The absolute best!!
I cannot recommend Sam enough. He is the only person I would ever recommend setting up Close. He builds a system made for closers, built by closers.
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Sam Queen
I've personally built 100+ custom Close CRM accounts over 8 years. I'll build yours the right way from day one - smart views, automations, pipelines, workflows, and full team training. I am a sales rep first, a sales operator second.
I am the best in the world at building Close CRM accounts. My clients work directly with me and only me.
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
Close and 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.
Clients
Reviews
5
15 reviews
Close Dr review
Super great CRM build out. I am a sales rep for him and the systems he has put in place are elite for management of leads. Couldn't recommend it more.
very good at what he does
Absolutely incredible experience. His knowledge of Close CRM, attention to detail, and ability to build systems that actually improve sales operations are second to none. Everything was thoughtfully structured, easy to understand, and built with long-term scalability in mind. Highly recommend working with him if you want your CRM done right from day one!
Sam is top tier
Sam has made our CRM effortless and intuitive to use. He built our pipeline, workflows, and reporting around a sales process that works. The biggest win is visibility: nothing falls through the cracks, and we can see exactly where every opportunity stands. It's also made the team more accountable, with everyone working inside the same system instead of doing their own thing. He's sharp, responsive, and clearly cares about getting it right.
The best sales systems in the GAME
If CloseDr isn't setting up your sales process inside Close, leads are slipping through the cracks — guaranteed. This guy is dialed in at every stage: new leads entering the CRM, leads mid-funnel, and the moment a lead converts to a client. Every stage of your pipeline should read like a chapter in a book — each one telling a different story about where that lead stands. If your CRM doesn't look like that, I highly recommend CloseDr. You'll make more money.