Turn your CRM into a marketing and sales engine your team actually uses.
Your CRM shouldn't just be somewhere you store contact details. It should help you understand your customers, manage your pipeline, automate your marketing and give your team a clear view of what's happening.
At Flamingo, we use and recommend HighLevel as our CRM platform of choice. We've spent years working with CRM systems and made the move to HighLevel ourselves, so we know what it takes to get a CRM working properly in the real world.
Whether you're starting from scratch, moving away from a CRM that's no longer working for you or simply not getting enough from the system you've already got, we'll help you get set up, get organised and get more from your data.
A CRM that connects your marketing, sales and customer data
Before you can market effectively, you need somewhere to keep your data.
It's easy to focus on having an engaging website, an established brand and an active social media presence, but if your customer and prospect information is scattered across inboxes, spreadsheets, LinkedIn and different software, you're missing a vital piece of the puzzle.
You need a CRM.
We use HighLevel because it brings so much of that activity together in one place.
Your contacts, sales pipeline, emails, forms, appointments, automations, reporting and marketing activity can all work together, giving you a much clearer picture of what's happening with your prospects and customers.
And because we're a marketing agency as well as a CRM specialist, we don't look at your CRM in isolation. We look at how it fits into your wider marketing strategy and how it can help turn activity into opportunities.
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Why Flamingo for CRM?
We've been working with CRM systems for years and have seen first-hand what happens when they're poorly configured.
Teams stop using them. Data becomes unreliable. Sales opportunities get missed. Marketing activity becomes difficult to track. Eventually, people go back to spreadsheets and inboxes.
We've been there ourselves.
When we moved to HighLevel, it took us around four months to fully transition from our previous CRM. Since then, we've continued to build our own processes around the platform and use it every day.
That practical experience means we're not simply showing you where to click. We'll help you understand how your CRM should work as part of your business.
One system for your customer journey
HighLevel can help you manage the journey from first interaction through to sale and beyond.
That could mean:
Instead of having different systems handling different parts of the process, HighLevel gives you the opportunity to connect them.
And that's where a CRM becomes much more than a database.
Why we recommend HighLevel
There are thousands of CRM options out there. Choosing one can feel like a job in itself, particularly when every platform has different pricing tiers, features and terminology.
For us, HighLevel stands out because it does far more than simply manage contacts.
It gives businesses a central place to manage leads and customers while bringing together many of the marketing and sales tools that would otherwise sit across several different platforms.
CRM services vs trying to do it yourself
There's nothing stopping you from setting up a CRM yourself.
The problem is that CRM implementation can quickly become a much bigger job than expected.
You need to decide how your data should be structured, build your pipelines, configure automations, connect your other systems, migrate existing contacts and then convince your team to actually use everything you've built.
It's easy to end up with a system that technically works but doesn't work for you.
With Flamingo, you get a team that understands both the technology and the marketing behind it.
You don't have to become a CRM expert just to get the most from your CRM.
We'll help you...
What can HighLevel do for your business?
HighLevel has a huge range of functionality. We use it every day and we're still finding new ways to use it.
Here are some of the areas we can help you make the most of.
Lead and contact management
Keep your prospects and customers in one central database rather than relying on spreadsheets, inboxes or someone's personal address book.
HighLevel lets you create custom fields, tags and Smart Lists so you can organise contacts around the information that actually matters to your business.
That means you can start understanding what your prospects have in common, where they are in the buying process and what marketing activity is relevant to them.
It's also an important first step in developing your customer profiles and understanding your market.
Because before you can create the right Message and choose the right Media, you need to understand your Market.
Pipelines and opportunities
Your CRM should make it obvious what is happening with your sales opportunities.
HighLevel's pipelines give your team a visual view of where prospects are in the buying process, from new enquiry through to closed opportunity.
You can create tasks, assign opportunities to team members and make sure promising leads don't disappear into someone's inbox.
Whether someone has filled out a form, booked an appointment or engaged with your marketing, you can use that information to inform what happens next.
Automation and workflows
One of the biggest advantages of HighLevel is its automation functionality.
