Software Setup & Optimization

The setup is half the battle. With

Flow Digital, you've already won.

We’ll handle it start to finish — you just get ready for efficiency like you’ve never seen before.

Set up and optimize my software

Not sure if software setup is what you need?

Schedule a discovery call

You know your shiny new software

is gonna make business much easier.

Now all you need to do is set it up properly.

Except it’s not quite that simple.

8 hours of looking up tutorials
5 hours trying to manage the setup
37 surprise issues popping up like meerkats
12 more hours Googling
Finding the software doesn’t properly integrate with your other systems
157 hairs pulled out from frustration

Software Setup

Maybe you don’t know the first thing about setting up and automating software. But that’s okay. Because we know everything. We’ll get it set up, fully integrated, and running seamlessly — the first time.

So rather than wasting your time, it can quietly and powerfully support your business in what really moves the needle.

Software Optimization

We make sure your software does what it’s supposed to: streamline your work, not add to it. At Flow Digital, we fine-tune your tools to fit your processes, automate what can be automated, and eliminate inefficiencies so you get the most out of your systems.

What can we set up for you?

Don’t see your tool here? Get in touch and tell us about your specific needs.

Book a discovery call

Zapier is the glue that holds your apps together.As a Zapier Premier Partner, we'll help you create custom workflows that automate tasks, sync data,and streamline processes across your entire software ecosystem. From simple zaps to complex, multi-step automations, we've got you covered.

Typeform makes data collection a breeze. As Typeform partners, we'll help you create engaging forms, quizzes, and surveys that not only gather data but also delight your audience. From lead generation to customer feedback, we'll help you leverage Typeform to drive results.

Jotform is the ultimate tool for creating online forms, surveys, and applications without writing a single line of code. As Jotform experts, we'll help you design intuitive forms that not only look great but also seamlessly integrate with your other tools. From collecting leads to gathering feedback, we'll make sure your forms are working hard for your business.

ActiveCampaign is a customer experience automation platform that helps you engage with your audience at every stage of their journey. As certified ActiveCampaign partners, we'll help you leverage the platform's powerful features to build targeted email campaigns, automate your marketing and sales processes, and deliver personalized experiences that keep your customers coming back for more.

Pipedrive is a powerhouse CRM built for sales teams that want to stay focused and close more deals. As Pipedrive pros, we'll help you customize your pipeline, automate repetitive tasks, and leverage AI insights to supercharge your sales process. Say goodbye to manual data entry and hello to more wins.

Keap (formerly Infusionsoft) is a complete sales and
marketing automation platform that helps small businesses grow without the chaos. As certified Keap consultants, we'll help you harness the power of automation to nurture leads, streamline your sales process, and deliver personalized customer experiences at scale. Get ready to grow your business on autopilot.

Airtable is more than just a spreadsheet. It's a flexible, powerful database that can transform how you work. As certified Airtable consultants, we'll help you create custom bases, automate processes, and build intuitive interfaces that make your data work for you. Get ready to reimagine what a database can do.

Integromat is a powerhouse platform for building sophisticated automations. Our Integromat experts
will help you design and implement custom integrations that save time, reduce errors, and unlock new levels of productivity. Whether you need to connect a few apps or build an entire automated workflow, we'll make it happen.

We don’t just set and forget

We integrate and optimize for your specific needs

"Will the new software really fit into our current workflow?" Absolutely. We tailor the setup to your unique business processes, ensuring a seamless fit that enhances productivity. All with minimal disruptions to your business during setup and your data securely migrated and ready to roll.

We teach you to use it confidently

"I’m worried my team won’t adapt to the new software." We get it. That’s why we provide in-depth training and resources, ensuring your team feels confident and capable. Our goal is to leave you not just with new tools but with the knowledge to use them effectively.

We ensure your long-term success

"What if we encounter issues after the setup?" We’re here for you. Our support doesn’t end once the software is up and running. We offer continuous support for 30 days post-setup and provide options for ongoing maintenance and optimization, ensuring your system remains effective and secure.

Results our clients have seen with our software setup

Boost employee productivity

Streamline operations

Improve customer satisfaction

Enhance data security

Reduce errors and redundancies

Boost lead conversion

Ensure regulatory compliance

Increase revenue

How can software setup accelerate your business?

Get in touch and let's find out.

Book a discovery call

“I highly recommend Flow Digital to anyone”

“I recently reached out to Flow Digital for help setting up a software CRM to manage our construction company, and I couldn’t be more impressed with the service we received. “

M.W. EnerTac Solutions
Software setup
You know what software you need already and are 100% confident in your choice. You just need it set up right — the first time.
Starting from
$999

100% satisfaction guarantee

Your software fully set up and ready to run flawlessly

Plus:

Seamless integration with your systems

Training for maximum team efficiency

Quarterly software optimization check-ins available on request
(for additional fee)

Software blueprint + setup
Before you transfer and train your whole team to a platform, you want an expert’s weigh-in to make sure your software choice is really the best fit — the most efficient, user-friendly, and cost-effective.
Starting from
$1,799

100% satisfaction guarantee

Save $200+ by getting both packages together

Complete confidence that your software is the best choice currently available

Your software fully set up and ready to run flawlessly

Plus:

Seamless integration with your systems

Training for maximum team efficiency

Quarterly software optimization check-ins available on request
(for additional fee)