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.
Bring search, maps and configured data connectors into one research task. Keep the website, source links and collection status attached to each company.
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.
Use company information to prepare a draft. Your team checks the facts, tone, recipients and sending scope before using a configured mailbox.
Link companies, contacts, leads, opportunities and activities. Record ownership, the next action and sales stage so colleagues can pick up the conversation.
Organize research, scoring, drafts and notifications into a workflow. Use execution records to investigate failures. Sending still requires approval and the appropriate permissions.
Review collection, qualification, outreach and opportunity data. Open, click and reply metrics depend on channel callbacks and tracking configuration.
Define your market, industry and keywords. Collect company information with its source so your team can check the context.
Compare each lead with your ideal customer profile. Review the evidence behind the score before deciding who to prioritize.
Prepare a personalized email, check the facts and recipients, and approve the scope before sending.
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 →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.
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.
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.
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.
Start with a clear market. Connect your research, outreach and team follow-up.
Existing users can sign in. New team access is provisioned by the deployment administrator.