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AI Marketing Master

Marketing CRM and lead management

Lead management software that keeps every enquiry moving

Updated 21 Oct 2026 · Written and checked by the AI Marketing Master team, Shivah Web Tech

Short answer

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 pages and ad lead forms, flags duplicates, gives each lead an owner and a follow-up task, and tracks it across stages until you mark it won or lost.

Lead management in five jobs

Whatever tool you use, managing leads comes down to five jobs. If one is missing, leads slip through. Here is how each job works in AI Marketing Master.

  • Capture: enquiries arrive by themselves from website forms, landing pages, Meta lead ads and Google Ads lead forms. You can also add a lead by hand or import a spreadsheet.
  • Clean: a new lead with the same email or phone as an existing one is flagged as a likely duplicate, so you can merge it.
  • Route: each lead gets an owner, either picked by a person or set by a rule (for example, all Google Ads leads go to one salesperson).
  • Follow up: tasks with due dates sit on the lead, so the next step is always written down.
  • Close: the lead moves through your stages and ends as Won or Lost, which feeds your reports.

What you see on screen

The lead list shows name, source, stage, owner and when it last moved. The board view shows the same leads as columns you can drag between. Each column shows how many leads it holds and, if you record a value, the total per currency. Rupees and dollars are never added together.

Opening a lead shows its message, the answers from the form, where it came from (including campaign details when the form passed them), notes, tasks and a full history of who changed what.

Choosing lead management software: questions to ask

  • Does it take leads from every place you advertise, or only some?
  • Can a person on your team see at a glance which leads have no next step?
  • Does it keep a record of consent, and can you mark someone as do not contact?
  • Can you get your data out as a file if you leave?
  • Does it message leads automatically? If so, who checks what is sent and whether consent exists?
  • Does it fit on a phone? Many owners check leads between customers, not at a desk.

How AI Marketing Master answers those questions

Forms, landing pages, Meta lead ads, Google Ads lead forms, spreadsheet import and manual entry are all supported. Leads with no open task are easy to spot from the list. The consent wording a person agreed to is stored with the time they agreed, and one click marks a person as do not contact. Leads export to CSV. The whole app is designed for a phone first.

On the last question the answer is simple: it does not message leads at all. Automation rules stay inside the CRM. That is a deliberate choice, not a missing feature on a roadmap.

Getting started in an afternoon

  • Create a website form source and paste its form address into your site, or add an enquiry form block to a landing page.
  • Connect Meta lead ads or Google Ads lead forms if you run them.
  • Import your existing enquiries from a spreadsheet with an email or phone column.
  • Rename the stages if your process uses different words.
  • Add one or two rules, such as a call-back task for every new lead.

What it does not do

  • No automatic messages, sequences or bulk sends to leads.
  • No AI lead scoring.
  • Spreadsheet import takes up to 500 rows per file.

Questions people ask

Is this lead management software suitable for one person?

Yes. A single owner can use it as a tidy enquiry list. Assignment and rules become more useful as the team grows.

Does it score leads with AI?

No automatic lead scoring is offered. You can use tags and stages to mark which leads are hot, and Milo can help you think through a lead if you ask.

What happens to test leads from ad platforms?

Google Ads test submissions are marked as test leads. They do not trigger alerts and are left out of your reports.

Can I delete a lead completely?

Yes. A person with the right permission can delete a lead for good, for example when someone asks you to remove their details.

Try lead management

We only describe what the product really does today. Results depend on your business, your market and many things no tool controls.

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