Your sales team doesn’t know what your customers are buying. Or what they’re not.

Your customer and purchasing data is split across systems that don’t talk. We connect your CRM to your ERP and back-office systems, so sales can grow accounts, spot declining sales and forecast with confidence. Your ERP stays exactly as it is.

Book a free discovery call · See the CRM & ERP Opportunity Audit

Your CRM: HubSpot · Pipedrive · ActiveCampaign

Your ERP and back office: Sage 200 · NetSuite

HubSpot Diamond Solutions Partner · Pipedrive Gold Partner

Six ways we help your business move forward.

Connected to the ERP and back-office systems you already run. Delivered by your Flowbird team.

Convert

Give every sales opportunity a clear next step.

HubSpot or Pipedrive set up around how you sell
Quoting that matches your price lists
Calling and follow-ups in one place

Convert: open · Countrystyle Recycling: £4.2m growth absorbed

Grow

Grow the customers you already have.

See what every customer buys
Spot the accounts buying less
Prompts when a reorder is due

Grow: open · UK distributor: HubSpot + Sage 200: Customers written once, not twice

Connect

Connect your CRM to your ERP and back-office systems.

HubSpot with Sage 200 and Knack
Order and invoice history on every account
Custom connections where there’s an API

Connect: open · UK distributor: HubSpot + Sage 200: Customers written once, not twice

Automate

Stop typing the same order twice.

Orders and invoices moved between systems
Workflows and hand-offs
AI agents, piloted before you scale

Automate: open · UK property services: Pipedrive + Xero: Won deals to draft invoices in one click

Measure

One set of numbers across sales and finance.

Pipeline, orders and invoiced revenue together
Forecasts from real orders
Board-ready dashboards with FlowFlex

Measure: open · New Age Partners: 5 brands, one CRM

Run

One UK team that knows and improves your systems every month.

Support from people who built it
Monthly improvements, not just fixes
Connections monitored, so someone knows when one stops

Run: open · Countrystyle Recycling: £4.2m growth absorbed

The warning signs are already in your systems

Connect purchasing information to the CRM and sales can see which accounts need attention before the annual review.

Illustration. Not a real client or live data.

Accounts to call this week

Abbey Components: Spend down 22%. Last order 74 days ago.
Delta Packaging: Due to reorder. Usually orders every 6 weeks.
Cedar Engineering: Not buying fixings. Similar customers buy them.

Spot the slipping accounts

What changes

How much revenue are you missing from customers you already have?

An illustration, not a forecast: for a business turning over £20m, a 2% uplift from existing customers is £400,000 a year. Connecting systems does not produce that on its own. It shows your team where to look.

Grow revenue from existing customers

Your next sales opportunity might already be a customer.

Your systems already know what each customer buys and how often. When that sits in the ERP and nobody in sales can see it, these go unnoticed:

Customers whose spending is declining
Accounts that have stopped ordering
Customers who may be ready to reorder
Product categories they haven’t bought from you
High-value accounts getting too little attention

Find your revenue opportunities

Connect your business systems

Your systems should talk to each other.

Your people shouldn’t spend their week moving information between systems, or depend on one person’s spreadsheet. Connecting them reduces duplicate data entry, keeps agreed records synchronised and automates the repetitive transfers between systems.

Order history for sales, without asking finance
Less duplicate data entry
Less reliance on spreadsheets and individual knowledge

See CRM and ERP integration

Give everyone a complete customer view

Sales, finance and operations should be working from the same information.

Your sales forecast says one thing. Your order book says another. Finance has a third version. We connect the systems behind those numbers so your management team can make decisions using consistent, up-to-date information.

Consistent customer information across departments
More confidence in the sales forecast
Account performance visible to management
Fewer reports built by hand

See CRM reporting

How it works

Connected systems. Better decisions. More sales.

Your ERP remains the system of record. Your CRM gives sales the information they need. Flowbird connects sales with the rest of your business and automates the repetitive transfers between systems.

