SaaS Startup

Service
AI-driven lead scoring, nurturing, and demo scheduling.
Clients
FlowMetrics (Austin, TX)
Date
April 2025
Software
COPTIMAS (Pro Plan), HubSpot (legacy CRM migrated), LinkedIn Lead Gen Forms, Calendly, and Make.com.

Transforming Ideas into Interactive Reality. Elevating Brands Design & Code

Challenge:
FlowMetrics’ sales team wasted 60% of their time chasing unqualified leads from webinars and ad campaigns. Only 12% of demos converted to trials.

Innovative Design Solutions Tailored to Your Brand

Solution:
COPTIMAS replaced their fragmented stack with a single lead engine:

  • Leads from LinkedIn, web forms, and events auto-populated the COPTIMAS CRM
  • An AI agent analyzed firmographics, engagement (email opens, page views), and intent signals
  • Leads scored ≥80/100 triggered an automated Calendly invite + personalized email from the AI
  • Lower-scoring leads entered a 7-day nurture sequence with educational content

Results:

  • Sales-qualified lead (SQL) volume increased by 210%
  • Demo-to-trial conversion rate rose from 12% to 34%
  • Reps saved 15 hours/week on manual lead research
  • CAC reduced by 22% in Q2 2025

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