We reduced invoicing time 85%!
GrantBot's speed and iteration process is remarkable. We'd provide feedback on call, and the next thing, we're told to refresh the page. It's either exactly what we wanted or so close that a quick tweak gets us there.
Co-founder at Macro Law Group
Grow with the cash your agency earned
Ensure Timely Payments
Automate follow-ups and payment tracking to eliminate unpaid invoices and bring your hard-earned revenue into the bank where it belongs.
Protect Your Profits
Stop unpaid work before it happens with smart notifications that alert your team to pause projects until invoices are paid.
Gain Financial Clarity
Get real-time visibility into client profitability, working capital, and cash flow with customized dashboards built for your agency’s needs.
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.
Collect cash on time, in full
Automate payments, track profitability, and ensure your agency gets paid on time—without the stress
Consolidate time tracking
Get clarity on who is tracking time to which projects by consolidating the data in one place
Generate Invoices
Improve your cash collection cycle by sending invoices 7 days before they're due and enrolling clients in follow up sequences
Reconcile Invoices
Avoid unnecessary follow-up messages and stress by seeing which invoices are paid and outstanding with real time data
Choose your system setup
Select the perfect automation plan to streamline workflows, boost productivity, and fuel growth.
Built for teams ready to automate their most time-consuming processes
$2,499/mo
- Full automation readiness audit
- Automate 3 workflows from our tested catalog per month
- Daily support via Slack
- Dedicated process consultant
- Quick access to automation engineers
- Strategic guidance and planning
Perfect for businesses that want custom solutions for hands-free operations
$5,799/mo
- 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 organizations who want to accelerate into this new technology era
$11,899/mo
- 2 dedicated automation engineers for research and implementation
- 1 dedicated process consultant to translate vision to plan to execution
- Daily expert communication via Slack
- Unlimited automation design and implementation
- Direct access to automation engineers
- Easy scheduling system
- Complete automation audit
- 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
CRM Management
Client Onboarding
Project Management
