Close Accelerate helps growing businesses get more out of Close through CRM implementation, system architecture, sales automation, integrations, data migration, reporting, and ongoing Sales Operations support. We work as a hands-on partner to design pipelines, streamline workflows, connect the rest of the tech stack, improve visibility for leadership, and make the CRM easier for reps to actually use. Led by Pedro Ponciano, a former Close team member, Close Accelerate brings deep product knowledge and real-world revenue operations experience to every project. From initial setup and cleanup to advanced automation, process optimization, and long-term enablement.
"Pedro helped us tackle the monster task of migrating from Pipedrive to Close. What felt overwhelming became almost hands-off for our team. He took the reins, got the setup done, and also advised us on how to improve our CRM operations beyond the initial migration. 10/10 recommend."
Close provides the sales CRM foundation, and Close Accelerate helps customers implement it the right way for their business. As a Tier 3 Close Partner led by a former Close employee, we bridge product expertise with hands-on execution: configuring Close around the client’s sales process, integrating key tools, automating repetitive work, improving reporting, and supporting adoption across the team. The result is a faster rollout, a cleaner system, and a CRM setup built to support real sales execution instead of just looking good on paper.
We help financial services teams, including business lending and MCA organizations, build Close around speed, accountability, and clean execution. Our work has included lead routing and ownership logic, form-to-CRM automation, open-floor workflows, SMS and calling compliance considerations, pipeline design, follow-up automation, opportunity management, reporting, and daily rep workflow optimization. The result is a system that helps teams respond faster, reduce lead leakage, manage large inbound and outbound volumes, and give leadership better visibility into pipeline performance and rep activity.
We work with marketing, branding, and web design agencies that need a CRM built around a consultative sales process rather than a generic pipeline. For businesses like Design In DC, we have helped automate internal workflows, improve process visibility for leadership, structure pipeline stages more clearly, and reduce manual work across the sales cycle. This includes CRM setup, workflow automation, reporting structure, lead management, and operational cleanup. The goal is to make the CRM easier for the team to use while giving leadership a clearer view of performance and bottlenecks.
We help real estate and property-management-focused companies use Close to handle lead intake, nurture, and reactivation more effectively. Our work has included inbound lead workflows, abandoned-form follow-up, proposal follow-up campaigns, no-show and canceled-call recovery campaigns, cold lead rewarm sequences, SMS compliance-conscious outreach, and better segmentation for different lead sources and buyer intent. This allows teams to respond faster, stay consistent in follow-up, and create more opportunities from leads that would otherwise go cold.
We support SaaS companies that need more than just a CRM setup. They need a system that supports sales execution, cleaner handoffs, stronger reporting, and scalable operations. Our work in this type of environment has included pipeline architecture, automation design, Slack notifications, meeting and deal workflows, duplicate prevention logic, revenue reporting support, stuck-deal visibility, and process design for growing teams. We help turn Close into an operational system that supports leadership visibility, rep productivity, and more predictable execution.
AI and technical products often require a deeper sales process than a standard CRM template can handle. We help teams structure Close around consultative and technical selling by building custom activities, discovery frameworks, demo workflows, qualification logic, note structures, task automation, and integrations that support more complex buyer conversations. This kind of work helps sales teams capture better information, stay organized through longer sales cycles, and build a CRM that reflects the real decision-making process instead of forcing everything into generic stages.
We help growing businesses move into Close and get it configured the right way from the start. This includes CRM migrations, data cleanup, field mapping, workflow setup, pipeline design, email and phone configuration, integrations with forms and other tools, automation buildout, user training, and post-launch support. We also help clients rethink how their process should work inside Close so the system is not just migrated, but improved. This is especially valuable for teams that have outgrown a simpler setup or are moving away from a CRM that no longer fits how they sell.
Fantastic to work with
I didn't have enough time in my day to sit there and figure out how to setup our Close account based on the way we need it for our company so we hired Close Accelerate to do it all for us. After a few calls with Close Accelerate explaining our business and our needs they set it all up beautifully and we decided to keep them with us for team support and they are extremely helpful.
True Expertise
I worked with Pedro and his team when I first decided to use Close as my CRM system for my business. The Close CRM system is a little complicated, pair that with my good but not great computer skills, and really needed some help. I hired Pedro and he absolutely knew the Close system backward and forwards with every intricacy. I had a rather challenging setup and Pedro had the patience and skill to help me successfully launch several campaigns. A True Pro, I plan on using in the future.
Excellent team!
They are a great team and extremely responsive. To be honest they have helped solve so many problems...I don't know what I would do without them.
Game-changer for our Close CRM workflow
Close Accelerate automated our Close CRM setup for Quartertonez Music and saved us hours every week. Onboarding was smooth, they understood our music business needs right away, and the automations just work. Lead follow-up, task creation, and reporting are now seamless. Responsive team and zero hassle. Highly recommend if you use Close CRM.