# Set2Close Set2Close Reviews (102), Pricing, Services & Verified Ratings - Premier Verified - 5.0 out of 5 average review rating - 31 connections joined Set2Close's Network [Visit Website](https://action.set2close.io/complimentary-revops-strategy-session-hubspot-audit/?utm_source=clutch.co&utm_medium=referral&utm_campaign=directory) [Get a Custom Proposal](https://clutch.co/profile/set2close) **Your HubSpot & Revenue Operations Growth Partner!** Set2Close, HubSpot’s fastest-growing Elite Partner, excels in HubSpot CRM and Revenue Operations ( **RevOps**) services to boost B2B sales and growth. With over 500 CRM projects and clients, our 5-star rated team delivers tailored solutions for success. **HUBSPOT CRM SERVICES:** As a top _HubSpot Elite Partner_, we specialize in custom HubSpot CRM solutions. Our experts design, implement, and optimize systems to enhance user experience, functionality, and adoption across sales, marketing, and service teams. From setup to refinement, we streamline workflows, improve lead management, and speed up deal closures. With 500+ projects completed, our Agile approach ensures your HubSpot CRM drives measurable results. **REVENUE OPERATIONS (REVOPS) SERVICES:** Our RevOps services align your sales, marketing, and customer success teams for peak performance. We optimize the revenue lifecycle—lead generation to retention—by refining processes and eliminating inefficiencies. Using HubSpot tools and data-driven strategies, we create scalable solutions that maximize profitability and adapt to your goals. **WHY SET 2 CLOSE?** Our 500+ CRM successes prove our expertise in HubSpot and RevOps. As an Elite Partner, we offer unmatched skill and innovation, earning a 5-star rating for client satisfaction. Visit set2close.io to see how we can transform your revenue strategy today. ## Company Information - Minimum project size: $5,000+ - Hourly rate: $200 - $300 - Number of employees: 10 - 49 - 1 Locations: - kamloops, Canada (Headquarters) - Founded in 2021 - 2 languages: English, French ## Services, Focus Areas, Industries, and Clients ### Service Lines - 40% CRM Consulting and SI - 10% Account-Based Marketing - 10% Digital Strategy - 10% Email Marketing - 10% Recruiting - 10% Sales Outsourcing - 10% Staffing ### Focus Areas - CRM Solutions: - 100% HubSpot CRM Consulting & Implementation - Staffing Focus: - 100% Permanent Staffing - CRM Functions: - 70% Sales automation - 30% Marketing automation - Sales Outsourcing: - 35% B2B Lead Generation - 35% B2B Lead Qualification - 30% B2B Appointment Setting ### Industries - 15% Advertising & marketing - 20% Business services - 10% Financial services - 20% Manufacturing - 10% Other industries - 25% Information technology ### Clients - 30% Small Business (<$10M) - 60% Midmarket ($10M - $1B) - 10% Enterprise (>$1B) ## Pricing Snapshot Average rating for cost based on this provider's reviews: 4.9 out of 5 **What Clients Have Said** *(This summary is based on verified Clutch reviews.)*: Set2Close offers competitive pricing with strong value for cost, often highlighted by clients as budget-friendly. Their services include comprehensive HubSpot onboarding and training, with project costs generally fitting client budgets, enhancing overall project value. **Most Common Project Size**: Less than $10,000 based on 87 reviews *(Pricing information for this provider is based on reviews where the project size was available.)* ### Pricing by Service - CRM Consulting and SI: Less than $10,000 based on 78 reviews - Business Consulting: Less than $10,000 based on 17 reviews - Corporate Training & Coaching: Less than $10,000 based on 6 reviews - Digital Strategy: Less than $10,000 based on 6 reviews - Other Digital Marketing: Less than $10,000 based on 5 reviews - Content Marketing: Less than $10,000 based on 3 reviews - Social Media Marketing: Less than $10,000 based on 3 reviews - Marketing Strategy: Less than $10,000 based on 2 reviews - HR Consulting: Less than $10,000 based on 2 reviews - Sales Outsourcing: Less than $10,000 based on 2 reviews - Email Marketing: Less than $10,000 based on 1 review - Low/No Code Development: Less than $10,000 based on 1 review - IT Managed Services: $50,000 to $199,999 based on 1 review - Search Engine Optimization: Less than $10,000 based on 1 review - Call Center Services: $10,000 to $49,000 based on 1 review - Web Development: Less than $10,000 based on 1 review - Custom Software Development: Confidential based on 1 review - ERP Consulting and SI: Confidential based on 1 review - Generative AI: Confidential based on 1 review - Web Design: Confidential based on 1 review ## Reviews Clutch investigates each reviewer's identity