Grant and his team are experts in their fields and true professionals. They helped us streamline data processes around HubSpot, QuickBooks and other data sources. Their team worked diligently and delivered on time.
Would highly recommend their team to businesses looking to enhance process automations!"
CEO, 20North Marketing
Unlock the full potential of your CRM with automation
Improved lead management
Automating your CRM ensures leads are captured, nurtured, and followed up on promptly, reducing lost opportunities and boosting conversions.
Enhanced customer retention
Automated reminders and personalized messages help maintain strong customer relationships, increasing satisfaction and loyalty.
Data-driven insights and forecasting
Automated CRM provides real-time data, offering actionable insights and improving forecasting for smarter decision-making.
CRM technologies we’re experts in:
Who we work with
We collaborate with ambitious leaders and specialized industries to optimize client management, drive efficiency, and foster growth through seamless CRM automation.
Founders & Execs
Empower leaders to streamline client interactions and focus on growth, not admin work.
Agencies
Automate client follow-ups and lead tracking to improve client satisfaction and efficiency.
Law Firms
Ensure timely communication and case updates, reducing manual work and enhancing client relationships.
Financial Services
Automate client reminders, follow-ups, and reporting to provide a seamless client experience.
Streamline your CRM with powerful automation flows
Unlock the efficiency of your CRM with automation flows designed to enhance customer experience, keep your team informed, and ensure a seamless sales process.
Chatbots for customer inquiries
Automate responses to common customer questions, providing instant support and freeing up your team for higher-value tasks.
Email alerts for team updates
Keep your team in the loop with automated email notifications for key customer actions, ensuring everyone is aligned and informed.
Sales process automation
Streamline your sales workflow from lead capture to close, reducing manual work and boosting operational efficiency.
Choose your system setup
GrantBot applies modern technology so humans continue innovating.
This is how we achieve that mission.
The most demanded workflows, customized to the way you do business. Activated in days not weeks.
Starting at $400
- Tested workflows, personal customization
- Activated within 5 business days
- Slack and email support
- Access to prompt engineers
- Ongoing workflow improvements
- No audit required
You may or may not know what can be automated in your business. We will show you what's possible.
Starting at $2,500
- Full automation readiness audit
- Custom implementation in the CRM, Client Onboarding, Project Management, or Invoice Management
- Unlimited workflow design and implementation across services
- Daily support via Slack
- Rapid engineer response time
- Easy scheduling system
- Strategic guidance and planning
Designed for teams who need custom agents, automated workflows, and a leader who will manage change.
Book a Call
- Dedicated process consultant to translate vision to plan to execution
- Automation engineers for research and implementation
- Own your automation and prompts
- Daily team communication via Slack
- Live training, documentation, and looms
- Proactive change management practices
- Easy scheduling system
- Executive strategy planning
Unlock more capabilities
Automate your content pipeline with zero added work
Create social and blog content from the calls you already make.
Starting at $399
Executive Assistant Operating System
Get more done with smart delegation. Add leverage to your EA and avoid $10/hr tasks with our automations-in-a-box.
Starting at $899
Other solutions
Client Onboarding
Project Management
Invoice Management
