Drive Sales, Not Stress with Close CRM

As certified partners of Close CRM, Groove Consulting helps you turn your CRM into a powerful growth engine. Whether you’re setting up Close for the first time, optimizing an existing system, or integrating it seamlessly with your tech stack, we’ve got you covered. 


Is Close CRM Right for Your Business?

Close is an ideal CRM for:

Small to mid-sized sales teams looking for scalable sales tools.

Teams relying on outbound sales and high-volume calling.
Companies needing automation for sales, SMS, and email outreach.
Organizations needing accurate, real-time reporting without complex setup.
Businesses that want a flexible system with powerful sales automation.

Why Choose
Groove Consulting as
Your Close CRM Partner?

Close, Integrated to your Entire Tech Stack

Our Close CRM Expertise

Services We Provide:
Full CRM Setup
Streamlined pipeline configuration, lead management, user roles
Power Dialer Mastery
Smart Views, call automation, voicemail drops
Advanced Email & SMS Automation
Custom templates, drip sequences, bulk messaging
Precision Reporting & Dashboards
Tailored reports, sales performance tracking
Smart Automation & Workflows
Custom automations for sales and support
Powerful Integrations
Zapier, Apollo.io, QuotaPath, Plecto, PandaDoc, Portant, and more

Seamless Close CRM Solutions, From Setup to Scale

Close should be your team’s most powerful tool—not a daily headache. We help you set it up right the first time and improve it as you grow.

SERVICE

Implementation

Audit & Improvement
Custom Integrations
Training & Documentation

What It Includes

Full CRM setup, pipeline configuration, property mapping, user roles, automation setup, integrations

System review, data cleanup, process optimization, and best-practice recommendations
Seamless connections to tools like Apollo.io, Quickbooks Online, QuotaPath, Plecto, PandaDoc, Portant, and more

Live team training, help docs, onboarding guides, and recorded walkthroughs to support adoption

Our Close Process

Real Success Stories from Our Clients

These checklists are built to help you: Access Your Free System Checklists Now

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CRM Setup Checklist Download

Clients who Love Close & Groove

Ready to Elevate Your Sales with Close CRM?