Elevate Media – Custom CRM & Automated Sales Funnel

Challenge

Elevate Media was managing leads from multiple channels including quizzes, emails and social media, but lacked a centralised CRM or automation strategy. This led to delays in follow-ups and lost leads at crucial points in the funnel.

Solution

Mentis Digital built a custom CRM and sales automation suite using n8n, linking lead sources into a single system and enabling personalised follow-up sequences. The CRM prioritised leads based on behaviour and automated the onboarding process post-booking.

Key Features Delivered

• Lead scoring based on quiz responses and user behaviour

• Automated nurture sequences via email and SMS

• Mobile alerts for high-intent leads

• Automatic onboarding with contracts and forms post-booking

Results After 39 Days

• 3x increase in conversions and booked appointments

• Over 50 hours saved per month in manual sales processes

• 2.4x improvement in pipeline visibility and sales velocity