"GrantBot has been invaluable to our studio. The automations they set up for client onboarding helped us go from signed contract to a running project in days, not weeks!"
"Our process was a mess before automating. Projects would lag, losing us valuable hours to admin work. Now we kick off on autopilot."
"If you're looking to automate your business but don't know where to begin, Grant is your guy. Grant has given me invaluable advice for growing and automating parts of my newsletter. I've referred several friends, colleagues, and clients to Grant to help them automate everything from client onboarding and Linkedln outreach to invoicing and project management."
Why CRM automation matters in 2025
Save 20+ hours every week
Automated CRMs 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.
HubSpot
Native automation, deep integrations
HubSpot automates lead status, follow-ups, and sales data sync. Best for teams wanting all-in-one simplicity.
ClickUp
Project-driven CRM automation
ClickUp connects CRM, project management, and client onboarding in one workflow. Best for agencies and service businesses.
Airtable
Flexible, no-code CRM automation
Airtable lets you build custom CRM automations with drag-and-drop logic. Best for teams with unique workflows.
Zapier
Connect any CRM to anything
Zapier automates data flow between your CRM and 5,000+ apps. Best for businesses with lots of tools to connect.
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 CRM?
Book a free strategy call
- Free CRM audit
- Custom automation plan
- See GrantBot in action