Flexible services to meet your needs
Onboarding, data migration, cleanup, premium support, and Sales Operations as a Service. Whatever you need to get the most out of Close, our team is here to help.
What's included
Each service is designed to remove friction at a specific stage of your Close journey — from your first day setting up the CRM, to keeping it clean and powerful at scale.
Onboarding and implementation
Training your team on a new product and workflow can be tough. Save yourself the hassle and let our team do it for you.
Custom Data Migration
Migrate simple data to Close from your existing CRM — for FREE — with the help of the Close onboarding team. If your data is more complex, our team can still help for a reasonable hourly rate.
Data Cleanup Service
CRMs require constant housekeeping. Let our team do it for you.
Premium Support
Have all of your requests separated into a dedicated queue that is managed by our senior Support staff.
Sales Operations as a Service
Our team can help you save time by setting up and maintaining the perfect sales and marketing stack for your business.
Custom integrations
If what you need isn't listed here, get in touch with us. Our talented team of experts can likely still help. Many customers qualify for services at no additional cost.
Get Started with Close
Professional Services + Onboarding
We'll assist your business in setting up Close with an emphasis on ease of use. Our goal is to establish a solid foundation for managing your prospects and customers effectively and developing a streamlined process for success.
Services include:
- Setting up and configuring the initial CRM software, integrating your email platform, and setting up your phone system, including telephony compliance registration.
- Importing and merging existing data of prospects and customers into the CRM.
- Tailoring the CRM to fit your business workflows and setting up automated sales processes based on proven strategies.
- Training on in-app reporting features to monitor sales activities and important metrics.
- Consultation on custom third-party integrations for low- and no-code solutions.
- Conducting a training session for your staff to familiarize them with the CRM functionalities.
Grow with Close
Re-engineering and ongoing optimization
We'll assist your business with its unique and specialized needs. We can also help with re-engineering your Close account as your business expands.
Services include:
- A thorough review and analysis of your data, current sales processes and CRM usage.
- Reformatting and deduplication of stale data where needed.
- Revising your processes to adhere to industry best practices, including adopting underused or new features of Close.
- Optimizing automated sales processes.
- Detailed consultations on any no-code, low-code or custom integrations with a support engineer.
- Ongoing priority support and advice throughout the project.
- Comprehensive training programs for sales, marketing, and customer support.
Custom data migration
Move your data without the headache
Need to migrate simple data to Close from your existing CRM? Let our team do it for you at no cost.
Services include:
- Initial consultation call to work out the data migration details.
- Our Success Team will run the migration and dedupe your data, all within a 5–7 business day turnaround.
- We'll jump on a call to walk you through the migration and confirm all is working as expected.
- Complex, multi-system migrations or those with messy data may incur a reasonable hourly rate that we'll disclose in advance.
Data Cleanup Service
Keep your CRM clean as you scale
CRMs require constant housekeeping. Let our team do it for you.
Services include:
- 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).
Premium Support
Direct access to senior Support engineers
15% of monthly subscription value · $750/month minimum
- First 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.
Sales Operations as a Service
A managed sales-ops team without the headcount
Customized packages are available. 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
Free trial. Free migration. Free support. No credit card needed.
Start your 14-day free trial today.
On-demand demo
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