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Your HubSpot & Revenue Operations Growth Partner

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.

Canada Canada
329 Rue Cheval Noir, Kamloops, British Columbia v1s 0g2
604-700-7719
$200 - $300/hr
10 - 49
2021

Service Focus

Focus of Implementation Services
  • CRM Consulting - 25%
  • Hubspot (CRM) - 75%

Industry Focus

  • Information Technology - 25%
  • Manufacturing - 25%
  • Business Services - 10%
  • Transportation & Logistics - 10%
  • Startups - 10%
  • Enterprise - 10%
  • Industrial - 10%

Client Focus

70% Medium Business
15% Large Business
15% Small Business

Review Analytics of Set 2 Close

76
Total Reviews
4.9/5
Overall Rating
76
Recent Reviews

What Users Say

A flexible and professional team that guided us through a smooth website migration and HubSpot setup at our own pace.
Cory Wolfel
Cory Wolfel , Sales & Marketing Manager at Stockyard
Reliable HubSpot consultants who helped us organize our audience data and automate our marketing efforts.
Brian McDermott
Brian McDermott , Marketing Manager at Glass Cannon Network
A well-structured HubSpot onboarding experience that helped us quickly get our CRM organized and operational.
Jason Glover
Jason Glover , President at SDC Partners
Excellent HubSpot training that helped our team streamline processes and improve client engagement.
Nina Holec
Nina Holec , Business Development Manager at Excalibur Data Systems
A dependable team that delivered a well-executed HubSpot website and CRM setup while maintaining excellent communication.
Brad Moore
Brad Moore , Producer at Brad Moore

What Users Like The Most

  • Transparent, tailored support and affordable pricing.
  • Transparent communication and reliable results.
  • Timely insights and feedback on sales strategy.

What Users Like The Least

  • None mentioned.
  • No concerns noted.
  • No drawbacks mentioned.

Detailed Reviews of Set 2 Close

4.9 76 Reviews
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  • Implementation Services
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  • Most Recent
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Zabe Siddique
Zabe Siddique, CEO at Loop ERP
Posted 2 days ago

A smooth and highly effective HubSpot implementation that significantly improved our lead management and sales workflow.

Working with Set2Close was a great experience from start to finish. Their consultants demonstrated a deep understanding of both CRM systems and the operational needs of ERP businesses. They structured our HubSpot instance thoughtfully, ensuring our sales pipelines, lead capture mechanisms, and automation workflows were properly aligned with how our team actually works.

Throughout the engagement, their team remained organized and proactive. They communicated clearly, kept the project on schedule, and were always quick to address questions or adjust configurations when needed. One thing that stood out was their willingness to go beyond the original scope whenever they saw an opportunity to improve our setup.

Since the implementation, we’ve seen a noticeable improvement in lead tracking, email engagement, and overall conversion rates. Just as importantly, our sales development team now feels comfortable and confident using HubSpot in their daily workflow.

What was the project name that you have worked with Set 2 Close?

HubSpot CRM Implementation & Sales Automation Setup

What service was provided as part of the project?

Implementation Services

Describe your project in brief

Our company partnered with Set2Close to implement and structure HubSpot CRM for our ERP platform business. Their team handled the full setup, including CRM architecture, lead capture processes, marketing automation workflows, and sales pipeline configuration. They also worked closely with our sales development team to ensure the system was aligned with our internal processes and provided hands-on training to help our team adopt the platform efficiently.

What is it about the company that you appreciate the most?

Their expertise and practical approach stood out the most. They didn’t just configure the CRM - they made sure the system genuinely supported our sales and marketing processes.

What was it about the company that you didn't like which they should do better?

There wasn’t anything significant that stood out as a negative. Overall, the engagement was very smooth and well managed.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $10001 to $50000
  • Completed
  • Other Industries
Marshall Scabet
Marshall Scabet, CEO at Precision Sales Recruiting
Posted 2 days ago

A knowledgeable team that helped us build a repeatable and effective outbound lead generation system.

Set2Close played a key role in helping us refine how we present ourselves online and how we approach outbound prospecting. They began by optimizing our LinkedIn profile and ensuring it properly reflected our value proposition as a sales recruiting firm. From there, they helped develop a practical content strategy designed to position us as a credible voice in our industry.

