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.

Time Saver

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.

Kelly worked with us on a project to link Pipedrive with Dear Inventory using Zapier. Kelly met all of our expectations. She’s a great communicator and a talented developer.