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Close Consulting
"Built for Sales Teams Who Move Fast."
What We Do
Expert Close CRM Consulting Services
From initial Close setup to sequence optimization, integrations, and migration support, MarkeStac - a Close Consulting agency helps inside sales teams move faster and close more deals with less manual effort.
Set Up Close CRM the Way Your Sales Team Actually Works 1
A default Close CRM setup won’t reflect your sales process. MarkeStac’s Close consultants help you configure the CRM - pipelines, statuses, custom fields, Smart Views, calling workflows, and team structure , so your reps hit the ground running from their first login.
Close CRM Configuration
Custom pipelines, deal statuses, lead statuses, contact fields, and opportunity fields configured to match your sales process with stage definitions and exit criteria your team actually follows.
Close CRM Configuration
Build Smart Views that surface the exact leads each rep needs to work on, by status, activity date, deal stage, lead score, or any custom filter so your team always knows who to call next.
Calling & SMS Configuration
Set up Close's built-in calling - VoIP numbers, call recording, voicemail drop, power dialer, and predictive dialer configuration, so your team can dial from directly inside the CRM.
Team Onboarding & Training
Role-specific training for SDRs, AEs, and sales managers covering Close's calling tools, sequence management, pipeline reporting, and best practices for daily workflows.
Build Sequences That Keep Your Pipeline Moving
Close's sequence engine is one of its most powerful features and most sales teams barely scratch the surface. Our consultants build multi-touch sequences that combine emails, calls, SMS, and tasks in a cadence proven to increase reply rates and booked meetings.
Multi-Step Email Sequences
Build personalized, multi-step email sequences in Close from cold outreach to re-engagement campaigns with A/B testing, open tracking, and reply detection that pauses the sequence automatically.
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SMS & Call Cadences
Integrate calls and SMS into your sequence cadence creating multi-channel touch sequences that increase response rates compared to email-only outreach by reaching prospects across channels.
Workflow & Automation Rules
Build Close automation rules that trigger actions on lead creation, status changes, or inactivity automatically enrolling leads in sequences, assigning tasks, or alerting managers when deals go cold.
Sequence Performance Optimization
Analyze existing sequence performance open rates, reply rates, bounce rates, and meeting rates and optimize subject lines, timing, messaging, and step count to improve results over time.
See Exactly What's Working in Your Sales Process
Close's built-in reporting is strong but configuring it to surface the right metrics for your sales team and leadership takes expertise. Our consultants build the reports, dashboards, and Smart Views that give you complete pipeline visibility and activity accountability.
Sales Activity Reports
Track calls made, emails sent, SMS sent, meetings booked, and tasks completed by rep, team, and time period so you can coach to activity and hold reps accountable to their numbers.
Smart Views for Pipeline Management
Build Smart Views for every stage of your pipeline leads to contact, deals to follow up, stale opportunities, hot prospects giving reps and managers instant visibility without manual filtering.
Pipeline & Conversion Analytics
Custom reports tracking pipeline value, stage conversion rates, average deal size, sales cycle length, and win/loss analysis telling you exactly where deals are getting stuck in your process.
Rep Performance & Leaderboards
Build team leaderboards, rep performance scorecards, and quota tracking dashboards that create healthy competition and give management the data needed for effective coaching conversations.
Migrate to Close CRM Without Missing a Beat
Switching to Close from another CRM is high-stakes for inside sales teams you can't afford downtime, lost lead history, or a team working from two systems. MarkeStac's migration specialists handle the full transfer cleanly, with zero disruption to your sales activity.
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Data Audit & Cleansing
Before we move a record, we audit your source CRM, removing duplicates, fixing incomplete data, and identifying leads worth migrating versus those best left behind. You start Close with clean data.
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Lead & Opportunity Migration
Map and migrate all leads, contacts, deals, activities, call logs, and email history from your source CRM HubSpot, Salesforce, Pipedrive, ZOHO, or spreadsheets into Close's data structure.
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Post-Migration Close Setup
Rebuild your Smart Views, sequences, automation rules, custom fields, and calling workflows in Close after migration so your team lands in a fully operational CRM, not a blank screen.
Migration QA & Go-Live Support
Post-migration validation of record counts, activity history, lead status accuracy, and integration functionality with go-live support for the first week to catch any edge cases before they affect deals.
Full Spectrum
Complete Close CRM Consulting Services
AI Notetaker
Chloe joins every call and meeting, records and transcribes the conversation, then generates a structured summary automatically synced to the lead record. Zero post-call note-taking for your reps.
Account research
After every call, Chloe writes a personalized follow-up email based on what was discussed. Reps review and send in seconds dramatically compressing the time between call and follow-up.