One of the most valuable parts of the engagement was the outbound messaging framework they created. It provided our team with a clear structure for reaching out to prospects in a way that felt professional and consistent. They also incorporated SEO keyword guidance so our content and profiles could perform better in search.

The team was responsive throughout the process and consistently delivered on schedule. Beyond simply providing recommendations, they took the time to train our team and ensure we understood how to apply the strategies ourselves. As a result, we now have a repeatable system that continues to generate leads while also strengthening our thought leadership and brand credibility.

What was the project name that you have worked with Set 2 Close?

LinkedIn Optimization & Lead Generation Strategy Development

What service was provided as part of the project?

Business Services

Describe your project in brief

We engaged Set2Close to strengthen our online presence and improve lead generation for our sales recruiting firm. The project involved optimizing our LinkedIn profile, developing a structured content strategy, and creating an outbound messaging playbook for prospecting. Their team also conducted training sessions and helped integrate SEO keyword strategies to improve visibility and credibility across digital channels.

What is it about the company that you appreciate the most?

Their depth of knowledge across different platforms really stood out. They brought practical insights and were able to connect strategy with real execution.

What was it about the company that you didn't like which they should do better?

There weren’t any major issues during the project. Overall, the collaboration was smooth and well organized.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Business Services
Jeff South
Jeff South, HART Machine Tool
Posted 2 days ago

A professional consulting engagement that helped us build a clearer sales process and improve our HubSpot usage.

Our experience working with Set2Close was very positive. We initially reached out to them to help us bring more structure to our sales process and make better use of HubSpot across our team. From the beginning, they took the time to understand how our organization currently operates and what challenges our sales team was facing.

They carefully mapped out a new sales process that made it easier for our team to track opportunities and maintain consistency in how leads are handled. In addition to process planning, they updated parts of our HubSpot configuration so the system aligned better with our workflow.

Another valuable part of the project was the training they provided. The sessions were practical and easy to follow, and the materials they delivered have continued to be useful for onboarding and internal reference. The Set2Close team was professional, responsive, and genuinely attentive to the needs we outlined during the engagement.

What was the project name that you have worked with Set 2 Close?

Sales Process Development & HubSpot Training Implementation

What service was provided as part of the project?

Business Services

Describe your project in brief

We partnered with Set2Close to review and improve our internal sales process and better utilize HubSpot within our organization. Their team worked with our leadership and sales staff to map out a clear and structured sales workflow. They also updated our HubSpot configuration and delivered training sessions to ensure our sales team understood how to use the platform effectively.

What is it about the company that you appreciate the most?

Their willingness to listen and tailor the solution to our needs stood out the most. They were easy to work with and very attentive throughout the entire process.

What was it about the company that you didn't like which they should do better?

There wasn’t anything significant that needed improvement during the engagement. The project was handled smoothly and professionally.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Manufacturing
Maddie Fraser
Maddie Fraser, Sales Manager at Prime Design and Build
Posted 2 days ago

A valuable CRM consulting engagement that improved visibility, organization, and efficiency for our sales team.

Set2Close helped us make a significant improvement in how we manage our sales process. Prior to the project, our CRM setup was limited to a single user and didn’t provide the visibility or structure our growing team needed. Their consultants helped us transition to a multi-user environment and built a system that could support collaboration across our sales team.

They created a centralized database for our contacts and leads, which immediately made it easier for everyone to access and update information. In addition, they worked with us to define a clear sales pipeline so opportunities could be tracked consistently from initial contact through closing.

One of the biggest benefits has been the reduction in manual work and the improved visibility for leadership. Managers now have a much clearer view of how deals are progressing and where salespeople are focusing their efforts. Communication throughout the engagement was straightforward, mostly through online meetings, and the team was always helpful in answering questions along the way.

Overall, the value we received from the project made the investment well worth it.

What was the project name that you have worked with Set 2 Close?

CRM System Upgrade & Sales Pipeline Structuring

What service was provided as part of the project?

Implementation Services

Describe your project in brief

Our company worked with Set2Close to transition from a single-user CRM setup to a fully functional multi-user system. Their team handled the CRM implementation, organized our contact database, and helped design a structured sales pipeline. They also guided our team on how to effectively manage opportunities and track progress within the platform.