and work history. Every review goes through a rigorous, human-led verification process to confirm the reviewer's identity, and reviews that we verify are visibly marked as 'Verified' so you can trust that they come from a real client. [Learn More](https://help.clutch.co/en/knowledge/how-clutch-verifies-reviews) ### Set2Close Review Insights Overall Review Rating: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.9 - Willing to Refer: 5.0 ### Top Mentions - Timely (33 mentions) - Knowledgeable (15 mentions) - Flexible (13 mentions) - Communicative (12 mentions) - Helpful (10 mentions) - Professional (8 mentions) - Personable (6 mentions) - Exceptional results (5 mentions) - Unique expertise (5 mentions) - Well-organized projects (5 mentions) - Easy to work with (4 mentions) - Great project management (4 mentions) - Patient (4 mentions) - Accessible (3 mentions) - Accommodating (3 mentions) - Attentive (3 mentions) - Customized support (3 mentions) - Exceeds expectations (3 mentions) - High-quality work (3 mentions) - Reasonable pricing (3 mentions) ### Review Highlights **Knowledgeable and Supportive Team** Set2Close’s team is recognized for their deep knowledge of HubSpot and their supportive approach. Clients appreciated the team's ability to explain complex features in an understandable way and provide helpful guidance. **Room for Increased Proactivity** While Set2Close is praised for their service, some clients suggest that increased proactivity in identifying client needs and opportunities could further enhance their offerings. **Effective HubSpot Onboarding** Set2Close has consistently provided effective onboarding services for HubSpot, successfully integrating the platform into various businesses. Clients reported smooth transitions and improved CRM functionality, enhancing their operational efficiency. **Tailored and Flexible Services** Set2Close is praised for tailoring their services to meet specific client needs. Their flexibility in scheduling and willingness to go beyond the defined scope of work to provide comprehensive support is highly valued. **Potential for More Affordable Options** While clients are generally satisfied, some have suggested that more affordable service options could benefit small businesses, indicating a potential area for Set2Close to expand their offerings. **Commitment to Client Success** Set2Close demonstrates a strong commitment to client success, ensuring that their services align with client goals and deliver measurable improvements. **Valuable Strategic Guidance** Clients appreciate the strategic guidance provided by Set2Close, which helps them navigate complex business challenges and optimize their use of HubSpot for better business outcomes. **Effective Use of Technology** The effective use of technology by Set2Close, including their proprietary tools, enhances the client experience and supports successful project outcomes. **Effective Use of Communication Channels** Set2Close utilizes virtual meetings, emails, and messaging apps effectively to keep in touch with clients. This ensures that client queries are addressed promptly, enhancing overall service satisfaction. **High-Quality Training and Support** Set2Close provides high-quality training and support, helping clients understand and utilize HubSpot effectively. Their training sessions are well-received, and the follow-up support is highly appreciated. ### Set2Close Reviews #### HubSpot CRM Training & Consulting for Pharmacy (Featured Review) **The Project** - Services: Business Consulting, CRM Consulting and SI - Project size: $10,000 to $49,999 - Project length: Oct. 2025 - Mar. 2026 **Project Summary**: Set2Close provided HubSpot CRM training for a pharmacy's sales representatives and helped the client align their HubSpot systems. The team also provided tools and reports that helped the client drive sales. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Director of Sales, Optimal Balance Pharmacy - Industry: Manufacturing - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Mar 18, 2026 **Feedback Summary**: Set2Close was a vital resource for the client in a hyper-growth environment. The team made aligning the client's HubSpot systems and training their teams seamless through structured sessions, clear outlines, and helpful summaries. The client was thrilled to continue their partnership. ""Beyond their technical expertise, the team is fun to work with and constantly generates innovative RevOps ideas."" **BACKGROUND** Please describe your company and position.I am the Director of Sales of Optimal Balance PharmacyDescribe what your company does in a single sentence.Pharmacy **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set2Close to accomplish?Create training to create a foundation for Sales Reps when it comes to using a CRMProvide tools and reports that drive sales **SOLUTION** How did you find Set2Close?ReferralWhy did you select Set2Close over others?Great culture fitGood value for costReferred to meHow many teammates from Set2Close were assigned to this project?2-5 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Set2close has been a vital resource for us in a hyper-growth environment. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?They’ve made aligning our HubSpot systems and training our teams seamless through structured sessions, clear outlines, and helpful summaries.Describe their project management. Did they deliver items on time? How did they respond to your needs?Beyond their technical expertise, the team is fun to work with and constantly generates innovative RevOps ideas.What was your primary form of communication with Set2Close?Virtual MeetingWhat did you find most impressive or unique about this company?We’re thrilled to continue this long-term partnership and highly recommend them to any fast-scaling company.Are there any areas for improvement or something Set2Close could have done differently?N/A --- #### CRM Consulting for Software Company **The Project** - Services: CRM Consulting and SI, Generative AI, Marketing Strategy - Project size: Confidential - Project length: May - Dec. 2023 **Project Summary**: Set 2 Close provided CRM consulting services for a software company. The integrated HubSpot, held training sessions for sales and marketing teams, optimized workflows, and implemented automation. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 4.5 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CRO, Software Company - Industry: Other industries - Client size: 51-200 Employees - Review Type: Online Review **The Review** — Jan 17, 2024 **Feedback Summary**: Thanks to Set 2 Close, the client experienced measurable outcomes in terms of conversion rates, qualified leads, and conversion efficiency for the client. They demonstrated a deep understanding of B2B sales dynamics and customized solutions. Their adaptability and responsiveness were noteworthy. ""Set 2 Close demonstrated a deep understanding of B2B sales dynamics and intricacies."" **BACKGROUND** Please describe your company and position.I am the CRO of a software company.Describe what your company does in a single sentence.From real-time visibility to sales enablement, Logixboard arms you with the software and services to deliver a remarkable digital customer experience and compete against digital-first forwarders and large multinationals. **OPPORTUNITY / CHALLENGE** What specific goals or objectives did you hire Set 2 Close to accomplish?Increase CRM (hubspot) AdoptionAutomate sales tasksAccurately report and measure sales **SOLUTION** How did you find Set 2 Close?ReferralWhy did you select Set 2 Close over others?Pricing fit our budgetGreat culture fitGood value for costHow many teammates from Set 2 Close were assigned to this project?6-10 EmployeesDescribe the scope of work in detail. Please include a summary of key deliverables.Integration with Existing Systems:Integrate HubSpot with other tools and platforms in your tech stack. Enable smooth data flow between HubSpot and your marketing, sales, and customer support systems. Training and Onboarding: Provide comprehensive training sessions for your sales and marketing teams. Create educational materials and documentation for ongoing reference. Offer continuous support during the onboarding process. Workflow Optimization: Streamline sales and marketing workflows for maximum efficiency. Implement automation to reduce manual tasks and improve productivity. Optimize lead nurturing processes to enhance conversion rates. Reporting and Analytics: Set up customized dashboards and reports to track key performance indicators. Provide insights into the effectiveness of your sales and marketing efforts. Enable data-driven decision-making for continuous improvement. **RESULTS & FEEDBACK** What were the measurable outcomes from the project that demonstrate progress or success?Increased Lead Conversion Rates: Measure the percentage increase in leads converting into qualified opportunities.Track improvements in the conversion efficiency of the sales pipeline. Shortened Sales Cycle: Monitor the time it takes for leads to progress through the sales pipeline. Aim for a reduction in the average sales cycle duration. Improved Deal Win Rates: Measure the percentage of deals won compared to the total number of opportunities. Track the impact of HubSpot implementation on closing