AI Lead Summaries
Before opening any lead, reps get an instant Chloe-generated summary of all previous interactions, key facts, deal status, and outstanding next steps eliminating prep time entirely.
AI Enrich
Chloe pulls live company and contact data from public sources into Close lead records automatically so reps always have current firmographic information without manual research or data entry.
AI Email Rewrite
Reps can highlight any email draft and ask Chloe to rewrite it adjusting tone, shortening length, improving clarity, or matching a specific communication style with a single click.
AI Voice (Spring 2026)
Chloe's expanding capabilities include AI voice features bringing conversational AI directly into the calling workflow for coaching, objection handling support, and real-time sales guidance.
Why MarkeStac?
We don’t just implement tools. We architect growth systems.
MarkeStac stands out as a reliable marketing automation service provider, delivering end-to-end solutions, unmatched expertise, and personalized support to ensure your business not only survives but thrives.
CRM Strategy & Cost Optimization
CRM Implementation & Team Onboarding by CRM Specialists
Sales + Marketing Workflow Automation
Revenue Tracking & Reporting
White Label CRM Services with Dedicated Resource Provisioning
Independently Recognised As A Top-Tier Partner
Let's Get More Out of Close
Ready to make your sales process work better?
From setting up Close to improving sales workflows and connecting your existing tools, we help you get your CRM working the way your team needs it to.
Here's why Clients and Agencies
Markestac
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Knowledgeable HubSpot Specialist
MarkeStac (Sanjay) assisted us in migrating to HubSpot for our CRM, enabling us to manage our marketing and sales activities, as well as client work management, more efficiently. He is not only a very nice person but also demonstrates excellent communication skills and a profound knowledge of HubSpot. Thanks again!
Peter van de Rijdt
Banking/Financial Services
CRM Implementation
CRM Migration
Sales Enablement
Outstanding experience, easy to work with & expert-level help
My experience with Sanjay was outstanding and I would not hesitate to use Sanjay again in the future. He assisted me in creating a custom single-user CRM solution that met 100% of my needs, and was patient and helpful at every step of the process.
Billy Quaranto
Real Estate
CRM Implementation
Sales Enablement
HubSpot Onboarding
HubSpot onboarding and email marketing setup
The Markestac team were very pleasant to deal with. They helped us with our initial onboarding from another email marketing platform as well as initial workflow setup. They have extensive knowledge of the platform.
Nathan Bender
Nonprofit
Email Marketing
HubSpot Onboarding
Markestac team is great for all HubSpot needs.
They helped us with custom quote templates, advanced reporting and complex workflow setup. The team is highly skilled and professional with their work and communication. I highly recommend them for all HubSpot needs!
Valentin Kozyrev
Technology - Software
Website Development
Programmable Automation
Did a great job!
Sanjay and team have been very helpful with implementing our systems and configuring the sales CRM to HS Very please with the communication and happy to recommend them further
Avi Nathan
Renewable Energy and Environmental Technology
CRM Implementation
Email Marketing
HubSpot Onboarding
Custom API Integrations
Great Team for HubSpot Need!
Very accommodating and knowledgeable, great to work with MarkeStac Team, thanks!
Baber Hassan
Marketing, Digital Asset Management & Commercial Print
Zapier Based Integration
CRM Implementation
Email Marketing
HubSpot Onboarding
Cloud Consulting & SI for SEO Solutions & IT Services Firm
Their commitment to quality and accountability was unique.
Anjan Luthra
Managing Partner, Indexedv
Cloud Consulting & SI
Web Development
Great Experience with Website Enhancements
Working with Rajesh is really great. He supports us with improving our website and when we have a request he makes sure he builds it really quick.
Julie Bennett
Project Management
HubSot CMS
Website Development
PPC Services for Creative Agency
MarkeStac’s team is very friendly and skilled in their work.
Ezekiel Thomas
Director, Zekes Media
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Advertising
Pay Per Click
CRM Setup & Email Marketing for Agriculture E-Commerce Co
Overall, their value for money, efficiency, and professionalism truly set them apart.
Aaron Perrott
Farm and Acre Co.
CRM Consulting and SI
Email Marketing
Digital Marketing
HubSpot Migration & SEO for HubSpot Partner Agency
They reply very quickly and complete the work in a timely manner.
Fernanda Barros
Head of Growth, WeSimplifi
CRM MIgration
SEO
Web Development
CRM Consulting & Implementation for B2B Lead Generation Co
They are friendly, approachable, and integrate seamlessly with your team.
Jamie Petterson
Founder, Sales Boutique
CRM Implementation
CRM Consulting
White-Label Digital Marketing for Conversion Systems Agency
They genuinely feel like an extension of our team rather than an outside vendor.
