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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.   

  • Min project size
    $5,000+
  • Hourly rate
    $200 - $300 / hr
  • Employees
    10 - 49
  • Locations
    kamloops, Canada
  • Year founded
    Founded 2021
  • Languages

Overview by:

Reviewer avatar
Jordon Rowse
Chief Executive Officer About the Team

2 Languages that we service

  • English
  • French

1 Locations

  • kamloops , Canada

No have been added yet...

    Pricing Snapshot

    Min. project size $5,000+
    Avg. hourly rate $200 - $300 /hr
    Rating for cost 4.9 /5

    What Clients Have Said

    Set2Close offers competitive pricing, fitting various client budgets, and delivers strong value through personalized services. Clients noted excellent project management and timely communication, enhancing their onboarding and CRM integration experiences.

    This summary is based on verified Clutch reviews.

    Most Common Project Size

    < $10,000 based on 66 reviews
    < $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

    Select a service to see pricing information

    Set2Close Review Insights

    Overall Review Rating

    4.9
    • Quality 4.9
    • Schedule 5.0
    • Cost 4.9
    • Willing to Refer 4.9

    Top Mentions

    Review Highlights

    • Customized and Flexible Solutions

      Set2Close tailored their services to fit specific client needs, providing personalized solutions and demonstrating flexibility in accommodating unique business requirements. This approach was highly valued by clients.

    • Competitive and Transparent Pricing

      Clients found Set2Close's pricing to be competitive and aligned with their budget constraints. The transparent and value-driven approach to pricing was appreciated.

    • Exceptional Responsiveness and Communication

      Clients praised Set2Close for their prompt communication and responsiveness. The team maintained regular meetings and provided timely support, contributing to smooth project management and client satisfaction.

    • Proactive and Engaged Team

      Set2Close's team was noted for their proactive engagement and dedication to client success. They actively sought to understand client goals and worked diligently to achieve them.

    • Room for Enhanced Understanding of Business Context

      Some clients noted that a deeper initial understanding of their business context could enhance service delivery. However, Set2Close's adaptability and quick learning mitigated this concern.

    • Effective Use of Technology and Tools

      Set2Close effectively leveraged technology and tools like HubSpot, PandaDoc, and social media platforms to streamline processes and enhance client engagement.

    Set2Close Reviews

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    Services
    Project cost

    Corporate Training & CRM Consulting & SI for IT Services Co

    • CRM Consulting and SI Corporate Training & Coaching
    • Less than $10,000
    • March 2025
    4.5
    Quality
    4.5
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    4.5

    "Their friendly team stood out."

    Apr 9, 2025
    Director of Professional Services, IT Services Co
    Anonymous
    Verified
    • Other industries
    • Montreal, Quebec
    • 51-200 Employees
    • Online Review
    • Verified

    Set 2 Close provided onboarding and training services for an IT services company. The team helped set up the client's service hub, customer survey, and reporting and integrated them with their CRM.

    CRM Consulting & Business Consulting for Insurance Company

    • Business Consulting CRM Consulting and SI
    • Less than $10,000
    • Feb. - Apr. 2025
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    4.5
    Willing to Refer
    5.0

    "I appreciated the hybrid model of virtual calls with the training and tooling that overlayed our Hubspot instance."

    Apr 9, 2025
    COO, K2 Cyber
    Ray Lynch
    Verified
    • Insurance
    • Chapel Hill, North Carolina
    • 1-10 Employees
    • Online Review
    • Verified

    Set 2 Close worked with an insurance company to identify their HubSpot goals. They provided key training for the use of Hubspot objects, the use of pipelines for leads and deals, and overall best practices.

    Onboarding & Training Services for an IoT Company

    • Business Consulting CRM Consulting and SI
    • Less than $10,000
    • Feb. - Mar. 2025
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "They offered great customer service and training advice."

    Mar 31, 2025
    VP BD Sales & Channels, Clarity Building Controls
    Mike StCyr
    Verified
    • Information technology
    • Ottawa, Ontario
    • 1-10 Employees
    • Online Review
    • Verified

    Set 2 Close provided onboarding and training services for a an IoT smart buildings company. The team guided the sales and marketing team on navigation and process flow, using Sidekick for onboarding.

    CRM Consulting & SI for Mental Health Company

    • CRM Consulting and SI
    • Less than $10,000
    • Feb. - Mar. 2025
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "They listened to my needs and provided excellent solutions."

    Mar 28, 2025
    National Dir of Business Dev, Drew Horowitz & Associates
    Sam Hayes
    Verified
    • Medical
    • Minneapolis, Minnesota
    • 11-50 Employees
    • Online Review
    • Verified

    Set 2 Close provided HubSpot onboarding services for a mental health company. The team was responsible for setting up and optimizing the client's HubSpot account.

