CRM Data Services · Cleaning · Migration · Enrichment

Most CRM projects fail because of bad data. We fix that.

Flowbird specialises in making CRM data trustworthy by cleaning, migrating, and enriching the records behind your system so your team can use it, your automation works, and your reporting tells the truth.

The symptom

Your team has stopped trusting it.

When CRM data is incomplete, duplicated, or out of date, the team routes around the system. Spreadsheets reappear. Deals get tracked in email. The platform that was supposed to replace all of that becomes just another tab nobody opens.

The cause

Bad data is almost always the reason.

Most CRM projects are sold as a system problem. But the reason adoption fails, automation misfires, and reporting cannot be trusted is almost never the platform. It is the data going into it - incomplete records, duplicate contacts, and systems that do not talk to each other properly.

The fix

We clean it, migrate it, and keep it right.

Flowbird audits your data before making any recommendations. We clean what is broken, migrate what is missing, and enrich what is incomplete - then build the systems around data you can actually trust. No rebuild pitch. No platform-first answer.

01

Data cleaning

Remove the noise. We deduplicate, standardise, and repair your CRM data - merging duplicate records, filling missing fields, correcting formatting inconsistencies, and removing contacts that should never have been there.

02

Data migration

Move without losing. We migrate your data from any system, spreadsheets, legacy CRMs, or custom databases into your target platform without losing history, breaking relationships, or creating new duplication issues.

03

Data enrichment

Fill the gaps. We enrich your contact and company records with missing firmographic data, including industry, company size, job title, and phone number, so your team can segment, personalise, and prioritise with confidence.

04

Data stewardship

Keep it clean. We provide ongoing data management - monitoring quality, running regular deduplication, enriching new records, and reporting on data health - so the CRM stays trustworthy as your business grows.

Everything we have put to them has been possible, there has not been one compromise of how we want to run our business.

First contact was thorough, challenging and meaningful. They developed and manage our robust CRM and customer nurture programme.

Flowbird were our go-to-partner as they offered an end-to-end solution, from seamless data migration to training.

If you're looking for someone to recommend, design and develop a bespoke software solution for your business we could not rate Flowbird Ltd more highly.

The setup was straightforward, and the overall user experience has been incredibly reliable and intuitive.

From the initial setup and training through to automation and reporting support, they've helped us get far more value.

Find the right place to start.

If your CRM, data, reporting, automation or website feels harder to run than it should, we’ll help you work out where to begin.

Step 1 - Data audit

We map your current data landscape - what exists, what is broken, what is missing, and what the risk is if it stays that way. Written report delivered in one to two weeks.

Step 2 - Remediation plan

We present a prioritised action plan - what to clean, what to migrate, what to enrich, in what order - with clear effort and impact estimates for each recommendation.

Step 3 - Data work

We execute the plan. Deduplication, migration, enrichment, integration, and implementation - in whatever combination the audit identified. Always data-first, never platform-first.

Step 4 - Stewardship

Many clients stay on a data stewardship retainer - monthly or quarterly management that keeps the CRM clean and the data health metrics moving in the right direction.

The result is not just a cleaner CRM. It is a revenue system your team can trust every day and improve as you grow.

Migration

"We moved eight years of history from our old system. Flowbird migrated everything without losing a single record - and the data arrived cleaner than it had ever been in the original system."

Ongoing stewardship

"We have worked with Flowbird on our CRM data for three years. They keep the database clean, enriched, and segmented. It is the most consistently useful thing we pay for."

Data quality project

"Our CRM had 40,000 contacts, and nobody trusted any of them. Flowbird audited, deduplicated, and enriched the whole database. We went from 40,000 unusable records to 12,000 we can actually act on."

More useful reporting

"We knew our pipeline numbers were wrong, but we had no way to prove it. Flowbird cleaned the underlying data, and within a month, our board report reflected what we actually knew to be true. It was the first time in two years we trusted what the CRM was telling us."

Revenue system audit

A practical review of your CRM, data, reporting, automation and workflows, with a clear view of what is working, what is creating friction and what should be fixed first.

System Training

Help your team understand the system, use it consistently and build the habits that keep CRM data, activities and reporting reliable over time.

Event Storming

Map how work really moves through your business: the stages, decisions, records, handoffs and exceptions that shape the customer journey.

Data Quality Services

Clean, organise, de-duplicate and validate the data your team relies on, so the CRM becomes easier to use, report from and trust.

Reporting Visibility

Build dashboards and reporting logic around shared definitions, so leaders can see performance clearly and trust what they are seeing.

Platforms we structure and connect

From core CRM to automation, calling and enrichment, we work across the tools most growth teams rely on.

FAQs

Do we need to rebuild everything at once?

No. The best starting point is usually the part of the system creating the most drag. That might be CRM structure, reporting definitions, data quality, automation noise, adoption or customer handoffs. A good revenue system project starts by finding the constraint, then improving the parts around it in the right order.

What is a revenue system?

A revenue system is the connected structure behind how your business creates, manages and improves revenue. It includes your CRM, sales process, data, reporting, automation, website journeys, handoffs, ownership rules and daily operating habits. The CRM is usually part of the system, but it is not the whole system.

Is this just CRM setup?

No. CRM setup is one part of the work, but most CRM problems are caused by the structure around the tool. Flowbird looks at how work moves, how data is captured, how reporting is defined, where automation supports the process and whether the team can use the system consistently.

Can Flowbird work with the systems we already use?

Yes. Flowbird can work with your existing CRM, reporting tools, automation platforms and website systems where they are still fit for purpose. The goal is not to replace tools unnecessarily. The goal is to connect the right tools around a clearer process, cleaner data and reporting people can trust.

When should we consider a CRM audit?

A CRM audit is useful when reports do not line up, teams use the CRM inconsistently, data quality is poor, automation creates noise or leaders cannot see what is happening clearly. The audit should look beyond settings and review process, ownership, data, reporting, integrations and adoption.

Can you help with CRM data quality and migration?

Yes. Flowbird can help clean, organise, de-duplicate, validate and migrate CRM data so the system is easier to use and report from. Good migration work should include field mapping, data cleanup, validation and testing before teams rely on the new setup.

How long does a CRM or revenue system project take?

It depends on the size and complexity of the system. A focused audit or workshop can be completed quickly, while a larger CRM implementation, data migration, integration or reporting project usually needs a phased plan. The first step is to define the scope, risks, data quality and dependencies before committing to a timeline.

Do you only work with Pipedrive?

No. Flowbird works across CRM, data, reporting, automation and website systems, including platforms such as Pipedrive, HubSpot, Workbooks and ActiveCampaign. The right tool depends on the business model, team structure, sales process, reporting needs and integration requirements.

What makes Flowbird different from a normal CRM consultant?

A traditional CRM consultant may focus mainly on configuring the platform. Flowbird focuses on the wider revenue system: how work moves, how data is structured, how reporting is trusted, how automation supports the process and how teams adopt the system day to day.