+44 203 287 0899 info@solvaa.co.uk

Unlock your Sales Potential
with Pipedrive CRM Consulting

Pipedrive CRM Sales Process Analysis, Design, Implementation, Optimisation, Automation & Training Consultancy

Custom Pipedrive Set-up & Optimisation

With Solvaa®'s Pipedrive CRM consultancy service, say goodbye to haphazard sales processes and welcome a Pipedrive-powered system that optimises efficiency, driving your sales to new heights.

Pipedrive Implementation & Optimisation

Streamline your Pipedrive experience for a future of effortless sales success.

  • Scalable Growth: Equip your team for rapid expansion with optimized processes.
  • Enhanced Productivity: Save valuable time with a system that’s both intuitive and efficient.
  • Target Exceeding: Set the stage for consistently surpassing sales goals.

Pipedrive Integrations, Automation & AI

Integrate and automate for a sales process that's as smart as it is smooth.

  • Effortless Sales Cycles: Stay ahead with AI-features that enable quicker sales cycles.
  • Boosted Conversions: Watch your sales soar with seamless tech integrations.
  • Productive Operations: Reduce manual work and focus on what truly matters - closing deals.

Pipedrive Training

Empower your team with the skills to turn every opportunity into a victory.

  • Workflow Transformation: Foster an innovative sales environment with streamlined workflows.
  • Confident Execution: Build a team that’s ready to tackle any sales challenge with assurance.
  • Creative Strategies: Unleash the potential for creative selling that captivates and converts.

Our Process

How we do it

We follow a four-step method: understanding current processes, strategising and designing architecture and improvements, executing changes, and fostering a continuous improvement mindset for regular reviews.


Assess current technology and processes and identify areas for improvement. Pinpoint strategies and solutions to address identified weaknesses.


Develop a detailed blueprint and action plan including optimal architecture, relevant features and automations, timelines and sprints tailored to your business needs.


Put the plan into action and make necessary iterations along the way.


Review the changes, get feedback, and make changes accordingly.

Your Results

What you get

Streamlining the use of a Customer Relationship Management (CRM) system in the sales process and introducing automation can bring several benefits to a business:

Improved Efficiency

Automation eliminates manual, repetitive tasks, such as data entry, scheduling follow-ups, and generating reports. This allows sales representatives to focus more on revenue-generating activities like lead generation and nurturing.

Enhanced Productivity

By automating routine tasks, sales teams can accomplish more in less time. This increased productivity can lead to higher sales volumes and revenue generation.

Better Data Management

A CRM system centralizes customer data, making it easier to access and analyze. Automation ensures that data is consistently updated and accurate, providing valuable insights into customer behavior and preferences.

Personalized Customer Interactions

With access to comprehensive customer data, sales teams can personalize their interactions and tailor their sales pitches to individual preferences. This personalization enhances customer satisfaction and increases the likelihood of closing deals.

Faster Sales Cycles

Automation speeds up various stages of the sales process, from lead qualification to deal closure. By automatically moving leads through the sales funnel and triggering relevant actions based on predefined criteria, businesses can shorten the sales cycle and accelerate revenue generation.

Improved Collaboration

CRM systems enable seamless collaboration among team members by providing real-time access to customer information and communication history. Automation ensures that relevant team members are notified at the right time, facilitating smoother collaboration and coordination.

Enhanced Forecasting and Reporting

By capturing and analyzing sales data in real-time, CRM systems provide valuable insights into sales performance and trends. Automation streamlines the process of generating sales forecasts and reports, enabling businesses to make data-driven decisions and adjust strategies accordingly.

Cost Savings

While there may be initial costs associated with implementing CRM systems and automation tools, the long-term benefits often outweigh the investment. Increased efficiency, productivity, and sales effectiveness can lead to significant cost savings over time.


As businesses grow, CRM systems and automation tools can easily scale to accommodate increasing sales volumes and complexity. This scalability ensures that sales processes remain efficient and effective, regardless of business size or expansion.

