CRM Consulting for Software Company
- CRM Consulting and SI
- Less than $10,000
- Apr. - May 2025
"Set 2 Close was responsive and helpful in walking me through my questions and concerns."
- Other industries
- Wilmington, Delaware
- 11-50 Employees
- Online Review
- Verified
Set 2 Close was hired by a scheduling software company to set up their onboarding service pipeline. The team was tasked with setting up workflows and mapping out properties.
Set 2 Close successfully set up the client's onboarding pipeline and operations, moving them to tickets with automation in place. The team was responsive, helpful, and supportive throughout the collaboration. Set 2 Close's ability to provide an outline for each meeting stood out.