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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 and good value for cost, with clients appreciating their budget alignment. Many projects involve HubSpot onboarding and training, often resulting in improved efficiency and streamlined processes. Specific costs were not detailed, but overall satisfaction with pricing is evident.

    This summary is based on verified Clutch reviews.

    Most Common Project Size

    < $10,000 based on 76 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

    • Tailored Solutions and Flexibility

      Clients appreciate Set2Close’s ability to tailor solutions to meet specific business needs, demonstrating flexibility and a willingness to adapt strategies as required. This personalized approach is a key factor in their positive client relationships.

    • Strong Client Communication

      Set2Close maintains clear and effective communication with clients, often using virtual meetings and emails to ensure all parties are aligned. Their ability to promptly respond to inquiries and adapt to client feedback is frequently highlighted.

    • Room for Improvement in Service Tier Pricing

      While overall pricing is considered good value, some clients have noted that the price jump between service tiers could be better managed to provide more affordable options for small businesses seeking additional services.

    • Successful CRM and Sales Pipeline Customization

      Clients report successful customization of CRM systems and sales pipelines, leading to improved efficiency and streamlined processes. Set2Close’s ability to align CRM configurations with client business models is a recurring theme in feedback.

    • Effective Use of Technology and Tools

      The use of proprietary tools and technology by Set2Close is highlighted as a unique offering that adds value to their services, particularly in enhancing client understanding and use of HubSpot and related platforms.

    • Impressive Knowledge of HubSpot Features

      Set2Close is frequently praised for their deep knowledge of HubSpot features and best practices, which they effectively impart to clients, enabling them to fully utilize the platform’s capabilities.

    Set2Close Reviews

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    HubSpot CRM Training & Consulting for Pharmacy

    • Business Consulting CRM Consulting and SI
    • $10,000 to $49,999
    • Oct. 2025 - Mar. 2026
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "Beyond their technical expertise, the team is fun to work with and constantly generates innovative RevOps ideas."

    Mar 18, 2026
    Director of Sales, Optimal Balance Pharmacy
    Ken Leveillee
    Verified
    • Manufacturing
    • Houston, Texas
    • 51-200 Employees
    • Online Review
    • Verified

    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.

    CRM Consulting & SI for AI Firm

    • 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

    "My experience has been great!"

    Mar 17, 2026
    VP of Sales, Tellen
    Ryan Shinnick
    Verified
    • Information technology
    • New York City, New York
    • 11-50 Employees
    • Online Review
    • Verified

    Set2Close implemented a CRM system for an AI firm. They also set up a sales pipeline and provided training.

    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.

    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.

    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.

    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.

    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
    82
    Overall Review Rating
    5
    Source
    Clutch
    Last Updated
    March 19, 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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    Strategic Financial Solutions

    (1)
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