🔍 Search over your CRM
We’ve just made connecting Beauhurst with your CRM more powerful - whether you are identifying your clients or uncovering new leads.
You can now use Advanced Search to include or exclude companies matched to your connected CRM.
This new filter helps tailor your search and build smarter collections to:
- Prioritise outreach - Identify new opportunities by excluding companies you are already engaging with
- Uncover trends - Monitor changes across the companies within your CRM, whether that's your client, prospects or partners
- Automatic updates - Keep your collections automatically in sync with changes in your CRM data
Connect your HubSpot or Salesforce to start searching over the companies in your CRM - Integrations settings
If you've connected your CRM then you can try out a search - Advanced Search