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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.

We build and rebuild Close CRM setups for coaching businesses, course creators, and high-ticket sales teams, then get the team actually using them. Most of our clients already own a CRM. The problem is not the tool, it is that Close is being used as a static contact list: no pipeline segmentation, no automated follow-up, no reporting anyone trusts. We fix that. What we deliver: * Smart View and filter architecture so pipelines are segmented by stage, source and priority instead of one undifferentiated list * Email and nurturing sequences that run inside Close, so follow-up happens automatically rather than depending on whoever remembers * Custom Field blueprints so data is structured from day one and reporting is actually possible * AI setup and guidance so teams use what they are already paying for * Migration from spreadsheets, HubSpot, Pipedrive and other systems without losing pipeline history * Hands-on onboarding for setters and closers, so adoption sticks after handover Beyond the CRM itself, we build the sales operation around it: setter and closer team structures, call frameworks and scripts, KPI and reporting layers, and the training that keeps performance consistent as the team grows. We work in English and German. As an Austrian team serving the DACH market, we are one of the few Close specialists able to onboard German-speaking sales teams in their own language. Typical engagements: a one-time setup and activation project, ongoing revenue operations support, or a full sales system build for teams scaling past their first few closers.

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.

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.

Purple Bee Consulting helps early-stage founders turn scattered sales efforts into a repeatable process. If you're the one doing all the selling, preparing to hire your first salesperson, or trying to figure out why deals keep stalling in your pipeline, that's where we come in. With nearly 20 years of B2B SaaS sales experience across companies like HubSpot, ADP, and Attentive, I've seen what works (and what doesn't) when founders try to build a sales engine from scratch. I work with founders 1:1 to build the skills, systems, and confidence they need to sell consistently and eventually hand that process off to a team.

HollermeierDigital ist keine klassische CRM-Agentur. Wir sind Architekten für Hochleistungs-Vertriebssysteme. Wir unterstützen High-Ticket-Dienstleister und skalierende Vertriebsorganisationen dabei, das „Leaky Bucket Syndrome“ zu stoppen und Close als strategische Waffe einzusetzen.

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.

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.

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

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.

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.

Close ist für Vertriebsteams gebaut, die viel telefonieren. Wir sorgen dafür, dass Ihr Team es auch so nutzt: Jedes Gespräch wird vollständig erfasst, und Ihre Berichte zeigen am Monatsende, was im Vertrieb wirklich passiert ist. Wir begleiten Sie von der Entscheidung bis nach dem Go-Live: * Einführung von Close, abgestimmt auf Ihren Vertriebsalltag * Datenumzug aus Pipedrive, HubSpot, Excel oder Altsystemen * Telefonie, Rufnummern und E-Mail-Zustellbarkeit * Anbindung an andere Systeme, zum Beispiel ERP oder Marketing-Tools * Schulung Ihres Teams auf Deutsch und Betreuung nach dem Start Den Festpreis nennen wir nach einem kostenlosen Beratungsgespräch von 15 Minuten. Den Vertrag schließen Sie direkt mit Close. Wir verkaufen keine Lizenzen weiter.

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.

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.

Andy Uliczka is an internationally active marketing expert and entrepreneur with 30+ years of experience in digital marketing, coaching platforms, and automated sales funnels. Through 5KEYS, he helps coaches and entrepreneurs build scalable online businesses with digital courses, memberships, and high-converting marketing systems. As a Close CRM partner, Andy specializes in implementing Close for coaches, consultants, and digital product businesses — setting up pipelines, outreach workflows, and automations that generate consistent revenue.

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.

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.

CRM Consultancy CRM Automation Custom techstack consultation

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.

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.

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

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.

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

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

Amit teams up with founders to scale their businesses through SaaS tools, no-code solutions, and automation. With a background in software engineering and an MBA, he brings a rare blend of technical depth and business strategy. For over 8 years, Amit has worked as a full-time solo consultant, helping founders streamline operations, build custom systems, and grow sustainably.

Deepdive in salesprocess optimization and training

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.

Get Going In Business helps companies set up, customize, and optimize Close CRM so their sales process runs smoother and produces better results. We work with businesses to build a CRM that fits the way they actually sell — from pipeline setup and lead organization to automations, workflows, follow-up systems, and reporting. Our goal is to help teams save time, stay organized, respond faster, and turn more opportunities into revenue. Whether you are starting from scratch, cleaning up an existing account, or trying to get more value from Close CRM, we help build a system that supports growth.