CRM and Automation Support for Pipedrive and Make

When your CRM becomes part of how the business runs, ad hoc support stops being enough.

Most businesses reach a point where the CRM and the automations around it are quietly running the commercial process. Enquiries route through them. Follow-up, handovers and reporting depend on them. It works, most of the time, and nobody thinks about it until it doesn't.

At that point the systems are too important to leave to whoever has a spare hour, there isn't enough work to justify building CRM, integration and automation expertise in-house, and a full Managed Service is more than you need.

Flowbird Support is built for that gap. Experienced specialists who understand your business and your systems, ready when something needs attention, on a monthly arrangement you can plan around.

Who it's for

Support is right for you if any of this sounds familiar.

We use Pipedrive and occasionally need someone who really knows it.
Pipeline changes, new fields, a report that won't quite behave, an automation that needs adjusting. Small things that take a specialist minutes and cost your team a morning.
Our Make automations matter, and we need someone to call when one fails.
Leads, orders or data flow through scenarios nobody in the business wants to debug on a Monday morning. You need someone who will.
Ad hoc support isn't enough anymore, but we don't need a Managed Service.
You know what you want your systems to do. You need experienced people to make the changes, fix the problems and give you a straight answer.
Flowbird built this for us and we'd like you to stay involved.
The project is live. The people who designed it understand it better than anyone. Keeping them behind it protects what you've invested.
The CRM works. We just regularly need changes, advice or a second pair of eyes.
The business keeps moving and the systems need to keep up. You want somewhere to send the “can it do this?” questions and know they will be handled properly.
We can't justify a CRM and automation specialist of our own.
You need CRM, integration, automation and customer data expertise available to the business without building all of that capability internally.

What you gain

What having Flowbird behind your systems gives you.

Expertise that already knows your environment
We learn how your CRM, data and automations fit your business at the start, so every request begins from understanding, not discovery.
Faster diagnosis and resolution
Experience across many CRM and automation environments means we have usually seen the problem before.
Less operational risk
A failed scenario, a broken integration or a report nobody trusts is contained before it starts costing deals or decisions.
Continuity
People leave, platforms change, APIs get updated. Your systems stay understood and maintained by a team that isn't going anywhere.
The right specialist for each request
CRM, integration, customer data and automation expertise in one arrangement, alongside a practical understanding of sales and marketing processes.

What Support looks like, day to day.

Pipedrive that reflects how you actually sell

Pipedrive is quick to set up and easy to outgrow. Support keeps it shaped around your sales process as the business changes.

A CRM aligned with how the team sells: pipelines, stages and fields that match your process and capture the information your sales team actually needs.
Follow-up and automation that keeps working, moving deals, creating activities and prompting the right people without relying on memory.
Management reporting you can trust, answering the questions your sales meeting asks rather than the ones Pipedrive shows by default.
Configuration and integration problems resolved, including finding out why something that used to work has stopped.
Data that stays usable: duplicates, ownership, stale deals and imports dealt with before they undermine the numbers.

Automations you don't have to diagnose yourself

Make scenarios have a habit of becoming business-critical quietly. Support means experienced people are behind them when one fails, changes or needs to do something new.

Important automations kept running, with the error handling and resilience that business-critical workflows deserve.
Failures diagnosed and put right, with a plain-English explanation of what happened, so you're not working through error logs while leads sit in a queue.
Data moving correctly between systems, including the records that went astray while something was broken.
Existing workflows adjusted as the business changes: a new condition, an extra destination, a changed field, a different trigger.
Changes in connected systems and APIs handled before they break the workflows that depend on them.

The rest of your connected environment

Support is about your business processes and the systems that carry them, whichever platforms they run on.

HubSpot and ActiveCampaign workflows, automations, segmentation and reporting kept aligned with how your sales and marketing teams work.
CRM integrations and APIs with finance, marketing and operational systems kept accurate as the systems at either end change.
Customer data quality, structure and flow looked after across the connected environment, not just inside one platform.
Forms and web capture feeding your CRM correctly, with the fields, consent and routing you need.

How pricing works

A fixed monthly fee, based on what your systems mean to your business.

From £250 + VAT

per month

We look at what you rely on, what it does for your business and the level of support you need. From there, we agree a predictable monthly fee. You get certainty over cost without every request being reduced to hours and timesheets.

The fee reflects:

Systems: Which CRM, automation and integration systems you rely on, and how they connect.
Role: What those systems enable: sales, onboarding, fulfilment, reporting, customer communication.
Dependency: What it means for the business if something stops working or performs badly.
Complexity: How much is connected, automated and customised.
Responsiveness: How quickly you need Flowbird when something requires attention.
Responsibility: How much of the environment you want Flowbird to take ownership of.

Scenario A: A Make automation sends a low-importance internal update each week.
Scenario B: A Make automation routes every website enquiry into Pipedrive and starts the sales process.

Same technology. Very different importance to the business. The second sits directly on the path to revenue, and the support behind it should reflect that.

Support keeps what you have working and improving. Significant new capability becomes a project.

Part of your Support arrangement

Troubleshooting across your CRM, automations and integrations
Configuration and changes to existing CRM processes
Existing Make scenarios kept running and adjusted
Workflow and automation improvements
Reporting changes
Data issues within the supported environment
Forms, user and configuration changes
Minor modifications
Advice on what is possible, sensible and worth doing
Optimisation of the environment we support

Scoped as a project

A substantial new integration
A major CRM redesign
Significant data migration
Implementing a new platform
Major bespoke development
A substantial new business process
A material expansion of the supported environment

When something you raise is a project, we'll say so straight away, scope it properly and agree the outcome and cost with you before we start. Many Support customers run projects with us alongside their arrangement. The distinction means you always know what you're getting and what it costs.

Support is not a cut-down Managed Service, and a business doesn't move to Managed Service because it spends more. It becomes appropriate when you want Flowbird identifying and driving what happens next, rather than delivering what you've decided. Talk to us about a Managed Service.

Independent specialists in CRM, customer data, integration and automation.

Flowbird is an independent UK consultancy. We're not tied to one platform, so the conversation starts with how your business works, not with what a vendor would like to sell you. That independence is what makes Support work: we can look across Pipedrive, Make, HubSpot, ActiveCampaign, the APIs between them and the customer data inside them, and take responsibility for the whole picture.

Experience across CRM implementation, integration, automation and customer data
Practical knowledge of sales and marketing processes and the business workflows behind them
The team that designs and builds these environments is the team that supports them
Based in Ashford, Kent, working with businesses across the UK
Cyber Essentials certified

They developed and manage our robust CRM and customer nurture programme, benefiting our customer experience.

Our company has had an incredibly positive experience with Flowbird. The integration was smooth and using Pipedrive as our CRM has helped improve our sales process efficiency significantly.