Groove (Clari)
Groove lives inside Salesforce instead of asking reps to context-switch. Sequences, email tracking, call logging, and activity capture happen in the SF sidebar. Acquired by Clari in 2023 and now part of the Clari Revenue Platform. Best for teams that want engagement without leaving Salesforce or managing a separate data sync.
Official site ↗Why it ranks here
- Salesforce-native means no sync conflicts, no duplicate records, and no training reps on a second UI.
- Faster to deploy than Outreach or Salesloft because there is no integration to troubleshoot.
- Activity capture is automatic and writes directly to SF without manual logging or post-call data entry.
Where it sits
- Groove is simpler and faster to deploy than Outreach or Salesloft, but the sequencing engine is less flexible.
- Works well alongside Clari for forecasting, but you can use Groove standalone without the full Clari suite.
- Email and calendar sync are more reliable than standalone SF connectors like Cirrus Insight or Salesforce Inbox.
How GTM Operations teams use it
- Deploy sequences for SDRs and AEs without leaving Salesforce or training on a separate platform.
- Capture email and calendar activity automatically so activity reporting does not depend on manual logging.
- Use Groove Flows (workflow automation) to remind reps of follow-up tasks without building custom SF Flows.
- Pipe engagement data directly into Clari forecasting if you are using the full Clari platform.
In-depth notes
- Pricing is per-seat; typically bundled with Clari subscriptions but available standalone; per-seat pricing for engagement-only.
- Clari acquisition means roadmap is now tied to the broader Clari Revenue Platform; expect deeper forecasting integration over time.
- Sequencing is solid but not as sophisticated as Outreach or Salesloft; no advanced branching logic or AI-driven step optimization.
- Email deliverability is good but you still need proper SPF/DKIM/DMARC; Groove does not fix underlying domain reputation issues.
- Some features (like Flows) overlap with native Salesforce Flow; decide early which automation lives where or you will have conflicts.
Best for
Salesforce-first teams that want engagement without managing a separate platform or sync integration.
Avoid if
You need advanced sequencing logic, are not heavily invested in Salesforce, or want top-tier conversation intelligence.
The rest of Sales engagement
Outreach Leader Enterprise sales engagement platform for multi-channel sequencing, pipeline automation, and rep workflow. #2 
Salesloft Leader Revenue orchestration platform with sequencing, coaching, conversation intelligence, and deal collaboration. #4 
Salesforce Sales Engagement Strong Native Salesforce engagement with cadences, email templates, and pipeline automation built into Sales Cloud. #5 
Reply.io Strong Multi-channel sales engagement for email, LinkedIn, calls, SMS with AI-powered sequencing and meeting booking. #6 
Klenty Strong Sales engagement platform for email and LinkedIn cadences with CRM sync, meeting scheduling, and rep coaching. #7 
Amplemarket Situational AI-powered sales platform combining data, engagement, and personalization with built-in buyer intent and sequencing. #8 
Mixmax Situational Gmail-native sales engagement with sequences, tracking, scheduling, and polls directly in the inbox. #9 
Yesware Situational Email tracking, templates, and sequencing for Gmail and Outlook with Salesforce activity logging. #10 
VanillaSoft Situational Sales engagement platform optimized for high-volume outbound calling with lead routing, cadences, and local presence dialing. #11 
Regie.ai Niche AI-powered sales engagement focused on content generation, personalization, and multi-channel sequencing. #12 
Revenue.io Niche Revenue acceleration platform with call tracking, conversation intelligence, and guided selling workflows. Learning guide
Setup
Install Groove managed package in Salesforce, grant API access, and configure email and calendar sync via OAuth. Enable activity auto-capture for emails and meetings. Test in sandbox with pilot users before enabling for full sales team.
First thing to build
Create a 5-step sequence in Salesforce with email and call tasks over 10 days. Set exit criteria on replied email or booked meeting. Assign sequence to leads or contacts directly from list view or report.
What actually matters
- Sequence templates with email copy and call scripts stored in Salesforce and shared across the team
- Activity auto-capture rules to log emails and meetings as Salesforce Tasks without manual entry
- Groove Flows to trigger follow-up sequences when opportunity stage changes or last activity date passes threshold
- Email and call task routing based on lead owner or round-robin assignment for inbound responses
Watch out
Salesforce-native means all sequence activity writes to SF immediately; high-volume sends can hit API limits or slow down Salesforce performance, so monitor API usage and throttle sends during business-critical hours.