CRM Software for Ecology Consultants
Bring clarity, consistency and control to your ecology consultancy
Does this sound familiar?
-
You’re juggling EcIA, SEA/SA and new EOR demands with limited time and resources
-
Your ecologists spend more time on admin than in the field
- You struggle to keep track of long-term monitoring and data hand-over obligations
- Surveys, clients and stakeholders are managed through spreadsheets and email chains
The reality of managing an Ecology Consultancy…
Every site, species, client and consent route is different. Add evolving regulation, seasonal survey windows, stakeholder scrutiny and a shift towards outcome-based ecology and environmental reporting and the operational load builds fast.
That’s why we built Flight: a CRM and workflow platform built for Ecology Consultancies. We understand that managing surveys, coordinating specialists, delivering reports and tracking monitoring obligations is key to your success.
We don’t offer a one-size-fits-all solution. Instead, we partner with you to understand how your consultancy works, align with your goals and streamline the way you win work, deliver projects and monitor outcomes.
Software built to streamline your Consultancy
-
Designed around ecological workflows
-
Standardise your projects while preserving professional expertise
-
Real-time visibility over sales, surveys and profitability
-
Enterprise-level functionality at a fraction of the cost
A CRM built for Ecology Consultancies
Flight is built to support the unique workflows and challenges of ecology consultancies and environmental planners.
Whether you’re preparing EcIAs, ES chapters, HRA inputs or outcome-based monitoring programmes. Flight gives you complete visibility over your work, from first enquiry to long-term monitoring.
Flight is fully customisable to your service lines, survey types and team structure. It fits the way you work, not the other way around. From day one you get a system aligned to your operations and ready to scale.
You can change and tweak the software as you grow, at no extra cost. And our dedicated customer support team helps you get the most from Flight.
Manage your sales pipeline and bids
A steady flow of projects is essential. But so is qualifying those opportunities against survey windows, specialist availability and regulatory risk. Flight helps you manage your pipeline without losing sight of deliverability.
- Capture leads automatically – enquiries via web-forms trigger follow-ups
- Qualify opportunities – record survey constraints, windows, likely assessment route (EcIA/SEA/SA/EOR) from the start
- Build and send proposals quickly – service templates tailored to surveys, reporting and monitoring
- Integrated email – sync inbound/outbound emails to project records so nothing falls through the cracks
- View your full pipeline – every opportunity by stage, value, probability and resource requirement
Plan surveys and resources around seasonal windows
In ecology, missing a survey window can cause major project delays. Flight gives you operational control to match survey programmes, ecologist capacity and deadlines.
- Seasonal survey calendar – visualise when surveys for bats, GCN, reptiles, breeding birds etc can be delivered
- Track work-in-progress – view all live projects with key survey, reporting and submission deadlines
- Manage budgets & profitability – monitor project spend, margin and scope changes
- Allocate ecologists effectively – assign work based on licence, skills and availability to maximise utilisation
- Automate next steps – tasks and reminders triggered automatically as projects move from screening → survey → reporting → monitoring
Standardise assessments and reporting
Ecological reports are under increasing scrutiny. Flight helps standardise your approach while leaving room for professional judgement.
- Shared assessment frameworks – store standard criteria, methodologies, topic structures (EcIA, ES chapters etc)
- Consistent templates – produce reports and non-technical summaries in a consistent format across the business
- Clear audit trail – log decisions, assumptions, data sources and changes for every project
- Read-across from strategic to project level – reuse baseline data and SEA/SA findings when site applications come forward
- Reduce copy-paste risk – version control ensures the right template is used every time
Monitor mitigation and environmental outcomes over time
Monitoring is often the weak link in ecology assessments. Flight helps you close the loop between predicted impacts, mitigation and real-world outcomes.
- Monitoring schedules – set recurring visits/checks tied to consent conditions or agreements
- Field data capture – record monitoring outcomes directly into Flight with photos, maps, documents
- Compare predicted vs actual – track how mitigation measures perform against your original assessment
- Manage obligations & liability – log responsible parties and expiry of commitments
- Turn monitoring into recurring revenue – package monitoring and reporting as structured service with clear scope & invoicing
Dashboards & reporting built for ecology consultancies
Ecology consultancies need real-time insight into resources, risk and profitability to stay competitive. Flight gives you ecology-specific dashboards and reports.
- View operational KPIs – live WIP, survey clashes, open risks, overdue tasks
- Track financial performance – margins by client, project type, service line
- Monitor utilisation – see who is under/over-loaded and re-balance work quickly
- Custom reporting – create tailored views for directors, project managers, leads
Time, expenses & financial control for your projects
Accurately tracking time, cost and margin is essential when much of your work is split between field and office.
- Flexible time-tracking – log time against projects, surveys, internal work
- Billable vs non-billable hours – understand where effort goes and where margin is lost
- Expense logging – upload field receipts and allocate to the correct project
- Multiple fee-structures – support fixed-fee, time-and-materials, call-off contracts and frameworks
- Financial alerts – thresholds and notifications when projects may go over budget
Connect Flight to the tools your consultancy already uses
Consultancies need systems that talk to each other without duplicate data entry or disconnected workflows. Flight comes with built-in integrations and a fully open API, so your CRM becomes the hub of your entire tech stack.
- Sync with Xero / QuickBooks / FreeAgent / Sage– streamline billing and financial reporting by connecting directly to your accounting platform
- Integrate with Microsoft 365 – connect Flight with Outlook (emails and calendars) and SharePoint to keep communication, scheduling, and document management in sync with your CRM
- Use our open API – every Flight CRM includes access to a fully documented open API, making it easy to connect to any third-party system
- Use our WordPress plugin – easily connect Flight to your WordPress site without needing custom development
Harnessing the power of AWS
Our Flight platform is built on Amazon Web Services (AWS), ensuring each customer receives a solution tailored precisely to their processes and requirements. This deep level of customisation spans storage, workflows, functionality, access, and integration.
By leveraging AWS, we deliver on the promise of advanced, secure, and globally trusted cloud infrastructure. AWS’s scalability means you’ll never face the costs or complexity of traditional hardware upgrades. Instead, Flight seamlessly scales with your business, taking full advantage of AWS’s continuously expanding suite of services.
The result is a flexible, robust, and future-proof solution ready to support your business as it grows and evolves.
Built to deliver what you need
Getting the right software for your consultancy is critical. It can mean the difference between enabling meaningful change for your clients or seeing a system underused because stakeholders don’t feel involved or understood.
We take a different approach, partnering with you at every stage. From early discovery sessions to launch and ongoing support, we are here to ensure you can deliver the maximum value with Flight.
Flight is not generic SaaS. It is an award-winning platform designed to build CRM solutions uniquely tailored to each business you serve. And because Flight is built to evolve, you and your clients can adapt and develop the system over time without incurring additional costs.
Our 4 step process
We keep this as simple as possible. We do all the heavy lifting:
- Business Analysis – We meet with you to understand your business, producing a process map and completing your specification sheet to ensure your configuration is perfect for your business.
- Configure – With your specification sheet, we set about configuring the system; giving you access to a test application to trial.
- Launch – Once you’ve tested and signed off your configuration, we migrate your historic data and launch your new CRM Software. This will be unique to you and your business.
- 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.
The Ecology Co-op
“Before Flight, our workflows were inconsistent and scattered across different platforms. Blue Wren delivered a custom system that brought everything together – quotes, schedules, time tracking, and invoicing.
We now benefit from clear, standardised processes and a comprehensive view of financial performance.
Thanks to the integration with QuickBooks and ongoing system improvements, our operational efficiency keeps getting better.”
Paul Whitby, Founder and Director