more deals. Enhanced Sales Team Productivity: Assess the time saved by the sales team through streamlined workflows and automation. Measure the increase in the number of deals each sales representative can handle. Better Lead Quality: Evaluate the quality of leads generated through improved lead scoring and qualification.Describe their project management. Did they deliver items on time? How did they respond to your needs?Timely Delivery: Set2Close established a well-defined project timeline, outlining key milestones and deadlines. They consistently delivered items according to the agreed-upon schedule, ensuring a smooth and timely implementation. Proactive Communication: The project management team at Set2Close maintained open and transparent communication channels. Regular status updates, progress reports, and proactive issue resolution kept us informed and assured of the project's trajectory. Adaptability and Flexibility: Set2Close demonstrated a high level of adaptability to evolving project requirements and unforeseen challenges. They were quick to adjust strategies, accommodating our changing needs without compromising the overall project timeline. Responsive to Feedback: Set2Close actively sought and welcomed feedback at various stages of the implementation. They responded promptly to any concerns or suggestions, ensuring that our input was considered and addressed promptly.What was your primary form of communication with Set 2 Close?Virtual MeetingEmail or Messaging AppWhat did you find most impressive or unique about this company?Set 2 Close demonstrated a deep understanding of B2B sales dynamics and intricacies. This ensured that the HubSpot implementation was finely tuned to our unique requirements. Their expertise in aligning the platform with B2B strategies was evident in the customized solutions designed to enhance our sales processes. Strategic Alignment: The company exhibited a keen ability to align the HubSpot implementation with our overarching business and revenue growth strategies. Their focus on understanding our goals and tailoring the solution to meet those objectives highlighted a strategic and results-driven approach. Proactive Problem Solving: Set2Close's proactive approach to problem-solving was particularly notable. They anticipated challenges and were quick to provide effective solutions, minimizing any potential disruptions. Their ability to navigate complexities with agility showcased a commitment to delivering a seamless and efficient implementation.Are there any areas for improvement or something Set 2 Close could have done differently?Not that I can particularly think of. --- #### Sales Program Dev for Creative Agency **The Project** - Services: Business Consulting, Other Digital Marketing - Project size: $10,000 to $49,999 - Project length: May - Aug. 2022 **Project Summary**: Set 2 Close provided a creative agency with sales program development services, including sales consulting and structure implementation. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** CEO, Dingus and Zazzy - Industry: Advertising & marketing - Client size: 51-200 Employees - Review Type: Online Review - Verified **The Review** — Aug 24, 2022 **Feedback Summary**: Set 2 Close helped the client increase their sales and implement a clear structure for their sales team. The client commended the vendor's motivated team, who strived hard to achieve the project's goals. They also appreciated how the vendor facilitated an excellent workflow between both parties. ""Their personalities were aligned with ours. They were motivated people who would stop at nothing to achieve the goal."" **BACKGROUND** Please describe your company and your position there. I'm the CEO of Dingus and Zazzy. We're an unlimited marketing department that companies hire for a flat rate per month for less than the cost of one employee. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire Set 2 Close? Sales consulting and structure implementation. **SOLUTION** How did you select this vendor and what were the deciding factors? They reached out, we chatted and the rest is history. Describe the project in detail and walk through the stages of the project. I won't give away their secret sauce, you'll have to hire them for that. All I can say is that our sales went up and can point to key ideas and implementations from the set 2 close team for the increase. How many resources from the vendor's team worked with you, and what were their positions? I don't remember exactly. **RESULTS & FEEDBACK** Can you share any outcomes from the project that demonstrate progress or success? Yes. The outcome = my sales went up and my sales team had