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.
Set2Close offers competitive pricing with a strong value for cost, delivering tailored services for HubSpot onboarding and CRM optimization. Clients appreciate their flexibility, expertise, and responsiveness, often highlighting the affordability of their services compared to industry standards.
Set2Close is noted for providing cost-effective solutions that fit within clients' budgets. Clients appreciate the value they receive for the cost, making Set2Close a preferred choice for many businesses.
Successful Sales Process Optimization
Set2Close has successfully helped clients optimize their sales processes, resulting in improved efficiency and increased sales. Clients report streamlined operations and better sales outcomes thanks to the strategic insights and tools provided by Set2Close.
Comprehensive CRM Customization
Clients appreciate Set2Close's expertise in customizing CRM systems to fit their unique business needs. Their ability to tailor solutions and provide ongoing support ensures that clients can effectively manage their sales processes and improve operational efficiency.
Areas for Improvement in Communication
While generally praised for their communication, some clients suggest that Set2Close could enhance their communication by providing more frequent updates and checking in periodically to ensure ongoing client satisfaction.
Effective HubSpot Onboarding
Set2Close has been praised for their ability to effectively onboard clients to HubSpot, providing comprehensive training and tools to ensure the platform is used effectively. They offer personalized guidance and support, which clients find instrumental in achieving successful adoption and usage of HubSpot.
Innovative Use of Technology
Set2Close is recognized for their innovative use of technology, such as their Sidekick tool, which enhances the user experience and provides additional value to clients. Their ability to integrate technology effectively into projects is a standout feature.
Set2Close implemented a CRM system for an AI firm. They also set up a sales pipeline and provided training.
Set2Close delivered the project successfully, enabling the client to get up and running quickly. The team provided 1-on-1 support, offering personal guidance whenever needed. Moreover, they communicated effectively through virtual meetings and email.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the VP of Sales of Tellen
Describe what your company does in a single sentence.
Tellen provides an AI workforce for accounting firms.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Set2Close to accomplish?
Implementation of CRM
Training
Sales Pipeline Set up
SOLUTION
How did you find Set2Close?
Referral
Why did you select Set2Close over others?
Good value for cost
Referred to me
How many teammates from Set2Close were assigned to this project?
1 Employee
Describe the scope of work in detail. Please include a summary of key deliverables.
Jeremy and Set2Close’s help, it was easy to get started with, and I was up and running in no time.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
My experience has been great!
Describe their project management. Did they deliver items on time? How did they respond to your needs?
It’s been so helpful to have that personal guidance whenever I need it.
What was your primary form of communication with Set2Close?
Virtual Meeting
Email or Messaging App
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
CRM Consulting & SI for Freight Management Company
CRM Consulting and SI
Less than $10,000
Jan. - Mar. 2026
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"The initial training and setup were amazing."
Mar 17, 2026
Director Sales, Win-Mar Freight Management Inc.
Scott Duncan
Verified
Supply Chain, Logistics, and Transport
Winnipeg, Manitoba
11-50 Employees
Online Review
Verified
Set2Close provided CRM consulting and HubSpot implementation for a freight management company. The team helped the client manage their sales pipeline and set up summary reports.
Set2Close delivered an excellent initial training and setup, enabling the client to manage leads and deals through their sales pipeline. The client was impressed with the team's responsiveness and ability to answer all their questions. The client also appreciated the summary reports and usage stats.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Director Sales of Win-Mar Freight Management Inc.
Describe what your company does in a single sentence.
Transportation & Logistics
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Set2Close to accomplish?
Set up deals
Manage CRM
create sales pipeline
SOLUTION
How did you find Set2Close?
Referral
Why did you select Set2Close over others?
Good value for cost
Referred to me
How many teammates from Set2Close were assigned to this project?
1 Employee
Describe the scope of work in detail. Please include a summary of key deliverables.
