• Track business activity from enquiries to service delivery

  • Automate processes to save time and effort

  • Integrate third-party applications to create efficiencies

  • Gain control and visibility of performance

Blue Lozenge

Your business is unique

That’s why we tailor Flight to the needs of your business.

We’re here to guide your journey to take Flight, but no-one knows your business better than you. We’ll listen, feedback and help to identify how we can streamline your business processes.

Ultimately, you shape Flight

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Software built to grow your business

  • A proven track record of increasing profit and improving operational efficiency.

  • Customised for the specific CRM and workflow challenges that your business faces.

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Improve customer and team management

  • Notifications and alerts – notify users and customers throughout their journey
  • Document management – attach 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
Printscreen of Flight CRM & Workflow Management Software displaying the calendar functionality

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
  • 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
Printscreen of Flight CRM & Workflow Management Software displaying a list of enquiries

Reduce time with an efficient workflow

  • Intelligent workflow – build rules-based workflows to efficiently guide your customers through their purchase
  • 3rd party integrations – integrate with your other software tools, such as Xero and Outlook, to gain extra time savings
  • Analytics – access key performance information that lets you see how your business is performing
  • Monitor performance – manage your team effectively by seeing where they are focussing their attention
Printscreen of Flight CRM & Workflow Management Software displaying the audit notes of a customer

Four simple steps to take Flight

Getting your software right is key; it can be the difference between Flight creating positive change for your business, or 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 take-off and ongoing support, we’re there to ensure you get the most from Flight.

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Group of people in modern office having team meeting and brainstorming while working on laptop and drinking coffee - represents Blue Wren's UK-based team

Step one: Map

We meet with you to better understand your business. Our multi-sector experience helps add value to these meetings.

We produce a process map and complete a specification sheet to ensure we capture all the information you need to take Flight.

Map vector representing mapping the configuration of Flight CRM and workflow management software to a business' processes

Step two: Configure

We use your process map and specification to configure your version of Flight, including all your relevant fields and customised workflows.

You’ll then receive your test Flight, ready for you to familiarise yourself with the software ahead of launch.

This is the perfect opportunity to onboard your colleagues and consider what data you may need to migrate.

Vector of controls on a sound-desk, representing Flight CRM and workflow sofware's configurability

Step three: Launch

Now that you have tested your Flight configuration and familiarised the business with this new way of working, we set a launch date for the live system.

This launch date ensures we have adequate time to migrate historical data into the system, and you can prepare your business to take Flight.

Paper aeroplane vector representing Flight CRM and workflow management software being launched

Step four: Support

Our account management team are on hand to support and guide you through Flight. Whether it’s additional functionality that becomes a requirement or supporting you with how the system works.

We’re on the journey with you and want to make sure you maximise the potential of Flight.

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“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, Nugent Santé

Read more about the Nugent Santé’s case study here

Take control. Take Flight.

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