What is it about the company that you appreciate the most?

Their ability to simplify complex CRM processes and turn them into practical systems our team could immediately start using.

What was it about the company that you didn't like which they should do better?

Nothing major stood out during the project. The collaboration went smoothly and met our expectations.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • Completed
  • Other Industries
Tommy Lavelle
Tommy Lavelle, Client Executive at Holmes Murphy
Posted 2 days ago

A well-structured LinkedIn marketing engagement that improved our profile visibility and outbound strategy.

Our engagement with Set2Close focused on improving how we use LinkedIn as a professional networking and business development channel. Their team began by reviewing our existing profile and making recommendations to strengthen the branding and messaging so it better represented our expertise in the insurance consulting space.

They also helped design a clear framework for posting content and engaging with prospects on the platform. In addition to developing the strategy, they introduced customized outreach messaging and showed us how to apply it effectively when connecting with potential clients.

Another valuable part of the project was the training they provided. They walked our team through LinkedIn tools and shared practical tips that made it easier to manage outreach and maintain consistency in our activity. The project was organized well from start to finish, and communication was always clear.

Overall, they met the expectations we initially set when evaluating potential partners and delivered exactly what we were looking for.

What was the project name that you have worked with Set 2 Close?

LinkedIn Profile Branding & Outbound Marketing Strategy

What service was provided as part of the project?

Digital Marketing

Describe your project in brief

Set2Close worked with us to strengthen our presence on LinkedIn and improve how we approach prospecting on the platform. Their team helped optimize our LinkedIn profile, create a structured content plan, and build an outbound messaging strategy designed to connect with potential clients. They also provided training so our team could confidently use LinkedIn tools and maintain the strategy internally.

What is it about the company that you appreciate the most?

Their strong understanding of LinkedIn as a professional marketing platform and their ability to translate that knowledge into a practical strategy.

What was it about the company that you didn't like which they should do better?

There were no significant issues during the engagement. The project was managed well and met our expectations.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Insurance
Brad Moore
Brad Moore, Producer at Brad Moore
Posted 2 days ago

A dependable team that delivered a well-executed HubSpot website and CRM setup while maintaining excellent communication.

Our experience working with Set2Close has been very positive. We brought them in to develop a gated website through HubSpot that could support our business needs while also integrating with our CRM processes. The scope included designing and building key website pages, creating a framework that supports multiple languages, and implementing a system that allows us to gather feedback from users.

Throughout the engagement, their team has been highly communicative and easy to collaborate with. They manage the project well, keep timelines clear, and ensure that each milestone is delivered as planned. The work has remained on schedule and within the expected budget, which has been important for our team.

From a quality standpoint, the deliverables have met our expectations and the end client has been happy with the outcome. Overall, Set2Close has proven to be a reliable partner that delivers solid results while maintaining a smooth and professional working relationship.

What was the project name that you have worked with Set 2 Close?

HubSpot Website Development & CRM Integration

What service was provided as part of the project?

Web Development

Describe your project in brief

Set2Close partnered with us to develop a gated website within HubSpot for our B2B creative production company. Their work included building the core website pages, implementing a multilingual structure, and integrating a feedback collection system. They also assisted with CRM configuration to ensure the website and internal sales tools work seamlessly together.

What is it about the company that you appreciate the most?

Their communication and collaborative approach stand out the most. The team is easy to work with and consistently delivers high-quality work.

What was it about the company that you didn't like which they should do better?

At this stage, there isn’t anything significant that needs improvement. The project has been running smoothly so far.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • In Progress
  • Advertising & Marketing
Nina Holec
Nina Holec, Business Development Manager at Excalibur Data Systems
Posted 2 days ago

Excellent HubSpot training that helped our team streamline processes and improve client engagement.

Set2Close supported our team with HubSpot consulting and hands-on training to help us get more value out of the platform. They walked us through several key areas including contact management, setting up email marketing workflows, organizing tasks, and creating dashboards to monitor our activity.

What stood out during the engagement was their ability to tailor the training to our specific needs. Instead of generic instructions, they focused on practical examples and showed us how to apply the tools directly within our day-to-day processes.

