Name: Set2Close
Address: Rue Cheval Noir, kamloops, Canada, BC, V0K, CA
Telephone: 1 (604) 700-7719
Price range: $200 - $300
Rating: 5.0

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:

Jordon Rowse

Chief Executive Officer About the Team

Service Lines

CRM Consulting and SI: 40%
Account-Based Marketing: 10%
Digital Strategy: 10%
Email Marketing: 10%
Recruiting: 10%
Sales Outsourcing: 10%
Staffing: 10%

Select Focus Area

CRM Functions

Sales automation: 70%
Marketing automation: 30%

CRM Solutions

HubSpot CRM Consulting & Implementation: 100%

Sales Outsourcing

B2B Lead Generation: 35%
B2B Lead Qualification: 35%
B2B Appointment Setting: 30%

Staffing Focus

Permanent Staffing: 100%

Industries

Information technology: 25%
Business services: 20%
Manufacturing: 20%
Advertising & marketing: 15%
Financial services: 10%
Other industries: 10%

Clients

Midmarket ($10M - $1B): 60%
Small Business (<$10M): 30%
Enterprise (>$1B): 10%

CRM Consulting and SI Digital Strategy HubSpot CRM Consulting & Implementation Sales automation Marketing automation

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 many clients highlight. They provide tailored solutions and training, often described as flexible and responsive. Clients appreciate the free onboarding service, which is seen as a cost-effective way to access their expertise.

This summary is based on verified Clutch reviews.

Most Common Project Size

< $10,000 based on 88 reviews

< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

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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

Successful CRM Migrations and Integrations

Set2Close has successfully managed CRM migrations, such as transitioning from Salesforce to HubSpot, ensuring seamless integration and functionality. Their expertise in handling data imports and system configurations helps clients maintain operational continuity and improve CRM usage.
Exceptional Client Support and Communication

Clients frequently commend Set2Close for their excellent communication and client support. The team is responsive, timely, and goes above and beyond to meet client needs. They maintain regular communication through virtual meetings and emails, providing personalized support and addressing client queries promptly.
Strong Project Management Skills

Set2Close is praised for their organized and efficient project management. They deliver projects on time and keep clients informed with regular updates. Their structured approach, including detailed onboarding processes and clear timelines, ensures a smooth project workflow and successful outcomes.
Positive Client Relationships and Culture Fit

Clients often highlight the positive relationships they build with Set2Close, noting the team's culture fit and alignment with client values. Set2Close’s approachable and supportive nature fosters a collaborative environment, making clients feel valued and understood throughout the engagement.
Areas for Improvement in Specific Services

While Set2Close receives high praise, some clients suggest improvements, such as providing more affordable options for small businesses and enhancing automation information. These insights indicate areas where Set2Close can further refine their offerings to meet diverse client needs.
Customized Training and Onboarding Services

Clients appreciate Set2Close's tailored training and onboarding services. The team provides step-by-step guidance and resources, such as video tutorials and personalized sessions, to help clients understand and utilize HubSpot effectively. This customized approach enhances client confidence and proficiency.

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Set2Close Reviews

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Business Consulting CRM Consulting and SI
HubSpot CRM Consulting & Implementation
$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

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.

Set2Close was a vital resource for the client in a hyper-growth environment. The team made aligning the client's HubSpot systems and training their teams seamless through structured sessions, clear outlines, and helpful summaries. The client was thrilled to continue their partnership.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Director of Sales of Optimal Balance Pharmacy

Describe what your company does in a single sentence.

Pharmacy

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

Create training to create a foundation for Sales Reps when it comes to using a CRM
Provide tools and reports that drive sales

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

Great culture fit
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.

Set2close has been a vital resource for us in a hyper-growth environment.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

They’ve made aligning our HubSpot systems and training our teams seamless through structured sessions, clear outlines, and helpful summaries.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

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

What was your primary form of communication with Set2Close?

Virtual Meeting

What did you find most impressive or unique about this company?

We’re thrilled to continue this long-term partnership and highly recommend them to any fast-scaling company.

Are there any areas for improvement or something Set2Close could have done differently?

