Close CRM partner · consultant · implementation

Close CRM is best suited for outbound and inside sales teams that rely heavily on calling, email, SMS, and consistent follow-up. It is designed for teams where speed, activity volume, and deal momentum directly impact revenue.

Yes. b10 works with Close through its partner route and provides sales-process design, implementation, migration, automation, integration, onboarding, training, optimisation and managed support. The Close trial link is tracked.

Close is particularly well suited to sales-led B2B organisations, startups, agencies, SaaS companies, service businesses and inside-sales teams relying on calling, email, SMS and structured follow-up.

Yes. b10 can support migration from HubSpot, Salesforce, Pipedrive, Zoho, monday CRM, Capsule, spreadsheets and other databases using inventory, cleaning, mapping, testing and controlled cutover.

Yes. A Close CRM audit can assess process, pipeline, qualification, ownership, data, communication, sequences, workflows, integrations, reporting, adoption and governance before repair priorities are agreed.

Close combines email, native calling and SMS with pipeline management and automation. Availability, allowances and pricing depend on the current Close plan and market.

Close includes calling tools designed for sales execution, including power-dialling capability. Its value depends on list quality, routing, scripts, consent, outcomes and follow-up—not dial volume alone.

Chloe is Close’s embedded AI sales agent. Close states that Chloe can call leads, qualify, book meetings, enrich data, take notes, support follow-up and update CRM records.

Yes. b10 can design the use case, qualification, scripts, data prerequisites, permissions, human handoff, CRM updates, quality review and performance measurement required for responsible implementation.

Chloe can take on defined calling, qualification, enrichment, follow-up and administration. It should not be treated as a substitute for strategy, complex discovery, judgement, relationships or human escalation.

Yes. Close lists Make in its integration ecosystem. b10 can use Make to connect Close with forms, marketing, documents, delivery, finance and reporting using controlled data mapping and monitoring.

Yes. Close provides a developer platform with a REST API, webhooks and an MCP server for bespoke integrations and approved AI interactions.

Cost depends on teams, users, sales motions, pipelines, data, integrations, automation, reports, AI use cases, migration, training and support. b10 confirms scope after discovery.

A focused build can be relatively short; a migration or connected multi-team implementation takes longer. Timing depends on data, integrations, testing, user availability and process readiness.

Yes. Close CRM onboarding can include role-based training, documentation, adoption support, administrator handover and post-launch stabilisation aligned to the process each role performs.

Yes. Managed support can cover administration, users, data quality, workflows, reporting, integrations, automation, Chloe controls, adoption and continuous optimisation.

Close centres on active sales communication and execution. Pipedrive emphasises pipeline simplicity. HubSpot provides a broader marketing, sales, service and content ecosystem. Fit depends on the operating model.

Yes. You can start a Close trial here. Confirm fit before a trial account becomes the unplanned production system.

Yes. Close CRM uses sales sequences to automate structured follow-ups across calls, emails, and tasks. b10 designs sequences that reflect real buyer behaviour, ensuring leads are worked consistently without manual tracking.

Close CRM can support inbound sales, but it delivers the most value for outbound and high-activity sales teams. For inbound-heavy or marketing-led organisations, a different CRM may be more appropriate.

Yes — when implemented correctly. Pipeline structure, sequences, reporting, and activity expectations must evolve as team size and deal volume increase. Ongoing optimisation is critical to avoid performance drop-off.

Most failures happen when Close CRM is treated as a tool rather than a system. Poor pipeline logic, weak sequences, and lack of activity discipline result in inconsistent follow-up and stalled deals.
b10 designs Close CRM around how sales teams actually sell, ensuring the system reinforces execution rather than relying on rep discipline alone.

Scope can include readiness, sales-process mapping, pipelines, qualification, records, fields, custom activities, Smart Views, permissions, email, calling, SMS, power dialling, sequences, workflows, Chloe, migration, integrations, reporting, testing, training and governance.

b10 implements Close CRM as part of a commercial transformation, not a standalone CRM setup. We design pipelines, calling workflows, sequences, automation, and reporting to increase activity volume, shorten sales cycles, and improve close rates.

We begin with a sales motion and outbound execution review to identify where deals stall, follow-ups break down, and activity volume drops — then implement Close CRM to remove those constraints.

Get in touch here to arrange a date and time. You can also start a free trial with Close CRM here.