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

Catalina Abello, CEO at Accudata Holdings, LLCVerified Review
Posted on Jul 15, 2025

“Attentive and Quick to Respond”

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

The training enabled the client to fully implement what they learned. Set 2 Close demonstrated attentiveness by delivering email support and detailed video walkthroughs. Their proactive and thoughtful approach made the client feel supported and valued throughout the engagement.

Adel Senoussi, CEO at Scale Pro AdvisorsVerified Review
Posted on Jul 15, 2025

“Very Responsive and Helpful Team.”

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

Set 2 Close ensured the client understood key HubSpot features by maintaining weekly communication. The onboarding was efficient, and their resourceful support helped the client feel confident using the platform. Their responsiveness and helpfulness made the process smooth and successful.

Rebecca Gray, Head of Sales at IqurateVerified Review
Posted on Jul 8, 2025

“Consistent and Clear Project Process.”

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

The team introduced a step-by-step process, providing clear deliverables and expectations at each stage. Their timely communication and comprehensive training ensured smooth adoption. Troubleshooting was handled efficiently, and clients appreciated the supportive video documentation.

Sam Hayes, National Dir of Business Dev at Drew Horowitz & AssociatesVerified Review
Posted on Jul 8, 2025

“They Listened and Delivered Great Solutions.”

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

Set 2 Close fully configured and customized the HubSpot platform for a seamless sales process. They were especially attentive to timelines, responded promptly to queries, and carefully considered the client's industry-specific needs. Their ability to translate those needs into functional solutions was impressive.

Mike StCyr, VP BD Sales & Channels at Clarity Building ControlsVerified Review
Posted on Jul 8, 2025

“Excellent Customer Service and Training Guidance.”

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

Set 2 Close ensured the team adopted HubSpot efficiently through targeted guidance and well-structured tools. The onboarding materials significantly reduced support requests, and everything was delivered according to a pre-determined schedule. Their approach was both organized and effective.

Ray Lynch, COO at K2 CyberVerified Review
Posted on Jul 8, 2025

“Great Blend of Virtual Calls and Practical Tools.”

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

Set 2 Close collaborated closely with the client to define HubSpot goals and launch a functional pipeline. They managed the project with precision, brought in subject matter experts as needed, and maintained clear communication. Their comprehensive knowledge and timeliness stood out.

Erin Powell, Revenue Operations Consultant at Ionian ConsultingVerified Review
Posted on Jul 8, 2025

“Responsive and Reliable Team.”

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

Set 2 Close implemented campaign sequences and helped launch a successful email newsletter with impressive open rates. They also supported sales pipeline development, leading to over $1 million in opportunities. Their resourcefulness, collaboration, and promptness throughout the project were key to its success.

Eric Peterson, Owner at Simple CommunicationsVerified Review
Posted on Jul 8, 2025

“Deep HubSpot Expertise and Best Practices.”

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

Through detailed sessions and strategic homework, Set 2 Close helped the client track multiple opportunities using HubSpot. Their expertise in CRM best practices, combined with excellent virtual session facilitation and responsiveness, made the engagement highly successful for internal stakeholders.

Tygh VanZandt, CEO at Tyten TechnologiesVerified Review
Posted on Jul 8, 2025

“Highly Knowledgeable Onboarding Specialist.”

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

Set 2 Close provided structured guidance, helping the client set up and run email campaigns effectively. The onboarding specialist took time to understand the client’s product and ensured all tasks were completed on schedule. Virtual meetings facilitated smooth and efficient communication throughout the process.

Beth Rand, President at Restoratio RanchVerified Review
Posted on Jul 4, 2025

“Strong Support That Met All Our Needs.”

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

Set 2 Close effectively onboarded a non-technical team by delivering clear and accessible HubSpot training. They resolved initial setup issues and extended support beyond the project scope. Meetings were professionally conducted, and the team was consistently responsive and patient, enabling the client to gain confidence in using the system.

Ty Delley, Executive Director at Unbridled Equine ProgramsVerified Review
Posted on Jul 4, 2025

“Genuine Individuals Who Truly Cared.”

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

Set 2 Close implemented and customized HubSpot to reduce costs and streamline operations. They integrated supporting applications and guided the client through usage and maintenance. The result was a 75% reduction in operational and communication overhead. Their compassionate and mission-driven approach was key to project success.

Matt Denham, Founder at Maverick LeadershipVerified Review
Posted on Jun 18, 2025

“Outstanding Job by the Team.”

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

Set 2 Close customized their onboarding and training approach to suit the leadership development company’s needs. They conducted multiple sessions and helped configure email certifications. Their personalized service and understanding of unique business dynamics ensured a successful implementation.

Nicolette Cain, CEO at BlueSky Construction and Remodeling LLCVerified Review
Posted on Jun 18, 2025

“Impressive Execution Across the Board.”

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

Through weekly virtual sessions and platform guidance, Set 2 Close helped the client fully adopt HubSpot. Their support included training and setup using HubSpot’s onboarding tool. The client noted how helpful it was to receive quick responses via email and chat. Their professionalism and availability strengthened the business relationship.

Emma Rosensteel, Teammate at PoolmanVerified Review
Posted on Jun 18, 2025

“Expert HubSpot Guidance from Dennis.”

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

Set 2 Close made the HubSpot learning curve feel manageable. Their patient guidance and platform knowledge helped the client feel confident using the tool. Training sessions were clear, and the team ensured the client fully understood each function. The overall support exceeded expectations.

Janel Blanco, CMO at Radius Childcare SolutionsVerified Review
Posted on Jun 18, 2025

“Timely Delivery Across All Touchpoints.”

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

Set 2 Close conducted a comprehensive audit and delivered a refined sales process aligned with the client’s goals. They offered flexible scheduling and demonstrated a genuine desire to help. The client also appreciated the transparent pricing, which fit their startup budget.

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