforms (enhanced by Make).
  • In-built data security and integrity.

The Flowbird Difference

  • Customer journeys that make sense.
  • Improved task co-ordination with less admin.
Plan my integrations
Flowbird CRM team training — in-person sessions with practical user materials.

Team Training

In-person training supported by practical user materials.

What we do

  • User training tailored to your team.
  • Practical reference materials that recap knowledge.
  • Refresher clinics and onboarding for new hires.

The Flowbird Difference

  • Rapid and effective team adoption.
  • A faster route to increased sales.
Book training
Flowbird ongoing CRM support — reviews, evolution and quarterly planning.

Ongoing Support

A reliable partnership providing help when you need it.

What we do

  • System reviews, adaptation and evolution.
  • Expansion as your team grows.
  • Quarterly planning and reviews.

The Flowbird Difference

  • An effective, impactful CRM that works long-term.
  • Customer interactions that advance as your goals evolve.
Talk about support

Why working with Flowbird is different

A good CRM isn’t about the platform, it’s about what you do with it. We want your team to use your CRM as a natural extension of their personal contact with customers.

You need a unique solution, so we take time to understand your goals. We listen to your teams and uncover their challenges and risk areas. We understand what you need to achieve, then we plan how to make this happen.

With a clear blueprint in place, every member of your team has clarity on what we’re creating, why it matters and how it will benefit them and your customers. From there, the focus stays on outcomes, not just features.

Book a discovery call
Data detail

Let’s get technical about data details

When your CRM is built on clean data, your automation runs smoothly. Dashboards stay accurate, reporting is clearer and forecasting becomes reliable.

Here’s how we keep your data flowing

  • Dedupe detect and merge duplicate data entries.
  • Migration field-driven movement of data from legacy CRMs and spreadsheets.
  • Clean-up automated archiving processes that remove noise.
  • Validation data maintenance through required fields and standard entry rules.
  • Enrichment add context where it helps.

Clean data means your team’s effort is never wasted. We make it easy to clean up and stay clean.

Discuss data
Integrations and automation

Integrate and automate: your fast track to efficiency

Nothing stops the flow quite like systems that don’t talk to each other. When you integrate your platforms, barriers disappear and your team saves time. Add in automation and admin tasks dissolve, so your team spends time where they should: engaging with your customers.

We integrate your platforms

  • Native connections for forms, calendars, proposals, billing and analytics.
  • Team-driven insights that build responsive channels with integration that makes a practical difference.

We automate your processes

  • Bespoke automations via Make, Zapier, webhooks or APIs.
  • AI-assisted summaries, prompts, routing and quality assurance.

Deliberate integration and automation reduces errors and keeps your customer interactions moving forward.

Plan my integrations