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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

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.

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.

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.

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

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.

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.

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.

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.

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

Flowdata automates the extraction, classification, and categorization of financial documents — bank statements, transaction records, and more — turning them into clean, structured data your team can act on immediately. Instead of spending hours manually reviewing PDFs and re-keying numbers, your team uploads documents and gets structured output in seconds (8s median processing time). Flowdata handles complex variations across 40+ major banks and credit unions in the US, Canada, UK, and Australia. With our Close integration, extracted financial data flows directly into your Close workspace — no manual copy-paste, no tab-switching, no workflow disruption. Your sales and lending teams get the data they need where they already work, so they can make faster decisions and move deals forward. Key capabilities: • AI-powered extraction that eliminates human error and reduces rework • 10,000+ documents processed daily at scale • 1B+ transactions categorized with intelligent classification • Customizable knockout criteria and confidence indicators • Compliance-ready output built for brokers and lenders

Traction is a B2B performance marketing agency that builds end-to-end customer acquisition systems for SaaS and fintech companies. We don't run one-off campaigns. We build the full revenue engine: paid acquisition across Meta, LinkedIn and Google, qualification funnels (quiz, VSL, lead magnet), creative strategy, conversion tracking, and the reporting infrastructure that ties spend back to closed revenue. Our core methodology is funnel-first. Cold traffic goes into a qualification funnel that self-segments prospects before they hit a demo booking, which means sales teams spend their time on leads who already understand their problem and have the budget to fix it. Show rates go up. Close rates go up. CAC comes down. What we do: Paid acquisition on Meta, LinkedIn and Google Ads, including campaign architecture, creative testing, and ongoing optimisation. Funnel design and build, including quiz funnels, VSL funnels, lead magnets, and direct demo flows in Perspective. Creative strategy and production, from static ad concepts through to UGC and motion. Tracking and attribution, including Meta Conversions API, LinkedIn Insight Tag, GTM, and CRM-to-platform pipeline integration. Revenue reporting that connects ad spend to demos, pipeline and closed-won revenue inside Close. Who we work with: B2B SaaS and fintech companies with deal sizes from £5,000 to £100,000+, where customer acquisition economics are strong enough to justify paid media. Active and past clients include Crescent (nonprofit banking), Round (startup treasury), Collateral (investment research), Vesto, Outfund and Triple Whale. We're based in London and work with clients globally.

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.

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.

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.

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.

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.

Sales, marketing and technology consulting for SMBs

ALPN Digital is a consultancy that helps B2B companies build sales and marketing systems that actually work. We specialise in CRM architecture, pipeline design, sales process optimisation, automation, and reporting. Our background is in high-growth SaaS, where we spent seven years building revenue operations for scaling companies. We now bring that same approach to businesses across every sector, with a focus on making modern sales tools accessible and affordable for companies that don't have in-house expertise. Based in London with coverage across North America.

Coalition is the top-ranked ecommerce, digital marketing, and SEO firm in the United States. We demonstrate our excellence by dominating the SEO industry on our own key terms for over a decade and supporting high-growth clients in ecommerce, local markets, and national opportunities. Want more proof that our results-driven approach works? How about- 📩 5,000,000+ qualified leads generated. 🛒 19,000,000+ ecommerce transactions. ⭐️ 1,000+ 4 and 5 star reviews. 💰 700+ case studies.

CRM Consultancy CRM Automation Custom techstack consultation

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.

Variance Marketing helps businesses scale revenue through high-quality lead generation and advanced marketing systems. We specialize in combining SEO, Answer Engine Optimization (AIO), and paid advertising with CRM automation to deliver predictable, scalable growth. Our team has worked with 2,000+ companies across industries including financial services, home services, legal, and healthcare. We don’t just generate leads — we build full acquisition systems that capture, qualify, nurture, and convert prospects inside Close CRM.

Sarah Stramel builds the backend infrastructure that keeps service businesses running - lead nurture, automated follow-up, appointment routing, reputation management, and AI-powered client experiences. Through her Calm Stack™ framework, she designs custom systems that respond to inquiries, nurture prospects, and fill calendars without requiring the founder to be online 24/7. Her work bridges the gap between a polished brand and the operations that need to match it.

We provide experienced Appointment Setters and Cold Callers who plug directly into your team and start building pipeline fast. Each rep is dedicated to you full-time, works US hours, and integrates into your day-to-day like an in-house hire. What our reps can do: * Outbound cold calling and inbound lead follow-up * Book qualified meetings directly on your calendar * Execute multi-channel outreach including phone, email, SMS, and LinkedIn * Run high-volume dialing (300–400+ calls per day) or highly personalized campaigns (20–100 calls per day) What makes our team different: * Clear, natural accents. Your prospects will not know they are offshore * Strong communicators with high EQ who know how to handle real conversations * Experienced across industries. This is not their first rodeo * Reliable, consistent, and quick to ramp How we work with you: * Full-time, dedicated reps. Never shared * 40 hours per week focused on your pipeline * Work directly inside your systems and alongside your team * Join your standups, follow your process, and represent your brand * Flexible engagement. Start with one seat. No long-term contracts The best results happen when our reps feel like part of your team. Not a vendor. Not a black box. An extension of your sales org.

CRM Kraft is the premier Close implementation partner for growth-focused businesses across North America and the DACH region. Based in Germany with a global reach, CRM Kraft bridges the critical gap between complex IT development and real-world sales strategy. Founded by Justus Kraft, who combines deep coding expertise (Python/API) with years of frontline sales leadership, the agency helps companies automate the mundane so they can focus on revenue. With over 110 successful implementations and 1,200+ sales professionals supported, CRM Kraft doesn't just install software; they build revenue engines. Their philosophy is simple: "Automate everything except the fun." By stripping away administrative deadweight, they have generated over €7 Million in additional revenue for their clients. Clients choose CRM Kraft to unlock: Dual Expertise: A rare combination of custom backend development (for complex integrations) and proven sales methodologies. AI-Driven Precision: Implementation of AI lead prioritization and smart workflows that increase conversion rates. Massive Time Savings: Automated follow-ups and admin reduction that save teams up to 60% of their manual work time. Enterprise-Grade Security: Fully GDPR-compliant setups that provide the highest standard of data privacy for European and North American clients alike. Track Record: 4+ Years of specialized experience in sales automation. 98% Client Satisfaction rate across diverse industries. Average client revenue increase of 20–50% within the first year. CRM Kraft transforms your Close environment from a simple database into a proactive sales machine.

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.

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.

Over the past 5+ years, I’ve implemented and customized CRM systems for more than 70 small and mid-sized businesses, mainly in Germany, UK, and the USA. Most of my work has been hands-on, building pipelines, setting up automations, cleaning data, and helping teams use the system day to day. I focus on practical solutions. No overengineering, no unnecessary complexity, just a system that is clear, reliable, and easy to maintain. With Close CRM specifically, I support clients with: * Initial setup and structure * Improving existing pipelines * Automations and workflows * Integrations (e.g. via Make, Zapier, N8N) * Data cleanup and migration * Team onboarding and training I usually work closely with founders, sales managers, or operations teams to understand how things currently work and where the friction is. From there, we build a setup that makes the process simpler and more transparent. If you already have Close in place but it feels messy or underused, I can help you clean it up and make it usable again. If you’re starting from scratch, I’ll help you set it up properly from the beginning.