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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 good value for cost, with clients noting their pricing fits budgets. Projects vary in scope, typically involving HubSpot onboarding and CRM customization, with free initial services reported. Clients appreciate responsive communication and timely delivery, reflecting strong project management.

    This summary is based on verified Clutch reviews.

    Most Common Project Size

    < $10,000 based on 69 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

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

    Top Mentions

    Review Highlights

    • Effective Use of Communication Tools

      Set2Close effectively utilizes communication tools like virtual meetings and messaging apps to maintain seamless interaction with clients. This ensures transparency and keeps projects on track.

    • Strong Project Management Skills

      Set2Close is commended for their effective project management. They deliver projects on time, maintain clear communication, and are responsive to client needs. Their structured approach and organized processes are key strengths.

    • Satisfaction with Recruitment and Digital Marketing

      Clients are satisfied with Set2Close's recruitment infrastructure and digital marketing strategies, which have enhanced their ability to attract and manage applicants effectively.

    • Room for Improvement in Automation Information

      While Set2Close provides excellent support, some clients expressed a desire for more detailed information on automation features within CRM systems. This presents an opportunity for enhancement.

    • Positive Client Relationships and Cultural Fit

      Set2Close builds strong relationships with clients, aligning with company values and culture. Their friendly and professional demeanor contributes to successful engagements and client satisfaction.

    • Proactive and Strategic Guidance

      Clients value Set2Close's proactive and strategic guidance, which helps them navigate complex sales processes and leverage technology effectively. Their insights are instrumental in achieving business goals.

    Set2Close Reviews

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    CRM Consulting & SI for Ophtalmic Model Manufacturer

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

    "They were able to answer questions on the go and help set up the system."

    Jan 21, 2026
    Executive Assistant, SimulEYE
    Martina Moss
    Verified
    • Medical
    • Westlake Village, California
    • 11-50 Employees
    • Online Review
    • Verified

    Set2Close provided HubSpot onboarding services for an eye model manufacturing company. The team helped the client get access to the HubSpot learning tool and set up the foundations.

    HubSpot CRM Implementation for Educational Software Co

    • CRM Consulting and SI
    • Less than $10,000
    • Nov. 2025 - Dec. 2026
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "The onboarding was perfectly paced, maintaining our HubSpot momentum while we balanced other business priorities."

    Jan 14, 2026
    Director Client Strategy, Sycamore Leaf Solutions
    Michaela Lamb
    Verified
    • Financial services
    • Omaha, Nebraska
    • 11-50 Employees
    • Online Review
    • Verified

    Set2Close provides HubSpot CRM implementation and training services for an educational software company. The team has provided sales enablement services and acted as the sole point of contact for the client.

    CRM Consulting for Due Diligencie Background Check Company

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

    "Set2Close's culture and hospitality were impressive."

    Dec 12, 2025
    Executive, Alias Intelligence
    Anonymous
    Verified
    • Consulting
    • Los Angeles, California
    • 51-200 Employees
    • Online Review
    • Verified

    Set2Close provided HubSpot consulting and strategy for a due diligence background check company. The team interviewed all stakeholders, guided them through the problem assessment process, and created a roadmap.

    HubSpot Implementation & Training for Wealth Management Firm

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

    "William and his team were very responsive."

    Dec 2, 2025
    Partner, Strategic Wealth Management
    Michael Rappaport
    Verified
    • Financial services
    • Redlands, California
    • 1-10 Employees
    • Online Review
    • Verified

    Set2Close provided CRM consulting for a wealth management firm. The team helped the client onboard HubSpot and taught them how to use the platform.

    CRM Consulting & Implementation for Software Company

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

    "We had no issues with communication; Set 2 Close was great."

    Nov 28, 2025
    Executive Account Manager, Promatic Software
    Adam Beatty
    Verified
    • Other industries
    • Kelowna, British Columbia
    • 11-50 Employees
    • Online Review
    • Verified

    Set 2 Close provided CRM consulting and implementation services for a software company. The team was responsible for onboarding the client in HubSpot to help them get their instance up and running.

