CloseDr

Most CRMs are built once and never touched again. Someone spends a weekend clicking around, creates some fields, builds a pipeline, and calls it done. Three months later the data is messy, the reps aren't following the process, and nobody can figure out why the reporting looks wrong.

That's not how I build.

I treat your CRM like a product. It gets built, tested, improved, and iterated on over time. It evolves as your business evolves. And it's never truly finished - because your sales process is never truly finished either.

Here's what I build. Custom activities that capture clean data at every stage of your sales process. Smart views that eliminate decision fatigue so your reps stop wondering who to call and start calling. Workflows and Zapier automations that remove every repetitive manual step. Templates, dialer strategy, reporting tiles, and pipeline structure - all of it done for you.

Building the CRM is half the job. Getting your team to actually use it is the other half. My onboarding process is structured and documented. Reps go through a training library, sign off on it, and get quizzed for competency before they ever touch a live lead. The accountability is built into the system from day one.

I've spent 8 years building 100+ custom Close CRM accounts across SaaS, coaching, real estate, insurance, agencies, and more. The industry changes. The principles don't.

NOTE: I do not have team members. My clients work directly with me. Everything I teach is available for free at https://www.youtube.com/@CloseDr

Prior to joining the partner directory, Close CRM's own sales reps referred their most complex accounts directly to me. I've built and influenced more Close CRM accounts than the rest of the partner directory combined - through direct client work and free content that has reached thousands of Close users. I've also run co-branded webinars with Close, available for replay on my YouTube channel.