Amplify HubSpot with Grantbot: More Power, Less Busywork

A Certified HubSpot Gold Solutions Partner

Grantbot Consulting LLC is proud to be recognized as a HubSpot Gold Solutions Partner, a reflection of our deep expertise in helping service-based businesses and agencies unlock the full potential of HubSpot.

We don’t just implement HubSpot: we embed it into your operations with automation, clarity, and scale in mind.

What That Means for You

  • Strategic CRM Builds: We design your HubSpot setup to match your sales, onboarding, and delivery flows — no more bloated pipelines or broken deal stages.
  • Done-for-You Automation: From follow-up workflows to client onboarding and internal alerts, we turn HubSpot into a fully automated system.
  • Data You Can Trust: We clean, structure, and connect your data so your team can forecast, report, and execute with confidence.
  • Alignment Across Teams: We connect sales, marketing, delivery, and finance tools into one seamless operating system.

Who We Serve

We work with agencies and service firms of all sizes — from 30-person boutique teams to 100+ person growth-stage businesses. If your team uses HubSpot (or wants to) but isn’t getting the full value, we’re your partner.

Whether you're drowning in manual updates, losing visibility on deals, or wasting hours building reports, we help you flip the switch to a high-performing HubSpot setup — fast.

HubSpot Services We Offer

What makes Grantbot truly different is how we combine HubSpot expertise with our AI-first approach. We don’t just build automated workflows — we train AI agents to do the heavy lifting. From AI-driven lead scoring and email summarization to smart triggers based on behavior, we bring intelligence into every layer of your CRM.

Behind the scenes, our in-house AI engineers build custom solutions on top of HubSpot — from custom-coded workflows and GPT integrations to full-blown AI assistants that surface insights, generate updates, and even support deal acceleration.

Need your AMs to get nudged before a renewal is at risk? Want follow-ups written by AI but reviewed by your team? Or custom Slack alerts when expansion opportunities appear in call transcripts? We make HubSpot smarter.

What makes Grantbot truly different is how we combine HubSpot expertise with our AI-first approach. We don’t just build automated workflows — we train AI agents to do the heavy lifting. From AI-driven lead scoring and email summarization to smart triggers based on behavior, we bring intelligence into every layer of your CRM.

Need your AMs to get nudged before a renewal is at risk? Want follow-ups written by AI but reviewed by your team? Or custom Slack alerts when expansion opportunities appear in call transcripts? We make HubSpot smarter.

We also offer hands-on HubSpot training and upskilling to ensure your team actually adopts what we build. Whether it's walking your sales reps through pipeline best practices, coaching your ops team on automation workflows, or training client service teams on deal and task hygiene — we make sure every part of your team is confident and capable using HubSpot day to day.

Our HubSpot work goes far beyond surface-level setup. We take a consultative, hands-on approach to ensure every automation, property, and process is tailored to your actual business model. Whether you're scaling a performance marketing agency or running a complex B2B services firm, we mold HubSpot to fit you—not the other way around.

We also work closely with sales and operations leaders to fix deeper problems like:

  • Leads slipping through the cracks due to poor follow-up
  • Inaccurate or inconsistent lifecycle stage tracking
  • Sales teams resisting HubSpot because of clunky flows
  • Founders manually checking deal health or quoting clients
  • Revenue teams building reports in spreadsheets because dashboards don't make sense

And we fix those by:

  • Building automation that tracks client health and expansion signals
  • Creating Slack alerts for key sales triggers or stuck deals
  • Setting up internal alerts when follow-ups don't happen
  • Enabling dynamic, real-time dashboards by source, stage, and rep
  • Integrating HubSpot with ClickUp, Notion, Aircall, and your billing systems
  • HubSpot CRM Audits & Cleanup
  • Pipeline Architecture & Automation
  • Lead Routing & Follow-Up Systems
  • Client Onboarding Automation
  • Lifecycle Stage Tracking
  • Deal & Task Automation
  • Custom Reporting Dashboards
  • Integrations with ClickUp, Slack, Google Workspace & more

Ready to Make HubSpot Actually Work?

Let’s build a system your team actually uses — and trusts.

Learn more