Marina Brassfield

OverviewA source records how someone came into your sphere: a referral, your personal network, an open house. Tag your contacts with sources and you can pull up everyone from a single channel in a ...

OverviewSort your sphere your way. Stages, roles, and sources are the labels on every contact: where the relationship stands, the part they play in a deal, and how you know them. Add, rename, recol...

OverviewA contact's stage tells you where that relationship stands right now, so you can see at a glance who needs your attention and who just needs to stay top of mind. Every person in Grove has o...

OverviewA role tells you at a glance what part someone plays in a deal: Buyer, Seller, Investor, Tenant, or Landlord. Set it on a contact's record, then use it to filter People so you can pull up e...

OverviewEvery relationship in Grove, from a past client to someone you just met at an open house, starts with a Person record. Adding one takes under a minute, and you only need a name. Fill in wha...

OverviewAI Chat is your built-in assistant for deciding what to work on next, drafting outreach, and getting quick how-to help, all without leaving Grove. Open it from the left-hand menu any time a...

OverviewConnect your Gmail and your email conversations to sync with the matching people in Grove. You see the full story with each person without leaving the CRM.StepsIn the left sidebar, select S...

OverviewPull up exactly who you need, like past clients or everyone marked Hot, then save that list so it sits in your People sidebar with a count beside it. One click brings it back, filters and a...

In IXACT Contact, your database lived in the Contacts list. In Grove, it lives in People — same sphere, new home, and a lot more power once you know your way around. This article walks through Peop...

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 ...