CRM & Sales
From first contact to closed deal — Grovia's CRM keeps your entire sales process organized, visible, and moving forward.
Everything your sales team needs
Grovia's CRM is purpose-built for service businesses — simple enough for small teams, powerful enough to scale.
Lead Capture & Qualification
Collect leads from web forms, email, and manual entry. Score and qualify prospects before they enter your pipeline.
Visual Sales Pipeline
Drag-and-drop Kanban board shows every deal at a glance. Customize stages to match your exact sales process.
Rich Client Profiles
Store contact details, company info, linked deals, tickets, invoices, and communications — all on one screen.
Deal Tracking & Forecasting
Assign deal values, probability, and expected close dates. Get revenue forecasts automatically updated as deals move.
Activity Timeline
Every call, note, email, and meeting logged chronologically. Never lose context when handing off a deal.
Email Templates
Save and reuse follow-up email templates. Send directly from the CRM with one click — personalization variables supported.
How it works
Three steps from first contact to closed deal.
Capture & Qualify
Leads flow in automatically from your website contact form, or your team adds them manually. Assign a stage, owner, and expected value right away.
Nurture Through the Pipeline
Move deals across stages as conversations progress. Log every touchpoint — calls, emails, meetings — on the activity timeline so nothing slips through.
Close & Convert
Mark a deal as won and convert the lead to a client. Grovia automatically links the new client record to invoices, projects, and support tickets.
Frequently asked questions
Straight answers about Grovia's CRM & Sales.
Where do leads in the CRM come from?
Leads flow in automatically from your website contact form, or your team can add them manually. You can score and qualify each prospect before they enter your sales pipeline.
Can I customize the sales pipeline stages?
Yes. The visual Kanban board lets you drag and drop deals across stages, and you can customize the stages themselves to match your exact sales process instead of a fixed template.
What happens when I mark a deal as won?
Grovia automatically converts the lead into a client record and links it to invoices, projects, and support tickets — so the client's full history is already connected the moment the deal closes.
Can I send emails directly from the CRM?
Yes. You can save and reuse follow-up email templates with personalization variables, and send them straight from the CRM with one click — no switching to your inbox.
Does the CRM track deal value and forecast revenue?
Yes. You assign each deal a value, win probability, and expected close date, and Grovia automatically updates your revenue forecast as deals move through the pipeline.
Ready to see Grovia in action?
Join hundreds of businesses already closing more deals with Grovia CRM.