The CRM Experts For High Ticket Offers

Trusted by the world’s fastest scaling brands

"The Close team has completely exceeded my expectations! I offer Close to thousands of my REI mentee's and every single one of them returns to me satisfied. Sam, on the CloseDr team, took the time to help them set up their CRM that best suits their business needs. We use Close to manage our contacts, track our leads, store our buyers, and track deal flow. This is absolutely necessary if you want a successful wholesaling business!"

Jamil
Founder @ AstroFlipping

OH EM GEE I’m blown AWAY by the CloseDr team… I’ve used Sales Force, Pipedrive, spreadsheets, ClickUp, Monday you name it… we’ve tried it, and Close is the first and ONLY CRM we’ve used that actually made sales not just easier but more profitable, faster to teach my team, and we were up and running in less than one week with the help of CloseDr.

The Kaufman Sisters
The Coach’s Plaza

My sales team is finally organized and streamlined all thanks to the way my close account is structured. I would happily pay them twice their price! My data analysts don't need to spend hundreds of hours per year wasting their time cleaning up the data. One of the biggest no brainer decisions I've made as a business owner.

Tommy Magill
Director Of Marketing @ New Reach Education

Having a good CRM like Close to track your leads and sales is critical to your business while scaling. We chose to have CloseDr set up our Close to work more efficiently. Their setup of Close streamlined our operations and helped our bottom line grow without having to make changes to other areas of our business.

John Ossipinsky
Founder of Ossipinsky Health Academy

Our Services

CRM Migration

Ditch your clunky, slow moving CRM. We will help you migrate your processes into a sleek Close set-up.

Tech Stack Integration

Funnel pages, form builders, schedulers, and more. If you use it - we can integrate it.

Templates

We've seen a lot of businesses - We will give you our highest converting email and SMS templates to scale your sales.

Team onboarding & training

Your CRM is only as good as the people that use it. We are here to onboard and train you.

Loom Library

Never question what was set-up for you. A library of video custom to your needs will be provided.

Account Set-Up

Statuses, Smartviews, Opportunities and more… Every aspect of your account will be custom to your sales process.

Continued Support

Weekly coaching calls, private community and prioritized updates.

OUR PROCESS

Your sales process cured in just 14 days

Our experienced team of sales consultants, managers and experts will build your custom Close account in just 14 days.

Day 1
01

You book your free consultation with us to see if CloseDr is right for you

02

In the next 24hrs we will meet again to get a deep understanding of your sales process in order to diagnose existing problems and prescribe future solutions 

03

CloseDr begins to operate on your account with migration, set-up and implementation

04

CloseDr trains and onboards sales managers and reps to implement your new custom set-up

05

Your team begins operating in their foolproof, fully customized CRM

Integrate and Automate

CloseDr can integrate thousands of  tools to your custom CRM

Page builders, payment providers, scheduling tools, you name it… we integrate it! 

Connect Funnels

Clickfunnels, Kajabi, Leadpages, Kartra and more…

Connect Payment Providers

Stripe, Paypal, Quickbooks and more…

Connect Scheduler

ScheduleOnce, Calendly, Acuity and more…

Connect Form Builders

Typeform, Jotform, Videoask and more…

Connect Reporting Dashboards

Plecto, Google Data Studio, Geko Board and more…

Connect Marketing

Facebook Ads, Hubspot, ActiveCampaign and more…

WHO WE SERVE

Does CloseDr make sense for you?

CloseDr specializes in the three industries below with decades of experience. While we specialize in these three… we service all industries with scalable products and scalable teams.

Coaches

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Consultants

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Agencies

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If you're not sure your business fits the bill, let’s chat anyways!

If you have a…

1) Scalable High Ticket Product or Service
2) active distribution (you’re currently selling)
3) phone sales based pipeline

we can help!

With us you get the complete package

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CRM Manager

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IT Process Manager

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Sales Controller

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CRM Manager C2

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You are in the right place if you...

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Has an active distribution

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Working with leads or doing cold calls

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Has a scalable offering

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Does this process sound familiar to you?

Here are the 3 main indicators of a poorly integrated sales system

1

Scaling means more pipelines, more leads, more calls and more sales people.

