FlowQ Data and Automation

A CRM your sales team can trust again. Systems that talk to each other. Processes where nobody has to copy data by hand.

Ask a mid-sized sales team where their current customer data lives and you will often hear three answers. In the CRM, but nobody maintains it. In the ERP, but sales cannot access it. And in a spreadsheet created after the last trade fair. Every import creates more duplicates. Every export is out of date the next day. When someone needs to know whether a company is already a customer, they end up asking accounting.

FlowQ builds the systems that put an end to this. We find data, clean it, bring it together and keep it current. We connect systems so nobody has to retype data between them. And we deploy assistants that handle clearly defined tasks, with a person approving the result.

This is not an add-on service. It is the foundation of FlowQ’s own work. Behind Signalradar and Sales Operations are exactly these kinds of data pipelines, which we build and operate ourselves. We do the same work for your data and your processes. FlowQ is not a marketing agency. We do not design campaigns. We build systems and operate them.

A situation you may recognise

An air compressor manufacturer sells to metalworking companies in southern Germany. Sales uses Pipedrive; orders and invoices run through the ERP. Trade fair contacts arrive as spreadsheets, while website enquiries land in a shared inbox. One important customer appears three times in the CRM: once with an old address, once with a managing director who left two years ago, and once without a contact person. Before calling, the sales manager searches three systems. Nobody has done a bad job here. The systems were simply never connected.

The service areas

1. CRM refresh: update instead of duplicating

The situation: The manufacturer has imported its records over the years, slightly differently each time. Another import would only create more duplicates.

What we build: a pipeline that checks your CRM records against current information and updates existing records. The key is the record ID assigned by your CRM. This updates an existing record instead of creating a second one. The technical term is upsert.

The process:

  1. We read your existing records and show where duplicates and gaps occur.
  2. Together, we decide which record takes precedence when two contradict each other.
  3. We check addresses, contacts and company status against current information.
  4. You see the proposed changes before anything is written.
  5. We write back using the record ID, without creating new duplicates.

What changes: One company, one record. Your sales team finds the current contact where they expect to find it.

2. CRM migration: move without losing history

The situation: The manufacturer wants to move from Pipedrive to HubSpot. The concern: notes, quotes and relationships could be lost along the way.

What we build: an import and reimport pipeline between systems, independent of the vendor. We work with HubSpot, Salesforce, Pipedrive, Microsoft Dynamics and industry-specific systems built on them.

The process:

  1. We map every field in the old system to a field in the new one.
  2. We clean the records before the move, not afterwards.
  3. A trial run with a subset of the data shows whether the mapping works.
  4. You check the result using companies you know well.
  5. The full migration, followed by a reconciliation: has everything arrived?

What changes: The move becomes a planned step rather than a gamble. If work continues in the old system during the transition, the reimport catches up with it.

3. Data quality and enrichment: know who you are dealing with

The situation: The trade fair contacts contain names and business card photos, but no industry, no company size and often no complete address. And nobody knows exactly which other metalworking companies operate in the territory.

What we build: a pipeline that checks and standardises your data and fills in missing information. On request, we research an entire regional target market so you can see which companies are still missing from your records.

The process:

  1. We check which information is missing, outdated or contradictory.
  2. We standardise spellings, legal forms and addresses.
  3. We add missing information and check it before importing it.
  4. We match new companies from the target market against your existing records.
  5. The result goes into your CRM, following the rules defined in the CRM refresh.

What changes: You can sort your records by industry, size and territory, and see where your market is larger than your customer list.

4. Process and system automation: stop retyping

The situation: An enquiry arrives through the website. Someone creates it in Pipedrive. If it becomes an order, someone else types the data into the ERP. The billing address changes there, while the old one stays in the CRM.

What we build: connections between your systems that handle these handovers. We start with the process, not the tool.

The process:

  1. Together, we map who currently transfers what by hand, and when.
  2. We define which system is the source of truth for each piece of information.
  3. We build the connection and test it with real cases.
  4. Errors and exceptions reach a person visibly instead of disappearing silently.
  5. We operate the connection and adapt it when a system changes.

What changes: A piece of information is entered once and appears wherever it is needed. Your people spend their time with customers instead of forms.

5. Agentic systems: assistants with clear boundaries

The situation: Enquiries, questions about quotes and address changes are mixed together in the shared inbox. Someone has to read every message, find the company in the CRM and decide what happens next.

What we build: assistants based on language models that prepare these tasks. An assistant reads the message, finds the matching record, classifies the request and creates a draft: a reply, an update or a task for sales. Several assistants work within a defined framework. It sets out what each may read, what it may write and what a person must approve. Every step is logged.

The process:

  1. Together, we choose a task that is clearly defined and occurs frequently.
  2. We define permissions and approvals before the assistant starts working.
  3. The assistant prepares the work; a person approves it.
  4. We evaluate where it got things right and where it did not.
  5. Only when one task works reliably do we add the next.

What changes: Routine work is prepared; decisions stay with you. You can look up at any time why an assistant did what it did.

FlowQ operates these assistants in-house. One example: spoken notes automatically become drafts for posts, which a person approves.

Where the experience comes from

Christian Lüters, founder of FlowQ, brought large data estates together at ProSiebenSat.1 and Porsche and ran them as a single source of truth, and the same discipline now goes into your customer data and workflows. More about FlowQ

How we build

  • The process first, then the tool. We automate what we understand.
  • Your data remains traceable. Data flows are documented. We work on our own infrastructure on servers in the EU.
  • The people who build it also operate it. When an interface changes, the same person who built the system remains responsible.

Two questions you can ask any provider: What happens to a record that is already in my CRM? And: Who operates the system if an interface changes in three months?

What is not included

  • no campaigns, no advertising, no approaching your customers on your behalf
  • no sale of software licences
  • no concepts without implementation
  • no assistants that act externally without approval

Let’s look at where your data gets stuck today.

In the orientation call, we discuss which systems you use, where data is transferred by hand today and which area would make the biggest difference for you.

Book an orientation call