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Partners
Groove Consulting
Groove Consulting — Certified Close CRM Partner Groove Consulting is a certified Close CRM partner specializing in implementation, optimization, and full-stack integration for small to mid-sized sales teams. We help businesses turn Close into a true revenue engine — not just another tool collecting dust. What We Do We handle every stage of the Close CRM journey: * Implementation — Pipeline configuration, lead management, user roles, custom properties, and automation setup built for how your team actually sells. * Audit & Optimization — Already on Close but not getting the results you want? We dig in, clean up the data, and rebuild your system around best practices. * Integrations — We connect Close to your full tech stack: Apollo.io, Zapier, QuotaPath, Plecto, PandaDoc, Portant, QuickBooks Online, and more. * Training & Documentation — Live team training, recorded walkthroughs, onboarding guides, and help docs so adoption actually sticks. Why Groove? We're a women-led Sales Operations agency with 100+ clients served across nearly every industry. Our team is fully in-house and senior-level — no outsourcing, no handoffs to junior staff. We bring a practical, transparent approach to every engagement, with no surprise charges and no fluff. Close is an ideal fit for outbound-heavy teams, high-volume calling environments, and businesses that need powerful automation without the enterprise complexity. If that sounds like you, we know exactly how to make it work. More revenue. Less chaos. 📍 grooveconsulting.io | sales@grooveconsulting.io
Partners
RevPilot
Proud to be Close CRM's #1 Fan and a Top Certified Partner. With over a hundred CRM implementations and 7+ years running high-volume sales orgs, we know what it actually takes to get the most out of Close and we've got the receipts to prove it. Take it from the Founder of Diverse: "If you think you will find someone better, go ahead. You wont." (Fun fact: the Close account structure most partners and customers are building from today? RevPilot built that.) What We Do * Done-for-You CRM Builds & Migrations — Full implementation from scratch or seamless migration from your existing CRM, configured around how your team actually sells. * Sales Process Architecture — We design the structure behind your pipeline: stages, workflows, handoffs, and rules of engagement that create consistency across your team. * Pipeline Optimization — Already have a system but leaving deals on the table? We audit, clean up, and rebuild around best practices. * Lead Routing & Speed-to-Lead — Automated assignment, instant follow-up triggers, and routing logic that makes sure no lead falls through the cracks. * Automation Workflows — From nurture sequences to task creation to internal alerts, we remove the manual work so your team can focus on selling. * Custom Reporting Dashboards — Real-time visibility into the metrics that matter, built so your team can make data driven decisions. * Fractional RevOps Support — Ongoing strategy and execution so your systems evolve as your business grows. Who We Work Best With * Founder-Led Businesses — You're close to the sales process and ready to build something that scales beyond you. * Scaling Past $1M — Revenue is growing but your systems haven't kept up. Things are starting to break at the seams. * Buying Your First CRM — You want to get it right the first time, not rebuild it 18 months later after your team gives up on it. * Switching CRMs — You've outgrown your current setup and want a clean migration. We work especially well with coaching and education companies, service-based businesses, and B2B teams who know they're leaving money on the table — they just can't pinpoint where.
Partners
Salesby GmbH
At Salesby, we make companies scale their business by implementing smart CRMs combined with industry-leading sales processes. We have worked with more than 170 businesses in over 30 countries, building and optimizing CRM setups that make sales predictable and scalable. Our focus is on creating structured sales processes, automating follow-ups, implementing AI, and integrating the right tools in order to make sure every lead is handled properly and no opportunity is missed. We manage data migration and clean up legacy CRM data to ensure a smooth and reliable transition. If you come from Hubspot, Pipedrive, Salesforce, or any other CRM, we will make sure that your sales team will feel at home from the start. Once your system is in place, we take care of ongoing support, system administration, and collecting relevant data for you in our real-time dashboards. This includes onboarding new users, improving interfaces, refining workflows, and adding or connecting new tools as you grow. We will work closely with your sales team to make every individual adjustment that is necessary for your growth. We provide real-time marketing and sales dashboards and automated daily reporting, giving you complete visibility into your marketing and sales performance in one place. Furthermore, we have helped clients achieve significant revenue growth, including most companies growing by several hundred percent over a period of 12-24 months and many teams that went from five to seven figures per month. Our work has contributed to more than 350 million euros / 400 million dollars in annual client revenue. We support organizations at every level, from small sales teams (2-5 people) to industry-leading sales teams (50-100 people). The onboarding process follows our proven five-step method that includes discovery, individual scoping, migration, onboarding, and ongoing support and optimization to make sure that you stay ahead of your competition.