structure moving forward. How effective was the workflow between your team and theirs? Very. What did you find most impressive or unique about this company? Their personalities were aligned with ours. They were motivated people who would stop at nothing to achieve the goal. Are there any areas for improvement or something they could have done differently? I hired experts to get the job done. I don't know what I could tell experts to improve their craft. --- ## Portfolio & Awards ### Sales Systems Build Before working with Set 2 Close, Hypergen found itself “all over the place” due to being founder-led. They had a more inconsistent closing approach and lacked enough time to really follow through/follow up. They didn’t have a formal process, lacked organization, and struggled to integrate other team members to assist where needed. Lastly, they had a CRM but weren’t actively filling it and didn’t know how to structure it allowing it to be an expense instead of a revenue-generatingtool.  We began by studying & understanding Hypergen’s market, persona & buyers’ journey. This allowed us to build the foundational knowledge we needed to prepare an ideal sales process for a designated business development role that would be hired in the future.   We developed a sales playbook that entailed the full sales strategy from front to back. This included how to communicate with the target market, their typical journey from unaware to purchase & where we needed to instill touchpoints & communication to keep them flowing down the funnel optimally & more.   We built out a Hubspot CRM to support the sales playbook. We built a buyer-centric pipeline containing automated email sequences & touch points. We integrated all meeting links, calendars, email, calling & sms within the CRM for full performance transparency. Among many other things, we developed automated actions that enabled the salesperson to work as efficiently as possible such as notifications when a prospect takes a key action with their content, automated lead scoring to prioritize outreach & other automatic tasks to keep the salesperson focused on productivity.   We then recruited the best candidate for Hypergeen through our extensive recruitment process using psychometric testing & role-playing interview methods to find the best fit for the new sales system. ### Pipeline Growth Package $6M Of New Pipeline In Under 8 Months Through the comprehensive sales transformation initiatives implemented in partnership with Set2Close, Biocybernaut achieved remarkable success in driving growth and expanding their sales pipeline. By optimizing their sales processes, integrating robust CRM and automation tools, recruiting a high-performing sales team, and leveraging fractional sales leadership, the company was able to add an additional $6 million to their pipeline in under 8 months. Pipeline Growth Biocybernaut added $6 million in new sales pipeline in less than 8 months, a testament to the effectiveness of the sales optimization strategies implemented with Set2Close. Months The company achieved this remarkable pipeline expansion in just 8 months, showcasing the agility and impact of the sales transformation initiatives. The integrated approach of process optimization, technology integration, talent development, and strategic sales leadership enabled Biocybernaut to unlock significant growth opportunities and position themselves for long-term success. The company's sales team was empowered with the necessary tools, resources, and expertise to effectively engage with their target market, resulting in a substantial increase in qualified leads, conversion rates, and ultimately, a robust sales pipeline that set the stage for accelerated revenue growth. ### SaaS: Revenue Operations & HubSpot Optimization The Challenge Airlock Digital, a leading global cybersecurity firm, faced significant challenges with their existing HubSpot setup. Initially using HubSpot without a set process or practices, they identified scalability issues as they sought to rapidly accelerate their growth across all markets in 2023. Many sales processes were manual and lacked automation, leading to inefficiencies. Additionally, there was no effective way to manage customer success, and crucial financial software like Maxio was not integrated with HubSpot, resulting in poor financial and revenue reporting. The team needed a comprehensive overhaul to support sales, marketing, and customer service functions. The Solution To address these challenges, Airlock Digital partnered with Set 2 Close, a leading revenue growth agency specializing in RevOps. Set 2 Close quickly identified the scalability issues and commenced a