Welcome to Grove beta! You've built your business on IXACT Contact, and Grove is what comes next — everything you know, elevated for where your business is headed. This FAQ answers the most common questions IXACT Contact members have as they make the move.
What is Grove?
Grove is the next generation of IXACT Contact, built by the same team at Elm Street. It brings your contacts, email marketing, and relationship intelligence together in one modern platform. Grove isn't a different philosophy — it's the same relationship-driven approach you know from IXACT Contact, rebuilt from the ground up.
What can I do in Grove during the beta?
As an early beta member, you'll start with the two things at the heart of your business: your contacts and your monthly e-Newsletter. More of Grove will open up as the beta progresses, and your feedback helps decide what's ready.
Where did my contacts go?
Everything's there — some things just have new names:
| In IXACT Contact | In Grove |
|---|---|
| Contacts list | People |
| Contact Status | Stage |
| Prospect Type | Client Type |
| Contact history & notes | Activity, Emails, and Notes tabs on each person's record |
| Mass Email | Emails |
| Monthly e-Newsletter | Emails (see the newsletter question below) |
Your Groups carry straight over — same name, same function as in IXACT Contact. When your contacts are imported, Grove brings every group across automatically, so your organization stays intact.
Will my contact data come with me?
Yes. When your contacts move from IXACT Contact to Grove, the following comes along:
- Contact details — names, phones, emails, addresses, family members, company, and source
- Groups — carried over automatically
- Notes and history — your notes come over as notes, and previously sent emails appear in each contact's history, including opens and clicks
- Birthdays — including the reminder setting
A couple of honest notes so nothing surprises you:
- Clean your list before the move. Grove doesn't yet merge duplicate contacts at import, so a tidy IXACT Contact database makes for the best start in Grove. Your onboarding session will cover this.
- Some Keep-in-Touch dates work differently in Grove. Birthdays come across; a few other reminder types are handled in new ways. We'll walk through exactly what to expect for your database in your 1:1 onboarding session.
Where's my monthly e-Newsletter?
Your newsletter now lives in Emails. During the beta, it runs as an automated monthly send — your contacts receive it each month just like they do today. A dedicated newsletter experience with its own setup screens is on the Grove roadmap.
What about my email templates?
Grove has a modern drag-and-drop email builder with a template gallery and live preview — building an email in Grove is one of the first things most members fall in love with. Templates you created in IXACT Contact don't transfer automatically yet; your onboarding session is a great time to rebuild your favorites in the new editor.
What's better in Grove?
A few favorites from early testers:
- A modern email builder — drag-and-drop editing, live preview, and AI-assisted drafting with "Create with AI"
- A unified activity timeline — every email send and note for a contact in one feed, on one screen
- Saved views — filter your people list (for example, "Hot Leads") and save it for one-click access
- A smarter contact record — an auto-generated overview of each relationship with a suggested next action
Is there AI in Grove?
Yes — Grove includes an AI assistant that can answer questions about your business in plain English, and AI-assisted drafting inside the email builder. We're rolling AI features out gradually during the beta, so you may see them appear as the beta progresses.
What's coming later?
Grove is growing fast. On the roadmap, in various stages: deal pipelines with a visual kanban board, task management, a dedicated newsletter builder, duplicate-contact merging, automations for keep-in-touch reminders, and calendar integration. Beta members see these first — and your feedback shapes them.
Something looks wrong — what do I do?
You're a beta member, which means you have a direct line to the team. Use the Feedback tab on the right edge of any Grove screen to tell us what you found — it goes straight to the people building Grove. There's no such thing as too much feedback.
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