Grow your business while you help your audience grow theirs.

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.

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.

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.

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.

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.

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.

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.

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.

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

CRM Consultancy CRM Automation Custom techstack consultation

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.

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.

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.

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.

Most companies don’t have a lead problem. They have a broken sales system. In Close CRM, that usually shows up the same way: deals sit untouched for days, follow-ups happen randomly or not at all, pipelines don’t reflect reality, and no one has clear ownership. The result is simple deals get lost, performance becomes inconsistent, and revenue turns into guesswork instead of something predictable. That’s exactly what we fix. Dokufluss rebuilds and systemizes Close CRM setups into structured, high-performance sales systems. Every lead is tracked, every deal follows a clear logic, and every follow-up is driven by the system instead of relying on people remembering what to do next. The pipeline becomes something you can actually trust, not just something that looks organized on the surface. We implement conversion-focused pipeline structures, automated follow-up and task logic, opportunity creation flows based on real events like booked meetings, and recovery workflows for missed calls or no-shows. On top of that, we integrate Close with your existing tools and build reporting systems that give you full visibility into your sales performance. There is no theory and no endless consulting. Everything is built directly inside your Close account, ready to be used by your team. Most clients go live within 30 to 60 days and immediately see stronger follow-up consistency, fewer lost deals, more predictable revenue, and better overall closing performance.

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.

We are a full stack, 100% DFY Sales & Operations agency. We help companies convert more of the leads they are already paying for by improving their sales operations, sales team processes, and sales team management. We handle every piece of the sales organization to streamline operations, increase all key conversion metrics, and most importantly, increase revenue & profits

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.

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.

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.

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.

Dynamic Agency OS helps agency owners build with intention. Most agencies didn't choose their niche, their pricing, or their pipeline. They drifted into all of it. Referrals dried up, positioning got vague, and their CRM became a graveyard of "maybe" leads with no clear reason to buy. We fix the upstream problem. Through 1:1 coaching, we help agency founders define exactly who they're for, what makes them different, and how to communicate it, so that every contact in Close actually belongs there. What that looks like in practice: * ICP clarity (know who belongs in the pipeline and who doesn't) * Problem-first messaging (write sequences that land because the positioning is sharp) * Offer architecture (build proposals buyers actually want to say yes to) * Discovery frameworks (run calls that qualify and convert, not just "get to know you" conversations) We work primarily with sub-$1M agencies across services, creative, dev, and marketing verticals. Our clients typically use Close to manage outbound and inbound pipeline after we've rebuilt the strategic foundation underneath it. A CRM is only as good as the clarity behind it. We provide the clarity.

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

Stackwise Technology specializes in designing and building custom CRM environments and sales automation workflows for businesses of any size or industry. With proven results in telecom, SaaS, and manufacturing, we bring a proven framework to every engagement, customizing pipelines, automations, and reporting to match how your team actually sells. Whether you're implementing a CRM for the first time or rebuilding a broken one, we handle the full build so your sales operation runs clean, fast, and without the guesswork.

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.

Velocity AI Group is an AI implementation consulting firm helping small and medium businesses adopt the right technology stack. We publish Velocity AI Insights, a comprehensive review platform covering 100+ AI tools across 17 industries — including an in-depth Close CRM review with ratings, pricing analysis, pros/cons, and comparison against competitors like Pipedrive and Capsule CRM. Our services include CRM selection and implementation, sales process optimization, workflow automation, and ongoing AI partnership support. We specialize in helping businesses that are new to AI find the right tools and actually get them working — not just installed. Industries we serve: Marketing Agencies, Real Estate, Home Services, Auto Dealerships, CPA Firms, Law Firms, Restaurants, Dental, E-Commerce, Construction, Insurance, Healthcare, Education, Financial Advisors, Fitness & Wellness, Transportation, and Nonprofits.

Sales, marketing and technology consulting for SMBs