Connected marketing-to-sales workflow

From the first post to the closed deal, in one connected workflow

Most teams run campaigns in one tool, leads in another and reports in a third. AiLeadMs keeps them in one place, organised by client and project, so every lead can be followed back to what brought it in.

The workflow

Four stages, one workspace

Each stage hands over to the next, so a lead can be followed back to the campaign that brought it.

Stage 01
Create and run campaigns
Publish posts and videos to the channels you have connected, and keep paid and organic work in the same project.
- Multi-channel publishingLive
- Advertising and organic social, togetherPartly available
- AI Creative StudioIn development
Stage 02
Capture and organize leads
Bring every enquiry into one pipeline, tagged with where it came from, and keep each client's leads apart.
- Website lead captureLive
- Lead pipelineLive
- Clients and projectsLive
Stage 03
Qualify and follow up
Ask questions of your own data, set follow-ups, and get the right people alerted while a lead is still warm.
- Project-aware AI assistantLive
- Ava, the AI voice agentPlanned
- Slack and Teams lead alertsIn development
Stage 04
Measure business results
See how each channel performs and follow a lead from the campaign that brought it to the deal it became.
- Channel and campaign analyticsLive
- Lead-to-revenue attributionPartly available
- Client-scoped AI reportingPlanned
- AI credit and calling walletPlanned

What sets AiLeadMs apart

Five things we built the platform around

Each one opens a page that says plainly what is live and what is not.

Live

Built for agencies and multi-client teams

Your workspace is organised as clients and projects, so every client's accounts, leads and reports stay apart while your team works from one login.

Live

An assistant that knows the project you are in

Ask about leads, accounts and posts in plain words. The assistant works inside the client and project you have open and answers from that project's own data.

Live

One workflow from lead to customer

Enquiries arrive with their source, move through a pipeline with a timeline and follow-up dates, and stay connected to the campaign that brought them.

Partly available