Customers & conversations
One place for contact details, enquiries, notes and relationship history. Start every conversation with the right context.
Flint / Flint PlatformYour CRM.
Your CRM.
Built around your business.
A customised CRM for UK businesses, shaped around your customers and team. Connect website enquiries, bookings, payments and follow-ups so the next action is clear.
Let's talk about your project
What it
can do for you.
For solo operators who want to get organised and teams who need a shared picture. Configure the essentials first, then connect more of your business.
Pipeline & follow-ups
See where each opportunity stands, who owns the next action and what needs attention. Connect your website enquiries straight into the process.
Bookings, payments & tasks
Join up calendars, appointments, payment records and team responsibilities. Keep the next action visible without checking several systems.
Reporting & integrations
A dashboard of the information that matters to you. Connect useful existing tools and plan data migration around your requirements.
A CONNECTED CUSTOMER JOURNEY
- An enquiry arrives
- A customer record is created
- Your team takes the next step
- Progress stays visible
From enquiry to prepared job.
RW Climate’s installation workflow gathers the information Ryan needs before a handover. We start CRM projects in the same practical way: understand the work, then connect the right information.
See the RW Climate workflowYour questions.
Clear answers.
Is this a standard CRM package?
We agree your customer journey, team roles and reporting needs first. The right solution may involve configuring an existing CRM, adding integrations or building custom software.
Can we keep our existing tools?
Where suitable integrations exist, yes. We review compatibility, permissions and data access before choosing what to keep, connect or replace.
Can enquiries and bookings create customer records?
Yes, where the systems support it. We agree the fields, duplicate-handling rules and next actions before connecting the workflow.
Can you help migrate our customer data?
We can scope a migration with your team, including field mapping, permissions, sample checks and a plan for moving the agreed records.