The initial training and setup were amazing, all my questions were answered.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Now, we’re easily managing leads and deals through the pipeline and using the HubSpot app to update tasks and notes while on the road. The summary reports and usage stats are a huge plus.
What was your primary form of communication with Set2Close?
Virtual Meeting
What did you find most impressive or unique about this company?
The foundation is set; now it’s just on us to keep the momentum going!
Are there any areas for improvement or something Set2Close could have done differently?
N/A
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
CRM Consulting for IT Services Company
CRM Consulting and SI
Less than $10,000
Jan. - Feb. 2026
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"The support was tailored exactly to my business needs."
Feb 27, 2026
CEO, SIPVM INC
Jean Donald Verzilus
Verified
Business services
Mascouche, Quebec
1-10 Employees
Online Review
Verified
Set2Close provided CRM consulting and support for an IT services company. The team was responsible for assisting the client in setting up a CRM system for their business.
Set2Close completed the project and provided support personalized to the client's business needs. The team was responsive, communicated via virtual meetings, email, and messages, and provided specific and actionable answers. Moreover, Set2Close's expertise and personalized approach were commendable.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO of SIPVM INC
Describe what your company does in a single sentence.
MSP and MSSP
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Set2Close to accomplish?
startup setup
SOLUTION
How did you find Set2Close?
Referral
Why did you select Set2Close over others?
High ratings
Pricing fit our budget
Great culture fit
Good value for cost
How many teammates from Set2Close were assigned to this project?
1 Employee
Describe the scope of work in detail. Please include a summary of key deliverables.
The support was tailored exactly to my business needs.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
What I appreciated most was that when I had questions, I received specific, actionable answers rather than just general knowledge.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Everything went smoothly from start to finish.
What was your primary form of communication with Set2Close?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
I highly recommend their services for any business looking to scale with HubSpot through truly personalized expertise.
Are there any areas for improvement or something Set2Close could have done differently?
N/A
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
HubSpot Onboarding for High-Temperature Textiles Company
CRM Consulting and SI
Less than $10,000
Jan. - Feb. 2026
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Working with Set2Close was essential to simplifying our workflow and ensuring we never felt overwhelmed."
Feb 18, 2026
Shawn Heer, Pyro Shield
Shawn Heer
Verified
Manufacturing
Crown Point, Indiana
11-50 Employees
Online Review
Verified
Set2Close provided HubSpot onboarding services for a high-temperature textiles manufacturing company. The team connected Outlook to the HubSpot platform and showed the client how to use the HubSpot chat widget.
Set2Close successfully completed the HubSpot onboarding, simplifying the client's workflow. The team was highly knowledgeable, breaking down complex processes into simple steps for non-tech users. Set2Close communicated through virtual meetings, email, and messages.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Shawn Heer of Pyro Shield
Describe what your company does in a single sentence.
High Temp Textiles manufacturing.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Set2Close to accomplish?
Learn Hubspot
Track sale leads
organize information
SOLUTION
How did you find Set2Close?
Referral
Why did you select Set2Close over others?
Pricing fit our budget
Good value for cost
How many teammates from Set2Close were assigned to this project?
1 Employee
Describe the scope of work in detail. Please include a summary of key deliverables.
Jeremy and the team at Set2Close were more than helpful during our HubSpot onboarding. It was incredibly knowledgeable, guiding us through everything from connecting Outlook to navigating the platform's many moving parts.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
I especially liked how they broke down complex processes into simple, digestible steps for our non-tech users. They even showed us how to get quick answers using the HubSpot chat widget.
What was your primary form of communication with Set2Close?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Working with Set2Close was essential to simplifying our workflow and ensuring we never felt overwhelmed. They truly helped us every step of the way!
Are there any areas for improvement or something Set2Close could have done differently?
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
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.
