From CRM Chaos to Record‑Breaking Revenue
By centralizing systems, automating sales operations, and enabling clean reporting, GrantBot gave Abogados Now the confidence, clarity, and control to grow at speed without chaos.
The Partner
Abogados Now is an eight‑year‑old agency running Spanish‑language advertising for 400+ U.S. law firms, from local practices to national giants like Jacoby & Meyers.
Founder Hugo E. Gomez needed clarity to hire, forecast and scale without bottlenecks.
Grantbot Services:
- HubSpot Migration
- Sales Ops Automation
- Reporting Dashboards
- AE Enablement
TL;DR
We helped Abogados Now rebuild their sales systems - migrating to HubSpot, automating workflows, and creating clear, reliable dashboards.
The result: Smoother sales, faster hiring, and full pipeline visibility. Beyond the setup, we stayed on as a partner, providing ongoing support and training to keep the system sharp as the team scaled.
“The biggest benefit has been the sense that GrantBot is part of our executive team: high visibility, accountability and hands-on collaboration you don’t get elsewhere.”
Founder & CEO, Abogados Now
The Challenge
Fragmented Systems & Messy Data
Disconnected tools (PipeDrive, Constant Contact, Slack, Monday.com, Zapier, JustCall) created siloed information and 4,000+ duplicate records, eroding trust in every report and burying critical call and lead-source data.
Manual, Inefficient Workflows
SDRs and AEs burned hours copying notes, chasing no-shows, building proposals, and re-keying client details—tasks that should run automatically but instead stalled momentum and introduced errors.
Lack of Real-Time Insight
With no centralized dashboards, leadership relied on hand-built spreadsheets that rarely matched reality, undermining forecasting, budget allocation, and confidence in scaling the sales team.
Inhibited Growth & Rising Costs
Tool sprawl drove expenses up while the absence of reliable processes made hiring risky, handoffs inconsistent, and overall expansion resource-intensive.
The Strategy – “Clarity First” Migration
- Deep‑dive discovery
Exhaustive ‘why’ sessions to map hiring, forecasting and reporting needs.
- HubSpot architecture blueprint
Custom objects, lifecycle stages and attribution logic.
- Friction‑less workflows
Automated routing, task queues and meeting‑reminder sequences.
- Executive dashboards
Real‑time insights on pipeline health, capacity and ROI.
- Embedded enablement
Ongoing Slack support, Loom training videos, and a dedicated HubSpot expert.
Service Delivered
HubSpot CRM Migration & Cleanup
Consolidated all contacts and activities; cleaned over 4,000+ duplicate records.
Sales Process Redesign & Automation
Lead routing, required fields, Slack notifications, AE task views, and deal validation.
PandaDoc Integration & Proposal Automation
One-click proposals tied to deal stage; auto-closes deals on signature.
Custom Reporting Dashboards for AEs & SDRs
Call activity, revenue, talk time, commission tracking, and close rates.
Call Tracking & Lead Source Attribution
JustCall integration and attribution cleanup to reduce unknown-source contacts.
Ongoing RevOps Support & AE Training
Weekly iterations, training decks, and full-time support from a dedicated HubSpot expert.
“The biggest benefit has been the sense that GrantBot is part of our executive team: high visibility, accountability and hands-on collaboration you don’t get elsewhere.”
Founder & CEO, Abogados Now
Highest Revenue Quarter Since Launch & A Smoother Sales Machine
Abogados Now operates with clarity and consistency: sales meetings run on time, proposals go out faster, and every rep follows a system that scales..
Record-Breaking Growth
Quarter-over-quarter sales hit their highest levels since launch, proving the new RevOps engine drives real revenue.
Confidence-Driven Hiring & Fast Ramps
Real-time dashboards give leadership the clarity to hire and ramp reps quickly—without chasing “unicorn” talent.
Consistent Meeting Show-Ups
Automated reminders and task queues lifted attendance rates and tightened follow-through across the funnel.
One Source of Truth
All data now lives in HubSpot; duplicate records are gone, and every rep works from the same, reliable playbook.
Hands-Free Workflows
Lead routing, PandaDoc proposals, follow-ups, and commission reports run automatically, freeing sellers to sell.
Higher Rep Productivity
SDRs spend the bulk of their day on revenue-generating calls, not admin work.
Accurate Attribution & Reporting
Clearer lead sources and synced call data link marketing spend directly to closed revenue.
Executive Visibility
AE/SDR dashboards illuminate pipeline health, capacity, and ROI, enabling smarter staffing and budget decisions.
Time Back for Everyone
Automated data pulls and self-serve reports eliminate manual spreadsheet labor for both reps and execs.
Key Takeaways
- Systems Over Superstars
Well‑designed workflows let mid‑level reps thrive
- Trusted Data
Leadership finally has the clarity to hire and forecast with confidence.
- Time Back to Sell
Manual admin is off executives’ plates.
- Embedded Partnership
On‑demand Slack support speeds iteration.