We’re excited to share the latest progress on Lead the WAI, our AI-driven CRM and CMS platform designed to fully automate marketing and sales. After using it internally to power WAI Forward, we’re now preparing for the next stage—bringing early adopters on board.
By joining the waiting list, you’ll be among the first to access Lead the WAI and take advantage of AI-powered automation for lead management, social media campaigns, and advanced analytics. As we refine the platform, early users will have a unique opportunity to shape its development and influence key features.
Whether you’re looking for a smarter way to manage your sales funnel or interested in helping define the future of AI-driven marketing, now is the time to get involved.
📩 Join the waitlist: Sign Up Here
🤝 Interested in collaborating? Apply Here
What is Lead the WAI?
Lead the WAI is an AI-first approach to CRM and CMS, designed from the ground up with automation in mind. While most CRMs have added AI as an afterthought, we’ve built Lead the WAI with AI at its core, allowing for full automation of your sales and marketing processes.
With Lead the WAI, you can interact with your data in a completely new way. Instead of manually searching through reports and dashboards, you can simply ask our AI plain English questions like:
- "Which marketing channel is bringing in the most high-converting leads?"
- "How many sales did we generate from last month’s email campaign?"
- "What’s my customer retention rate this quarter?"
Our AI instantly provides data-driven answers, allowing you to make decisions without needing technical knowledge.
How Lead the WAI Works
Lead the WAI is structured around three core pages:
Home
The Home page keeps things simple and actionable. It’s designed to show you exactly what needs your attention right now—no unnecessary details, just today’s priorities.
Rather than overwhelming you with dashboards and reports, Home acts as a personal assistant, surfacing the most critical tasks the moment you log in. Whether it’s following up with a high-value lead, launching a scheduled campaign, or reviewing AI-generated insights, everything is neatly laid out so you can get straight to work.
Library
The Library is where all your data lives, offering a structured way to manage and track your business activities at a broader level.
Unlike the Home page, which focuses on daily tasks, the Library gives you a high-level view of your ongoing marketing and sales efforts. It organizes key data types—like Leads and Campaigns—into dedicated dashboards, allowing you to track progress and performance over time.
For those who prefer a hands-on approach, the Library also offers a folder-based navigation system, giving you the flexibility to manually structure and categorize your data. Or, if you’d rather let AI handle the heavy lifting, you can query insights directly through the chat interface, getting instant updates without digging through menus.
Overview
The Overview page is built for strategic decision-making, offering a big-picture look at your marketing and sales performance.
Instead of static reports, Overview provides data visualizations, allowing you to explore key trends through interactive graphs, Gantt charts, and geographic maps. Need to compare sales performance across different campaigns? Want to see how engagement has shifted over time? Just ask, and Lead the WAI will generate the insights for you.
Whether you're a business owner looking for top-level analytics or a team lead refining your strategy, the Overview page ensures you always have a clear, data-driven understanding of where things stand.
This is where Lead the WAI turns raw data into actionable insights. Instead of digging through spreadsheets, you can ask our AI to summarize trends, compare performance across campaigns, and highlight key opportunities. Whether you're analyzing lead generation, tracking sales conversions, or evaluating marketing ROI, the Overview page ensures you have the data you need to make informed decisions.
AI-Powered Automation
Lead the WAI isn’t just about managing data—it’s about automating the entire marketing and sales process.
- Social Media Automation – Schedule and optimize posts with AI-powered content recommendations.
- Lead Management – Track, segment, and nurture leads across multiple platforms automatically.
- Advanced Analytics – Gain real-time insights into customer behavior and campaign performance.
With the ability to control everything through the UI or fully through our AI chat, Lead the WAI adapts to your workflow, whether you prefer a hands-on or fully automated approach.
Collaborative Development & Future Plans
Now that we’ve entered the next phase of development, we’re inviting marketing and sales professionals to collaborate with us in refining Lead the WAI. Our modular integration system means that early users can influence which integrations we prioritize, shaping the platform to best fit their needs.
Join Us
If you want to be among the first to use Lead the WAI, join our waitlist today.
📩 Sign up for early access: Join the Waitlist
If you're a marketing or sales professional and want to collaborate with us, we’d love to hear from you.
🤝 Apply to collaborate: Apply Here
We’re looking forward to building the future of AI-driven marketing and sales—together.