Your CRM Should Drive Revenue, Not Headaches

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

Request a Free HubSpot Audit

Who is a Good Fit for HubSpot?

HubSpot is an ideal CRM for:

Why Choose Groove Consulting for HubSpot?

Our HubSpot Specialties

HubSpot Services We Provide:

Sales Hub

Setup, pipeline configuration, automation, sales playbooks

Service Hub

Ticketing setup, customer support automation, reporting

General CRM Setup

Custom properties, user roles, data management

Reporting & Dashboards

Custom reports, sales performance tracking

Automation & Workflows

Custom automations for sales and support

Integrations

Zapier, PandaDoc, Apollo.io, QuotaPath, Plecto, and more

EMAIL MARKETING CERTIFICATIOn

INBOUND MARKETING CERTIFICATION

HubSpot SALE SOFTWARE CERTIFICATION

INBOUND SALE CERTIFICATION

GROWTH DRIVEN DESIGN AGENCY CERTIFICATION

CONTEXTUAL MARKETING CERTIFICATION

From Setup to Scale, We’ve Got You Covered

HubSpot 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

Your CRM Implementation Timeline

Whether you’re using HubSpot or Close, heres how we build a system that actually works for your team.

FINAL 11-STEP TIMELINE

Our Proven Results

Clients who Love Groove

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

Fill out your details, and we’ll send you the checklists right away.

CRM Setup Checklist Download

What It’s Like to Work With Groove

A streamlined, no-fluff process built for fast-moving teams.

1.

Book A Free Consultation

Align on business goals, key workflows, timelines, and roles.

2.

Get a Custom Proposal or Audit

We send a scoped plan with project details or system insights.

3.

Review & Approve

You review everything, ask questions, and give us he green light.

4.

Sign Contract + Send Deposit

We send a clear agreement and upfront invoice to get started.

5.

Kickoff & Onboarding Call

We dive in, align on next steps, and get to work-fast.

Ready to Groove with HubSpot? 
 


Book a no-obligation consultation today and start visualizing success.