# Product: Company Discovery, AI Qualification & CRM | WinLead AI

A useful prospect is more than an email address. Bring sources, fit criteria, conversations and opportunity progress together so your team knows what to do next.

Six capabilities. One customer journey.

## Turn information into useful sales action.

Company discovery

## Start with a market. Build a useful prospect list.

Bring search, maps and configured data connectors into one research task. Keep the website, source links and collection status attached to each company.

- Market and keyword searches
- Asynchronous collection tasks
- Traceable sources and status

Data quality & ICP scoring

## Prioritize fit with evidence you can inspect.

Normalize company fields, identify repeated domains and compare prospects with your ideal customer profile. A fit score helps prioritize research; it is not buying intent.

- Domain normalization and deduplication
- ICP scores and supporting evidence
- Freshness and quality records

AI email & review

## Write with context. Send with intention.

Use company information to prepare a draft. Your team checks the facts, tone, recipients and sending scope before using a configured mailbox.

- Drafts and reusable templates
- Human review queue
- Delivery records and failure reasons

CRM & collaboration

## Keep the whole customer story together.

Link companies, contacts, leads, opportunities and activities. Record ownership, the next action and sales stage so colleagues can pick up the conversation.

- Company and contact records
- Opportunity stages and activities
- Imports, exports and team management

Workflows & notifications

## Connect repeatable steps, with people in control.

Organize research, scoring, drafts and notifications into a workflow. Use execution records to investigate failures. Sending still requires approval and the appropriate permissions.

- Workflow definitions and run history
- Failure investigation and retry
- Task notifications and reminders

Reporting & attribution

## See where your customer journey needs attention.

Review collection, qualification, outreach and opportunity data. Open, click and reply metrics depend on channel callbacks and tracking configuration.

- Research and sales funnels
- Outreach performance
- Source and team breakdowns

A practical starting point

## Follow one prospect through the process.

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.

Real research, AI processing and delivery depend on provider configuration. Check source labels and validate a small sample before operational use.

[Understand integration requirements →](https://aihk.nailcloud.cn/en/integrations/)



## 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/product/