How to use
See it in action.
Four short videos, a few minutes in all, showing everything from your first morning to sending a lead to your CRM. The companies and people in them are made up.
Your first morning, step by step.
- Sign in at app.companydatapro.co.uk with the email you signed up with. The Dashboard shows yesterday's new companies, your follow-ups due, and the best of the newest companies.
- Set your patch. On Leads, type your postcode area (PO), district (PO6) or town, and the trades you want, like "construction" or "recruitment". We remember them.
- Claim a lead. Open a company and press Claim this lead, so your colleagues know you're on it.
- Keep track. Update the status as you go, add notes after each call, and set a follow-up date. The lead comes back to your Dashboard on the day.
- Add your team (admins). On the Team page, add colleagues and give leads out.
- Connect your CRM (admins). Connect Capsule in Settings to send leads there in one click, or download a spreadsheet of the leads you're working.
Good to know
- New companies arrive by 4am every morning: everything registered at Companies House the day before. Weekends and bank holidays are quieter.
- The score (out of 100) puts the most promising first: active, recently registered companies with one to three directors, in trades that tend to buy business services.
- Contact details come from each company's own website and public listings, so not every company has them, especially in its first few days.
- The registered office is the official address on Companies House. It can be an accountant's or formation agent's office, so the business may trade somewhere else.
Customers also have a Help page in the app. Questions? Get in touch.