As a result of the improvements, we were able to reduce several manual tasks and improve how quickly we respond to inquiries. The automated email workflows they helped us implement also increased engagement with our clients.

The training sessions were well organized, and all materials were delivered on time, making it easy for our team to reference them later. Overall, we were very satisfied with the level of support and guidance provided throughout the project.

What was the project name that you have worked with Set 2 Close?

HubSpot Training & CRM Optimization for Consulting Firm

What service was provided as part of the project?

Implementation Services

Describe your project in brief

Set2Close provided HubSpot training and consulting services to help our team improve how we manage contacts, marketing communication, and internal workflows. The engagement included guidance on contact management, email marketing setup, task tracking, and dashboard reporting so our team could use HubSpot more effectively.

What is it about the company that you appreciate the most?

Their personalized training approach made a big difference. They took the time to understand our workflows and adjusted the sessions accordingly.

What was it about the company that you didn't like which they should do better?

There wasn’t anything significant that stood out as a negative. The engagement met our expectations and was handled very professionally.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Information Technology
Jason Glover
Jason Glover, President at SDC Partners
Posted 2 days ago

A well-structured HubSpot onboarding experience that helped us quickly get our CRM organized and operational.

Set2Close helped guide our team through the process of setting up and learning HubSpot so we could better manage our sales and marketing activities. Before working with them, our CRM setup lacked structure and our contact data needed significant cleanup.

Their team worked closely with us to organize our contacts, configure marketing email capabilities, and create a clear deal board and pipeline structure. They also helped build workflows that make it easier for our team to track opportunities and maintain consistency in our sales process.

Throughout the project, communication was reliable and the team remained responsive, usually replying within a day whenever we had questions. They kept the onboarding process organized and ensured we understood how to use the platform effectively rather than simply setting it up for us.

Overall, the experience exceeded our expectations and gave us a much stronger foundation for managing our client relationships and sales activities moving forward.

What was the project name that you have worked with Set 2 Close?

HubSpot CRM Onboarding & Sales Pipeline Setup

What service was provided as part of the project?

Implementation Services

Describe your project in brief

Set2Close assisted our construction consulting firm with onboarding and setting up HubSpot for our team. Their work included organizing and cleaning up our contact database, configuring marketing email capabilities, building our deal board, and helping us understand how to track and manage opportunities through the sales pipeline.

What is it about the company that you appreciate the most?

Their responsiveness and structured onboarding process made it easy for our team to get comfortable with HubSpot quickly.

What was it about the company that you didn't like which they should do better?

There were no major issues during the project. The engagement went smoothly and met our expectations.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Other Industries
Brian McDermott
Brian McDermott, Marketing Manager at Glass Cannon Network
Posted 2 days ago

Reliable HubSpot consultants who helped us organize our audience data and automate our marketing efforts.

Set2Close has been instrumental in helping us implement and manage HubSpot for our marketing operations. Our goal was to better organize our existing customer and subscriber data while also building a more effective system for communicating with our audience.

They helped migrate and structure our customer lists within HubSpot and then used those lists to set up automated marketing workflows. As a result, we now have an active database of newsletter subscribers and customers who are automatically engaged through targeted drip campaigns.

The team has also provided ongoing training and guidance to ensure our internal team understands how to maintain and expand these systems. Their knowledge of the platform has been extremely helpful, and they’ve been quick to respond whenever we’ve needed assistance or clarification.

Communication throughout the project has been prompt and dependable, which has made the collaboration easy and productive. Overall, they’ve played a key role in helping us build a stronger marketing infrastructure.

What was the project name that you have worked with Set 2 Close?

HubSpot CRM Setup & Marketing Automation Strategy

What service was provided as part of the project?

Implementation Services

Describe your project in brief

Set2Close has been helping our podcast production company implement and optimize HubSpot CRM. Their work includes training our team, organizing customer and prospect lists, and setting up automated drip campaigns to engage our audience. They also assisted in integrating our existing customer base into HubSpot to improve marketing and communication workflows.

What is it about the company that you appreciate the most?

Their responsiveness and deep understanding of HubSpot made the entire process much smoother for our team.