    HubSpot Onboarding Services for SaaS Platform

    • CRM Consulting and SI
    • Less than $10,000
    • Feb. - Mar. 2025
    5.0
    Quality
    4.5
    Schedule
    4.5
    Cost
    5.0
    Willing to Refer
    4.5

    "I found it to be a consistent and clear process."

    Mar 26, 2025
    Head of Sales, Iqurate
    Rebecca Gray
    Verified
    • Information technology
    • United Kingdom
    • 1-10 Employees
    • Online Review
    • Verified

    Set 2 Close provided HubSpot onboarding services for a SaaS platform. The team was responsible for setting up the tool, providing training and troubleshooting, and offering video support.

    HubSpot Onboarding & Training for Asset Management Firm

    • CRM Consulting and SI Content Marketing Corporate Training & Coaching
    • Less than $10,000
    • Jan. - Mar. 2025
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "They were very professional and willing to do whatever it took to help us succeed as a startup."

    Mar 25, 2025
    Director, NextFolio LLC
    Anonymous
    Verified
    • Financial services
    • Middletown, Delaware
    • 1-10 Employees
    • Online Review
    • Verified

    Set 2 Close provided HubSpot onboarding and marketing training for an asset management firm. The team's goal was also to assist with marketing.

    HubSpot & CRM Consulting for Cybersecurity Services Company

    • CRM Consulting and SI
    • Less than $10,000
    • February 2025
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "Set 2 Close adapted and made us successful."

    Mar 24, 2025
    Executive, SecureGovernComply
    Anonymous
    Verified
    • Information technology
    • Fairfax, Virginia
    • 1-10 Employees
    • Online Review
    • Verified

    Set 2 Close provided CRM HubSpot setup services for a cybersecurity company. The team imported a customer database and configured the initial sequence. They also provided additional training as needed.

    CRM Consulting & SI for Transportation Co

    • CRM Consulting and SI
    • Less than $10,000
    • Feb. - Mar. 2025
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "Their pricing was unique, looking at it from a small business standpoint."

    Mar 24, 2025
    CEO, Transportation Co
    Anonymous
    Verified
    • Other industries
    • Dallas, Texas
    • 1-10 Employees
    • Online Review
    • Verified

    Set 2 Close provided LinkedIn training and HubSpot onboarding for a transportation company.

    HubSpot Consulting & Training for Accounting Company

    • CRM Consulting and SI
    • Less than $10,000
    • Jan. - Mar. 2025
    4.5
    Quality
    4.5
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "The team was very responsive and helpful."

    Mar 21, 2025
    CEO, Scale Pro Advisors
    Adel Senoussi
    Verified
    • Financial services
    • Austin, Texas
    • 1-10 Employees
    • Online Review
    • Verified

    Set 2 Close provided HubSpot onboarding and training services for an accounting company. The team checked in regularly to ensure the client understood the relevant features of HubSpot.

    HubSpot Consulting for Tenant Screening Company

    • CRM Consulting and SI
    • Confidential
    • Feb. - Mar. 2025
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    4.0
    Willing to Refer
    5.0

    "I was impressed by their responsive and attentive attitude."

    Mar 18, 2025
    CEO, Accudata Holdings, LLC
    Catalina Abello
    Verified
    • Other industries
    • Hallandale Beach, Florida
    • 1-10 Employees
    • Online Review
    • Verified

    Set 2 Close provided HubSpot CRM training to an employment and tenant screening company. The team helped the client upload their contacts, set up their data, create email sequences, and manage their calendar.

    Our Story

    We’re Set2Close: a B‑Corp, HubSpot Elite RevOps team built of sales, RevTech and CRM experts who strategize, implement and coach. We design fractional RevOps, HubSpot migrations/optimizations, CRM build‑outs, RevTech integrations and AI sales tools to unify sales, marketing and customer success. Our history includes fast 3‑month rollouts, B2B client wins (clients reporting up to 40% ARR growth) and top industry rankings.

    Meet the Team

    Jordon Rowse

    Jordon RowseChief Executive Officer

    Founder and CEO of Set2Close, Jordon leads our RevOps and HubSpot practice. He partners with B2B leadership teams to align sales, marketing, and operations, modernize CRM, and build ethical, predictable revenue systems.

    Julio Viskovich

    Julio ViskovichChief Marketing Officer

    As CMO at Set2Close, Julio blends sales and marketing expertise to design AI driven revenue programs, content, and enablement that help HubSpot teams improve adoption, shorten sales cycles, and turn RevOps into a competitive advantage.

    Clutch verification provides an additional layer of data to help you make the right purchasing decision of business services.

    Learn More
    Verified Client Reviews
    73
    Overall Review Rating
    4.9
    Source
    Clutch
    Last Updated
    December 12, 2025

    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
    Learn More About The Clutch Verification Process

    Locations (1)

    Rue Cheval Noir kamloopsCanada V0K

    10 - 15

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