Overview

About Set 2 Close

Set2Close is a HubSpot Elite Partner specializing in HubSpot CRM and Revenue Operations (RevOps) services to help B2B teams improve pipeline performance, increase CRM adoption, and drive sustainable growth. With 500+ CRM projects delivered, our 5-star rated team brings a practical, outcomes-first approach to systems that support sales, marketing, and customer success.

HUBSPOT CRM SERVICES: As a top HubSpot Elite Partner, we design, implement, and optimize custom HubSpot solutions that improve user experience, data quality, reporting, and automation. From initial setup to full-scale optimization, we streamline workflows, enhance lead and pipeline management, and support better forecasting and conversion across the customer lifecycle.

REVENUE OPERATIONS (REVOPS) SERVICES: Our RevOps services align sales, marketing, and customer success around a shared revenue system. We refine processes, remove bottlenecks, build scalable automation, and create unified reporting that helps teams move faster with clearer insights and stronger accountability.

WHY SET2CLOSE: Our track record of 500+ successful CRM engagements reflects deep expertise in HubSpot and RevOps. As a B Corp certified organization, we are committed to responsible growth and long-term value for our clients, team, and community. Combined with our Elite Partner status and proven delivery model, we help organizations build revenue systems that perform today and scale tomorrow.

Visit set2close.io to learn how we can help you modernize your HubSpot CRM and strengthen your revenue engine.

What clients say

Review Analytics of Set 2 Close

Every review is verified through Goodfirms before it's published.

4.986 Verified Reviews
Quality4.9
Schedule & Timing4.9
Communication4.9
Overall4.9
Review Summary
Summarized from 86 verified reviews · Updated August 2026
Set 2 Close earns consistent praise for responsive, knowledgeable support and personalized service. Clients highlight the team's expertise in HubSpot and CRM strategy, timely communication and delivery, and willingness to provide training and guidance tailored to individual needs. The firm is noted for streamlining processes, reducing manual work, and offering valuable services at affordable pricing, with many clients describing the team as professional, accessible, and genuinely invested in their success.
✦ AI-generated summary. May not reflect every review.
Detailed Reviews of Set 2 Close
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What reviewers mention most

Robert Fitzpatrick, CEO at Dewey's BBQ MarketVerified Review
Posted on Dec 2, 2025

“Their support was exceptional, patient, and far better than any previous training experience we’ve had.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Working with Set 2 Close has been incredibly valuable. They not only walked us through HubSpot’s marketing tools but made sure we truly understood how to use them strategically not just technically. Their team took the time to guide us step-by-step on sending email marketing campaigns, tracking results, and using dashboards and reporting to make smarter decisions. Compared to previous experiences with similar vendors or platforms, Set 2 Close went above and beyond in both clarity and thoroughness. They were extremely patient, generous with their time, and made sure we never felt rushed or confused at any stage of the process. Their support helped us confidently take ownership of our marketing operations inside HubSpot.

Amanda Totchek, Events & Sales Coordinator at Robert Spencer HospitalityVerified Review
Posted on Dec 2, 2025

“Set 2 Close made the HubSpot setup seamless, efficient, and highly valuable with their expertise and hands-on support.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Working with Set 2 Close has been a smooth and productive experience from start to finish. Their team helped us configure HubSpot to match our sales needs, set up customized pipelines, and implement sequences that aligned with our workflow. They also guided us through automation setup and trained our internal team so we could confidently manage the platform moving forward. Their responsiveness and ability to explain HubSpot functionality clearly made the process straightforward and stress-free. Throughout the engagement, they consistently demonstrated deep platform knowledge and a willingness to go the extra mile to ensure everything was optimized for our team.

Chris Kemp, Head of Sales at Amara technologies incVerified Review
Posted on Dec 2, 2025

“It was a smooth, informative, and even fun experience thanks to their expertise and sense of humor.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Working with Set 2 Close has been a genuinely enjoyable and productive experience. From the very beginning, they made the HubSpot onboarding process feel approachable and manageable. We met weekly to walk through setup, discuss features, and troubleshoot anything that came up. Their knowledge of HubSpot runs deep, and they were great at explaining things in a clear way that made the platform easier to adopt. They also helped us upload all of our contacts and get everything organized so we could start using HubSpot confidently and efficiently. The team always met deadlines, communicated clearly, and made the whole process feel supportive rather than overwhelming.