long-term project to overhaul HubSpot. They automated several manual processes, including lead assignment, follow-up reminders, renewals, and various pipeline management tasks. Customized reporting was implemented to meet Airlock’s specific needs, integrating Maxio for finance and End Point Usage for customer data. Advanced features like automated lead scoring, customized dashboards, and integrated communication tools were introduced. Multiple rounds of testing ensured the customizations aligned with the team's needs. Niko Bielovich, COO of Airlock Digital, stated, 'On the first call, Set 2 Close showed us they were experts, and that's what we wanted. I trust them fully, they’ve delivered on every single thing we needed to accelerate our RevOps systems.' The Results The implementation significantly enhanced both sales and customer service operations. The company's ability to manage customer relationships and scale its sales processes improved, enabling more efficient and effective growth strategies. Sales rep efficiency and productivity increased by 20%, annual recurring revenu ### Manufacturing: HubSpot Migration & Sales Systems   OVERVIEW Metal Building Outlet (MBO) is a prominent player in the metal building industry. Impacted Sales Efficiency and Productivity The dysfunctional CRM system diverted the sales team's focus from their primary goal of selling, as they spent significant time troubleshooting issues and logging support tickets.  Dysfunctional HubSpot CRM Implementation MBO was facing challenges with a poorly implemented HubSpot CRM system that hindered their sales team's efficiency and productivity.  CHALLENGES Poor HubSpot Implementation Previous agency's implementation led to significant challenges Inability to Progress Deals Sales reps struggled to move deals through the pipeline Convoluted Workflows Overly complex and broken workflows hindered sales team Support Ticket Overload Sales team spent time troubleshooting issues instead of selling RESULTS Support Tickets Reduced Daily support ticket volume plummeted from 20-30 to virtually zero within the first two weeks Sales Cycle Time Decreased Average sales cycle time dropped dramatically from over 100 days to just 30 days Increase in Sales Velocity Sum Sales Velocity were increased by 349%.   ### Clutch Awards - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_hubspot_partner__consultant_2026.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/clutch_100_2025_award.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_hubspot_partner__consultant_canada_2026.svg) - [Clutch Award Badge](https://shareables-prod-static.clutch.co/badges/top_clutch.co_crm_consulting_company_canada_2026.svg) ### Industry Recognitions - Certified B Corporation - Video Testimonials - HubSpot Elite Partner - Global Recognition Award - Revenue as a Service ## Key Clients - Airlock Digital - Metal Building Outlet - Pet Resort Hospitality Group ## Packages ## About the Team ### Our Story We’re Set2Close: a HubSpot Elite RevOps team built of sales, marketing, reveue system builders and CRM experts who strategize, implement and train. We have done 500+ HubSpot and CRM implementations and help build scalable sales and marketing systems for B2B companies. Our history includes fast 3‑month rollouts, B2B client wins (clients reporting up to 40% ARR growth) and top industry rankings. ### What Sets Us Apart - Unmatched Experience: Our team has over 150 years of combined experience in B2B Sales and Marketing consulting. We have implemented CRM and sales process for over 500 companies. We know how to build scalable systems, drive adoption, and create predictable revenue for organizations just like you. ### Quick Facts - 88 Verified Clutch Clients - 5 years in business ### Tools and Technology - Zoho CRM - HubSpot - Salesforce - RingCentral - Zapier - AWS - Google Cloud Platform - Power BI - Pipedrive - Freshsales - Mailchimp - Constant Contact ### Commonly Asked Questions **Can Set2Close help shorten a complex B2B sales cycle?** Absolutely. We specialize in identifying and removing friction points that stall deals. Through strategic multi-threading and proactive objection handling, we help our clients navigate complex stakeholder environments faster. Our goal is to decrease your Customer Acquisition Cost (CAC) while increasing the velocity of your sales engine. **What kind of ROI can a company expect when partnering with Set2Close?** While results vary by industry, our primary focus is scalable, predictable growth. Beyond just generating immediate pipeline, we build a repeatable sales infrastructure for our clients. Many partners see a significant lift in qualified opportunities within the first 90 days, ultimately leading to a more sustainable and less volatile revenue stream. **What makes your outbound sales approach different from traditional cold outreach?