# AI B2B Prospecting & CRM | WinLead AI

Turn scattered research into a clear next step. WinLead AI connects company discovery, AI qualification, reviewed outreach and CRM follow-up so your team can focus on relationships worth building.

For teams building lasting business relationships

Export salesBusiness servicesMarketingChannel development

From research to relationships

## Give every useful lead a next step.

WinLead AI connects company discovery, qualification, reviewed outreach and CRM in a single B2B prospecting workflow.

01

### Discover relevant companies

Define your market, industry and keywords. Collect company information with its source so your team can check the context.

02

### Understand the fit

Compare each lead with your ideal customer profile. Review the evidence behind the score before deciding who to prioritize.

03

### Review every first impression

Prepare a personalized email, check the facts and recipients, and approve the scope before sending.

04

### Keep the relationship moving

Connect contacts, conversations and opportunities. Give every useful conversation an owner and a next action.

[Explore all product capabilities →](https://aihk.nailcloud.cn/en/product/)

Start with your market

## Make the workflow fit the way you sell.

Define your customers before choosing sources, messages and a follow-up rhythm.

### Export sales

Research companies in overseas markets, prepare an English introduction and keep the follow-up connected.

[Explore this solution →](https://aihk.nailcloud.cn/en/solutions/export/)

### China-market B2B

Focus on the right regional companies and connect qualification with ownership and opportunity progress.

[Explore this solution →](https://aihk.nailcloud.cn/en/solutions/domestic-b2b/)

Human review stays in the loop

## AI helps prepare. Your team decides.

Generating a draft is not authorization to send. Check the facts, recipients and purpose before starting a conversation.

[Explore review and access controls →](https://aihk.nailcloud.cn/en/security/)

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### Check the facts

Separate public evidence, model interpretation and demonstration data.

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### Approve the content and scope

Review the message, recipients and purpose together.

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### Record the result and next action

Connect delivery records to the next customer activity.

Methods you can use

## Start with one well-researched prospect.

Qualification · 5 min read

### [What is ICP scoring?](https://aihk.nailcloud.cn/en/resources/icp-scoring/)

Learn how ICP scoring compares companies with your ideal customer profile. Check inputs, exclusions and evidence without confusing fit with purchase intent.

[Read the guide →](https://aihk.nailcloud.cn/en/resources/icp-scoring/)

Email review · 4 min read

### [Your first AI email.](https://aihk.nailcloud.cn/en/resources/outreach-workflow/)

Review AI sales emails for accurate facts, relevant value, recipients, approval scope and sending rules. Connect delivery and genuine replies to CRM follow-up.

[Read the guide →](https://aihk.nailcloud.cn/en/resources/outreach-workflow/)

Data quality · 4 min read

### [Beyond the lead count.](https://aihk.nailcloud.cn/en/resources/lead-quality/)

Check B2B lead sources, domain duplicates, missing fields, data freshness and email validation before scoring or outreach. A practical data quality checklist.

[Read the guide →](https://aihk.nailcloud.cn/en/resources/lead-quality/)



## What is WinLead AI?

WinLead AI is an AI-assisted B2B prospecting and customer relationship platform. It connects company discovery, ICP scoring, email drafting, human review and CRM follow-up.

## Will an AI-generated draft be sent automatically?

Drafting is separate from permission to send. Your team must approve the content and recipient scope, and the mailbox, access controls and sending policies must allow the action.

## Can I explore without third-party API keys?

Some connectors and AI features provide explicitly labeled mock or fallback results. Real research, model calls and email delivery require the corresponding accounts, credentials and configuration.

## How do I access the product?

Existing users can sign in to the workspace. New teams need an account provisioned by their deployment administrator. The public website is available in English and Chinese; workspace language depends on the current deployment.

Source: https://aihk.nailcloud.cn/en/