Discover Companies (Leads Hub)

Discover searches for companies and scores each one against a profile. Go to CRM → Leads Hub → Discover. Searching is free.

1. Choose what to search for

Pick a profile to use its settings, or search without one. You can then add or change any filter:

• Keyword: words in the company name or website.
• Town or area and Postcode areas (e.g. M, SK, WA).
• SIC: industry codes.
• Size and Company type.
• Business categories: types of local business from map listings, e.g. dentist, accountant, garage.
• Exclude names containing.
• Incorporated: only companies formed in the last 30, 90 or 365 days.
• Accounts overdue: companies late with their accounts, which can be a sign of a business that needs help.
• Has a website.
• Show businesses already in my CRM: off by default, so you only see new prospects.
• Minimum fit: hide anything scoring below this.

2. Where results come from

Discover combines several sources. The source is shown against each result:

• Company register: the UK company register, always included.
• Map listings: local businesses from OpenStreetMap, including many that aren't limited companies.
• Companies House live: up-to-the-minute company details where available.
• Google results: extra web results where your workspace has this source switched on.

See Data Sources and Your Own Keys.

3. Read the results

Each result shows:

• Fit: 0–100, how closely the company matches the profile. Click it to see the reasons, e.g. "+20 industry match, +15 in your area".
• Intent: how likely they are to be buying now, based on signals like a new director or newly incorporated.
• Signals: the events behind the intent score.
• A badge showing whether the company is New, Already saved, Already in CRM or Do not contact.
• A Sole trader warning where the business is likely a sole trader or partnership. Under UK law (PECR) you need consent before emailing those; call or write instead. See Do-Not-Contact and UK PECR.

4. Save the ones you want

• Tick companies and click Save selected, or
• Click Save all new ≥ fit to save every new result at or above your minimum fit.

Saved companies go to Accounts with the status New. Companies on your do-not-contact list can't be saved.

5. Save the search as a monitor

Click the bookmark button to save the search as a monitor. It then runs on a schedule and adds new matches for you. See Monitors.

Where to go next

• The whole Leads Hub on one page → Leads Hub A–Z: Getting Started
• Ideal Customer Profiles · Discover · Accounts and Contacts · Monitors
• Credits, Spending Controls and Usage · Data Sources and Your Own Keys
• Do-Not-Contact and UK PECR
• Turn prospects into conversations → Advanced Sequences