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Customer Platforms (CRM)

Are your customer platforms built for scale?

Are your customer platforms built for scale?

Make smart CRM and intelligent automation your superpower. Get more from your customer platforms by connecting systems, fixing workflows, and turning patchy data into opportunities. Fly is an authorised partner of:

  • Hubspot
  • ActiveCampaign
  • Pipedrive
  • Constant Contact
  • Shopify

 

 

What we do

We take care of strategy, setup, integration, and optimisation so your team can focus on growth instead of battling tech issues.

Our flexible Flight Plan and points-based delivery system give you on-demand access to our full range of marketing tech, design, and data solutions.

Selection & Foundations

We run discoveries, implement, customise, and optimise CRMs like HubSpot, Pipedrive, and ActiveCampaign. Configuring workflows, pipelines, and dashboards to drive efficiency, visibility, and growth.

Marketing Automation

Automated email sequences, chatbots, and nurture workflows that trigger based on behaviour, scaling engagement while reducing manual effort.

Pipeline Optimisation

Structured lead tracking, scoring, and handoff processes. Every prospect follows a personalised, optimised path from first touch to conversion.

Attribution & Reporting

Real-time dashboards and reports that connect campaign performance to sales outcomes.

Platform Integrations

CRM, automation, analytics, and sales tools that talk to each other like they were supposed to. Data weaves across platforms for unified tracking, reporting, and customer insights.

Journeys & Personalisation

Automation of personalised experiences across channels so the right message reaches the right person at the right time, every time.

How we do it

We help marketers integrate, optimise, and automate their sales and marketing tech stack without the complexity or wasted budget.
Many of our clients have been let down by agencies, tech vendors, and consultants who don’t understand data, marketing, and business outcomes in equal measure. Here’s how we approach it:

Auditing & Opportunity Mapping

We start by assessing where your platforms are helping and where they’re holding you back.

  • Identify platform gaps, inefficiencies, and bottlenecks
  • Assess data integrity and cross-platform connections
  • Map automation and reporting opportunities

Workflow Automation

Your CRM, automation, and analytics tools need to work together.

  • Connect CRM, automation, analytics, and sales platforms
  • Automate data syncing, lead handoffs, and reporting
  • Ensure real-time updates across all platforms

Marketing & Sales Alignment

Platforms alone don’t align teams. We ensure marketing and sales processes work in sync, powered by the right tech.

  • Optimise lead handoff processes between marketing and sales
  • Create scoring and segmentation systems for better targeting
  • Align sales enablement tools with marketing content

Ongoing Optimisation & Performance Tracking

Sales and marketing platforms need constant refinement to stay effective as your business scales. We monitor, manage, and optimise your tech stack for peak performance:

  • Regular reporting and automation reviews
  • Ongoing data quality and CRM health checks
  • Performance tracking with custom dashboards

How we get it right

  • We don’t play favourites Being tech-agnostic means we can help you discover, plan, and implement solutions that make sense.
  • We give it to you straight Clear, unbiased advice, so you back the right-fit solution and invest in what works.
  • We’re obsessed with outcomes We’ve designed our services, pricing, and process to deliver solutions to give you real flexibility.

Fly didn’t just build a system, they optimised our go-to-market execution. By redefining our revenue and customer success processes upfront, they ensured our new HubSpot architecture matched our strategic goals. Their recommendations have brought immediate clarity to Sales, Finance, and Customer Success. We are now equipped to scale with confidence.

Paul Robinson
VP Marketing, Avertro

Expertise across the platforms that matter

Expertise across the platforms that matter

We’re platform-agnostic, with deep expertise in HubSpot, ActiveCampaign and Pipedrive. We recommend and build on the platform that fits your business, then make it earn its keep.

Speak to a consultant

Fly helps businesses get real value from their CRM and automation, from selection and setup to the data and reporting that runs on top. We bring the senior expertise to build it properly and keep it performing.

We do our best work with businesses facing real commercial complexity, led by someone with the mandate to act. Get in touch if that sounds like you and you want to:

  • Talk through where your platforms are holding you back
  • Understand how we’d approach it
  • Get an honest, senior read on your stack
  • See what working with Fly looks like

For anything else, please shoot an email to [email protected]