Migrate data to Close from your existing CRM—for FREE.
Have all of your requests separated into a dedicated queue that is managed by our senior Support staff.
Training your team on a new product & workflow can be tough. Save yourself the hassle and let our team do it for you.
CRMs require constant housekeeping. Let our team do it for you!
Our team can help you save time by setting up and maintaining the perfect sales and marketing stack for your business.
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
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
✓ One 1-hour onboarding call on account setup with the account Admin
✓ 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 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)
✓ 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
✓ 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)
✓ 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 onboarding and Zapier set-up packages can be created and scoped upon request
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)
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.