Close Professional Services

Utilize our valuable add-ons to set your team up for maximum success

Migrate data to Close from your existing CRM—for FREE.
Have all of your requests separated into a dedicated queue that is managed by our senior Support staff.
Training your team on a new product & workflow can be tough. Save yourself the hassle and let our team do it for you.
CRMs require constant housekeeping. Let our team do it for you!
Our team can help you save time by setting up and maintaining the perfect sales and marketing stack for your business.

Custom data migration

Free migration 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

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

Onboarding

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

Data Cleanup Service

Starting at $500
For standard initial clean up & consultation, additional fees may apply

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.

Sales Operations as a Service

Customized packages starting at $500/month

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.