Partners
SystemSetup
SystemSetup helps coaches, consultants, and B2B service providers in the DACH region build sales systems that deliver predictable revenue. Founded by Larissa Wlodkowski — a former Senior Consultant who personally managed 100+ client accounts and over 2,000 hours of 1:1 consulting at one of the leading scaling partners in the German-speaking market — SystemSetup brings deep, hands-on expertise to every engagement. Our services include full Close CRM implementation with Power Dialer configuration, SmartView architecture, custom activities, pipeline design, and automation workflows via Make (Integromat). Beyond CRM setup, we provide sales process consulting, fulfillment strategy, and ongoing team coaching to ensure clients don't just close deals — they retain customers. We work with businesses doing 20k–100k+/month who want to scale efficiently with small teams. A typical setup is delivered within 24 hours, and over 50% of our clients extend their engagement — because the systems actually work. Core services: CRM implementation & migration | Pipeline & SmartView architecture | Sales automation (Make/Integromat) | Power Dialer configuration | Sales process consulting | Fulfillment & retention strategy | Team coaching & live call support
Partners
VictorySync LLC
VictorySync LLC helps businesses improve customer experience and operational efficiency through scalable support solutions. We provide inbound customer service, outbound calling, appointment setting, lead follow-up, back-office support, and AI-enabled workflow automation designed to improve responsiveness, extend service coverage, and support growth without the overhead of building a large in-house team. Our team supports voice, email, chat, and blended workflows, with a strong focus on speed, accuracy, smooth handoffs, and consistent service quality. Whether a company needs customer support coverage, outbound outreach, lead qualification, or operational support, VictorySync delivers flexible solutions built around performance, reliability, and a better customer experience.
Partners
Infinity Software Solutions LLC.
Infinity Software Solutions designs, builds, and owns the automation systems that power your sales, operations, and revenue — so your business runs even when you're not watching. We work with service businesses, agencies, and growing teams who are tired of leads slipping through, follow-ups getting missed, and data living across five different tools. We don't sell software licenses or hand you generic workflows — we build the full system and take ownership of it. ▎ Our work spans the entire revenue operation: Lead-to-Sale Automation — We capture leads from forms, ads, calls, chat, and CRMs, then automatically assign, qualify, follow up, and move them through structured sales journeys. Instant routing, automated follow-ups, pipeline stage movement, CRM sync, and conversion tracking. Sales Operations — CRM setup and optimization, AI calling and call analysis, sales pipelines and forecasting, performance dashboards, and coaching insights from call reviews. Revenue, Marketing & Integrations — Automated invoicing and payments, email and lifecycle campaigns, cross-platform data sync, and custom API integrations using Zapier, n8n, and custom webhooks. Real-Time Dashboards & Business Intelligence — Executive dashboards, sale performance tracking, operations and automation health monitoring, and custom role-based insights — all live, no spreadsheets. Our clients come to us overwhelmed. They leave with structure, visibility, and confidence. When the right systems are in place, growth stops feeling chaotic — and starts feeling inevitable.
Chloe
Partners
Semantic Labs
Established in 2008, Semantic Labs leverages paid marketing and our proprietary tech and data platform to drive high value customers for your business. We partner with over 300 companies globally, generating millions of sales. Semantic Labs is backed by a leading team of ex Silicon Valley founders and counts global media powerhouse Ziff Davis as a strategic investor.
Partners
Funnel Stack
Funnel Stack is a done-for-you CRM and automation service built for founders, sales teams, and agencies who are tired of manual work slowing them down. We handle everything technical; CRM setup and customization, outbound sales automation, AI-powered outreach, workflow automation via Zapier and Make, lead enrichment and data ops, data migration, pipeline and journey design, and reporting dashboards. We also offer training and ongoing support so your team owns the system after we build it. Every build is custom. Every automation is intentional. Whether you're a solo founder doing outbound yourself, an early-stage startup building your first sales process, or a scaling team ready to stop running on spreadsheets, we build systems that are designed to close.
