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CRM and Workflow Software

Unlock your potential with our platform that creates a CRM and Workflow solution designed just for you.

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Do you want to…

  • Track business all the way from enquiries to service delivery?

  • Automate processes to save time and effort?

  • Integrate third-party applications to create greater efficiency?

  • Gain control and visibility of your performance?

Improve customer and team management

  • Notifications and alerts – notify users and customers throughout their journey with automated emails and in-app messages
  • Document management – attach and send quotes and job sheets that auto-populate with customer information
  • Resource management – assign staff to jobs and enquiries to monitor project progress
  • Automated tasks and actions – ensure no-one misses a deadline with automated tasks based on the rules you set

Keep track of jobs and enquiries

  • Create job templates – save time when creating new jobs by creating automated workflows
  • Sales tracking – monitor sales performance and billed work as well as forecast your pipeline
  • View work in progress – keep tabs on all of your outstanding work to gain more control of your cashflow
  • Custom reports – create specific reports for your business to keep track of what truly makes a difference

Reduce time with an efficient workflow

  • Intelligent workflow – build rules-based workflows to efficiently guide your customers through their sales journey
  • 3rd party integrations – integrate with your other software tools, such as Xero and Outlook, to gain extra time savings
  • Analytics – access key performance information to you see how your business is performing
  • Monitor performance – manage your team effectively by seeing where they are focussing their attention

Integration

  • Finance: seamlessly integrate with existing finance systems including Xero, QuickBooks and Sage Cloud
  • Ecommerce: connect to your ecommerce website to effectively manage online sales and deliver a first-class customer experience every time
  • Shipping: integrate with online shipping and distribution portals such as DPD, DHL and UPS
  • RESTful API: every solution comes with a fully documented RESTful API layer allowing it to connect to any other 3rd party application or website

Customised for your business

Getting your software right is key. It can mean the difference between creating positive change for your business, or it being mothballed by staff unwilling to engage in a system they don’t feel a part of.

That’s why we do things differently; we’re with you every step of the way. From initial discussions, all the way through to launch and ongoing support.  We’re there to ensure you get the most from Flight.

Flight is not SaaS (software as a service), it is an award-winning platform that creates a bespoke CRM and Workflow solution that is unique to your business. 

And one that you can change and develop over time at no additional cost.

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Our 4 step process

We keep this as simple as possible. We do all the heavy lifting:

  1. Business Analysis – We meet with you to understand your business, producing a process map and completing your specification sheet to ensure your configuration of Flight is perfect for your business.
  2. Configure – With your specification sheet, we set about configuring the system; giving you access to a test application to trial.
  3. Launch – Once you’ve tested and signed off your configuration, we migrate your historic data and launch your new CRM and Workflow Software. This will be unique to you and your business.
  4. Support – Our dedicated customer service team are on hand to support you. Whether it’s tutorials or requests for additional functionality. Continue to make changes at no extra cost.

Read more about our Process

Nugent Santé

“Blue Wren spent time to understand the stumbling blocks with our old process and configured Flight’s features around our business.

They helped us clearly define our workflow and helped eliminate waste from our process.  The level of ongoing support has been excellent and the system now saves our team a great deal of time and energy, allowing us to focus on growing the business.

Flight is integral to our business and helps us to deliver our service more effectively and efficiently to our customers.”

Alison Wignall, Director

Read full case study

Take control. Take Flight.

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Frequently Asked Questions

Q. What is a bespoke CRM and workflow management system?

A bespoke CRM and workflow management system combines customer relationship tracking with the automated processes that move work through your business (quotes, jobs, approvals, and communications), all built around how your team actually operates, rather than a generic sales pipeline you have to adapt to.

Q. How bespoke is the CRM, what can actually be changed?

Highly bespoke. Unlike fixed CRM products where you adapt to the system, Flight is configured around your sales process, terminology, and workflow from the ground up. Fields, stages, views, automations, and user journeys can all be tailored and changed rapidly as your business evolves, without the development cost you’d expect from a ground-up build.

Q. Do you have permission levels to restrict access to certain users?

Yes. Flight includes granular permission controls, allowing you to restrict access to specific areas of the system on a per-user or per-role basis.

Blue Wren can also configure customer portals and supplier portals within the same system, presenting entirely different information to each user type so your data is structured and your team is working only within their defined scope.

Q. Can Flight scale as our business grows?

Yes. Flight is designed to scale, so new workflows, features, and integrations can be added at any time without replacing the core system. AWS infrastructure means your Flight installation can scale instantly as demand requires it. Several Blue Wren clients have been expanding their Flight CRM and workflow systems for years, adding new capabilities incrementally as their businesses develop.

Q. How is Flight different from a standard CRM like Salesforce or HubSpot?

Salesforce and HubSpot are powerful, general-purpose CRM platforms that your team typically configures and customises themselves, often with an in-house admin or a certified implementation partner. Flight takes a different approach: Blue Wren’s own team configures the system around your specific workflow, so there’s no internal customisation project required before it fits the way you work.

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