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Discover hundreds of trusted partners in our partner community. Whether you’re looking for consulting, technology implementation, or hands-on services, you’ll find the right fit here.

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Partners
Dokufluss
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.
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Partners
Stramel Media
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.
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Partners
MJB Growth
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
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Partners
8 Figure Systems
8 Figure Systems builds the operating system behind high-performing online businesses. We design and implement end-to-end systems across sales, delivery, finance, and operations - connecting tools like CRMs, Airtable, ClickUp, and payment platforms into one cohesive engine. Our work goes beyond setup. We audit your business, identify bottlenecks, map the full client journey, and build the infrastructure that supports scale - automations, reporting, workflows, and SOPs your team can actually use. We typically work with agencies and coaching businesses doing multiple 6 to 7 figures who are hitting complexity ceilings - messy data, inconsistent delivery, poor visibility, or founder dependency. Our goal is simple: remove chaos, increase clarity, and create a system that runs without you being in the middle of everything. From lead capture to closed deals, onboarding to fulfillment, and revenue tracking to team accountability - we build systems that make growth predictable.
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Partners
Stackwise Technology Inc
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.
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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.
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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.
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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
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
Variance Marketing LLC
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.
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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
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
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.
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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
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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
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.
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Partners
Honesto Sales
In the last 5 years I have implemented Close.com in 100+ sales organizations. In my experience, a good integration is highly specific to your business needs and to the way your sales team operates. I can help in setting up a sales process, automate what's needed and help your sales team use Close in the best possible way.
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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.
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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
Datawhistl
You chose Close because it works. Then you started scaling — more reps, more tools, more data spread across systems that don't talk to each other. Close is doing its job. The architecture around it isn't. Datawhistl is a customer data platform architecture consultancy. We work with B2B SaaS companies scaling past the point where their commercial stack can run on good intentions and manual exports. We design and build the data infrastructure that makes Close work as the centre of a connected system — not an island. How we work Every engagement runs in three phases. We start with Discovery — a structured two-to-three-week exercise that confirms every data source in your stack, profiles each system technically, and maps every constraint the architecture needs to work within. Discovery closes with a stage gate: proceed, proceed with conditions, or pause. No assumptions carried forward unchallenged. From there, we design and build the architecture — unified customer records, lead intelligence surfaced inside Close, and a reporting layer your leadership team can actually trust. For clients who want to stay ahead of the problem, we offer an ongoing retainer with a named architect who knows your stack and your roadmap. Who this is for B2B SaaS companies with between 30 and 300 employees. You have product-market fit, a sales team, and data problems that are starting to cost you deals. You don't yet have a large internal data team. You want the architecture done properly. Let's talk Scoping call is 45 minutes. We'll tell you honestly whether it's a problem we can solve. Reach out out hello@datawhistl.com
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Partners
Idea Tanks
CRM Consultancy CRM Automation Custom techstack consultation
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Partners
Dynamic Agency OS
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.
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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.
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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
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.
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Partners
ALPN Digital Ltd
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.
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Partners
CRM Kraft LLC
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.
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Partners
Sales Junkies
Deepdive in salesprocess optimization and training
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Partners
CRM Meister
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.
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