Business Process Automation for Service Businesses

Double your team’s output without hiring. GrantBot automates your CRM, onboarding, project management, and invoicing—so you reclaim your time and scale faster.

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Why automate your business processes?

Save 20+ hours every week

Eliminate manual data entry, reminders, and admin work. Focus on growth, not busywork.

Never miss a follow-up

Automated workflows keep leads, clients, and projects moving—no more lost revenue.

Onboard clients in days, not weeks

Automated onboarding gathers assets, creates projects, and welcomes clients instantly.

How GrantBot automates your business

Every workflow is custom-fit to your stack. Here’s how we build, launch, and maintain your automations.

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CRM Automation

Leads never slip through the cracks

Automated lead status updates, follow-ups, and sales data sync keep your pipeline full and organized.

Client Onboarding

Onboarding runs itself

Contracts, forms, and project setup fire automatically. Clients get a premium experience from day one.

Project Management

Tasks and updates, handled

Project tools integrate for seamless task flow, status updates, and real-time dashboards.

Accounts Receivable

Invoices and payments, automated

Automated invoicing, payment tracking, and reminders mean you get paid faster with less effort.

Our four‑step engagement

Phase 1
1 Week

Discover

Like McKinsey but modern. A process consultant interviews your team and bridges business goals to today's technology.

Phase 2
1 Week

Design

Map out and visualize your processes to identify key automation opportunities.

Phase 3
1-4 Months

Develop

Implement custom AI workflows that streamline your sales, operations, and fulfillment.

Phase 4
Ongoing

Maintain

Edge case protection, AI research, introductions to today's top tools. All signal, no noise for our partners.

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Ready to automate your business?

Book a free strategy call

  • Free workflow audit
  • Custom automation plan
  • See GrantBot in action

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