Thanos Markopoulos
Founder, LikeButter Digital
White Lable
Digital Marketing
Excellent HubSpot Implementation Partner
We had a great experience working with Markestac on our HubSpot CRM implementation and migration project. Khushi and Tanisha were highly supportive throughout the engagement. They took the time to understand our requirements in detail, were responsive to questions and feedback, and made the overall process smooth and collaborative. What stood out was their ability to not just execute tasks, but also suggest valuable improvements and additions based on HubSpot best practices. Their recommendations helped us think through aspects of the implementation that we may have otherwise overlooked. The team was professional, easy to work with, and genuinely invested in helping us achieve a successful outcome. We appreciate their support and would be happy to recommend Markestac to organizations looking for a reliable HubSpot implementation partner.
Gauri Kalurkar
IncubXperts
Sales Hub Professional Onboarding
CRM Implementation
HubSpot Onboarding
5 Star Service
We had a great experience working with Marksetc for A-KAN’s HubSpot CRM implementation. The team was knowledgeable, responsive, and very supportive throughout the process. A special thanks to Tanisha and Risabh , both were amazing to work with and always willing to help whenever needed. Their professionalism, patience, and problem-solving approach made the implementation smooth and successful. Highly recommend Marksetc for CRM implementation and HubSpot support!
Ritesh Grover
A-KAN Insurance
CRM Implementation
CRM Consulting
Diligent and committed
Migrating the CRM of a 14 year old company with hundreds of thousands of data points was a massive project. The MarkeStac team stuck through it with us and carried out the deliverables, even when projects became complex. Specifically, Tanisha was a great partner with working with our team to integrate our needs. Thank you!
Joe Miller Jones
The Bosco
CRM Migration
CRM Implementation
Sales Enablement
HubSpot Onboarding
From Multi-Region Complexity to Actionable Intelligence
MarkeStac was an amazing asset to EDC when we needed to set up various advanced reports for our win rates and sales analytics. The team got everything sorted very quickly, and the reports were easy to follow. I would highly recommend MarkeStac for any of your HubSpot implementation, reporting, and audit needs!
Lauri Messette
EDC
Advanced Custom Fields
Revenue Forecasting
Multi-pipeline Reporting
Turning CRM Complexity into a Seamless Experience
MarkeStac team did an excellent job on our CRM Implementation and Custom API Integrations. They were proactive, responsive, and clearly cared about getting the details right they made a genuinely complex project feel smooth from start to finish. Highly recommend the team, and a huge thank you for going above and beyond.
Melwin Mathews
Fabulate
CRM Implementation
Custom API Integrations
Seamless CRM Transformations. Measurable Business Growth.
See how growing businesses across the globe have partnered with MarkeStac to replace fragmented tools with seamless, automated CRM ecosystems and the measurable results they achieved in the process.
Billetto · Event Management · Denmark
How Billetto Saved €78,000–€102,000 Annually
Billetto was running 15+ disconnected tools with no single source of truth data silos, unreliable reporting, and a revenue engine that was impossible to forecast. MarkeStac led a full RevOps transformation: migrating from Salesforce to HubSpot Enterprise, integrating 15 platforms, and engineering end-to-end sales and marketing automation. The result was a unified CRM, predictable revenue, and over €100K saved every year.
Transbnk · Financial Services · India
From Manual Processes to a Unified CRM
Transbnk was scaling fast but behind the scenes, everything was held together with spreadsheets, WhatsApp threads and manual follow-ups. There was no CRM, no structure and no way to see what was actually working. Discover how MarkeStac built an entire revenue infrastructure from scratch and what that transformation meant for every team in the business.
TERN Group · Recruitment · Germany
From CRM Chaos to Clarity
TERN Group's sales team was putting in the work but their CRM was quietly hampering all efforts. Messy data, unreliable dashboards and no standardized process meant leadership couldn't trust what they were seeing. See how MarkeStac's full HubSpot rebuild didn't just fix the system, it changed how the entire team executes, forecasts and grows.
Farm & Acre Co. · B2B eCommerce · Australia
Building a Scalable Revenue System for an Australian B2B Brand
Farm & Acre Co had strong demand and a growing customer base but revenue was slipping. Abandoned carts going unrecovered, campaigns running on guesswork and customer data spread across four different platforms. Find out how MarkeStac connected it all, automated the entire buyer journey and built a system that captures revenue.
Xsellerate · B2B Revenue Consulting · Dublin, Ireland
The HubSpot Audit That Changed Everything
Xsellerate already had HubSpot but it wasn't working for them. Inconsistent deal stages, slow lead response times, unreliable reporting and a website that didn't match their ambition. See how MarkeStac turned a functional but broken setup into a true revenue engine, cutting speed-to-lead from 60 minutes to under 5.
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