CRM & Automation That Protect Every Enquiry.
A structured pipeline connecting people, process, tools and data — so every enquiry is captured, owned, followed up and reported without depending on memory.
Outcome: Every enquiry visible, owned and progressed.
Unique connected workflow
- 1
Capture
Every source → one inbox
- 2
Qualify
Rules + human judgement
- 3
Assign
Owner + SLA + fallback
- 4
Nurture
WhatsApp · email · SMS
- 5
Convert
Booking / order / handoff
- 6
Report
Stage-by-stage leakage
Signals that this capability is being under-invested in today.
- Enquiries scattered across inboxes and DMs
- No SLA, no owner, no clear next action
- WhatsApp and phone journeys invisible to CRM
- Reminders and lifecycle steps done manually
CRM & Automation, designed as part of the whole system.
Digi Mantravm Media designs lifecycle stages, ownership rules, SLAs and automations around how the business actually converts and retains — then implements them in the CRM that fits, not the shiniest one.
- Lifecycle stages and lead-status model
- Ownership, routing and SLA rules
- WhatsApp, email and SMS journeys
- Reminders, follow-ups and reactivation flows
- Data hygiene and deduplication rules
- Pipeline reporting and leakage alerts
- Team enablement and playbooks
How a crm & automation engagement actually runs.
Design
Stages, ownership and SLAs modelled from real conversion behaviour, not textbook funnels.
Build
CRM configured, automations wired, integrations tested with real inbound data.
Enable
Team onboarded with playbooks so the system reflects daily reality.
Improve
Reporting exposes leakage weekly — process, tooling and copy tuned in response.
- Teams losing leads between response and booking
- Clinics juggling calls, WhatsApp and forms
- Ecommerce with high-touch or post-sale flows
- Experts managing consultation pipelines
Search, Shopping, social discovery, product demand and emerging AI advertising opportunities.
Programme discovery, consultation demand, applications and high-intent research journeys.
Local demand, Search, Maps, paid media and location-specific conversion journeys.
Treatment discovery, local search and consultation demand through established Google and Meta opportunities where policy permits.
Procedure-specific demand and consultation acquisition through eligible channels, with emerging AI ad inventory still subject to healthcare policy and advertiser eligibility.
Meta & Google Advertising
Google Search, Performance Max, YouTube and Meta campaigns aligned to the customer journey — not isolated channel activity.
07AI Agents, Chatbots & Voice AI
Instant response, qualification and booking support — with human handoff.
08Analytics, Attribution & Optimisation
Reporting built around commercial stages, not vanity metrics.
Questions about crm & automation.
Industries, case studies and reading connected to crm & automation.
- Local & Multi-Location Businesses growth systemsLocal demand, Search, Maps, paid media and location-specific conversion journeys.
- Education, Experts & Training growth systemsProgramme discovery, consultation demand, applications and high-intent research journeys.
- Ballderma Aesthetic Clinic case studyCRM stages linking enquiries, appointments, packages and follow-up.
- Why Disconnected Marketing Systems Lose LeadsMost lead leakage happens between channels, not inside them. A look at the handoffs that quietly cost businesses qualified opportunities.
Ready to Connect the Missing Parts of Your Growth System?
Start with a focused Growth Audit covering your positioning, customer journey, marketing, lead response, CRM and measurement.