Run your entire business from one easy-to-use dashboard

Manage new enquiries, track project progress and measure your team’s conversions to understand your performance.

We integrate with your existing systems, data and third-party software to produce a scalable tool that simplifies your team’s workflow.

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Connecting your software

Maximise the impact of your software and reduce the repetition of data entry by integrating our system with business applications such as:

Enquiry tracking

Our software channels new enquiries through one system and allows you to assign key staff to convert incoming opportunities.

Track referrals and measure conversions to understand where and how business is being driven.

Workflow builder

Our software allows your team to plan their workload effectively and track the progress of leads through our custom workflow builder.

Build a workflow that works for your process; including all necessary steps to take a lead through to a satisfied customer.

Reporting suite

Our software’s flexible reporting suite allows you to rapidly create real-time reports, charts and tables that can be downloaded as either CSV files or ready to view PDF reports.

Define your KPIs to produce engaging reports that are relevant to your business, presenting actionable findings.

Document management

Our workflow management software lets you build document and email templates, as well as store key resources in one location.

These documents auto-populate at various steps of your workflow, removing repetitive data entry and reducing the chance of human error.

Client database

Our software integrates all data sources to give your business an easily accessible single source of truth.

The CRM connects client data, records, progression notes and project summaries, amongst other information relevant to your business.

Process automation

Our workflow management software automates tasks to remove repetition and reduce admin on a daily basis.

The system automates reminders on key dates, dropping tasks into the customisable workflow builder and notifying staff via email and SMS.

Workflow Management Mock Up 1

Case Study: Nugent Santé‘s cloud-based ERP system

Nugent Santé is a health insurance specialist based in the North West. They required a system through which to run their business, manage clients’ cases, streamline processes and facilitate extensive reporting.


“Blue Wren spent time to understand the stumbling blocks with our old process and shaped the new product and its features around our business.

They helped us clearly define the scope and communicated frequently throughout the project.  The level of ongoing support has been excellent and the system now saves our team a great deal of time and energy.

It’s a vital part of 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

Why Blue Wren?

Collaborative development

We work in multidisciplinary teams in an agile environment. Your are involved throughout development to provide iterative feedback.

Rapid development

Our workflow management software’s engine is already built; we tailor the features to your business to rapidly deliver your solution.

User-centred design

We focus on usability goals, user characteristics and behaviours to optimise the system for your workflow.

Software payback

We target software payback within 12 months through efficiency savings and productivity improvements.

Scalable solutions

Our solutions are built with phased development and roll out that allows for easy further development as requirements change.

Secure hosting and support

Our comprehensive SLA and managed AWS hosting are monitored by our on call UK-based support team. We invest heavily in our infrastructure to ensure your software is always online with fully compliant data security protocols. Find out more about our hosting.

System integration

We connect existing systems, software and operations to facilitate a seamless flow of information.

Enhance client relationships and run your entire business through our workflow management software

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