Supercharge your sales process by optimising and automating your Pipedrive CRM
Pipedrive CRM and Automation Consultancy
We will help you get set up on Pipedrive and optimise the built-in features to increase efficiency, save time and allow you to focus on your business.
Our Pipedrive consultants will create bespoke automations which connect your sales process with your other core processes to empower your sales team and grow your business.
We will train your team to work more productively using Pipedrive, and build processes to track and improve performance to supercharge your sales and improve profitability.
We are a certified Pipedrive Expert based in London and are qualified to advise and optimise your Pipedrive implementation to get the best out of your business. Although we are Pipedrive consultants operating in the UK, we support clients worldwide to achieve outstanding results using Pipedrive CRM optimisations.
We specialise in optimising your Pipedrive CRM account, streamlining your processes, integrating with third party apps and supercharging your workflows with automation.
What our clients say about us
We’ve worked with Kelly since May 2020. She has been our go-to expert resource for anything related to Pipedrive functionality advice and implementation, and for automating our processes either with native integrations or Zapier. While we’ve been working together, Kelly has helped us to automate our lead generation processes from form submission on our website (Gravity Forms) and partner portal (Magentrix) to creating deals in Pipedrive. She has also increased our sales visibility with lead scoring, better reporting, and notifications. She’s flexible, reliable, responsive, and always on hand to sort out technical issues promptly. Kelly is excellent in at what she does and is a pleasure to work with.
Kelly helped us set up Pipedrive working with Trello and our client portal. All the information flows seamlessly and keeps our CRM updated. We would highly recommend her and will be using her again in the future.
Kelly was instrumental in helping me to get the most out of Pipedrive’s functionality by structuring the system to the exact needs of my team and providing training. Alongside this, she has put in place numerous processes using Zapier to automate proposal creation (with Google Docs) and sending, and auto-responder email follow-ups. Kelly is very responsive to queries and very easy to work with. I would highly recommend her to anyone who needs help with Pipedrive and Zapier. We will save buckets of hours thanks to her work.
See what we’ve done for our Pipedrive clients
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Let's work together to discover how we can increase efficiency in your business