Close setup from scratch
Pipelines, lead statuses, custom fields, users and roles.
Locations
- Montréal, Quebec, Canada
Accreditations
- Certified in Web Development (Clutch)
Services
- Migration
- Implementation/Onboarding
- Integrations
- CRM Consulting
- Go to Market Consulting
Support
Scaling Process
Close partner in Montreal: we set up and implement Close for your team.
Just got Close, or not getting enough out of it? We set it up for you: your pipelines and lead statuses, your data moved over, Close connected to your ads, web forms and phones, and the workflows and AI around it so no lead gets lost. After that, we help with anything else you need in Close, from new automations to custom integrations. Scaling Process is a Close partner and a software and AI development agency in Montreal, with 50+ projects delivered and a 4.9/5 rating on Clutch and Upwork.
"They're not just developers; they take the time to understand how my business runs, then build the software and automation around it. They've become our software and tech team. They also keep us up to date on what software and AI can do for a business like ours."
Elizabeth Cifers
Manager/Consultant at Elizabeth Cifers Consulting, LLC
Close and Scaling Process
We love Close. It's our own CRM: we run our leads, calls and follow-ups in it every day, and we'd love to set up yours the same way. We've worked with CRMs since 2018 and set them up for our clients. We work in French, English and Spanish from Montreal, for companies in Quebec, across Canada and in the US.
Use Cases
Move your data into Close
From spreadsheets or your old CRM, cleaned up and mapped.
Never lose a lead
Ads and web forms flowing straight into Close.
Calls and texts
Phone numbers, calling and SMS set up for your team.
Follow-up on autopilot
Workflows and sequences so every lead gets an answer.
Custom integrations and AI
Connect Close to your other tools, and add AI where it saves time.
Case studies
Clients
Reviews
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