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.
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
Discover
Like McKinsey but modern. A process consultant interviews your team and bridges business goals to today's technology.
Design
Map out and visualize your processes to identify key automation opportunities.
Develop
Implement custom AI workflows that streamline your sales, operations, and fulfillment.
Maintain
Edge case protection, AI research, introductions to today's top tools. All signal, no noise for our partners.
Ready to automate your business?
Book a free strategy call
- Free workflow audit
- Custom automation plan
- See GrantBot in action