If Your CRM Feels Like a Mess... It Probably Is
Let’s Fix It. Get a Free CRM Audit.
We’ll tell you what’s broken, what to fix, and how to unlock more revenue — no strings attached.
CRMs Supported:
Trusted by the best in the industry
Why choose Groove?
- Trusted by 60+ startups & small teams
- Certified HubSpot & Close CRM Experts
- 100% Client Recommendation Rate
- 20+ Years of Sales & Ops Experience
- Ranked 5 stars in hubspot marketplace
5
5
Hubspot
What’s Included in Your CRM Audit
| Features | Free Audit | Pro Audit ($500) |
|---|---|---|
|
30-Min Kickoff Call |
✓ |
✓ |
|
User & Usage Review |
✓ |
✓ (Deeper Insights) |
|
Billing & Plan Review |
✓ |
✓ |
|
Pipeline + Workflow Check |
✓ |
✓ |
|
Integration Health Check |
✓ (Basic) |
✓ (Deep Dive) |
|
Smart Views & Lists |
✓ |
✓ |
|
Action Plan Spreadsheet |
✓ (Basic) |
✓ (Detailed & Prioritized) |
|
Loom Walkthrough |
⛌ |
✓ |
|
Slack/Email Support |
⛌ |
✓ |
|
Turnaround Time |
1-2 weeks |
1 week priority |
Sound Familiar?
“We’re paying for HubSpot but barely using it.”
“Nothing’s organized — our sales data is chaos.”
“I’m not sure reps are even logging in.”
“Reporting is garbage. Can’t trust the numbers.”
“We’ve outgrown spreadsheets but don’t know where to start.”
“I think we need a new CRM, but I’m not sure.”
Our audits save you time, money, and future headaches.
What You’ll Get
A clear, actionable spreadsheet outlining what’s working, what’s not, and where there’s room for improvement. Our recommendations are honest, unbiased, and rooted in 30+ years of hands-on CRM experience — no fluff, just practical guidance you can trust.
How we approach audits
Our Proven Results
“Groove Consulting does great work and hit the ground running on a client of ours. They immediately started having an impact from the first day. The team is capable and they adapt quickly to high pressure environments.
Dan Moran
Solidan
Paris and her team at Groove Consulting have completely transformed how we use our CRM, I run both a OEM auto dealership and a niche finance company. They made HubSpot onboarding a breeze and gave us solid sales coaching that actually made a difference. Their deep knowledge of sales, marketing, and tech is obvious in everything they do. If you’re looking to level up your CRM and sales process, these are the folks to call.
David Yount
Falls Mobility
“Paris is the definition of high agency. Not only does she bring hard work and grit daily, but she is also analytical and detail-oriented.
She is an x-functional leader’s dream to work with because she will provide thoughtful feedback and back it up with data that she went above and beyond to collect.”
Derek Taylor
Kojo