Set2Close provided a cost-effective onboarding option that was a perfect solution for the client's needs. The team kept the client on track, was responsive to their needs, and provided quick resources and documentation. Overall, Set2Close's work was a game-changer for the client.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Marketing of Zonna Energy
Describe what your company does in a single sentence.
Zonna Energy is a Solar Equipment Distributor
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Set2Close to accomplish?
ONboarding for our Hubspot CRM and Sales Module
SOLUTION
How did you find Set2Close?
Referral
Why did you select Set2Close over others?
Pricing fit our budget
Good value for cost
Referred to me
How many teammates from Set2Close were assigned to this project?
1 Employee
Describe the scope of work in detail. Please include a summary of key deliverables.
Having a cost-effective onboarding option was the perfect happy medium for us to get the HubSpot training and support we needed.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Working with the Set 2 Close team was a very helpful process.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Working with the Set 2 Close team was a very helpful process. Having a cost-effective onboarding option was the perfect happy medium for us to get the HubSpot training and support we needed. The layout of the onboarding process; featuring shorter, more frequent calls, kept us on track, and having the Sidekick tool widget available for quick resources and documentation was a total game-changer.
What was your primary form of communication with Set2Close?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Working with the Set 2 Close team was a very helpful process. Having a cost-effective onboarding option was the perfect happy medium for us to get the HubSpot training and support we needed. The layout of the onboarding process; featuring shorter, more frequent calls, kept us on track, and having the Sidekick tool widget available for quick resources and documentation was a total game-changer.
Are there any areas for improvement or something Set2Close could have done differently?
Working with the Set 2 Close team was a very helpful process. Having a cost-effective onboarding option was the perfect happy medium for us to get the HubSpot training and support we needed. The layout of the onboarding process; featuring shorter, more frequent calls, kept us on track, and having the Sidekick tool widget available for quick resources and documentation was a total game-changer.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
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.
Set2Close completed the data import, created workflows for an efficient pipeline, and provided training to make the client self-sufficient. The team delivered work on time, managed risks, and communicated via virtual meetings and email. Their flexibility and product knowledge were commendable.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the CEO of PFD Canada Corporation
Describe what your company does in a single sentence.
We manufacture and supply apparel from Bangladesh and Far East
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Set2Close to accomplish?
Gain proficiency in using HubSpot
Setting up deal pipelines
SOLUTION
How did you find Set2Close?
Referral
Why did you select Set2Close over others?
High ratings
Referred to me
How many teammates from Set2Close were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Building out sales hub enterprise with pipelines, workflows, reporting and training.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Successful data import
Workflows for efficient pipeline
Training to make us self sufficient
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes - it was on time and risks were managed appropriately
What was your primary form of communication with Set2Close?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Their flexibility and the depth of knowledge in the product.
Are there any areas for improvement or something Set2Close could have done differently?
No comments at this point
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
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.
Set2Close helped the client understand how to get started with HubSpot and set up the system according to their needs. The team answered questions promptly and provided detailed solutions for complex inquiries. Moreover, they were responsive, and easy to work with.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Executive Assistant of SimulEYE
Describe what your company does in a single sentence.
We make eye models to practice surgery on.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Set2Close to accomplish?
HubSpot Onboarding
SOLUTION
How did you find Set2Close?
Referral
Why did you select Set2Close over others?
Pricing fit our budget
Referred to me
How many teammates from Set2Close were assigned to this project?
1 Employee
Describe the scope of work in detail. Please include a summary of key deliverables.
Got access to the HubSpot learning tool. Met for check-ins to help with any questions and set up of the foundations.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Understanding of getting started in HubSpot and how to set up the system so it fits our company.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Yes, they were able to answer questions on the go and help set up the system. If we had more complicated questions, they would get back with more in detail anwers specific to our needs.
What was your primary form of communication with Set2Close?
Virtual Meeting
What did you find most impressive or unique about this company?
Saw the bigger picture
Are there any areas for improvement or something Set2Close could have done differently?
No
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
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.