You can trigger actions based on what's happening with your contacts and opportunities, reducing the amount of repetitive work your team needs to do manually.
For example, a workflow could be triggered when:
From there, HighLevel can add tags, update contact information, notify a team member, send emails, SMS or WhatsApp messages and trigger further actions.
The result is a sales and marketing process that can keep moving even when your team is busy doing other things.
Email marketing
HighLevel brings email marketing directly into your CRM, allowing you to communicate with contacts based on their behaviour, interests and position in your pipeline.
You can create campaigns, build automated follow-ups and use contact information to make your communications more relevant.
It also supports email syncing with Gmail and Outlook, allowing your team to keep track of conversations within the CRM.
And with features such as snippets, you can save commonly used responses and insert them into emails without repeatedly writing the same thing.
Forms and lead capture
Your CRM needs a reliable way to capture new prospects.
HighLevel can create forms and connect them to your wider marketing activity, allowing information submitted by prospects to flow directly into your CRM.
That means less manual data entry and a much clearer process for following up.
Social media management
HighLevel isn't limited to CRM and email.
You can also use it to draft, schedule and publish social media content, with reporting that gives you a view of how your activity is performing.
That gives you another opportunity to bring marketing activity into the same system as your customer data.
Reporting and insights
A CRM should help you understand what's working, not just store information.
HighLevel provides reporting across areas such as contacts, opportunities, campaigns and email engagement, helping you see what's happening and identify where improvements can be made.
When your marketing and sales activity is connected to your CRM, you can start asking better questions.
CRM services designed around your business
Buying HighLevel is only the beginning.
The real value comes from configuring it around your business, getting your data into the system, building the right processes and making sure your team actually uses it.
That's where we come in.
HighLevel setup and implementation
Starting from scratch?
We'll help you build your HighLevel account around the way your business operates.
That can include:
- Account configuration
- Contact and data structure
- Custom fields and tags
- Sales pipelines
- Forms and lead capture
- Email setup
- Workflows and automations
- Reporting
- User permissions
- Integrations
The aim is to give you a CRM that's ready to support your sales and marketing activity from day one.
CRM migration and data cleansing
Already using another CRM?
We can help you make the move to HighLevel.
We'll help you review and cleanse your existing data, map fields, organise your contacts and migrate the information you actually need.
Moving CRM is also a useful opportunity to take stock.
Do you really need every contact you've accumulated over the years?
- Are your records accurate?
- Are you segmenting people in a useful way?
- Are you storing information you'll actually use?
Rather than simply moving the mess from one system to another, we'll help you create a cleaner foundation.
CRM automation
If your team is manually doing something repeatedly, there's a good chance HighLevel can help automate it.
We'll identify opportunities to automate tasks across your sales and marketing processes, helping you respond faster and reduce unnecessary administration.
CRM integrations
Your CRM shouldn't operate in a silo.
We'll help connect HighLevel with the other tools your business relies on, creating a smoother flow of information between your website, marketing activity, calendars and other systems.
CRM training and support
A beautifully configured CRM isn't much use if nobody knows how to use it.
We'll train your team on the parts of HighLevel that matter to them, helping people understand not just how the system works, but why you're using it.
That makes adoption much easier and helps prevent your CRM from becoming another piece of software your team quietly avoids.
CRM experts who understand marketing
A CRM is most powerful when it's connected to the activity that generates your leads in the first place.
That's why our CRM services sit alongside the rest of what we do at Flamingo.
Prospect100
Your CRM gives Prospect100 somewhere to put all that valuable prospect information.
Our Prospect100 service can identify and research your ideal prospects, with the resulting data feeding into your CRM so you have a clear record of contacts, activity and opportunities.
Database building and database marketing
Your CRM is only as useful as the data inside it.
Our Database Building and Database Marketing services can help you build, cleanse and organise the contact data your marketing relies on.
That means better-quality information going into HighLevel and more opportunities to segment your audience and deliver relevant communications.
Lead generation
Your CRM shouldn't just tell you who your contacts are. It should help you understand where your leads are coming from and what happens to them next.
Because our CRM services sit alongside our Lead Generation services, we can help connect the two, creating a clearer journey from initial marketing activity through to sales opportunity.
