Close Professional Services
Our team of experts will help you get started (and grow) with Close.
Flexible services to meet your needs
Onboarding and implementation
Training your team on a new product & workflow can be tough. Save yourself the hassle and let our team do it for you.
Custom Data Migration
Migrate simple data to Close from your existing CRM—for FREE––with the help of the Close onboarding team.
If your data is more complex, in multiple systems, or you'd describe it as "messy," don't worry––we've all been there! Our team can still help for a reasonable hourly rate.
Data Cleanup Service
CRMs require constant housekeeping. Let our team do it for you!
Premium Support
Have all of your requests separated into a dedicated queue that is managed by our senior Support staff.
Sales Operations as a Service
Our team can help you save time by setting up and maintaining the perfect sales and marketing stack for your business.
If what you need isn’t listed here, get in touch with us. Our talented team of experts can likely still help. Many customers qualify for services at no additional cost.
Professional Services
+ Onboarding
Get Started with Close
We'll assist your business in setting up Close with an emphasis on ease of use. Our goal is to establish a solid foundation for managing your prospects and customers effectively and developing a streamlined process for success.
Services include:
- Setting up and configuring the initial CRM software, integrating your email platform, and setting up your phone system, including telephony compliance registration.
- Importing and merging existing data of prospects and customers into the CRM.
- Tailoring the CRM to fit your business workflows and setting up automated sales processes based on proven strategies.
- Training on in-app reporting features to monitor sales activities and important metrics.
- Consultation on custom third-party integrations for low- and no-code solutions for:
- Syncing prospects from website forms or other lead generation tools to Close.
- Enriching lead information.
- Managing calendars or booking meetings.
- Integrating proposal and signature software.
- Setting up advanced reporting and dashboards for tailored insights.
- Conducting a training session for your staff to familiarize them with the CRM functionalities.
Grow with Close
We’ll assist your business with its unique and specialized needs. We can also help with re-engineering your Close account as your business expands.
Services Include:
- A thorough review and analysis of your data, current sales processes and CRM usage.
- Reformatting and deduplication of stale data where needed
- Revising your processes to adhere to industry best practices, including adopting underused or new features of Close.
- Optimizing automated sales processes
- Detailed consultations on any no-code, low-code or custom integrations with third party solutions with a support engineer.
- Ongoing priority support and advice throughout the project.
Comprehensive training programs for various teams like sales, marketing, and customer support, focusing on using features effectively and efficiently
Get in touch with us for scheduling and pricing! You may qualify for free services.
Custom data migration
Need to migrate simple data to Close from your existing CRM? Let our team do it for you at no cost. How the service works:
Initial consultation call: A member of the Success team will have a consultation call with your team to work out the data migration details.
Our Success Team will run the migration and dedupe your data, all within 5-7 business day turnaround.
We’ll jump on a call to you through the migration and confirm all is working as expected
Complex, multi-system migrations or those with messy data may incur a reasonable hourly rate that we'll disclose in advance. We're still here to help, even if your CRM data needs some extra love.
Data Cleanup Service
CRMs require constant housekeeping. Let our team do it for you!
A consultation call to review your data and prepare for the cleanup.
Deduplication and cleanup on all existing Leads and Contacts (up to 100,000 leads)
Premium Support
15% of monthly subscription value
$750/month minimum
1st response in one hour or less during business hours
Open ticket follow up every business day
Requests are sent to a separate queue and worked on by senior Support team members
Sales Operations as a Service
Customized packages are available
Our team can help you save time by setting up and maintaining the perfect sales & marketing stack for your business. Here are just some of the available services:
Build custom integrations
Sync data between Close and other services
Zapier training and/or managed services
Sales training for your team
Ongoing office hours for your team
Onsite visits
On-demand demo
Learn the how + why of Close in just a few minutes.
Talk to a real human
Get the gist of Close with a guided, B.S.-free tour.