Alerts & saved searches
Saved searches that become sales alerts.
Save your targeting criteria and receive alerts when companies match. Keep a changing market connected to your next search.
A focused walkthrough, shaped around your team.
Built forTeams monitoring a defined sector, region or company profile.
How it works
Alerts & saved searches in practice.
Alerts evaluate against the same continuously refreshed company records the searches were built on, so a match reflects a change in the data rather than a change in the query. see how records are kept current.
Save the search
Any prospect search becomes a saved list that keeps evaluating, so the query is written once rather than reconstructed each time.
Attach an automation
Automations fire when a signal matches the saved pattern — a new job title, a funding round, a change in the detected tech stack.
Choose how you hear about it
Real-time in-app alerts for the urgent ones, daily and weekly email digests for the rest, with notification preferences set per user rather than per workspace.
Act from the alert
Save-to-CRM links sit inside the alert, so a match becomes a record without going back to search for it.
Included capabilities
What your team can use.
Save any prospect search and turn it into a living feed. Build automations that fire when a signal matches — new job title, funding round, tech stack change. Real-time in-app alerts plus email digests.
- Saved search lists
- Signal-based automations
- Real-time in-app alerts
- Daily & weekly email digests
- Weekly prospect recommendations
- One-click save-to-CRM links
- Notification preferences per user
- Deal stage change alerts
What it replaces
Keep the workflow connected.
Without this the job falls to a recurring calendar reminder and somebody's discipline. Saved searches, automations and digests ship on every plan rather than being gated to the top tier. see what is included at each tier.
Re-running the same search
The Monday morning ritual of rebuilding last month's query and comparing it by eye.
Watching filings by hand
A saved pattern watches continuously, which is not something a person can do across a whole sector.
A shared inbox of forwarded links
Digests and in-app alerts reach the right person directly, with preferences set per user.
Missing deal movement
Deal stage change alerts cover the internal side, so pipeline movement is noticed as it happens.
Questions
What people ask about alerts & saved searches.
What can an automation fire on?
A signal matching a saved pattern — a new job title at a target account, a funding round, a change in the detected tech stack, or the filing-derived buyer-intent signals the platform tracks.
Will this fill our inbox?
Notification preferences are per user, and the choice between real-time in-app alerts and a daily or weekly digest is yours per alert type. Weekly prospect recommendations arrive as a digest rather than a stream.
Does an alert reach the CRM?
Alerts carry one-click save-to-CRM links, so acting on a match does not mean going back to search for the company again.
Does it cover our own pipeline as well as prospects?
Yes. Deal stage change alerts cover internal movement, so the same notification settings handle both what is happening in the market and what is happening in the pipeline.
Works alongside