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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
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.
Partners
HollermeierDigital
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.
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.
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
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
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
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.
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
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
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
Sales Junkies
Deepdive in salesprocess optimization and training
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
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
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
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
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
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
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
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
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
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
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
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
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
Monexo
We help businesses eliminate manual work by designing and implementing custom AI and automation systems. From sales and customer support to internal operations, we replace fragmented tools and inefficient workflows with scalable, reliable infrastructure. Our focus is simple: reduce costs, increase speed, and free your team to focus on high-value work. We specialize in low-code and no-code solutions, integrating directly into your existing stack to create seamless, end-to-end processes. Whether you're optimizing pipelines, automating handoffs, or building internal systems, we turn complexity into structured, repeatable execution.
Partners
Emerge SWFL
Sales, marketing and technology consulting for SMBs