• Post a Project

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 and good value for cost, as highlighted by clients who found their services budget-friendly. Many projects reported a seamless onboarding experience with effective communication and timely delivery, contributing to overall satisfaction.

    This summary is based on verified Clutch reviews.

    Most Common Project Size

    < $10,000 based on 71 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

    • Customized Solutions for Unique Needs

      Set2Close tailors their services to meet specific client requirements. They understand unique business situations and provide solutions that align with client goals, enhancing overall satisfaction.

    • Effective Communication and Support

      Set2Close is praised for their responsiveness and availability. They are proactive in addressing client questions and provide support through virtual meetings, emails, and messaging apps.

    • Positive Client Relationships

      Set2Close builds strong relationships with clients, characterized by trust and collaboration. Their genuine interest in client success fosters long-term partnerships and client satisfaction.

    • Room for Improvement in Communication

      While Set2Close excels in communication, a few clients suggest improvements in conveying the value of their services more effectively. This could enhance client understanding and engagement.

    • Comprehensive CRM Training

      Clients benefit from Set2Close's detailed CRM training, which covers features like contact management, sales pipelines, and automation. This empowers clients to efficiently use HubSpot for business operations.

    • Successful CRM and Process Integration

      Clients report successful CRM integration and process optimization with Set2Close. They help streamline workflows, improve efficiency, and enhance sales processes, leading to better business outcomes.

    Set2Close Reviews

    Submit a Review
    All Filters

    0 selected

    Sort by
    Services
    Project Cost
    Industry
    Location

    CRM Onboarding & Training for Solar Equipment Distributor

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

    "The layout of the onboarding process; featuring shorter, more frequent calls, kept us on track."

    Feb 10, 2026
    Marketing, Zonna Energy
    Timothy Eckert
    • Energy & natural resources
    • New Holland, Pennsylvania
    • 11-50 Employees
    • Online Review

    Set2Close provided HubSpot onboarding and training support for a solar equipment distributor. The team was responsible for assisting the client in getting the HubSpot training and support they needed.

    CRM Consulting & SI for Clothing Manufacturer

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

    "Their flexibility and the depth of knowledge in the product."

    Jan 23, 2026
    CEO, PFD Canada Corporation
    Mushfiqur Rahman
    Verified
    • Manufacturing
    • Vancouver, British Columbia
    • 1-10 Employees
    • Online Review
    • Verified

    Set2Close provided CRM consulting and training services for a clothing manufacturer. The team helped the client become proficient with HubSpot and set up deal pipelines.

    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
    • Other industries
    • 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.

    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
    77
    Overall Review Rating
    5
    Source
    Clutch
    Last Updated
    February 18, 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

    Contact Set2Close

    If you’re not seeing exactly what you need here, send this company a custom message. You can talk about your project needs, price, and timeline to get started on your project.

    Connect with Set2Close on Social

    Get connected to see updates from Set2Close like new case studies, latest reviews, their latest masterpieces in their portfolio, delivered straight to you.

    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)