Your business systems
Your ERP, accounts and back-office systems.
- Orders
- Invoices
- Products
- Stock
- Pricing
- Customer accounts
Flowbird connects them
The information sales needs, moved across and kept up to date on a schedule or as it changes.
- Customer records matched across systems
- Orders and invoices on the account
- Agreed records kept synchronised
In HubSpot or Pipedrive, your sales team can:
- Identify customers buying less
- Spot repeat purchasing opportunities
- Find cross-selling opportunities
- Manage accounts with the full picture
- Reduce duplicate administration
- Forecast from real orders

Most information moves one way, from your ERP to your CRM. Where it helps, customer and contact details are kept in step both ways.

Case studies

Real integrations. Real business problems solved.

Three examples of Flowbird connecting systems, improving visibility and reducing unnecessary administration for real UK businesses.

UK distribution business
Customer records kept in step, with far less retyping.
The problem
The same customers were kept up to date by hand in two systems, so every new customer added administration.
The result
Less administration and better data, because each customer is written once.
Winner, Creative, Digital & Innovation Award, Ashford Business Awards 2025
CRM
HubSpot
Connected to
Sage 200, on-premises
What was built
A secure connection that brings customer and company records from Sage 200 into HubSpot automatically.
Read how it works
UK property services business
Won deals become draft invoices in one click.
The problem
Invoices were retyped from closed deals, which took time and made invoicing inconsistent.
The result
Draft invoices created from the deal, with fewer errors and consistent references.
CRM
Pipedrive
Connected to
Xero, using Make
What was built
One click on a Pipedrive deal creates the draft invoice in Xero, with the reference built to the finance team’s rules.
Read the case study
Waste and recycling services · Countrystyle Recycling
Growth absorbed without letting service slip.
- £4.2m growth reported
- 1,500+ new customers
- 99.7% on-time service held
The problem
Quoting and customer data could not keep pace with growth, putting service levels at risk.
The result
The connected systems helped the business take on the growth it reported, and the new customers that came with it, while service delivery stayed on time.
CRM
HubSpot
Connected to
Knack (quoting) and Make
What was built
A reworked HubSpot, a tailored quoting process and automated hand-offs into service delivery.
Read the case study

See all case studies

Industries

Built for the way manufacturers and distributors sell.

The systems differ by sector, and so do the questions the sales team needs answered.

Manufacturing and engineering

Your factory knows what customers order. Does your sales team?

Quotes in the ERP, orders in production and the sales team working from memory. With an ERP such as Sage 200, Sage 50 or TidyERP connected, the account shows:

Open quotes and the orders they became
What each customer has bought, by product family
Product and price information from the ERP
Order status, without phoning production

See manufacturing and engineering

Wholesale and distribution

Know what your customers are buying. And what they’re not.

Thousands of accounts, most ordering steadily, which is why a slow decline goes unseen. With the order system or ERP connected, reps see:

Accounts spending less than last year
Customers overdue for their usual reorder
Product categories each customer hasn’t bought from you
Stock and price list on the account

See wholesale and distribution

Packaging and printing

Turn repeat orders and customer data into more sales.

Revenue built on repeat jobs and call-offs, with the detail held in the MIS. With a print MIS such as Tharstern connected, account managers see:

Each customer’s usual reorder cycle
Estimates and quotes with no reply
Call-offs against the agreed volumes
Job status from production

See packaging and printing

CRM & ERP Opportunity Audit

Find out where disconnected systems are holding back your business.

A practical, low-risk first step. In two weeks the audit shows what your customer information can and cannot tell sales and management today, the opportunities it points to and the improvements worth making first. Afterwards you decide what to do with it: act on it yourself, with another partner, or with Flowbird. It does not need access to your ERP or analyse your order history; it tells you whether your systems could show those opportunities, and what that would take.

Your CRM data checked: duplicates, gaps, ownership and the reporting it can carry
One revenue-critical process mapped end to end, such as quote to order
What your platform’s AI features could read today
The three to five automations or agents worth building first
A written report you keep, ending in a plain go or no-go

£750 + VAT | Two weeks

Start with a free call

It starts with a free discovery call, so the scope is agreed first. The audit finds what is there; it cannot promise a figure for lost revenue, and if fixing something isn’t worth it, the report says so.