Don’t let your leads go untouched and unnoticed in your sales pipeline. CloseDr builds foolproof day-to-day sales rep and sales manager workflows.

2

The never ending cycle of pipeline disorder results in quite an overwhelming workflow

Sales reps should be focused on selling. CloseDr automates as much of the sales process as possible to keep reps where they should be… on the phones. 

3

You try to implement more pipelines, more leads, more calls and more sales people to fill the gap

Are you seeing the pattern here? Clean systems solve 90% of your sales problems. Let the CloseDr focus on this while you focus on selling.

Great systems and oversight can solve all of the following problems

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Inaccurate Reporting

Evaluate your sales team performance in real time with built in reporting.

Sales Rep Excuses

Find the truth within the system. Close lets you see all communication, all data, all the time.

Lead Quality Issues

See at a glance how applications are changing over time.

Follow-Up Touch Points

Sequences, Smart Views and more make day-to-day follow-ups simple.

Performance Fluctuations

Compare sales rep output to any desired date range.

Remote Management

Close.com is the #1 tool for sales team and CloseDr is the #1 service provider.

CloseDr for

sales leaders

CloseDr for

sales reps

CloseDr for

sales operations

Sales Reps and Managers  Love CloseDr

Close is hands down the best, most user friendly, CRM I have ever used for my business. All the templates and automations make the most tedious tasks an absolute breeze, and saves me hours each week. HIGHLY recommended.

Chris Lewis
Sales Rep

The processes the CloseDr team have built are extremely useful for all aspects of a salesperson’s job and I would 10/10 recommend it for any new or experienced sales team.

Joseph Fagot
Sales Manager

I've used 8 different CRM's over my last decade inside the online marketing/sales world so I was skeptical to say the least when hearing about how Close was going to make my life easier/speedier/more pleasurable. Beyond excited to say that I've never been more thrilled to be proven wrong. I generate 20% more sales from follow ups alone through automated email sequences/text templates and the ease of setting tasks keeps my day to day simple and organized. Thank you CloseDr for setting this up!

Matt Shetler
Sales Manager

"As a sales rep using Close, having an all in one system makes my days run so much smoother. Love being able to hit multiple leads in minimal time."

Aubree Sellwood
Sales Rep

"Efficiency when it comes to sales is crucial. Being able to make a phone call, send a text, and enroll a lead into an email sequence within 5 clicks of the mouse is amazing!"

Alec Kassan
Sales Rep

"As a person who uses Close on a daily basis, the organization and user-friendly operating systems make my days twice as efficient. Being able to touch hundreds of leads with a couple clicks, as well as seeing my leads in Smart Views that CloseDr created, allows me to make the best use of mine and my company's time."

CJ Butts
Sales Rep

"Oftentimes we complain that softwares cannot do enough for us. With Close, it's the opposite. I worry I am not doing enough with the opportunities it creates. Being able to manage 40,000 leads, all with detailed reports, notes, statuses and more gives me actionable data to make revenue driven decisions on a daily basis. Highly recommend having CloseDr set-up your Close account for maximum efficiency!"

Tyler Ranalla
Sales Rep

"Close is hands down the most useful tool I've ever used in terms of managing my pipeline and always knowing where the fastest path to cash is at any time."

Siena Milone
Sales Rep

"As a newer sales rep, CloseDr made it easy for me to stay organized and efficient as I ramped up my personal book of business in my first 90 days. I can’t imagine using another CRM."

Tim Alwell
Sales Rep

Our Achievements

Close.com #1 Preferred Partner

$100mm+ in revenue across our specialty designed Close accounts

200+ sales reps onboarded

Close More Deals With the CRM Built By Experts Behind The Largest Coaching and Consulting Brands

Coaches and consultants want to focus on one thing: being world class at what got them to this spot in the first place. We built the best sales CRM structure so you don't have to.

World Class Structure
Expert Onboarding Continued Support
Satisfaction Guarantee

FAQ

Do you provide support once the project is completed?
Does your team provide custom solutions or just off the shelf products?
When will I see the first results?
Will there be any additional costs to your services?
Do you provide user training and documentation on how to use our new system upon completion?