Why Choose Us

About Solvaa

The Solvaa® team are certified Pipedrive Expert Premier Partners based in the UK. We have helped hundreds of businesses significantly improve their sales process and can advise and optimise your Pipedrive CRM solution 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 setting up and optimising your Pipedrive CRM account, streamlining your processes, integrating with third-party apps and supercharging your workflows with automation.

The team is led by our founder Kelly Goss, a business process automation expert and author of 'Automate It with Zapier & Generative AI'. Kelly was one of a handful of experts invited to No. 10 Downing Street and the House of Lords to give the UK Government advice on how digital adoption and AI can impact SME productivity.

We are proud to hold accreditations as a Zapier Certified Expert, SmartSuite Certified Consultant Partner, Pipedrive Certified Premier Partner, and, among many Xero accreditations.

What our clients say about us

Harriet Strachan

Our system is now set up for growth.

As CRM Manager I was tasked with getting functionality out of Pipedrive as a system that had been set up initially for a very different product and sales process. I wanted to create effective workflows that could be automated so that essential and repetitive sales tasks were managed by the system, not people. We are a small start-up company and needed to have a system that would do the heavy lifting in terms of the sales process.

Kelly offered advice on how to get the best out of the system as well as value for money. She offered a deep understanding of Pipedrive and gave me easy solutions and alternatives to help solve the issues I was having. Introducing me to Zapier for automations and training me in building these automations for each segment of our market. Kelly showed me how best to organise the system that set us up for growth.

From the early days of our conversations, Kelly offered me easy quick wins and fixes as well as a plan for utilizing Zapier and other complex elements that were unique to our business.

Harriet Strachan
CRM Manager, Oxsight - Oxford, England

Patrick Pope

Kelly helped us get the most out of Pipedrive

We needed someone to help us as we moved up to a different tier of Pipedrive - to sense check all the ways in which we used it and to make sure we were approaching everything in the most rational and the most efficient way possible.

Kelly walked us through everything with great rigour (and a welcome light touch attitude!) - and we really valued her incisive input at every stage. Kelly also helped us optimise some of our Zapier automations linked to Pipedrive. We have emerged from our time together with a lot more confidence in what we are doing and feel very secure in the foundations we have laid for our CRM as the company grows.

Thank you!

Patrick Pope
Strategist, Big Fish - London, England

Pipedrive Case Studies

See what we’ve done for our Pipedrive clients

Ascent Dental Group
How Ascent Dental Group saved many hours of manpower and increased sales by automating their lead management process

Farnell Clarke
How leading accounting firm, Farnell Clarke, optimised the lead capture, nurturing and sales conversions with Pipedrive and Zapier

The Launch Code
How coaching business, The Launch Code, supercharged their sales processes with Pipedrive optimisation, integration and automation

Coming soon

Frequently Asked Questions

What services does Solvaa offer?

Solvaa specialises in boosting productivity throughout your customer journey. We implement significant improvements in the marketing, sales, operations, and financial administration workflows through the use of optimised digital tools, process improvements, automation and AI. We offer services such as tech stack advisory and implementation, CRM setup and optimisation, database and portal design and setup, workflow management solutions design and setup, and workflow automation setup, optimisation, troubleshooting and training.

How long does it take to complete a project?

Timelines vary depending on the scope of your needs, urgency, your training requirements, and solution complexity. After an initial discovery call, we provide rough guidelines and a more detailed implementation plan as the project progresses.

What is the cost of your services?

Costs are assessed based on initial conversations and are provided in distinct stages as the project progresses. We offer either fixed cost quotes or lower and upper estimates. Project costs can often be reduced with involvement from your team.


What are the benefits of working with Solvaa?

By working with Solvaa, you can expect increased productivity through streamlined processes, integrated business tools for efficient data transfer, and automation of manual tasks. We help you work smarter, not harder, and provide training and ongoing support.

How can I get started with Solvaa?

To get started, you can book a free discovery call. During this call, we will discuss your business needs and how our solutions can help you achieve your goals. Contact us at +442032870899 or info@solvaa.co.uk for more information.

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