N/A

RATINGS

5.0

CRM Consulting and SI
CRM Customer Support CRM Social Relationship Management
Confidential
Jan. - Mar. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Every recommendation was genuinely aligned with helping us drive value and gain independence."

Apr 10, 2026

CEO, Prenatal Vitamins Company

Anonymous

Retail
McLean, Virginia
1-10 Employees
Online Review
Verified

Set2Close provided HubSpot onboarding support for a prenatal vitamins company. The team set up campaigns and sequences and provided employee training.

Set2Close's support was a game-changer for the client's first time using HubSpot. The team was proactive, responsive, and resourceful, bringing in additional experts when needed. Their recommendations were aligned with the client's needs, and they boosted the workflow with the Sidekick tool.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO of a retail company

Describe what your company does in a single sentence.

Retail business selling prenatal vitamins.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

Onboarding to Hubspot
Setting up campaigns/sequences
Employee training

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

High ratings
Pricing fit our budget
Good value for cost
Referred to me
Company values aligned

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.

Working with Jeremy and Set2Close was a game-changer for our team as we navigated HubSpot for the first time.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We truly appreciated his hands-on, 1-on-1 support and his ability to meet us exactly where we were in our journey. It never felt like an upsell; every recommendation was genuinely aligned with helping us drive value and gain independence to stand on our own feet. Plus, having access to the Sidekick tool provided an incredible boost to our workflow.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Jeremy was always proactive about our needs, never hesitating to bring in additional experts when specific topics required extra depth.

What was your primary form of communication with Set2Close?

Virtual Meeting

What did you find most impressive or unique about this company?

Highly recommended for any team looking to master HubSpot!

Are there any areas for improvement or something Set2Close could have done differently?

RATINGS

5.0

CRM Consulting and SI Corporate Training & Coaching
CRM Customer Support Marketing automation Other CRM focus Sales automation
Less than $10,000
Jan. - Mar. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"The training was incredibly in-depth and thorough, far exceeding my expectations."

Mar 31, 2026

Manager, Brand & Technology, Dress for Success Toronto

Anonymous

Non-profit
Toronto, Ontario
1-10 Employees
Online Review
Verified

Set2Close provided CRM training and app integration services for a women's career empowerment organization. The team was also responsible for providing support.

Set2Close delivered an in-depth and thorough training that exceeded the client's expectations. The team provided valuable resources and was structured, logical, and supportive. Set2Close also delivered work on time and communicated well via email, messaging apps, and virtual meetings.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Manager, Brand & Technology of Dress for Success Toronto

Describe what your company does in a single sentence.

Dress for Success Toronto empowers women on their career journey.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

CRM Training
App Integrations
Overall Support

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

Pricing fit our budget
Great culture fit
Good value for cost
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.

The training was incredibly in-depth and thorough, far exceeding my expectations in terms of content, information, and the support provided.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Working with Set2Close was amazing!

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The information flowed logically, and the structured approach kept me perfectly on track!

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 especially valued having access to the live-call recordings and summaries, which have been an essential resource for referring back to the material and transferring that knowledge to the rest of my team.

Are there any areas for improvement or something Set2Close could have done differently?

N/A

RATINGS

5.0

CRM Consulting and SI
HubSpot CRM Consulting & Implementation
Less than $10,000
Jan. - Mar. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They've been incredibly responsive and took the time to deeply understand our business."

Mar 27, 2026

Managing Director, Real Estate Company

Anonymous

Real estate
Batavia, Illinois
11-50 Employees
Online Review
Verified

Set2Close provided HubSpot support for a commercial real estate company. The team helped the client leverage the platform by customizing and configuring it according to their needs.

Set2Close was fantastic, according to the client. The team was incredibly responsive and took the time to deeply understand the client's business. They also ensured that HubSpot was customized and configured exactly how the client needed it to work.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Managing Director of a real estate company

Describe what your company does in a single sentence.

Commercial Real Estate

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

Training
Configuration
Reporting

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

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.

After our HubSpot consultant left, we needed expert support to help our team truly leverage the platform.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

They’ve been incredibly responsive and took the time to deeply understand our business, ensuring HubSpot was customized and configured exactly how we need it to work.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Jeremy and the team at Set2Close have been fantastic.

What was your primary form of communication with Set2Close?