** We’ve replaced "volume-heavy" spam with intent-driven precision. Set2Close utilizes advanced data signals and personalized messaging that resonates with decision-makers at a human level. By combining cutting-edge sales tech with a deep psychological understanding of the buyer's journey, we achieve response rates that significantly outperform industry averages. **What's your approach to communication and reporting?** We operate on a "No Surprises" policy. We believe that high-growth sales engines require real-time feedback loops, not just once-a-month PDF reports. Our communication framework is built on three pillars: Real-Time Collaboration: Upon onboarding, we move your team into a dedicated Slack or Microsoft Teams channel. This allows for instant feedback on lead quality, quick pivots in messaging, and immediate celebration of wins. Live Performance Dashboards: You’ll have 24/7 access to a customized data dashboard. We track the metrics that actually move the needle—not just "open rates," but positive reply rates, meeting-to-opportunity conversions, and pipeline value generated. Strategic Review Calls: Beyond the day-to-day, we hold bi-weekly or monthly strategic syncs. During these sessions, we analyze market sentiment, review common objections we’re hearing in the field, and refine our targeting to ensure we are staying ahead of your competitors. We view ourselves as an extension of your internal team; if you feel like you have to "check in" on us, we aren't doing our job. Our goal is to provide such clarity that you always know exactly where your investment is going. **Which CRMs do you specialize in?** As HubSpot’s fastest-growing Elite Partner, we are world-class specialists in the HubSpot ecosystem. However, our primary goal is to ensure your "Revenue Stack" works for you, regardless of the platform. Our expertise includes: HubSpot (Elite Partner): We provide full-scale implementations, migrations, and custom RevOps architecture. We specialize in turning "messy" HubSpot portals into high-velocity sales engines. Salesforce: We frequently work with clients to optimize their Salesforce environments or manage seamless Salesforce-to-HubSpot migrations. Alternative CRMs: We have extensive experience integrating and managing data across platforms like Pipedrive, Zoho, and Copper. Sales Tech Stack Integration: Beyond the CRM, we bridge the gap between your data and your outreach tools, including Apollo, Clay, Aircall, and LinkedIn Sales Navigator. Whether we are building a system from scratch or optimizing your existing setup, we ensure your CRM acts as a single source of truth for your entire sales organization. ## Verification Premier Verified means Clutch independently confirmed Set2Close is a legally registered business, financially sound (Creditsafe: Very Low Risk), and backed by 93 verified client reviews averaging 5.0 stars. - Verified Client Reviews: 93 - Overall Review Rating: 5.0 Last Updated: 2026-08-11T13:58:17Z ### Business Entity - Business Entity Name: Rowse Enterprises Inc. - Source: Canada's Business Registries - Jurisdiction of Formation: Canada - Date of Formation: November 16, 2012 - Status: Active - Last Updated: November 1, 2024 - ID: BC0955396 ### Credit Report Results - International Credit Risk Assessment: Very Low Risk - Source: Creditsafe - Last Updated: November 1, 2024 ## Locations (1) ### kamloops, Canada (Headquarters) - Rue Cheval Noir - kamloops, BC V0K - Canada - 10 - 15 employees - Phone: 1 (604) 700-7719 ## Connections - Derek Shanks (Alaska Seaplanes) - Chris Kemp (Amara) - Noah Goldman (Clyck. | Healthcare Marketing Experts) - Jeff South (HART Machine Tool) - Zabe Siddique (Loop ERP) - Albert Dip (Lynstera) - Mushfiqur Rahman (PFD Style Corp.) - Jane Zamora (Prime Design & Build) - Maddie Fraser (Prime Design & Build) - Adam Beatty (Promatic Software) - Subhan Alam (Set 2 Close) - Martina Moss (SimulEYE) - Michael Rappaport (Strategic Financial Solutions) - Michaela Lamb (Sycamore Education) - Sarfraz Ghaus (TekProwess LLP) - Sonoma Jay (Tincher Consulting & Inspection Services) - Jennie Rush (Top Down CPM) - Rich Wilson (VIBE Media) - Daniel Schultz (Vision on Division) - Amanda Totchek (Woodshed Burgers) ## Contact Set2Close [Send a message](https://clutch.co/profile/set2close) ### Connect on Social - [LinkedIn](https://linkedin.com/company/set-2-close) - [Facebook](https://www.facebook.com/Set2Close/) - [X](https://x.com/set2close) - [Instagram](https://www.instagram.com/set2close/)