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

Kristin Obrien, Business Development Director at BPSVerified Review
Posted on Jun 18, 2025

“Surprisingly Effective Virtual Training Sessions.”

Overall rating4.0
Quality4.0
Communication4.0
Schedule & Timing4.0
Other Services

Set 2 Close ensured a seamless CRM adoption journey. They were flexible with timelines and provided hands-on training. Their responsiveness in addressing questions and adaptability during implementation allowed the client to transition comfortably. The quality of the onboarding sessions stood out as particularly valuable.

Darren Lamothe, CEO at NovamenVerified Review
Posted on Jun 18, 2025

“Honest, Professional, and High-Integrity Team.”

Overall rating4.0
Quality4.0
Communication4.0
Schedule & Timing4.0
Digital MarketingSocial Media MarketingSEOPPCBrandingEmail MarketingInfluencer MarketingVideo ProductionMarket ResearchPublic RelationsMedia PlanningContent MarketingEvent MarketingExperiential MarketingAudio ProductionInbound MarketingSEMAffiliate MarketingConversion Rate OptimizationApp MarketingOnline Reputation Management

Set 2 Close played a multifaceted role, helping with sales team recruitment and implementation of CRM tools. They also created digital and social media marketing strategies that resonated with the client’s industry. Meetings were well-organized, and the team’s transparent and genuine communication fostered trust. Their contribution improved both team performance and digital presence.

Alexander Ivanov, Co-Founder at HypergenVerified Review
Posted on Jun 18, 2025

“Seamless Sales Recruitment and Enablement”

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

Set 2 Close took full ownership of the sales hiring process, from conducting interviews to evaluating candidate personality traits. They successfully placed a high-performing sales rep for the advertising firm. Additionally, they set up the client’s HubSpot CRM to streamline onboarding materials. Weekly WhatsApp updates ensured the client was informed and engaged throughout. The client appreciated their expertise and tailored candidate recommendations.

Andrew Crawford, Co-Founder & CDO at Origen Air Systems LtdVerified Review
Posted on Jun 18, 2025

“Empowering and Outcome-Driven Approach.”

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

Set 2 Close conducted audience research, built tailored social media campaigns, and helped the startup craft a strong brand voice. Their work resulted in noticeable growth in social media followers and brand recognition. The team consistently provided support, responded promptly to concerns, and leveraged tools effectively to track and improve campaign performance.

Joel Edwards, Founder & CEO at TresslVerified Review
Posted on Jun 18, 2025

“They Offered Guidance Without Forcing a Path.”

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

By auditing the client’s existing sales structure, Set 2 Close pinpointed and removed redundant manual steps. The team implemented streamlined workflows that improved sales speed and efficiency. Communication was exceptional throughout, and the client was especially pleased with how willing the team was to support every business need.

Brian Shumate, Sales & Marketing VP at Green Pest ManagementVerified Review
Posted on Jun 18, 2025

“Clear Planning, Consistent Updates, and Accessibility”

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

Set 2 Close built a robust recruitment framework, enabling the client to streamline their hiring process through automation and digital tools. They also advised on content and outreach strategies, ensuring alignment with business goals. Internal stakeholders appreciated the team’s transparent communication, supportiveness, and industry-relevant recommendations.

Jake Long, Business Manager at Market Square TechVerified Review
Posted on Jun 18, 2025

“Extraordinary Experience That Encouraged Repeat Collaboration”

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

Set 2 Close guided the client through daily business usage of HubSpot, from setup to execution. They hosted a series of training meetings and offered access to supplementary tools. Their dedication stood out especially because the onboarding service was free—proving their genuine interest in helping businesses grow.

Cory Wolfel, Sales & Marketing Manager at StockyardVerified Review
Posted on Jun 18, 2025

“Flexible Support Tailored to My Pace.”

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

Set 2 Close successfully transitioned the client's website onto HubSpot, ensuring all functionalities remained intact. They accommodated the client’s schedule and worked at their pace, which made the experience stress-free. Their detailed training sessions enabled the client to manage their website independently post-migration. The final product was delivered on time and exceeded expectations.

Brian McDermott, Marketing Manager, Glass Cannon NetworkVerified Review
Posted on Jun 18, 2025

“Prompt and Timely Communication.”

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

Set 2 Close built and managed an active customer and prospect list integrated into the client's HubSpot account. This enabled automatic newsletter marketing via custom workflows. The team's strategy helped streamline communications and boosted engagement. Their knowledge and hands-on support were consistent, and they were always available through timely responses and ongoing optimization.

Jason Glover, President at SDC PartnersVerified Review
Posted on Jun 18, 2025

“They Consistently Exceeded Expectations.”

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

Set 2 Close helped the client configure contacts, build a functional deal pipeline, and manage their marketing emails more efficiently. They also helped the team clean and segment contacts, create workflows, and understand deal stages. Their 24-hour response time and organized processes ensured fast onboarding. The fact that these onboarding services were free made their value proposition even more compelling.

Nina Holec, Business Development Manager at Excalibur Data SystemsVerified Review
Posted on Jun 18, 2025

“Excellent Training and Support Throughout. ”

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

Set 2 Close tailored a thorough HubSpot training program, including contact management, email marketing setup, task tracking, and dashboard building. The personalized instruction helped the client reduce manual work by 30% and boost client engagement by 25% via automated workflows. The team delivered all materials on time, managed sessions smoothly, and ensured the client’s internal team could implement the learnings effectively.

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