Set2Close has delivered a successful project on time and been highly responsive to the client's needs. The team is accommodating, provides cost-effective pricing, and is easy to work with. Set2Close's onboarding process is well-paced, and the client is impressed with the team's expertise.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Director Client Strategy of Sycamore Leaf Solutions
Describe what your company does in a single sentence.
At Sycamore, we put schools at the center of everything we do. Built by former educators and administrators, Sycamore provides the tools and support you need, so you can spend more time focusing on your students.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Set2Close to accomplish?
HubSpot Implementation
CRM Training
Sales Enablement
SOLUTION
How did you find Set2Close?
Referral
Why did you select Set2Close over others?
High ratings
Pricing fit our budget
Good value for cost
How many teammates from Set2Close were assigned to this project?
1 Employee
Describe the scope of work in detail. Please include a summary of key deliverables.
The onboarding was perfectly paced, maintaining our HubSpot momentum while we balanced other business priorities.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Working with Set2Close was a fantastic experience.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
As a growing company, we found the pricing cost-effective for the value provided. Having a single point of contact for HubSpot optimization, rather than juggling multiple people, made the entire project seamless. Highly recommended!
What was your primary form of communication with Set2Close?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Jeremy was incredibly accommodating and responsive, expertly handling all our questions throughout the process.
Are there any areas for improvement or something Set2Close could have done differently?
NA
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
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.
Set2Close's efforts resulted in positive feedback from the interviews. The team consistently provided timely items, demonstrated a thorough approach, and communicated effectively via virtual meetings, emails, and messages throughout the engagement. The client was pleased with Set2Close's work.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I'm an executivfe at Alias Intelligence
Describe what your company does in a single sentence.
Due Diligence Background Checks
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Set2Close to accomplish?
Provide an assessment and roadmap to improve
Scope out HubSpot health
SOLUTION
How did you find Set2Close?
Referral
Why did you select Set2Close over others?
Pricing fit our budget
Great culture fit
Referred to me
Company values aligned
How many teammates from Set2Close were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Interview all stakeholders, guide them through the problem assessment process, and provide a robust improvement plan.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Feedback from interviews.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Absolutely, timely and thorough
What was your primary form of communication with Set2Close?
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Set2Close's culture and hospitality were impressive.
Are there any areas for improvement or something Set2Close could have done differently?
N/A
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
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.
Set2Close helped the client understand the fundamentals of HubSpot, enabling them to use the platform for their email campaigns. The team was very responsive to the client's needs and questions. The client was impressed with the team's personal interaction and technical expertise.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Partner of Strategic Wealth Management
Describe what your company does in a single sentence.
We are a Wealth Management firm that helps our clients plan for their retirement.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Set2Close to accomplish?
Onboarding for HubSpot
SOLUTION
How did you find Set2Close?
Referral
Why did you select Set2Close over others?
Pricing fit our budget
Good value for cost
Referred to me
How many teammates from Set2Close were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Met with our Onboarding Specialist William biweekly after we purchased HubSpot as our new CRM. Along with William and the Set 2 Close Sidekick Chrome Extension, we got started with HubSpot on a really strong footing.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
We were able to develop a good understanding of the fundamentals of HubSpot and our Marketing Director was able to develop some more advanced functions like Sequences and Email Campaigns.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
William and his team were very responsive and responded by email with all additional questions we had outside of the virtual meetings.
What was your primary form of communication with Set2Close?
Virtual Meeting
What did you find most impressive or unique about this company?
I was impressed by the blend of personal interaction and the chrome extension. It helped us with the base of understanding and let us explore more advanced topics. We had a different CRM previously and it was always too complicated to implement our ideas.
Are there any areas for improvement or something Set2Close could have done differently?
Can't think of anything.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Showing 31-40 of
97 Reviews
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.
Meet the Team
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 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.
Jay MoyseyRevOps Consultant
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.
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