CRM for SMEs (UK & Europe)

A simple, powerful CRM your whole business can rely on.
Birdy helps small and medium-sized teams manage customers, jobs, stock, orders, projects and day-to-day operations all in one clean dashboard.

Birdy is built for SME reality: fewer clicks, faster workflows, and tools your team will actually use.


Why SMEs Choose Birdy

✔ Everything in one place

CRM, jobs, stock management, procurement, projects, timesheets, agreements, and so much more all connected.

✔ Built for small business teams

No corporate complexity. No bloated menus. Birdy stays fast and intuitive.

✔ Integrates with the tools you already use

  • Xero
  • QuickBooks
  • Microsoft 365
  • DHL Parcel UK + Other major carriers
  • Mailchimp
  • And more…

✔ Desktop + Mobile + Field Apps

Your team can work from anywhere! in the office, in the warehouse or out on-site.


🚧 The Problems SMEs Face

Running a growing business can be messy:

  • Jobs and tasks tracked in spreadsheets
  • Stock managed in “that old sheet nobody trusts”
  • Information scattered between emails, spreadsheets, texts, WhatsApp, and paper
  • Customers waiting for updates
  • No central place to see what’s happening with your business
  • Systems that don’t talk to each other
  • Team members working differently

Birdy fixes this by giving you one simple system for everything your business needs.


🧡 How Birdy Helps You Work Smarter

1. A CRM your team will actually use

Store customer details, communication history, projects, orders, quotes, tasks, notes, documents and more.

2. Built-in job management

Schedule jobs, assign engineers, track progress, capture signatures, take photos and complete work on-site.

3. Stock management without the headache

See stock levels in real-time, manage locations, picking lists, barcodes and audits — all linked to orders and jobs.

4. Procurement & purchasing

Create POs, track deliveries, match invoices and control supplier spend.

5. Projects & budgets

Track budgets, milestones, documents and financials in one view.

6. Agreements & recurring revenue

Manage SLAs, maintenance contracts, renewals and scheduled visits.

7. Field service mobile apps

Give engineers and installers a simple app to see and complete their jobs with photos, signatures and offline support.


🆚 Birdy vs Typical SME CRMs

FeatureBirdyStandard CRM
CRM + Jobs + Stock + Procurement✔ All-in-one✖ Often CRM-only
Designed for SMEs✔ Yes✖ Often enterprise/complex
Xero & QuickBooks Integration✔ Built-in✖ Often missing
Field mobile app✔ Full job workflow✖ Add-on or none
Stock management✔ Real-time✖ Basic or missing
Procurement✔ POs, costs, deliveries✖ Often missing
Setup time1–3 daysWeeks or months
PricingSME-friendlyHigh/complex

🙋 Who Birdy Is For

  • Trades & contractors
  • Field service businesses
  • Manufacturers
  • Wholesalers
  • Installers
  • Construction suppliers
  • Service-based SMEs
  • Design & event management
  • Any business juggling customers, stock, jobs or projects

🚀 Start Using Birdy

Ready to simplify your business?

Try Birdy or book a quick walkthrough — we’ll show you how SMEs use it to stay organised and grow.

👉 Book a Demo


FAQs

Is Birdy suitable for small teams?

Yes – Birdy is designed for 1–50 users. It stays simple without losing power.

Can I import my existing data?

Yes – customers, stock, products, suppliers, and jobs can all be imported.

Can Birdy replace my spreadsheets?

Absolutely. Birdy centralises everything into one clean dashboard.

How long does setup take?

Most SMEs are fully up and running in 1–5 days.

Do you support integrations?

Yes – Xero, QuickBooks, DHL Parcel UK, Glenigan, and much more.