Close CRM Partner Services | b10 | Commercial Transformation

Close CRM Consultancy

Accelerate SalesSimplify SystemsClose More Deals

Built for fast-moving teams, Close CRM helps you manage calls, emails, SMS, sequences, and pipelines all in one platform. Cut tech clutter, close deals faster, and boost your sales productivity with b10 + Close CRM.

Close CRM partners with crm consultancy and commercial transformation firm b10
b10 partners with wp engine for wordpress hosting
b10 partners with IBM as an ibm partner plus member
b10 is a Bloom Accredited Supplier
b10 is constellia approved
b10 partners with microsoft
b10 partners with shopify
b10 partners with hubspot for startups
b10 is etendersni approved
b10 is a monday crm consultancy
b10 partners with capsule as a crm consultancy
b10 partners with woocommerce as a woocommerce consultancy
b10 is monday service consultancy
b10 partners with mrpeasy
b10 is a monday dev consultancy
b10 partners with increff
b10 is a monday work management consultancy
b10 partners with drip
b10 partners with transpond
b10 partners with close crm
b10 partners with learnworlds to develop bespoke courses for clients

What Is Close CRM?

And Why Use It?

Close CRM is a high-performance customer relationship management platform built for startups and growing sales teams.

It combines calling, SMS, email sync, automation, sequences, and pipeline tracking into one seamless interface. Unlike traditional CRMs that slow down reps with cluttered tools and manual workflows, Close helps your team focus on what matters: closing deals. Designed by and for salespeople, Close doubles sales productivity by reducing tool-switching and delivering clear, actionable insights making it one of the best CRMs for B2B SaaS, digital agencies, and coaching businesses.

what is close crm?

Close CRM Features and Capabilities

Everything your sales team needs.

Close CRM combines the essential tools your sales team needs into a single, streamlined system. With built-in calling, SMS, email sync, automation, and pipeline tracking, Close removes friction and helps your team focus on what matters, closing deals. Below, we break down the features that make Close one of the most effective CRMs for startups and growing B2B teams, and how b10 ensures they’re implemented with precision to drive real commercial results.

All-in-One Sales Communication

Calls, Email, and SMS All in One Place

Most CRMs force your reps to jump between tools just to follow up. That’s the old way. Close CRM centralises global calling, SMS, and two-way email sync so every conversation happens in one place. And with B10, we design the communication workflow to match your funnel, territory models, and follow-up cadence. No lag. No missed steps. Just smooth, trackable sales communication from first touch to close.

b10 and close crm call assistant and analyser

AI Sales Assistant

Automate Smarter, Sell Faster

Manual note-taking and endless follow-ups kill momentum. That’s the pain. Close CRM’s built-in AI fixes it. From real-time call transcription to follow-up summaries and smart email rewrites, Close CRM automates the repetitive without losing the human touch. With B10, these tools aren’t just enabled they’re embedded into your commercial process. We align automation with your pipeline, so reps can focus on closing, not copying and pasting.

CRM AI assistant with close and b10

Sales Analytics That Drive Action

See What’s Working and Fix What’s Not

If your CRM can’t show you where deals are stalling, it’s just a database. Close CRM turns your sales data into live intelligence from pipeline velocity and forecast accuracy to rep-level activity insights. B10 overlays this with strategic performance reviews, helping you act on the data, not just admire it. You’ll make better decisions, faster and win more deals because of it.

close crm sales funnel with b10

Revenue-Driving Automation

Sequences That Scale Without the Spam

Automation only works if it’s done right. Most systems overcomplicate it. Close CRM simplifies automation with sequences, smart triggers, task workflows, and AI enrichment all built-in. We work with you to turn Close CRM into a proactive system that nurtures, follows up, and qualifies leads without burning your list or killing your brand. This is automation that feels personal, not robotic.

close crm workflow and automation steps with b10

Integrate and Orchestrate

Built to Fit Your GTM Stack

Your CRM should power your go-to-market, not slow it down. Close CRM connects with tools like HubSpot, SavvyCal, HelpScout, and Fathom so your team can stay focused without duct-taping platforms together. B10 ensures your stack is streamlined and revenue-aligned with no deadweight, no fragmentation, no silos.

Close CRM integrations with b10

Ready to Simplify Your Sales Stack?

Close CRM and b10 gives you one platform to manage your entire pipeline and one partner to optimise it.
Let’s build your sales engine the right way.

Your Partner in Close CRM Success

CRM Strategy & Transformation Services

We don’t just implement Close CRM, we transform your entire sales operation.
As a Close CRM partner and commercial transformation specialist, b10 helps you go beyond implementation. We design, rebuild, automate, and optimise your full CRM and sales ecosystem to generate more pipeline revenue, improve conversions, and support long-term growth.

CRM Implementation and Migration

Get up and running fast.

Most CRM rollouts stall due to poor planning or rushed config. We don’t just plug in Close CRM, we implement it as part of your commercial transformation. From data migration to pipeline structure, we get your CRM live and aligned with how your team actually sells.

  • Free data migration
  • Funnel and process configuration
  • Rep enablement and go-live sessions sessions
Commercial Transformation with b10 leading crm implementations

Sales Process & CRM Automation

Let your CRM do the work.

Automation fails when it’s built in isolation. We design Close CRM workflows that follow your buyer journey, qualify leads faster, and give reps time back. The result? More momentum, fewer missed follow-ups, and less admin drag.

  • Lead routing and scoring flows
  • Email/SMS sequences and triggers
  • Activity-based automations
Commercial Transformation with b10 leading sales process and automations

Close CRM + Funnel Rebuilds

From first click to closed deal.

Your CRM should reflect your revenue engine. We rebuild your funnel from pipeline design to reporting logic so that Close CRM becomes a system that drives results, not just stores contacts.

  • Pre-sale and post-sale journey mapping
  • Deal stage and pipeline optimisation
  • Smart reporting dashboards
Commercial Transformation with b10 leading funnel rebuilds and sales optimisations

Managed CRM & Revenue Ops

Ongoing support to keep you scaling.

Post-implementation is where most CRMs fail. Not here. We monitor, optimise, and adjust your Close CRM and sales processes continuously so your team can stay focused on selling while we fine-tune the machine.

Commercial Transformation with b10 leading crm and sales managed services

Why Choose Close CRM with b10?

Implemented for commercial impact

We don’t just set up Close CRM, we align it to your revenue model, sales strategy, and GTM funnel.

Outbound, Inbound, Post-Sale Optimised

We map Close CRM across your full lifecycle from lead gen to customer success and renewals.

Preferential Pricing Through B10

As a partner, we offer up to 35% off Close CRM plus free migration and setup.

Transformation-First Support

You get more than onboarding, you get strategic sales ops, automation, and RevOps guidance.

Commercial Transformation with b10

CRM That Works as Hard as You Do

Double your team’s productivity, reduce admin, and bring your entire sales process into one high-performance tool.
We’ll help you make it count.

Close CRM Questions?

Let’s Break It Down

Let’s transform how you sell

From startup to scale-up, Close CRM with b10 unlocks faster sales cycles, smarter automation, and commercial clarity. Ready to see the difference?

contact b10 for capsule crm implementation