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Lead DiscoveryFind the accounts that fit, before anyone builds a list.

Codexa agents search your market for the companies and people that match your ideal customer profile, check each one against your criteria and add them to your pipeline with the reason they fit.

Book a DemoSee how discovery works
The problem

Most lists are built for volume, not fit.

Bought lists and broad searches fill a CRM fast, but reps spend their days working accounts that were never going to buy. Fit decides where the effort should go.

Prospect listSorted as exported
  1. 1
    BrightwaveFintech · 120 staff    3/5Bought list
  2. 2
    Halden LabsHealthtech · 460 staff    2/5Bought list
  3. 3
    Kestrel DataData platform · 85 staff    1/5Bought list
  4. 4
    NorthwindB2B SaaS · 340 staff    5/5Codexa search
  5. 5
    Veritas SaaSSales software · 210    4/5Codexa search

Illustrative accounts and sample data.

How it works

From your ICP to a ranked list.

Tell Codexa who you sell to: industry, size, region, tools and the roles that buy. It becomes the brief every agent works from.

Agents search company and people data for accounts that look like your best customers.

Each account is checked against every criterion, so near misses are filtered out before anyone sees them.

Matching accounts land in your pipeline with their contacts and the reason they fit, ready for enrichment and outreach.

Inside a match

Every account arrives with its reason.

Select a point on the account to see what each part tells your team.

Discovered accountSample data
NorthwindB2B SaaS · 340 staff · Toronto
Top fitFound this week
Why it fits
B2B SaaS50 to 500 staffNorth AmericaUses HubSpotHas a sales team
Buying committee
Priya ShahCOO · decision makerOwner
Tom LaurentCRO · joined 2 days agoChampion
Alex KimHead of SDR · day-to-day userUser
Where it goes next
Sent to enrichmentContact details and context added nextNext
Owner: Sara ReevesWest territoryAssigned
Ways to search

Search the way your best reps think.

Combine filters to describe the accounts you want. Each one narrows the market to companies that fit.

Industry and segment

Find companies in the markets you sell to, and leave out the ones you do not.

Company size

Target by headcount and revenue range, so accounts are the right size for what you sell.

Region and territory

Search only where you sell, and line accounts up with the territories your team covers.

Technology used

Find companies running the tools you integrate with or replace.

Roles and seniority

Find the people who buy, not just the company, by title, function and seniority.

Lookalike accounts

Start from a customer you love and find more companies that look like them.

Why it matters

Start with accounts that can actually buy.

When discovery is grounded in your criteria, the whole pipeline works better.

01

Less time on poor fits

Reps and agents work accounts that match your ICP, instead of sorting through a list that mostly does not.

02

The right people, not just the company

The buying committee is found with each account, so outreach reaches someone who can say yes.

03

A pipeline that keeps filling

Discovery keeps running, so new accounts that fit are added as the market changes.

FAQ

Lead discovery questions, answered.

You set the criteria once: industry, company size, region, the tools a company runs and the roles that buy. Agents search company and people data for accounts that match, then check each one against every criterion before it is added.

  • Criteria set once
  • Company and people data
  • Every criterion checked

Both. Each matching account comes with the people most likely to buy, champion and use the product, found by title, function and seniority.

  • Accounts and people
  • Buyers, champions and users
  • By title, function and seniority

Your CRM is checked first, so current customers and open deals are not added again. New accounts arrive with the reason they fit and move on to enrichment.

  • CRM checked first
  • No duplicate customers or deals
  • New accounts with a reason

No. Discovery keeps running after the first search, so accounts that start to fit, because they grew, hired or changed tools, are added as it happens.

  • Runs continuously
  • New fits added as they happen
  • Growth, hiring and tool changes
Where it fits

Where the Codexa pipeline starts.

Lead Discovery finds the accounts. Enrichment, scoring and intent signals turn them into the leads your agents work.

1You are here

Discover & Prioritize

Agents find and rank the accounts worth your time.

2Pillar

Engage & Qualify

Agents start conversations and qualify interest.

3Pillar

Report & Secure

Managers see performance, data stays in your systems.

A lead's path:DiscoveryEnrichmentScoringOutreach
Ready when you are

Put the Autonomous GTM Platform to work.

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