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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 strong value for cost, with clients noting affordability and excellent service. They provide tailored HubSpot onboarding and training, emphasizing responsiveness and support without hidden fees. Most projects are managed efficiently, often exceeding client expectations.

    This summary is based on verified Clutch reviews.

    Most Common Project Size

    < $10,000 based on 80 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

    • Responsive and Timely Delivery

      Clients commend Set2Close for their prompt communication and timely delivery of services. They ensure projects stay on track and meet deadlines, providing a reliable partnership for various business needs. This consistent timeliness has been a standout feature in many reviews.

    • Strong Project Management Skills

      Set2Close is recognized for their effective project management, regularly updating clients and maintaining a clear communication flow. They handle projects with professionalism and flexibility, adapting to changing client needs without compromising on quality.

    • Exceptional Training and Support

      Set2Close consistently receives praise for their comprehensive training and support services, particularly in HubSpot onboarding. Clients highlight their responsive, knowledgeable approach and their ability to simplify complex processes for users, resulting in high client satisfaction and successful CRM adoption.

    • High Client Satisfaction and Retention

      Set2Close enjoys high client satisfaction levels, with many clients expressing a desire to continue working with them on future projects. Their ability to deliver results and maintain strong client relationships is a key factor in their ongoing success.

    • Room for Pricing Improvement

      While many clients find Set2Close's pricing fair, some small businesses have expressed a desire for more affordable options. This suggests a potential area for Set2Close to expand their service tiers to accommodate smaller budgets.

    • Supportive and Engaging Team

      The team at Set2Close is described as friendly, approachable, and genuinely invested in their clients' success. Their collaborative approach and willingness to go above and beyond leave a lasting positive impression on clients.

    Set2Close Reviews

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    CRM Consulting & Training for Women's Career Empowerment Org

    • CRM Consulting and SI Corporate Training & Coaching
    • 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
    Verified
    • 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.

    HubSpot Consulting & Support for Real Estate 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

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

    Mar 27, 2026
    Managing Director, Real Estate Company
    Anonymous
    Verified
    • 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.

    CRM Consulting & Implementation for Marketing Company

    • 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
    Verified
    • 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.

    HubSpot Consulting for Media Company

    • CRM Consulting and SI
    • 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
    Verified
    • 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.

    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.

    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
    86
    Overall Review Rating
    5
    Source
    Clutch
    Last Updated
    March 31, 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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