Close Professional Services

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Our service offering

Custom Data Migration

Migrate data to Close from your existing CRM—for FREE.

Premium Support

Have all of your requests separated into a dedicated queue that is managed by our senior Support staff.

Onboarding

Training your team on a new product & workflow can be tough. Save yourself the hassle and let our team do it for you.

Data Cleanup Service

CRMs require constant housekeeping. Let our team do it for you!

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 data migration

Need to migrate data to Close from your existing CRM? Let our team do it for you at no cost. How the service works:

Initial consultation call: A member of the Success team will have a 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

Professional Services
+ Paid Onboarding

Entry Package

$250

✓ One 1-hour onboarding call on account setup with the account Admin

Standard Package

$500

✓ One 1-hour onboarding call on account setup with the account Admin

✓ One 1-hour follow-up call for workflow fine-tuning and customization

Standard Package + Zapier

$750

✓ One 1-hour onboarding call on account setup with the account Admin

✓ One 1-hour follow-up call for workflow fine-tuning and customization

✓ Set up of Zapier integration(s) (up to 1 hr)

Advanced Package

$750

✓ One 1-hour onboarding call on account setup with the account Admin

✓ One 1-hour follow-up call for workflow fine-tuning and customization

✓ One 1-hour virtual team training with your data and processes

Advanced Package + Zapier

$1000

✓ One 1-hour onboarding call on account setup with the account Admin

✓ One 1-hour follow-up call for workflow fine-tuning and customization

✓ One 1-hour virtual team training with your data and processes

✓ Set up of Zapier integration(s) (up to 1 hr)

Premium Package

$1500

✓ Two 1-hour onboarding calls on account setup with the account Admin

✓ One 1-hour follow-up call for workflow fine-tuning and customization

✓ One 1-hour virtual team training with your data and processes

✓ Set up of Zapier integration(s) (up to 1 hr)

✓ One 1-hour Professional Services credit

Custom Package

$250 per hour

✓ Custom onboarding and Zapier set-up packages can be created and scoped upon request

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)

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.