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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.
5.0(10)
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
5.0(9)
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.
5.0(9)
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
5.0(2)
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
5.0(2)
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.
5.0(2)
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.
5.0(2)
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.
5.0(1)
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
5.0(1)
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.
5.0(1)
Partners
FlowData LLC
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
Chloe
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Partners
Traction.so
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.
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Partners
Acquisition Systems
Acquisition Systems builds and runs the entire outbound system that generates qualified sales meetings. Your team simply focuses on closing deals. Everything that powers your pipeline: * Campaign live within the first 48 hours — from signed contract to live outbound in two days. No drawn-out onboarding. * Interest across every channel — LinkedIn, email, and calling run together as one coordinated system. * Every reply handled, 24 hours a day, 7 days a week. — Our SDR layer captures every reply and converts interest into qualified meetings — fast. * Your dedicated GTM Engineer. — Clay-certified operators who design strategy, build workflows, and optimise campaigns. * Outbound becomes intelligence. — Campaign data feeds back into targeting, messaging, and positioning improvements. * We get data like nobody else can. — Most outbound teams rely on a single data provider. We waterfall across dozens of providers to maximise coverage and accuracy. Talk to our team and have your first meeting booked this week: https://www.acquisitionsystems.com/book
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Partners
onwego
GetStatePension.com is a UK State Pension entitlements information and execution service that helps British expats and emigrants reclaim and maximise their UK State Pension entitlement through voluntary National Insurance contributions. We empower hundreds applicants to navigate and apply to the HMRC CF83 process annually. What makes us relevant as a Close partner isn't just that we use Close - it's that Close is the backbone of our entire operation. We built a complete B2C revenue system on Close that handles every stage of the client journey: inbound lead capture, automated qualification, consultation booking, document generation, payment processing, and fulfilment tracking. The system integrates Close with Make.com (50+ automation scenarios), Stripe (billing and deposits), Calendly (consultation scheduling), Superchat (WhatsApp client communication), and multiple AI tools for document generation and lead scoring. Our data model is purpose-built for B2C services: each Lead represents an individual applicant (not a company), with 40+ custom fields driving Smart Views, automated workflows, and real-time pipeline visibility. This lets a 2-person core team manage the operational workload that would typically require 25 people. We now offer this operational expertise to other founder-led and services businesses looking to build similar systems on Close: - Close CRM architecture design for B2C and services businesses - Make.com automation design and implementation - Close API custom integrations - AI workflow integration (document generation, lead qualification, data enrichment) - Pipeline design optimised for services fulfilment (not just sales) - Ongoing revenue operations support and system management We're based in Dublin, Ireland, and work with English-speaking businesses across Europe and internationally. Our founder, Barry Keane, brings 10 years of enterprise B2B SaaS sales experience (Branch, Talon.One, Swrve) combined with hands-on AI and no-code building experience. This dual background - senior sales operator meets technical builder - means we understand both the commercial logic and the system architecture needed to make Close work as a true revenue engine, not just a contact database.
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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.
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Partners
FINEST SOLUTION GmbH
We help companies set up Close CRM in a way that turns leads into customers more predictably. From clear pipeline structures and automated follow-ups to measurable sales processes, we build systems that help sales teams stay focused, increase conversion rates, and prevent valuable leads from being missed.
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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.
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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.
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Partners
10XCRM
10XCRM unterstützt Unternehmen dabei, ihren Vertrieb effizienter, transparenter und skalierbar zu machen, mit einem klaren Fokus auf messbare Ergebnisse. Wir implementieren und optimieren Close als zentrales Vertriebssystem, automatisieren wiederkehrende Prozesse und sorgen dafür, dass Vertriebsteams sich auf das Wesentliche konzentrieren können: Abschlüsse. Von Lead-Management über Follow-ups bis hin zu KPI-Dashboards und Performance-Tracking schaffen wir eine strukturierte Vertriebsumgebung, die nachhaltiges Wachstum ermöglicht. Neben der technischen Umsetzung begleiten wir unsere Kunden auch operativ mit kontinuierlicher Optimierung, klaren Prozessen und datenbasierten Entscheidungen.
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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.
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Partners
Negrit Concepts
I specialize in implementing and optimizing Close CRM to help businesses streamline their sales processes and increase conversions. My expertise includes pipeline design, lead management, and sales automation using tools like Zapier, Make.com, and Calendly. I build systems that automatically capture, segment, and nurture leads, ensuring no opportunity is missed. I also focus on improving team efficiency by reducing manual tasks and creating clear, scalable workflows that align with each client’s sales strategy. My goal is to turn Close CRM into a powerful revenue-driving system for every business I work with.
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Partners
Mavenwit
Mavenwit is a global, award-winning advertising and marketing transformation company founded in 2021 that specializes in scaling brands through digital strategy, creative production, and performance marketing. It acts as a comprehensive growth engine offering services like social media management, SEO, and premium design, primarily targeting small businesses and startups.
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Partners
Coalition Technologies
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.
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Partners
CRDLE
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.
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Partners
ClonePartner
ClonePartner is an engineer-led service that turns complex data migrations and integrations into "that was easy" moments. We specialize in high-trust, secure solutions, combining the speed of a modern product with the accountability and precision of a dedicated expert service. With a track record of over 1500 successful migrations, we guarantee highest level of accuracy and zero downtime, helping you make an anxiety-free transition to your new platform. Our services currently include * Data Migration: We write custom scripts to move your data from any source to any target. We handle all data formats (including PDF, CSV, JSON, API, etc.) and complete your migration in days, not weeks. * Custom Integrations: Extend your platform’s capabilities. We build custom integrations to connect your apps and critical 3rd-party tools. With 500+ integrations built, we ensure your business workflows are never interrupted. * Continuous Data Sync: Keep your critical platforms (like your CRM and helpdesk) perfectly in sync with a continuous, real-time data flow managed by our expert team. The ClonePartner Advantage * Unlimited Sample Migrations: We offer unlimited test runs so you can be 100% confident in the results before you commit. * Zero Downtime: Our process is built for a seamless background sync and a fast cutover, ensuring no disruption to your live business operations. * Dedicated Expert Support: You get a single, expert point of contact—not a ticket system. We act as an extension of your team from start to finish. * Transparent, Fixed Pricing: We provide a clear, fixed quote for the entire project. No hidden fees. No surprises.
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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.
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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.
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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.
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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.
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