Partners
Yotomations LLC
Yotomations helps businesses implement, optimize, and extend Close CRM with practical automation and operational design. We work with companies that need more than a basic setup, including teams that want cleaner pipelines, faster follow-up, better lead handling, and more reliable sales workflows. Our work typically includes Close onboarding, CRM setup, pipeline architecture, lead routing, workflow automation, follow-up systems, process cleanup, and integrations with forms, calendars, email platforms, and other business tools. We also help reduce manual work, improve speed to lead, and create systems that are easier for teams to manage day to day. Whether you are adopting Close for the first time, rebuilding an existing account, or improving your sales operations with automation and AI, Yotomations builds systems around the way your business actually works. The goal is not just to configure Close, but to make it a dependable part of your growth and customer acquisition process.
Chloe
Partners
ScalingSales - B2B Lead Generation & Cold Calling Systems
ScalingSales helps B2B companies build predictable customer acquisition systems through cold calling and LinkedIn outreach. We specialize in designing, building, and operating outbound sales systems that generate consistent opportunities. Our approach combines strategic targeting, high-quality lead sourcing, and proven outreach frameworks to ensure measurable results. Unlike traditional consulting, we focus on execution. We don’t just advise – we actively build and run systems that deliver daily conversations with qualified prospects. All processes are fully implemented inside Close CRM. From lead management and pipeline structuring to call tracking and performance optimization, everything is designed for clarity, speed, and scalability. Our deep expertise in cold calling allows us to create systems that work in real-world sales environments – not just in theory. We understand what it takes to get decision-makers on the phone, handle objections, and consistently book qualified meetings. By combining outbound execution with a clean CRM structure, we help companies turn Close into a true revenue engine – not just a tool.
Partners
Volv Ventures
Most tools track what reps type. Volv analyzes what reps actually said. That's the difference between a Close full of summaries and a Close that mirrors reality. From that foundation, Volv delivers analytics most teams have never had access to: pipeline intelligence, performance intelligence, conversation intelligence, conversion intelligence all in one place, all in real time. One unified view of the business. One source of truth for your entire revenue team. What Volv delivers: * AI-logged call outcomes. Every phone and video sales call is analyzed. Every field is updated. Lead status, opportunity stage, objections, next-action dates --> all set automatically. * Adaptive learning. Volv learns your ICP, your stage-movement patterns, your sales cycle. The more data it sees, the sharper the intelligence. * Real-time dashboards. Pipeline health, rep activity vs. performance, setter-to-closer attribution, conversion trends across any time frame. * Unified revenue stack. Two-way API sync with Close. Direct integrations with Calendly, Stripe, Zoom, Google Meet, and the rest of your stack. * Full lifecycle contact views. Every opt-in, booking, email, text, call, and rep action timestamped from first touch to close. * Sales-to-payment reconciliation. Closed deals matched to actual payments through your processor. Cash collected, refunds, failed charges, payment plans --> all reflected with the close. * Commission tracking. Rep, setter, and closer commissions calculated automatically from close and payment data. No spreadsheets. No month-end scramble. Built for founders and sales leaders running 3 to 50+ reps on Close, doing $25K to $1M+/month in high-ticket coaching, education, or services. Sitting on aged leads. Done with rep self-reporting. Ready to stop guessing.
Partners
Automation Consulting Services
Automation Consulting Services helps growing businesses streamline operations through CRM implementation, system integrations, and workflow automation. We specialize in connecting tools, reducing manual work, and building scalable systems that improve efficiency, visibility, and overall business performance.
Partners
RealThrive
We build the systems that drive revenue: cold outbound, paid funnels, AI workflows, and full-stack automation so that you can scale without the overhead.
Partners
Rescale Consulting
Rescale Consulting GmbH helps businesses optimize Close CRM with AI-driven workflows, smart automation and scalable sales operations. We build systems that reduce manual work, improve follow-up and create more efficient revenue processes.