Jennie Rush, Account Manager at Top Down CPMVerified Review
Posted on Dec 2, 2025

“The experience was very smooth, informative, and genuinely helpful in improving how we use HubSpot.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Working with Set 2 Close has been a great experience from start to finish. They took the time to understand how we were using HubSpot and helped reorganize everything in a way that finally made sense for our workflow. The training was especially valuable rather than just explaining features, they showed us how to use them in real scenarios, which made everything much easier to adopt. Their communication throughout the process was clear and consistent, with virtual meetings and email support that always felt timely and personal. Overall, their work made HubSpot feel more accessible and much more useful for our team.

Mark Pruitt, VP of Strategy at myMechanicVerified Review
Posted on Dec 2, 2025

“The experience was smooth, well-guided, and genuinely helpful as we transitioned into a more structured CRM workflow.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Working with Set 2 Close was a positive and productive experience. They took the time to understand our processes and built a HubSpot setup that aligned perfectly with how our sales cycle works. Their implementation made a clear impact our team became more organized, our sales process moved faster, and day-to-day operations felt more streamlined. Communication was consistent through virtual meetings, emails, and messages, and no question ever felt like an inconvenience. From onboarding to practical usage training, the team was knowledgeable, supportive, and easy to work with.

Brad Moore, Producer at Treeline BambooVerified Review
Posted on Dec 2, 2025

“It was a smooth and positive collaboration, and the team delivered exactly what we needed on time and within budget.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Web Development

Working with Set 2 Close was a great experience from start to finish. They understood the requirements clearly and executed everything with precision from building the core structure to implementing multilingual capabilities and a gated content experience. Communication was easy, timelines were respected, and the process felt well organized and stress-free. Not only did they deliver quality work, but the end client was also extremely happy with the final product, which made the engagement even more successful. Overall, it was a partnership that felt reliable, efficient, and aligned with our creative and technical expectations.

Tommy Lavelle, Client Executive at Holmes MurphyVerified Review
Posted on Dec 2, 2025

“It was a well-organized and productive partnership that helped us refine our LinkedIn strategy and improve our outreach approach.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Digital MarketingSocial Media MarketingGenerative Engine OptimizationSEOPPCBrandingEmail MarketingInfluencer MarketingVideo ProductionMarket ResearchPublic RelationsMedia PlanningContent MarketingEvent MarketingExperiential MarketingAudio ProductionInbound MarketingSEMAffiliate MarketingConversion Rate OptimizationApp MarketingOnline Reputation Management

Working with Set 2 Close was a smooth and valuable experience. Their team took the time to understand our goals and built a clear roadmap for content, branding, and outbound engagement. They helped optimize our LinkedIn profile, developed a strategic posting framework, and created a repeatable outreach process that made everything more streamlined and intentional. The training was practical and easy to apply, and their expertise in LinkedIn was evident throughout the engagement. Overall, the experience felt structured, thoughtful, and well aligned with our objectives.

Maddie Fraser, Sales Manager at Prime Design and BuildVerified Review
Posted on Dec 2, 2025

“It was an incredibly helpful and smooth experience that made our CRM finally usable and valuable for the whole team.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Business Services

Working with Set 2 Close was really eye-opening and beneficial for our team. We went from using a CRM in a very limited way to having a system that actually supports our sales process, tracks progress, and keeps everything organized. They helped us centralize all our contacts and leads, which immediately made our work much easier and more efficient. The training and support were clear, patient, and easy to follow, and the team communicated consistently through online meetings, so we always knew what was happening and what the next step was. Leadership now has complete visibility into our pipeline, workload has decreased, and the entire team feels more aligned and confident using the CRM.