Virtual Meeting
Email or Messaging App

Are there any areas for improvement or something Set2Close could have done differently?

RATINGS

5.0

CRM Consulting and SI
Less than $10,000
Jan. 2026 - Mar. 2037

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Jeremy provided consistent real-world examples that made the process relatable."

Mar 25, 2026

General Sales Manager, Trust Dale

Cassandra Qualls

Advertising & marketing
Atlanta, Georgia
11-50 Employees
Online Review
Verified

Set2Close provides CRM consulting and implementation services for a marketing company. The team is responsible for assisting the client in customizing their HubSpot instance to fit their business needs.

Set2Close's support has been valuable and helped the client see the platform's full potential. The team has provided consistent real-world examples that have made the process relatable throughout the engagement. Moreover, Set2Close's expertise has been exactly what the client needs.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the General Sales Manager of Trust Dale

Describe what your company does in a single sentence.

Marketing company connecting residential home service providers to qualified homeowners

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

CRM Support
Email Marketing
Segment Organization

SOLUTION

How did you find Set2Close?

Referral

Why did you select Set2Close over others?

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.

While HubSpot is intuitive in theory, customizing it to fit my specific business needs requires time and expert guidance, which is exactly where Set2Close came in.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The program was incredibly valuable.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Jeremy provided consistent real-world examples that made the process relatable and helped me clearly see the platform's full potential.

What was your primary form of communication with Set2Close?

Virtual Meeting
Email or Messaging App

Are there any areas for improvement or something Set2Close could have done differently?

N/A

RATINGS

5.0

CRM Consulting and SI
CRM Customer Support HubSpot CRM Consulting & Implementation
Less than $10,000
Dec. 2025 - Feb. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They offered quick responses and great help throughout the onboarding."

Mar 23, 2026

Business Development Associate, Dergel Media

Sarah Kirshner

Media
Montreal, Quebec
11-50 Employees
Online Review
Verified

Set2Close provided HubSpot consulting services for a media company. The team conducted weekly meetings to review the client's learning and understanding of HubSpot through the plugin and basic walkthroughs.

Thanks to Set2Close's efforts, the client gained a better understanding of HubSpot and can confidently lead their team. The service provider was responsive and helpful throughout the engagement. Moreover, the client was impressed with the team's personalized and contextual assistance.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Business Development Associate of Dergel Media

Describe what your company does in a single sentence.

Reports on the latest CxO Moves across North America.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Set2Close to accomplish?

Understanding Hubspot

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.

Weekly meetings to review internal learning and understanding of Hubspot through the plugin and basic walkthrews.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Personal understanding of Hubspot and the ability to lead my team through with confidence.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They offered quick responses and great help throughout the onboarding.

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?

The personal help and curarated contextual help.

Are there any areas for improvement or something Set2Close could have done differently?

The plugin connects and gets in the way of buttons but also can show not the most relavent information depending on the page I am looking at might not be relavent for the specific key word it catches.

RATINGS

5.0

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

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.

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.

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

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

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

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

CRM Consulting and SI
Sales automation
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

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

Showing 31-40 of 103 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

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.

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.

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.

Quick Facts

5 years in business

Tools and Technology

Zoho CRM

HubSpot

Salesforce

RingCentral

Zapier

AWS

Google Cloud Platform

Power BI

Pipedrive

Freshsales

Mailchimp

Constant Contact

Commonly Asked Questions

Absolutely. We specialize in identifying and removing friction points that stall deals. Through strategic multi-threading and proactive objection handling, we help our clients navigate complex stakeholder environments faster. Our goal is to decrease your Customer Acquisition Cost (CAC) while increasing the velocity of your sales engine.

While results vary by industry, our primary focus is scalable, predictable growth. Beyond just generating immediate pipeline, we build a repeatable sales infrastructure for our clients. Many partners see a significant lift in qualified opportunities within the first 90 days, ultimately leading to a more sustainable and less volatile revenue stream.

We’ve replaced "volume-heavy" spam with intent-driven precision. Set2Close utilizes advanced data signals and personalized messaging that resonates with decision-makers at a human level. By combining cutting-edge sales tech with a deep psychological understanding of the buyer's journey, we achieve response rates that significantly outperform industry averages.