What was it about the company that you didn't like which they should do better?

So far, we haven’t encountered any major issues. The engagement has been productive and well managed.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $10001 to $50000
  • In Progress
  • Art, Entertainment & Music
Cory Wolfel
Cory Wolfel, Sales & Marketing Manager at Stockyard
Posted 2 days ago

A flexible and professional team that guided us through a smooth website migration and HubSpot setup at our own pace.

Set2Close supported our landscape supply business with migrating our website to HubSpot while ensuring minimal disruption to daily operations. They took the time to understand our pace and adjusted the project workflow to fit our schedule, which made the process much more manageable for our team.

The team successfully delivered a fully functional website and provided practical training for our staff on using HubSpot’s CMS. Their approach was flexible and attentive, always ensuring that tasks were completed correctly and on time. Communication was consistent, and they were easy to reach whenever we needed clarification or support.

Overall, we were very satisfied with their professionalism, flexibility, and the quality of work delivered. The migration and training have made it much easier for our team to manage content and maintain the website internally.

What was the project name that you have worked with Set 2 Close?

Website Migration & HubSpot CRM Setup

What service was provided as part of the project?

Web Development

Describe your project in brief

Set2Close assisted our company with migrating our website to HubSpot and provided training for our internal team on using the HubSpot CMS. Their work included ensuring the website functioned smoothly post-migration and supporting our staff in managing and maintaining the platform effectively.

What is it about the company that you appreciate the most?

Their flexibility and willingness to work at the pace we needed, combined with clear communication and attentive support.

What was it about the company that you didn't like which they should do better?

Nothing significant—overall, the project met expectations and was handled professionally.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Other Industries
Anonymous
Posted 1 month ago

Set2Close provided a structured, insight-driven strategy that aligned stakeholders and established a clear path forward.

Set2Close was engaged to provide HubSpot consulting and high-level strategic direction for a due diligence background screening company. Their process began with comprehensive stakeholder interviews to understand operational challenges, goals, and expectations across the organization. Using these insights, the team guided the client through a structured problem assessment and developed a practical roadmap to support future HubSpot adoption and process improvements. The interview outcomes generated positive internal feedback, validating both the approach and the clarity of the recommendations.
Throughout the engagement, Set2Close consistently delivered items on time, demonstrated a thoughtful and methodical working style, and maintained effective communication through virtual meetings, emails, and messaging. Overall, the client was highly satisfied with the quality and professionalism of their work.

What was the project name that you have worked with Set 2 Close?

CRM Consulting for Due Diligencie Background Check Company

What service was provided as part of the project?

Other Services

Describe your project in brief

Set2Close delivered HubSpot consulting and strategic guidance for a background check company, including stakeholder interviews, problem assessment, and roadmap creation.

What is it about the company that you appreciate the most?

Their thorough discovery process, strategic clarity, and reliable communication throughout the engagement.

What was it about the company that you didn't like which they should do better?

Including measurable success metrics within the roadmap could further support execution and tracking.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Business Services
Michaela Lamb
Michaela Lamb, Director Client Strategy at Sycamore Leaf Solutions
Posted 1 month ago

Set2Close provided a smooth, well-paced HubSpot implementation backed by responsive support and strong expertise.

Set2Close was engaged to implement HubSpot CRM and provide comprehensive training and sales enablement services for an educational software company. Acting as the sole point of contact, the team ensured clear communication, streamlined coordination, and consistent progress across all phases of the project.
The implementation was completed successfully and on schedule, with Set2Close remaining highly responsive to evolving needs and requests. Their onboarding process was thoughtfully paced, allowing the client’s team to build confidence in using the platform without feeling overwhelmed.

What was the project name that you have worked with Set 2 Close?

HubSpot CRM Implementation, Training & Sales Enablement

What service was provided as part of the project?

Other Services

Describe your project in brief

Set2Close implemented HubSpot CRM and delivered training and sales enablement support for an educational software company, serving as the primary point of contact throughout the engagement.

What is it about the company that you appreciate the most?

Their responsiveness, structured onboarding approach, and strong HubSpot expertise delivered at a cost-effective value.

What was it about the company that you didn't like which they should do better?

