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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

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

    Set 2 Close offers valuable services at competitive prices, often free for initial onboarding. Clients appreciate the team's responsiveness and tailored approaches, noting significant improvements in CRM utilization and sales processes, indicating strong value for cost.

    This summary is based on verified Clutch reviews.

    Most Common Project Size

    < $10,000 based on 42 reviews
    < $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000
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    Set 2 Close Review Insights

    Overall Review Rating

    4.9
    • Quality 4.9
    • Schedule 5.0
    • Cost 4.9
    • Willing to Refer 5.0

    Top Mentions

    Review Highlights

    • Effective Sales Process Optimization

      The firm has successfully optimized sales processes for various clients, resulting in improved lead generation, streamlined operations, and increased sales growth.

    • Customization and CRM Setup Excellence

      The company excels in customizing and setting up CRM systems according to client-specific needs, enhancing their sales processes and operational efficiency.

    • Opportunity for More Hands-On Practice

      Some clients suggest that Set 2 Close could offer more hands-on practice opportunities during training sessions, especially for advanced features, to further reinforce learning.

    • Impressive Communication and Collaboration Skills

      Set 2 Close is noted for their effective communication and collaboration, maintaining clear and consistent contact with clients through various channels, including virtual meetings and messaging apps.

    • Proficient HubSpot Onboarding and Training

      Set 2 Close is praised for their effective HubSpot onboarding services, helping clients from various industries to adopt and utilize the platform successfully. Their tailored training sessions and tools have led to increased efficiency and confidence among users.

    • Strong Project Management and Timely Delivery

      Clients consistently report that Set 2 Close delivers projects on time and manages them effectively. Their communication is clear and they are responsive to client needs, ensuring smooth project execution.

    Set 2 Close Reviews

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    HubSpot Training & Consulting for Consulting Firm

    • CRM Consulting and SI Digital Strategy Email Marketing
    • Less than $10,000
    • Feb. - Apr. 2025
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "We were very happy with their training and support."

    Business Development Manager, Excalibur Data Systems
    Nina Holec
    Verified
    • Consulting
    • Pittsburgh, Pennsylvania
    • 11-50 Employees
    • Online Review 
    • Verified

    Set 2 Close provided HubSpot training and consulting services for an ITSM and ESM consulting firm. The training included contact management, email marketing setup, task tracking, and dashboard creation.

    HubSpot Onboarding for Construction Consulting Company

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

    "They exceeded our expectations."

    President, SDC Partners
    Jason Glover
    Verified
    • Consulting
    • Toronto, Ontario
    • 1-10 Employees
    • Online Review 
    • Verified

    Set 2 Close provided HubSpot onboarding services for a construction consulting firm. The team helped the client set up their marketing emails and a deal board and understand how to track and manage contacts.

    CRM Consulting & Digital Strategy for Podcast Production Co

    • CRM Consulting and SI Digital Strategy
    • $10,000 to $49,999
    • Feb. 2025 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "The communication was prompt and on time."

    Marketing Manager, Glass Cannon Network
    Brian McDermott
    Verified
    • Arts, entertainment & music
    • Astoria, New York
    • 1-10 Employees
    • Online Review 
    • Verified

    Set 2 Close provides HubSpot CRM training for a podcast production company. The team has set up and maintained an active list of customers and prospects and used the lists to stand up drip campaigns.

    Web Migration & CRM Consulting for Landscape Supply Dealer

    • CRM Consulting and SI Digital Strategy Web Development
    • Less than $10,000
    • Feb. - Mar. 2025
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    4.5
    Willing to Refer
    5.0

    "They were excellent in working with me at the pace I needed to get everything accomplished."

    Sales & Marketing Manager, Stockyard
    Cory Wolfel
    Verified
    • Construction
    • Litchfield, Connecticut
    • 11-50 Employees
    • Online Review 
    • Verified

    Set 2 Close provided website migration services for a landscape supply dealer. The team migrated the client's website to HubSpot and trained the internal staff on using the CMS.

    CRM Consulting & SI for Software Co

    • Business Consulting CRM Consulting and SI Digital Strategy
    • Confidential
    • Dec. 2024 - Jan. 2025
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "They provided an extraordinary experience that has made us want to work with them again."

    Business Manager, Market Square Tech
    Jake Long
    Verified
    • Software
    • Bernville, Pennsylvania
    • 1-10 Employees
    • Online Review 
    • Verified

    Set 2 Close provided HubSpot onboarding services for a software company. The team helped the client set up and utilize HubSpot for daily business activities and provided guidance.

    CRM Consulting & SI for Healthcare Platform

    • CRM Consulting and SI
    • Less than $10,000
    • December 2024
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "They responded to all our needs."

    Head of Partnerships & Operations, OpenNetworks
    Anonymous
    Verified
    • Healthcare
    • Wilmington, Delaware
    • 11-50 Employees
    • Online Review 
    • Verified

    Set 2 Close provided CRM consulting for a healthcare platform. The team set up HubSpot, created new pipelines, and aligned with the client's network expansion and sales process.

    Sales Recruitment & Digital Marketing for Pest Control Co.

    • HR Consulting Other Digital Marketing
    • Less than $10,000
    • Aug. - Dec. 2022
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "Set 2 Close structured a concise plan, communicated the progress consistently, and was always accessible."

    Sales & Marketing VP, Green Pest Management
    Brian Shumate
    Verified
    • Business services
    • New Castle, Delaware
    • 11-50 Employees
    • Online Review 
    • Verified

    A pest control company hired set 2 Close to build a recruitment infrastructure and assist with their digital marketing efforts. The team strategized and implemented tools to execute the recruitment program.

    Sales Process Automation for SaaS Platform

    • IT Managed Services
    • $50,000 to $199,999
    • Oct. 2022 - Ongoing
    5.0
    Quality
    4.5
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "They weren't trying to force us down a pathway that worked best for them."

    Founder & CEO, Tressl
    Joel Edwards
    Verified
    • Software
    • Calgary, Alberta
    • 1-10 Employees
    • Online Review 
    • Verified

    Set 2 Close is helping a SaaS startup streamline its sales process by providing crucial insights about the market and using tools like HubSpot and PandaDoc to shorten sales cycles.

    Commercialization & Social Media Strategy for Tech Startup

    • Other Digital Marketing
    • Less than $10,000
    • Jan. 2021 - Ongoing
    5.0
    Quality
    5.0
    Schedule
    5.0
    Cost
    5.0
    Willing to Refer
    5.0

    "Set 2 Close empowers, enables, and breeds successful outcomes."

    Co-Founder & CDO, Origen Air Systems Ltd
    Andrew Crawford
    Verified
    • Wellness & Fitness
    • Victoria, British Columbia
    • 11-50 Employees
    • Online Review 
    • Verified

    Set 2 Close has developed a product commercialization strategy for a clean technology startup. The team has researched the firm's audience and facilitated campaigns on channels such as LinkedIn and Facebook.

    Showing 1-10 of 50 Reviews

    Services provided

    • SEO
    • Web Development
    • Pay Per click
    • Web design

    Clutch verification provides an additional layer of data to help you make the right purchasing decision of business services.

    Learn More
    Verified Client Reviews
    47
    Overall Review Rating
    4.9
    Source
    Clutch
    Last Updated
    May 22, 2025

    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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