Jeff South, Director of Operations at HART Machine ToolVerified Review
Posted on Dec 2, 2025

“It was a smooth and productive experience that gave our sales team clarity, structure, and improved confidence using HubSpot.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Working with Set 2 Close was a very positive experience. They took the time to understand how we operate and built a sales framework that actually supports the way our team works—not just a generic process. The HubSpot configuration now aligns perfectly with that workflow, which has made everything more organized and much easier to track. The training sessions were clear, practical, and tailored to our team’s needs, making the transition feel natural instead of overwhelming. Overall, they were professional, attentive, and very easy to work with. Every requirement we shared was thoughtfully addressed, and the end result gave us better structure and confidence moving forward.

Marshall Scabet, CEO at Precision Sales RecruitingVerified Review
Posted on Dec 2, 2025

“It was a smooth, collaborative experience that genuinely moved the needle for our outbound efforts.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Digital MarketingSocial Media MarketingGenerative Engine OptimizationSEOPPCBrandingEmail MarketingInfluencer MarketingVideo ProductionMarket ResearchPublic RelationsMedia PlanningContent MarketingEvent MarketingExperiential MarketingAudio ProductionInbound MarketingSEMAffiliate MarketingConversion Rate OptimizationApp MarketingOnline Reputation Management

Working with Set 2 Close was a great experience from start to finish. They took the time to understand our business and helped us refine our LinkedIn presence in a way that felt strategic and true to our brand. Their content strategy, outbound messaging framework, and keyword integration gave us clarity and a much stronger direction. What really stood out was how repeatable the system is — it continues to generate leads and has become a foundation for thought leadership and credibility. Their communication was always timely, they consistently delivered on schedule, and the training they provided was clear, actionable, and easy for our team to apply.

AnonymousVerified Review
Posted on Jul 15, 2025

“Small Business-Friendly Pricing Model.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Set 2 Close’s LinkedIn guidance directly contributed to sales pipeline growth. The onboarding process was streamlined and professionally executed. The team’s communication was consistent and clear throughout, and their pricing stood out as especially favorable for the value provided.

AnonymousVerified Review
Posted on Jul 15, 2025

“Professional and Committed to Startup Success.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Set 2 Close successfully equipped the client’s sales team with the tools and knowledge needed to maximize HubSpot’s potential. Their flexibility, quick response time, and willingness to go above and beyond helped build strong trust. Their professionalism was evident throughout the engagement.

AnonymousVerified Review
Posted on Jul 15, 2025

“Quick and Efficient Project Completion”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

From data imports to creating workflows and automated email sequences, Set 2 Close handled the entire HubSpot setup. Their in-person training helped the client launch campaigns and track performance confidently. Their responsiveness and friendliness added great value, and turnaround time was notably fast.

AnonymousVerified Review
Posted on Jul 15, 2025

“Friendly and Goal-Oriented Collaboration.”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

Set 2 Close aligned with the client’s sales objectives and executed a structured outreach campaign across various tools. The qualified leads generated led to successfully closed deals. Communication was fluid via instant messaging and weekly check-ins. The team’s dedication, availability, and clarity ensured the collaboration was highly productive and enjoyable.

AnonymousVerified Review
Posted on Jul 15, 2025

“Responsive to All Our Needs”

Overall rating5.0
Quality5.0
Communication5.0
Schedule & Timing5.0
Other Services

The Set 2 Close team tailored a new CRM system to match the client’s network expansion and sales model. They introduced pipelines, automated elements, and ensured smooth setup. Regular communication through various channels made the implementation seamless. Their timely and structured delivery helped the client adapt HubSpot rapidly into their operations.

Focus

Service Focus of Set 2 Close

How the team's effort is distributed across services.

100%

Industries Focus

25%10%10%10%10%10%

Client Focus

Small Business15%
Medium Business70%
Large Business15%
Selected Work

Client Portfolio of Set 2 Close

Where their work concentrates - by industry, budget, and timeline.

Clients: 8

Airlock DigitalPet Resort Hospitality GroupMetal Building OutletTresslBchexNovamenDingus & ZazzyHypergen

Where we are

Locations (1)

Offices where Set 2 Close operates.

Headquarter
Canada

Canada

329 Rue Cheval Noir
Kamloops, British Columbia v1s 0g2
604-700-7719