We operate on a "No Surprises" policy. We believe that high-growth sales engines require real-time feedback loops, not just once-a-month PDF reports. Our communication framework is built on three pillars: Real-Time Collaboration: Upon onboarding, we move your team into a dedicated Slack or Microsoft Teams channel. This allows for instant feedback on lead quality, quick pivots in messaging, and immediate celebration of wins. Live Performance Dashboards: You’ll have 24/7 access to a customized data dashboard. We track the metrics that actually move the needle—not just "open rates," but positive reply rates, meeting-to-opportunity conversions, and pipeline value generated. Strategic Review Calls: Beyond the day-to-day, we hold bi-weekly or monthly strategic syncs. During these sessions, we analyze market sentiment, review common objections we’re hearing in the field, and refine our targeting to ensure we are staying ahead of your competitors. We view ourselves as an extension of your internal team; if you feel like you have to "check in" on us, we aren't doing our job. Our goal is to provide such clarity that you always know exactly where your investment is going.

As HubSpot’s fastest-growing Elite Partner, we are world-class specialists in the HubSpot ecosystem. However, our primary goal is to ensure your "Revenue Stack" works for you, regardless of the platform. Our expertise includes: HubSpot (Elite Partner): We provide full-scale implementations, migrations, and custom RevOps architecture. We specialize in turning "messy" HubSpot portals into high-velocity sales engines. Salesforce: We frequently work with clients to optimize their Salesforce environments or manage seamless Salesforce-to-HubSpot migrations. Alternative CRMs: We have extensive experience integrating and managing data across platforms like Pipedrive, Zoho, and Copper. Sales Tech Stack Integration: Beyond the CRM, we bridge the gap between your data and your outreach tools, including Apollo, Clay, Aircall, and LinkedIn Sales Navigator. Whether we are building a system from scratch or optimizing your existing setup, we ensure your CRM acts as a single source of truth for your entire sales organization.

Premier Verified means Clutch independently confirmed Set2Close is a legally registered business,
financially sound (Creditsafe: Very Low Risk), and backed by 94 verified client reviews averaging 5.0 stars.

Learn More

Verified Client Reviews: 94

Overall Review Rating: 5

Source: Clutch

Last Updated: September 15, 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 kamloops, Canada V0K

10 - 15

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Lynstera

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Albert Dip

On The Green

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Neil Fishenden

PFD Style Corp.

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Mushfiqur Rahman

Prime Design & Build

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Jane Zamora

Maddie Fraser

Promatic Software

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Adam Beatty

Set 2 Close | B Corp™

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Subhan Alam

SimulEYE

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Martina Moss

Strategic Financial Solutions

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Michael Rappaport

Sycamore Education

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TekProwess LLP

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Sarfraz Ghaus

Tincher Consulting & Inspection Services

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Sonoma Jay

Top Down CPM

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Jennie Rush

VIBE Media

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Rich Wilson

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Set2Close

Your HubSpot & Revenue Operations Growth Partner!

Overview by:

2 Languages that we service

1 Locations

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Successful CRM Migrations and Integrations

Exceptional Client Support and Communication

Strong Project Management Skills

Positive Client Relationships and Culture Fit

Areas for Improvement in Specific Services

Customized Training and Onboarding Services

Reviews mentioning:

Set2Close Reviews

HubSpot CRM Training & Consulting for Pharmacy

BACKGROUND

OPPORTUNITY / CHALLENGE

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CRM Consulting & SI for Prenatal Vitamins Company

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RESULTS & FEEDBACK

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CRM Consulting & Training for Women's Career Empowerment Org

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HubSpot Consulting & Support for Real Estate Company

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OPPORTUNITY / CHALLENGE

SOLUTION

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RATINGS

CRM Consulting & Implementation for Marketing Company

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OPPORTUNITY / CHALLENGE

SOLUTION

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HubSpot Consulting for Media Company

BACKGROUND

OPPORTUNITY / CHALLENGE

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RESULTS & FEEDBACK

RATINGS

CRM Consulting & SI for AI Firm

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CRM Consulting & SI for Freight Management Company

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CRM Consulting for IT Services Company

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RATINGS