    Sales & Lead Gen Funnel Refining for Digital Mktg Agency

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

    "They successfully restructured our workflow."

    Nov 28, 2025
    President, Bruco Agency Inc
    Montgomery Bernardi
    Verified
    • Advertising & marketing
    • Quebec, Canada
    • 1-10 Employees
    • Online Review
    • Verified

    Set 2 Close has refined a digital marketing agency's sales and lead generation funnels, email marketing, and marketing automations. The team has transitioned the client to using custom reports and dashboards.

    CRM Consulting & Implementation for SaaS Platform Company

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

    "Set 2 Close has been a tremendous help in aligning our team to use a CRM."

    Nov 26, 2025
    VP of Strategy, myMechanic
    Mark Pruitt
    Verified
    • Other industries
    • Greenville, South Carolina
    • 11-50 Employees
    • Online Review
    • Verified

    A SaaS platform company has hired Set 2 Close to provide CRM consulting services. The team is responsible for setting up and implementing HubSpot for the client, as well as providing usage training.

    CRM Consulting & SI for Financial Services Company

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

    "We are very pleased with the experience."

    Nov 26, 2025
    Account Manager, Top Down CPM
    Jennie Rush
    Verified
    • Other industries
    • Omaha, Nebraska
    • 11-50 Employees
    • Online Review
    • Verified

    Set 2 Close provides HubSpot consulting and training for a financial services company. The team assists in cleaning up and categorizing their HubSpot and guides them in utilizing automation features.

    HubSpot Onboarding & Consulting for Fitness & Wellness Co

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

    "Weekly meetings were productive and informative."

    Nov 24, 2025
    Head of Sales, Amara technologies inc
    Chris Kemp
    Verified
    • Other industries
    • Portland, Oregon
    • 1-10 Employees
    • Online Review
    • Verified

    Set 2 Close has provided HubSpot onboarding and CRM setup support for a fitness and wellness company. The team has met weekly with the client to discuss and troubleshoot the HubSpot onboarding and setup.

    HubSpot Setup for Restaurant Company

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

    "Matt was great."

    Nov 24, 2025
    Events & Sales Coordinator, Robert Spencer Hospitality
    Amanda Totchek
    Verified
    • Other industries
    • Edmonton, Alberta
    • 51-200 Employees
    • Online Review
    • Verified

    Set 2 Close was hired by a restaurant company to set up HubSpot and their sales process. The team created pipelines, set up sequences, and worked through automations.

    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
    76
    Overall Review Rating
    5
    Source
    Clutch
    Last Updated
    January 23, 2026

    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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    Alaska Seaplanes

    (1)
    Alaska Seaplanes Logotype

    Derek Shanks

    Amara

    (1)
    Amara Logotype

    Chris Kemp

    HART Machine Tool

    (1)
    HART Machine Tool Logotype

    Jeff South

    Loop ERP

    (1)
    Loop ERP Logotype

    Zabe Siddique

    PFD Style Corp.

    (1)
    PFD Style Corp. Logotype

    Mushfiqur Rahman

    Prime Design & Build

    (2)
    Prime Design & Build Logotype

    Jane Zamora

    Prime Design & Build Logotype

    Maddie Fraser

    Promatic Software

    (1)
    Promatic Software Logotype

    Adam Beatty

    Set 2 Close | B Corp™

    (1)
    Set 2 Close | B Corp™ Logotype

    Subhan Alam

    SimulEYE

    (1)
    SimulEYE Logotype

    Martina Moss

    Strategic Financial Solutions

    (1)
    Strategic Financial Solutions Logotype

    Michael Rappaport

    TekProwess LLP

    (1)
    TekProwess LLP Logotype

    Sarfraz Ghaus

    Tincher Consulting & Inspection Services

    (1)
    Tincher Consulting & Inspection Services Logotype

    Sonoma Jay

    Top Down CPM

    (1)
    Top Down CPM Logotype

    Jennie Rush

    Vision on Division

    (1)
    Vision on Division Logotype

    Daniel Schultz

    Woodshed Burgers

    (1)
    Woodshed Burgers Logotype

    Amanda Totchek

    Additional Connections

    (8)