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Partners
Purple Bee Consulting
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.
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.
Partners
Sales Junkies
Deepdive in salesprocess optimization and training
Partners
Automation Consulting Services
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.
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.
Partners
DynCRM GmbH
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.
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.
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.
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.
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
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.
Partners
BE-YOND YOU COMPANY LTD
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.
Partners
Amit Sarda
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.
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.
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.
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.
Partners
Velocity AI Group LLC
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.
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.
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.
Partners
Specify Labs
Specify Labs helps growing B2B companies select, design and implement CRM solutions that connect sales processes, customer data and automation. We support clients from initial requirements and process mapping through CRM setup, workflow design, integrations, reporting and ongoing optimization. Our approach combines business analysis with practical CRM implementation, helping teams create clearer pipelines, improve follow-up, reduce manual work and gain better visibility into sales performance. We primarily work with small and mid-sized companies in Slovakia and the Czech Republic and can support projects remotely across Europe.
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.
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.
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.
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
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.
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.
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
Partners
Get Going in Business
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.
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.