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.

Follow these 12 tips to get the most out of Crunchbase Pro:

Search less. Close more.

Grow your revenue with all-in-one prospecting solutions powered by the leader in private-company data.


1. Search smarter with advanced filters

Looking for new prospects that match your ideal customer profile? How about founders in your industry who attended your university? Search smarter with intuitive filters so you can refine the results based on the accounts you care about. 

Start by choosing your type of search at the top navigation bar, whether it’s companies, contacts, investors, funding rounds or acquisitions. Then, add filters based on industry, headquarters location, topics of interest, funding dates, employment signals, contact data and more. This lets you conduct granular searches that take you straight to the accounts that matter most.

2. Get prospect recommendations automatically

With Crunchbase Pro, prospecting has never been easier. You’ll get company recommendations delivered right to you based on your preferences, lists and activity so you can quickly discover new prospects and qualify leads. Each recommendation also comes with a personalized fit score so that you can understand why they might be a good match.

View recommended companies by clicking Recommended in the top navigation bar. The recommendations page will display data like company location, size, revenue and industry. When you find a recommendation that meets your ideal customer profile, click Save to add it to a custom list or Push to send it to Salesforce in one click. Access contact data for decision-makers and tailor your outreach with company insights to stand out from the competition.


3. See companies that are similar to your top accounts

With Crunchbase Pro, you also get access to similar companies, a new feature that uses machine learning to highlight the accounts you should know about. This instantly shows you companies that resemble your recently closed deals, saving you time on manual searches so that you can efficiently fill your pipeline.

Access this feature using the similar companies tab on any company profile. You’ll get quick facts about new prospecting opportunities–based on key attributes like industry, revenue and growth signals–so you can qualify on the spot.


4. Track and monitor prospects with alerts

Did you stumble upon a company in Crunchbase you don’t want to forget? Create daily or weekly alerts to keep an eye on important prospects and accounts. Receive notifications for key buying signals, such as when a prospect announces a funding round, is acquired, hires new leadership or is mentioned in the news. 

To set up alerts, go to My Saved Searches or My Lists on the left-hand panel of your homepage. Then, click the gear icon on the left to customize your notifications.

5. Reach decision-makers with verified contact data

With Crunchbase Pro, you’ll not only get important information about companies of interest, but you’ll also unlock contact information for key decision-makers. Get access to 10 free contacts each month so that you can reach out to the right people and close deals even faster.

To access a list of verified contacts, navigate to the People tab on any company profile. You’ll quickly be able to view the number of contacts available, and use filters such as job title, department and name to identify the most strategic people to connect with.


6. Streamline your workflow by syncing with your CRM

Crunchbase Pro lets you sync accounts directly to your CRM. When you find new companies and contacts that meet your ideal customer profile, save them to Salesforce with the click of a button. This reduces the time you’d otherwise spend on data entry so you can quickly move prospects through the sales pipeline.

Once an account is synced, Crunchbase automatically sends your CRM company data that you can leverage for outreach. You can even enable automatic email alerts so you can track when a prospect raises money.

7. Build your pipeline faster with sales integrations

If you’re a sales prospector, simplify your workflow with Crunchbase’s Outreach integration. Using these sales tools together, you can combine their forces and streamline prospecting.

Start by using Crunchbase Pro to find verified contact information for company decision-makers. Once you find contacts relevant to you, push them to Outreach or assign them to an existing Outreach sequence. Then, set alerts for these contacts to get notified about key buying signals, such as new funding rounds and leadership hires, so you can reach out with personalized messages.


8. Reach decision-makers with pre-built email templates

Take advantage of verified contact data on Crunchbase, and send a message to your prospects without leaving the platform. Use Crunchbase’s suggested topics or pre-built email templates, or type out your own content and personalize the message with smart facts, such as job title or last funding round.
Integrate your email by going to Account Settings and selecting Integrations. From there, click Connect Email. All emails are sent from your email client so they’ll be organized in your inbox.


9. Import existing lists for data-driven insights

Do you have a lead list outside of Crunchbase that you want to enrich with more data? You can import a list of prospects, customers or portfolio companies directly into Crunchbase to gather data about them right away. Crunchbase will automatically find their information and start tracking updates for you.

Start by creating a CSV file of your own or filling in this template. Then, upload it using the Upload File button. This list will automatically be saved to the My Lists section of your Crunchbase account.


10. Export search results for deeper analysis

Want to analyze your company list outside of Crunchbase? Crunchbase Pro users can export up to 5,000 rows per month from their searches into a CSV file. That way, you can manipulate the data you’ve sourced through Crunchbase and analyze trends to strengthen your prospecting, market research or investment strategy.

Export your results by clicking the Export button in the top right-hand corner of your search and selecting Export as CSV. Then, save the file directly to Excel, Google Sheets, OpenOffice or your preferred analysis program.

11. Be the first to know with your personalized homepage

Get an at-a-glance snapshot of the most relevant companies on your personalized homepage. Discover which companies are trending this week on Crunchbase, top industry news and the latest funding rounds and acquisitions according to your territory. You’ll also get custom suggestions of other companies to follow based on your activity.

12. Prospect anywhere with the Crunchbase Chrome extension

Another Crunchbase Pro hack? You can use the Crunchbase Chrome extension to access Crunchbase data directly from the platforms and websites you’re already working on, without having to change your workflow.

Whether you’re on LinkedIn, Salesforce or a company website, the Crunchbase Chrome extension will display best-in-class proprietary data. You’ll uncover verified contact information for the right people at the qualified companies, all without leaving the page. With the Crunchbase Chrome extension, you can leverage everything you love about Crunchbase Pro from any page.

  • Originally published May 28, 2020, updated July 19, 2022