Partners
Fstream
We help our clients to amplify their Marketing, Sales and Services operations up to 30% by setting up the right IT infrastructure and enabling the users.
Partners
Flow Digital
Your software tools should help you work smarter. Or you risk getting lost in the noise. We’ll fine-tune your tech stack so you can start moving faster, wowing your customers — and worrying your competition.
Partners
Vantage Point Holdings
Fueling growth with surgical focus and aggressive execution, specializing in client acquisition across verticals in both B2B and B2C utilizing paid traffic, outbound campaigns, viral content, and backend systems. Built to convert fast & scale seamlessly.
Partners
HollermeierDigital
HollermeierDigital ist keine klassische CRM-Agentur. Wir sind Architekten für Hochleistungs-Vertriebssysteme. Wir unterstützen High-Ticket-Dienstleister und skalierende Vertriebsorganisationen dabei, das „Leaky Bucket Syndrome“ zu stoppen und Close als strategische Waffe einzusetzen.
Partners
Spotlight Consulting
1) Sales & Business Development Strategy Fina(go to market) 2) Sales Compensation & Commission Plans 3) Competitor Analysis and Market Research 4) Business Plan Drafting & Annual Forecasting 5) Merchant Card Processing - 0% Processing Fees 6) Full Legal Firm Coverage Plans for Small Businesses
Partners
Hellomql
We are a leading B2B Sales Agencty that will act as an extenstion to your sales team. We provide world class results, watch the qualified meetings pour on your calandar.
Partners
Close Accelerate
Close Accelerate helps growing businesses get more out of Close through CRM implementation, system architecture, sales automation, integrations, data migration, reporting, and ongoing Sales Operations support. We work as a hands-on partner to design pipelines, streamline workflows, connect the rest of the tech stack, improve visibility for leadership, and make the CRM easier for reps to actually use. Led by Pedro Ponciano, a former Close team member, Close Accelerate brings deep product knowledge and real-world revenue operations experience to every project. From initial setup and cleanup to advanced automation, process optimization, and long-term enablement.
Partners
MTRevOps
MTRevOps is the engine room behind high performance revenue operations. Built for companies ready to scale with clarity and control. With over 30 years of combined experience across marketing, sales, services, finance, and executive leadership, our team brings a grounded - hands on perspective - shaped by real experience inside growing organizations.
Partners
Monexo
We help businesses eliminate manual work by designing and implementing custom AI and automation systems. From sales and customer support to internal operations, we replace fragmented tools and inefficient workflows with scalable, reliable infrastructure. Our focus is simple: reduce costs, increase speed, and free your team to focus on high-value work. We specialize in low-code and no-code solutions, integrating directly into your existing stack to create seamless, end-to-end processes. Whether you're optimizing pipelines, automating handoffs, or building internal systems, we turn complexity into structured, repeatable execution.
Partners
Ourix
Ourix embeds inside B2B agencies doing $30K–$100K/month as a fractional COO and builds the full AgencyOS framework - acquisition, sales infrastructure, and operational systems - all AI-native, all owned by the client. Most agencies at this revenue stage hit the same wall: growth makes things worse, not better. More clients, more chaos, thinner margins. The founder is still the bottleneck in every decision. We fix that across three pillars: Acquisition — AI-powered outbound infrastructure: custom lead scraping, multi-channel campaigns, intent-based targeting, automated follow-up. Qualified meetings on calendar without manual prospecting. Sales & CRM — Fully automated pipeline: lead tracking, enrichment, scoring, nurturing. A real-time dashboard showing pipeline velocity, campaign data, and revenue projections. Built so delegation actually works. Operations & Fulfillment — Automated onboarding, project management the team can execute without the founder translating, AI workflows embedded into delivery, capacity forecasting, and reporting automation. The client owns everything we build. No lock-in. If they walk away, the systems keep running. Entry point: free 45-minute Growth Audit - live bottleneck diagnosis, live AgencyOS dashboard demo, post-call Constraint Map.