Built for businesses that want more from their CRM
Businesses starting from scratch
You know you need a CRM but aren't sure where to begin.
We'll help you get set up on HighLevel with a structure that makes sense for your business, rather than leaving you to work it out as you go.
Businesses moving from another CRM
Your current CRM isn't doing what you need it to do, or you've simply outgrown it.
We'll help you assess your existing setup, clean up your data and make the transition to HighLevel as straightforward as possible.
Businesses with an underused CRM
You've already invested in a CRM, but your team isn't making the most of it.
We'll look at what's holding you back and help you turn HighLevel into a system your team can actually use.
Sales and marketing teams
You want sales and marketing activity to work together rather than operating in separate worlds.
We'll help you connect your data, campaigns, pipelines and automations so your teams have a clearer view of what's happening.
How our CRM services work
We don't believe in setting up a CRM and walking away.
1. Understand
We'll start by understanding your business, your sales process, your marketing activity and what you want your CRM to achieve.
2. Plan
We'll map out how HighLevel should work for you, including your data structure, pipelines, workflows, integrations and reporting.
3. Build
We'll configure your account, organise your data, create your pipelines and build the automations and integrations you need.
4. Train
We'll help your team understand the system and give them the confidence to use it properly.
5. Optimise
Once you're up and running, we'll look at what's working, what's being used and where there's more value to unlock.
Because your CRM shouldn't be a one-off project. It should develop alongside your business.
Arrange your strategy call
Want to find out how our digital marketing agency can strengthen your marketing results?
Book your free, no-obligation 60-minute strategy session with our Managing Director, Emma Sansom.
Ready to get more from your CRM?
Your CRM should be more than a database your sales team occasionally remembers to update.
Used properly, it can become the place where your customer data, sales pipeline and marketing activity come together.
If you're thinking about moving to HighLevel, struggling with your existing CRM or simply know you're not getting enough from the system you've already invested in, let's talk.
We'll look at what you're doing now, what you want to achieve and where HighLevel could help.
FAQs about our CRM services
What is a CRM?
CRM stands for Customer Relationship Management. A CRM is a system that helps you store customer and prospect information, manage sales opportunities, track interactions and organise marketing activity.
At its best, it gives your business one central place to understand what's happening with your customers and prospects.
Why does Flamingo recommend HighLevel?
We've worked with several CRM systems over the years and chose HighLevel as our own CRM platform.
We recommend it because it combines CRM functionality with sales pipelines, marketing automation, email, forms, appointment booking, social media management and reporting in one platform.
It gives businesses a powerful set of tools without requiring them to piece together multiple systems.
Can you help us move from another CRM to HighLevel?
Yes. We can help with the process of reviewing your existing CRM, cleansing your data, mapping fields and moving relevant information into HighLevel.
We'll also help you rebuild the processes, workflows and integrations you actually need rather than simply copying your old setup.
Can you set up HighLevel for us?
Yes. We can configure HighLevel around your business, including your contacts, pipelines, forms, workflows, automations, integrations and reporting.
We'll also help train your team so you're confident using the system once it's live.
Do we need to use all HighLevel features?
Absolutely not.
HighLevel has a huge amount of functionality and you don't need to use everything from day one.
We'll focus on the features that will actually make a difference to your business and introduce additional functionality when it makes sense.
Can HighLevel automate our sales and marketing?
Yes. HighLevel's workflows can automate a wide range of actions based on what contacts and opportunities do.
For example, you can trigger actions when someone submits a form, books an appointment, misses a call, changes stage or engages with an email.
The exact setup depends on your sales and marketing process.
Will our team actually use the CRM?
That's the goal.
We build your CRM around the way your team actually works, rather than creating a complicated system full of features nobody needs.
We'll also provide training and support so your team understands how the CRM helps them rather than seeing it as another administrative burden.
How much does CRM implementation cost?
That depends on what you need.
A straightforward HighLevel setup will require less work than a project involving a complex CRM migration, multiple integrations, extensive automation and team training.
We'll scope the work with you before getting started so you understand what's involved.
