Marketing CRM and lead management

A marketing CRM is one place where every enquiry lands, whether it came from your website, a landing page or an ad, so nobody is lost between inboxes and phones. In AI Marketing Ma...

Lead management software takes each enquiry from the moment it arrives to the moment it becomes a customer or is closed. AI Marketing Master captures leads from forms, landing page...

A lead capture form collects a visitor's name and contact details and sends them somewhere your team will act on them. With AI Marketing Master, your existing website form can post...

Meta lead ads let people send their details without leaving Facebook or Instagram, but the leads stay inside Meta unless something collects them. Once your Facebook Page is connect...

Google Ads lead forms collect contact details right inside the ad. To get those leads out of Google Ads quickly, you add a webhook address and key to the form. AI Marketing Master...

Lead pipeline stages are the steps an enquiry passes through before it becomes a customer or is closed, such as New, Contacted, Qualified, Won and Lost. Good stages describe what h...

A follow-up task is a dated next step attached to a lead, such as call back on Thursday or send the price list after the site visit. In AI Marketing Master every lead can carry tas...

Lead assignment means every enquiry has one named person responsible for it. In AI Marketing Master you can pick the owner by hand, or set a rule that gives new leads to a chosen t...

Duplicate leads happen when the same person enquires twice, for example through a lead ad and then your website. AI Marketing Master compares each new lead's email and phone number...

A Customer 360 view gathers everything you know about one person in one place. In AI Marketing Master it collects every lead record with the same email or phone (or merged into it)...

Lead source attribution means recording which channel or campaign brought each enquiry, so you can spend more on what works. The basics are simple: tag your links with UTM paramete...

CRM automation rules in AI Marketing Master handle the repetitive admin inside your lead list. A rule can tag a lead, give it to a team member, add a follow-up task or move it to a...

AI Marketing Master can copy your leads into HubSpot one way, every 30 minutes. You create a private app token in your own HubSpot account and paste it in. Each lead with an email...

To import leads from a spreadsheet, save it as a CSV file with a header row, make sure there is an email or phone column, clean out blank and broken rows, and upload it. In AI Mark...

When someone sends you an enquiry, you may reply to that enquiry, but sending them marketing later usually needs their clear consent. Keep a record of what they agreed to and when,...

An agency CRM has to keep each client's leads apart while letting your team move between clients quickly. In AI Marketing Master every client business has its own lead list, pipeli...

Responding quickly matters because an enquiry is most valuable in the minutes and hours after it is sent. The person is still thinking about the problem, still near their phone, an...

A lead conversion report shows how many enquiries became customers, usually split by source and compared with the month before. It is the report that tells you which marketing actu...

Tags are short labels you add to leads, such as the service asked about, the branch or the season, so you can group and filter them later. A segment is simply a group of leads that...

New lead alerts tell your team as soon as an enquiry arrives, so someone can call back while the person is still interested. AI Marketing Master sends each new lead alert by email...