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CRM & Automation

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.

Automation

Automated email sequences, chatbots, and workflows that trigger based on behaviour and tasks, 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 businesses integrate, optimise, and automate their ops, sales, and marketing 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, ops, and business outcomes in equal measure. Here’s how we approach it:

Discovery & Auditing

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

We do this as a first step with all clients we work with. You get to see our  thinking and recommendations up front. If you wish to continue with either optimisations or migration, we proceed with a clear plan of action before you commit.

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

Ops, Marketing & Sales Alignment

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

  • Optimise lead handoff processes between teams
  • Create scoring and segmentation systems
  • Align sales enablement tools with marketing content
  • Explore other integrating processes with other platforms to join up finance, reporting, and delivery

Ongoing Optimisation & Performance Tracking

CRM and automation platforms need constant refinement to stay effective as your business scales:

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

We monitor, manage, and optimise your tech stack for peak performance

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.

How we work

We work through structured Hubspot engagements designed to stabilise, optimise and scale your CRM and automation properly.

We begin with a short discovery project to define how to architect or rebuild your Hubspot portal. From there, you can continue with optimisation and managed support where required.

Getting started

  1. We get under the bonnet first
    Every project begins with a structured discovery, covering your platforms, your data, and the people who use them, so we know exactly what needs fixing before we recommend anything.
  2. You see what we find, in plain language
    The discovery produces a clear output you keep, with a prioritised view of what is working, what is not, and what a credible path forward looks like.
  3. No guesswork at the proposal stage
    Because the scoping is done properly upfront, the work we recommend fits the problem you actually have, whether that leads to a CRM rebuild, a website project, or a wider transformation programme.
✔ End-to-end CRM, design, and automation support
✔ Strategic direction plus hands-on delivery
✔ Real-time project management reporting
✔ On-demand access to tech, design & data specialists

Suitable if you…

  • Have a Hubspot portal that feels unreliable, inconsistent, or underused
  • Need reporting that leadership can confidently make decisions from
  • Want ops, sales and marketing running from the same playbook
  • Are ready to fix it properly, not just patch up again
Pricing in AUD

Platform Optimisation

Close the gap between your platform and the value you deserve from it

Key outcomes

  • Fix a messy or underused Hubspot, ActiveCampaign, or Pipedrive setup
  • Refine / rebuild your data model so it works as it should
  • Enable AI tools on proper foundations
  • Rebuild lists, workflows, tagging and segmentation
  • Define and set lead flows, scoring, routing and reporting


Who It’s For

  • Leaders managing a broken, messy CRM and automation platform
  • Teams experiencing drift and inefficiency after internal changes
  • Businesses preparing for more complex automation or campaign work
  • Anyone who knows something’s broken but can’t pin it down

Migration & Onboarding

Migrate safely from a legacy system to a modern, AI-enabled platform

Key outcomes

  • Rebuild with validated data, clean lifecycle stages and governance
  • Establish a stable, production-ready foundation to build on
  • Add new revenue workflows, designed properly
  • Enable AI tools on proper foundations
  • Own it in-house, with senior support for the complex work


Who It’s For

  • Teams who have outgrown legacy and entry-level platforms
  • Leaders planning new revenue streams the current stack can’t run
  • Organisations that need to build internal capability
  • Businesses preparing for complex transformation work in the future

Discovery & Consultancy

Prove transformation works and is safe to commit to upfront

Key outcomes

  • Assess the current state across teams and the systems behind them
  • Full analysis to identify the correct, full tech stack for your organisation
  • Prove the target ecosystem through a working proof of concept
  • Define workstreams, scope boundaries and dependencies
  • Produce a board-ready blueprint analysing timings, financials, and risk


Who It’s For

  • Leadership teams weighing major systems or digital transformation
  • Organisations whose departments have outgrown disconnected tools
  • Boards that need evidence and a costed plan before investing
  • Leaders who want to de-risk decisions before committing to delivery

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]