ZINNUMCase study · Real Estate Investment & Acquisitions
Epimeno Holdings LLC
Scalable CRM and automation infrastructure in GoHighLevel.
13custom automation workflows
System map · what we connected
- Lead lifecycle map
- 13 workflows
- Call follow-ups
- Tagged pipelines
The client
The starting point.
Epimeno Holdings LLC is a real estate investment company focused on acquiring and managing investment opportunities. As operations and lead generation expanded, managing communications, follow-ups and sales processes manually became increasingly challenging, so the company partnered with Zinnum to build a scalable CRM and automation infrastructure within GoHighLevel.
Challenge
- Growing inbound and outbound lead volume to manage
- Inconsistent follow-up and missed calls
- Manual lead management creating inefficiencies
- Risk to conversion rates and customer experience
Objectives
- Automate communication processes
- Improve lead tracking and visibility
- Create structured sales pipelines
- Ensure timely follow-up for every lead
Approach
How we tackled it.
- Reviewed the full lead management workflow
- Mapped every stage of the lead lifecycle
- Identified where automation removes repetitive tasks
- Targeted faster response times and engagement
Solutions delivered
- Email and SMS drip sequence campaigns
- 13 customised automation workflows
- Inbound and outbound call and no-response follow-ups
- Advanced tagging and customised sales pipelines
Results & impact
- Significantly reduced manual administrative work
- Improved lead engagement and follow-up consistency
- Greater visibility into the sales process
- Scalable framework supporting continued growth
Key insight
Integrating CRM structure, automation and communication workflows into one unified system improves efficiency while creating a more consistent, professional customer experience.
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