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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.
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
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.
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.
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
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.
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
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
Fuchsjobs UG
We specialize in transforming sales departments into high-velocity engines. By combining Close CRM expertise with Artificial Intelligence, we eliminate manual admin and maximize revenue output. Core Services & Expertise: Close CRM Implementation & Migration * End-to-end setup tailored to your specific sales cycle. * Seamless data migration from HubSpot, Pipedrive, or Salesforce. * Architecture of "Smart Views" and custom lead statuses for maximum clarity. AI-Powered Sales Automation * Lead Enrichment: AI agents that research and qualify prospects automatically. * Auto-Personalization: AI-generated email sequences that feel 1-to-1 but scale to thousands. Smart Routing: * Instant lead distribution based on AI-calculated closing probabilities. System Integration (Zapier/Make) * Connecting Close to your entire stack (Slack, LinkedIn, Calendly, Billing). * Building automated workflows to remove "copy-paste" tasks from your reps' day. * Real-time data synchronization across all departments. AI Sales Enablement * Automated call summaries and sentiment analysis within the CRM. * AI-assisted follow-up drafting to decrease response times. * Advanced pipeline forecasting using machine learning. Sales Ops Optimization * Auditing existing Close accounts to fix "leaky" pipelines. * Custom reporting dashboards for real-time KPI tracking. * Ongoing training to ensure 100% team adoption and CRM hygiene. The Result: A leaner sales process, higher output per rep, and a CRM that finally pays for itself through intelligent automation.
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
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
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
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
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
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
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
RealThrive
We build the systems that drive revenue: cold outbound, paid funnels, AI workflows, and full-stack automation so that you can scale without the overhead.
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
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
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
CRMside
Here at CRMside, we are dedicated to providing timely CRM tools, techniques, and resources designed to help businesses enhance their revenue and sales. Our offerings include comprehensive guides, practical how-to’s, and in-depth tutorials on various CRM solutions. From implementing CRM systems and customizing features to optimizing customer interactions and boosting sales performance. With a rich repository of over 200+ tutorials, guides, product reviews, and expert tips, we aim to be your go-to resource for all things CRM. Founded with the mission to support business growth, our main goal is to deliver valuable insights and effective strategies to help you maximize your CRM potential and achieve business objectives.
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.
Partners
Vantage Point Holdings
Fueling growth with surgical focus and aggressive execution, specializing in client acquisition across verticals in both B2B and B2C utilizing paid traffic, outbound campaigns, viral content, and backend systems. Built to convert fast & scale seamlessly.
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
5KEYS
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.
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.
Partners
Moritz Goetz Ventures LLC
* CRM Setup * Process Design * Tracking & Automation * Hiring of Sales Reps * Training of Sales Reps * Controlling * Consulting for Product/Marketing related topics
Partners
Idea Tanks
CRM Consultancy CRM Automation Custom techstack consultation
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