Set 2 Close Agency Profile, Services, Locations And Credentials

Set 2 Close

Set 2 Close is a CRM agency serving businesses in locations including Canada, United States. The agency provides services such as HubSpot Onboarding, HubSpot Implementation, Custom API Integrations, Sales Coaching and Training, Sales Enablement. It also holds certifications, accreditations, or badges including CRM Data Migration Certification, Data Integrations Certification, Digital Marketing, Frictionless Sales, HubSpot Architecture I: Data Models and APIs. Learn more about Set 2 Close, its service coverage, credentials, contact options here.

United States 1 more location

Upper 3 languages 3 regions

At a glance

HubSpot tier Elite

Primary location United States

Industries Business Services General, Construction Renovation, Manufacturing

Regions Apac, Emea, North America

Languages en, fr, he

Set2Close, HubSpot’s fastest-growing Elite Partner, excels in HubSpot CRM and Revenue Operations (RevOps) services to boost B2B sales and growth.

As a top HubSpot Elite Partner, we specialize in custom HubSpot CRM solutions. Our experts design, implement, and optimize systems to enhance user experience, functionality, and adoption across sales, marketing, and service teams. From setup to refinement, we streamline workflows, improve lead management, and speed up deal closures. With 500+ projects completed, our Agile approach ensures your HubSpot CRM drives measurable results.

Our RevOps services align your sales, marketing, and customer success teams for peak performance. We optimize the revenue lifecycle—lead generation to retention—by refining processes and eliminating inefficiencies. Using HubSpot tools and data-driven strategies, we create scalable solutions that maximize profitability and adapt to your goals.

Services

Account based marketing Custom API Integrations Customer Success Training Customer Support Training Customer Survey and Analysis Full Inbound Marketing Services Help Desk Implementation HubSpot Implementation HubSpot Onboarding Knowledge Base Development Programmable Automation Sales and Marketing Alignment

Additional locations

Canada

HubSpot credentials

Certifications: CRM Data Migration Certification, Data Integrations Certification, Digital Marketing, Frictionless Sales, HubSpot Architecture I: Data Models and APIs, HubSpot Email Marketing Software Certification, HubSpot Implementation for Partners, HubSpot Marketing Hub Software Certification, HubSpot Marketing Software, HubSpot Reporting, HubSpot Sales Hub Software Certification, HubSpot Solutions Partner, Inbound, Inbound Marketing, Inbound Sales, Platform Consulting, Revenue Operations, Sales Enablement, Salesforce Integration Certification, Service Hub Software, Social Media Marketing Certification Course, Social Media Marketing Certification II, Solutions Architecture Foundations

We Set Up, Integrate & Migrate Your CRM

Whether you're launching Salesforce from scratch, migrating to HubSpot, or connecting Zoho with your existing tools — we handle the complete implementation so you don't have to.

Salesforce initial setup, configuration & go-live

HubSpot implementation, data import & onboarding

Zoho, Dynamics 365 & Pipedrive deployment

CRM-to-CRM migration with full data transfer

Third-party integrations (ERP, email, payments, APIs)

Post-launch training, support & optimization

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