Partners
The GTM Engineering Company
GTM Engineering is a specialized consultancy that builds custom go-to-market infrastructure for venture-backed and growth-stage B2B companies. We bridge the gap between technical implementation and revenue execution; connecting siloed tools into cohesive systems that actually produce pipeline. What we build: • CRM audits and data cleanup: we diagnose data hygiene issues, fix broken contact-to-account linkage, and establish a clean foundation for scoring and automation. • Evergreen enrichment infrastructure: golden enrichment tables that keep CRM records current automatically with firmographic, technographic, and engagement data. • AI-driven prospect scoring: we combine ICP fit with real-time intent signals (LinkedIn engagement, webinars, form activity, product usage) to prioritize the accounts most likely to convert. • Signal-based outbound workflows: we turn buying triggers like job changes, funding rounds, engagement spikes, and hiring patterns into automated micro-campaigns instead of spray-and-pray sequences. • Attribution modeling: deal-level attribution separating marketing-sourced, sales-sourced, and influenced outcomes so teams can credibly measure what drives pipeline • PLG scoring and product-usage signals: for product-led teams, we operationalize usage data as a sales trigger inside the CRM. Who we serve: post-seed through Series C B2B SaaS, RevOps leaders inheriting fragmented stacks, and mid-market teams that have downsized BDRs and are reallocating budget from headcount to systems. Engagement model: 3- or 6-month retainers, typically $4K–$10K/month. We start with a 30-day audit that delivers early wins, then expand into ongoing implementation. Every deliverable ships with documented SOPs and Loom walkthroughs so the client's team can operate and extend the systems we build. Why clients choose us over traditional agencies and outbound vendors: We prioritize signal over volume, documentation over black-box delivery, and measurable ROI over activity metrics.
Partners
Think Status LLC
Many organizations are held back by bad data and technology that does not fit the way people actually work. Think Status LLC finds the root problems that block growth. We build private, on-site AI systems that keep your data in your hands and help turn business behavior into revenue. No fluff, no constant emergencies, just clear systems and feedback that make the truth easier to see and use.
Partners
Konduit Operations Inc.
We partner with founders and leadership teams to design and implement the operational infrastructure that actually sticks — we use Close.com as our CRM of choice and within our engagements we setup CRM structure, workflow automations, team SOPs and full fractional ops support. Whether you're in growth mode or untangling the ops debt that got you here, Konduit brings strategic clarity and hands-on execution so you can lead your business instead of just running it.
Partners
Automation Jinn
Automation Jinn is a Close CRM partner which brings genie-like automation to B2B sales teams using Close. We help businesses streamline sales workflows, optimize CRM usage, and turn data into actionable insights. Our end-to-end automations are designed to reduce manual work, accelerate follow-ups, and improve pipeline visibility so your team can focus on closing deals. What We Help With * Close CRM workflow automation * Lead routing and enrichment * Automated follow-ups and sequences * Pipeline and deal stage automation * Reporting and sales dashboards * CRM integrations with your full tech stack * Onboarding and lifecycle automation Our Impact Save Time Reclaim 20–30% of your team’s time by automating manual updates, follow-ups, and admin tasks inside Close. Boost Revenue & Retention Respond to leads faster, reduce drop-offs, and create consistent sales processes that convert more opportunities. Accelerate Time to Value Eliminate bottlenecks, reduce errors, and keep your pipeline moving with reliable, scalable automations. How We Work Discovery & Scoping We map your current sales process, identify friction points, and design high-impact Close automations. Custom Implementation We build tailored workflows using Close, Zapier, and your connected tools — ensuring reliability and scalability. Flexible Engagements Choose ongoing automation support or a fixed-scope project for a specific Close CRM build. Apps We Commonly Integrate Close, Airtable, HubSpot, Pipedrive, Salesforce, Typeform, Monday.com, Slack, Google Workspace, Twilio, Shopify, Webflow and hundreds more. Why Choose Automation Jinn * Close-focused sales automation expertise * Built for B2B sales teams * Scalable, ROI-driven workflows * Fully remote with US & Europe coverage Get in Touch Ready to automate your sales process in Close? Schedule a free discovery call to see how Automation Jinn can streamline your pipeline and help your team close more deals.
Partners
Apparate Pty Ltd
We help enterprise build.We partner with enterprise teams in insurance, finance, real estate, and technology to build scalable go-to-market systems, stronger partner ecosystems, and sales motions that survive in AI-driven markets.