Close Professional Services

Need to migrate data to Close from your existing CRM?

Let our team do it for you. How the service works:

• Initial consultation call - A member of the Success team will have an 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

• 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

Starter  Starting at $250

• 1 consultation call on account setup with the account Admin
• 1 custom training call with the account Admin

Basic  Starting at $750

• 1 consultation call on account setup with the account Admin
• 1 custom training call with the account Admin
• Consult on customizations within the application

Professional  Starting at $1000

• 1 consultation call on account setup with the account Admin
• Consult on customizations within the application
• Consultation on setting up any one of the Zapier integrations listed here
• Set up of Zapier integration(s) (up to 1 hr)
• 1 custom training call with the account Admin
• Virtual team training with your data and processes

Business  Starting at $1500

• 1 consultation call on account setup with the account Admin
• Consult on customizations within the application
• Consultation on setting up any two of the Zapier integrations listed here
• Set up of Zapier integration(s) (up to 2 hrs)
• 1 custom training call with the account Admin
• Virtual team training with your data and processes
• 1 hour Professional Services credit

CRMs require constant housekeeping. Let our team do it for you!

What’s included in the initial consultation:

• 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)

Additional charges may apply for complex data merging rules, number of leads, and monthly continuous clean ups.

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

Additional charges may apply for complex data merging rules, number of leads, and monthly continuous clean ups.