Trusted by the businesses that make and move the stock.

Unedited, from the Pipedrive Marketplace, and all five stars.

“We needed an agile CRM system for BD, Marketing and Sales, that was easy to use and a single source of information for reporting, insights and next steps, as well as being able to run effective campaigns. Flowbird were our go-to-partner as they offered an end-to-end solution, from seamless data migration to training. We engaged with many roles within Flowbird and found them all to be incredibly knowledgeable in their respective fields. We are very happy with the results and continued support!”
Christina Raxworthy, Brookes-SCS

“We've had a great experience working with Flowbird on our Pipedrive CRM setup and ongoing support. Hanne and the team have been knowledgeable, responsive, and easy to work with throughout the entire process. From the initial setup and training through to automation and reporting support, they've helped us get far more value from Pipedrive and improve the efficiency of our sales and customer management processes.”
David Gourlay, Janitorial Express

“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. The setup was straightforward, and the overall user experience has been incredibly reliable and intuitive. Hanne Jessen has been instrumental in training our team and supporting various levels of understanding. I would highly recommended for teams using Pipedrive.”
Kate Ammirato, Jangro Network Ltd

“Very helpful, friendly and easy. Solved the problem required to be fixed.”
Dan Edwards, Spraylat International Ltd

“Having no experience in transitioning CRMs I was lacking the confidence to give it a go myself. We decided to go with Flowbird to assist us and it couldn't have gone any better! Super informative and professional from start to finish and completed quicker than anticipated. I wouldn't hesitate to recommend Flowbird to anyone looking for help.”
Adam Halling, Welsh Oak Frame

“We had a really positive experience working with Hanne and the Flowbird team on our Pipedrive setup and training. From the beginning, Hanne was friendly, approachable and always happy to help with any questions we had throughout the process. The implementation was smooth and well organised, and the training sessions were really useful in helping the team get comfortable using the system day to day.”
Hannah Smith, Braithwaite Energy

“The support and training that we received from Flowbird was hugely helpful during our Pipedrive set-up phase. Hanne and the team were a pleasure to work with: they quickly grasped our detailed requirements and presented the configuration options and workflow automations clearly. I would highly recommend their services as a means of getting the most from Pipedrive's features.”
Kerri Bates, Synaptec Ltd

Common questions.

Who does Flowbird work with?

UK manufacturers, engineering businesses, wholesalers and distributors, mostly with 10 to 250 staff, that run HubSpot or Pipedrive beside an ERP, an accounts package or a print MIS.

Which systems can you connect to HubSpot and Pipedrive?

We've connected HubSpot to Sage 200 and to Knack quoting applications. Other systems, such as SAP Business One or Microsoft Dynamics 365 Business Central, can be connected where they offer an API. The discovery call is where we find out what yours exposes.

Which integration tool do you use?

Whichever suits the job: a native connector, Make, n8n, BPA Platform or custom code. The choice depends on your systems, your volumes and your budget, and it is explained before anything is built.

Are you an ERP partner?

No. Flowbird works alongside your ERP partner rather than replacing them. They look after the ERP; we connect it to HubSpot or Pipedrive and keep the agreed customer records consistent between the two.

What is the CRM & ERP Opportunity Audit?

A fixed-price, two-week review of what your customer data can tell your sales team today. It maps one revenue-critical process end to end, ranks what is worth fixing and ends in a plain go or no-go. It does not need access to your ERP or analyse ERP data. The report is yours to keep, whether or not anything follows.

What happens after the audit?

If you go ahead, the same team does the work, through a 90-Day Improvement Programme or as your ongoing CRM team. If the audit says something is not worth fixing, it says so.

Is Flowbird Ltd the parking company?

No. Flowbird Ltd is a UK CRM team based in Ashford, Kent, company number 08512149. We are not connected to Flowbird, the French parking and payments company.