How to Get the Most out of Crunchbase Pro

Crunchbase Pro makes company search easy and is built for the prospector on the hunt. Whether you’re looking for a prospect or investor, knowing how to effectively use Pro can help you quickly refine your search skills.

Here are our favorite tips to help you get the most out of Crunchbase Pro: 

1. Exercise your creative juices

Looking for new prospects that match your ICP? How about founders in your industry who went to your university? Search smarter with intuitive filters and real-time updates to refine search results on the fly. You can even get notified when a new company meets your search criteria or a prospect has announced a funding round. Click the gear next to your saved search or list to update your preferences. Connect to CRM to sync the accounts you find in Crunchbase directly to Salesforce, and even see which accounts are already there.

2. Be the first to know with your personalized homepage

In a glance, see a snapshot of the companies you care about and industry news in your personalized homepage. Get the scoop on which companies are trending this week on Crunchbase, latest funding rounds and noteworthy news. Plus, get suggestions of other companies to follow based on your activity.

3.Get prospect recommendations automatically

With company recommendations delivered right to you, based on your preferences, lists, and unique activity, prospecting has never been easier. You can uncover new opportunities to fill your pipeline based on similar companies that you’re interested in. When you find a recommendation that meets your ICP, save to a custom list to get alerts or push to Salesforce in one click. Tailor your outreach with company insights and stand out from the competition.

4. Keep tabs on prospects with alerts

Did you stumble upon a company in Crunchbase you don’t want to forget? Click ‘+ Save’ on a company’s profile page or add them to a list from search results. Set up daily or weekly alerts to stay in the know. Receive notifications for key buying signals, like when a company raises money, is acquired, hires new leadership, or is mentioned in the news. Connect to CRM to stay on top of all your accounts in Salesforce as well.

5. Show your colleagues that you care with shareable lists

Keep your teammates in the loop by selecting Make URL Shareable under Privacy Settings when you save your search. You can always change this later by clicking the gear icon.

6. Already have a list? Import it via CSV

One of our most requested features is here! Want to know more about a specific group of prospects or competitors you care about? Now users can import a list of prospects, customers, or portfolio companies directly into Crunchbase. We’ll automatically find their information and start tracking updates for you.

7. Add flexibility by exporting search results

Want to see your company list outside of Crunchbase? Crunchbase Pro users can export up to 5,000 rows per month from their Crunchbase Pro searches into a CSV and easily import the list directly to your CRM, Google Sheet, or Excel document. You can also connect to CRM to sync the accounts you find in Crunchbase directly to Salesforce.