Expanded post-implementation optimization guidance could further enhance long-term CRM performance.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Financial & Payments
Martina Moss
Martina Moss, Executive Assistant at SimulEYE
Posted 1 month ago

Set2Close made HubSpot adoption straightforward through responsive support, clear guidance, and practical system configuration.

Set2Close was engaged to support the onboarding and initial configuration of HubSpot for an eye model manufacturing company. Their work included helping the client access HubSpot’s learning resources, establishing the platform’s foundational structure, and guiding the team through the essential steps needed to begin using the system effectively. Throughout the process, Set2Close ensured the setup aligned closely with the client’s operational requirements. They responded quickly to questions, provided thoughtful and detailed answers to more complex inquiries, and maintained consistent communication. Their approachable and collaborative working style made the overall experience smooth and easy to navigate. By the end of the engagement, the client had a clear understanding of how to use HubSpot and a properly configured system ready to support ongoing business activities.

What was the project name that you have worked with Set 2 Close?

CRM Consulting & SI for Ophtalmic Model Manufacturer

What service was provided as part of the project?

Other Services

Describe your project in brief

Set2Close delivered HubSpot onboarding services for an eye model manufacturing company, enabling system access, foundational setup, and guided training tailored to the client’s needs.

What is it about the company that you appreciate the most?

Their responsiveness, clarity in explaining complex topics, and ability to simplify the onboarding experience.

What was it about the company that you didn't like which they should do better?

Additional follow-up sessions after onboarding could further reinforce long-term platform adoption.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Healthcare & Medical
Mushfiqur Rahman
Mushfiqur Rahman, CEO at PFD Canada Corporation
Posted 1 month ago

Set2Close enabled a smooth HubSpot adoption by delivering structured pipelines, hands-on training, and reliable project execution.

Set2Close was engaged to help a clothing manufacturer become fully proficient with HubSpot. The scope of work included importing existing data, setting up deal pipelines, and creating automated workflows to support a more efficient and organized sales process. Throughout the engagement, Set2Close remained flexible and demonstrated strong product knowledge, communicating effectively through virtual meetings and email to ensure alignment and smooth delivery.

What was the project name that you have worked with Set 2 Close?

CRM Consulting & SI for Clothing Manufacturer

What service was provided as part of the project?

Other Services

Describe your project in brief

Set2Close provided CRM consulting and training services for a clothing manufacturer, helping the client adopt HubSpot, configure deal pipelines, and streamline sales workflows.

What is it about the company that you appreciate the most?

Their HubSpot expertise, flexibility, and focus on enabling long-term self-sufficiency through training.

What was it about the company that you didn't like which they should do better?

More advanced use-case examples during training could further accelerate adoption.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • $0 to $10000
  • Completed
  • Manufacturing
Brad Moore
Brad Moore, Producer at Treeline Bamboo
Posted 1 month ago

Set 2 Close delivered a high-quality HubSpot website on time and within budget, leaving all stakeholders highly satisfied.

Set 2 Close was engaged to provide website development services for a B2B creative production company, with a focus on building a gated HubSpot site tailored to the client’s needs. The scope included creating essential website pages, implementing a multi-language structure, and setting up a feedback collection system to support ongoing improvements. The team successfully met all project objectives while staying on schedule and within budget. Throughout the engagement, Set 2 Close demonstrated excellent project management, maintained clear and consistent communication, and remained easy to collaborate with at every stage. The end client was pleased with the final deliverables, and overall performance exceeded expectations in terms of quality, reliability, and execution.

What was the project name that you have worked with Set 2 Close?

Web Development, Design & CRM Setup for B2B Creative Prod Co

What service was provided as part of the project?

Other Services

Describe your project in brief

Set 2 Close developed a gated website on HubSpot for a B2B creative production company, including core site pages, a multi-language framework, and a built-in feedback collection system.

What is it about the company that you appreciate the most?

Their strong project management, clear communication, and ability to consistently deliver high-quality work.

What was it about the company that you didn't like which they should do better?

Offering post-launch optimization insights could further enhance the long-term value of the solution.

Rating Breakdown

  • Quality
  • Schedule & Timing
  • Communication
  • Overall Rating

Project Detail

  • In Progress
  • Advertising & Marketing