Help Guide

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PLATFORM CUSTOMISATION​

Optimise the platform for your business goals

Customise your platform’s global menu, prioritise data sources, streamline CRM data, integrate data connectors, and configure custom URLs and access settings.

BROWSER EXTENSION​

Quickly review company data from your browser

Use the Browser Extension to fetch company data from any site in Chromium browsers. Verify matches, update profiles, and get the latest on company size, funding, and contacts.

GLOBAL MENU​

Getting familiar with your platform features​

Optimise your workflow with a customisable top menu. Pin your favourite tools and pages for quick navigation, including company data, transactions, and news.

SEARCH​

Quickly searching for companies​

Use the search bar to find companies by name or URL. Includes a shortcut for quick access and options for manual or CSV uploads if a company is not listed.

ALL COMPANIES

Analysing your company universe

Explore and interrogate your company universe using Quick and Advanced Filters, custom display options, save views, and receive alerts. Ideal for targeted data analysis and triage.

DATA EXTRACT & SYSTEM REQUESTS

Downloading your filtered company data

Target origination and triage by exporting datasets on demand from the All Companies/Views pages, and manage your download queue and files through the System Requests in your User Menu.

COMPANY PROFILES

Gain insight with company profiles

Comprehensive company profiles provide market and CRM insights, news, plus custom data points, presented in detailed sections and summarised in the Overview tab for quick triage decisions.

COLLECTIONS

Static lists for classifying companies

Use Collections to group companies into static lists for easy monitoring and origination. Manually create, or import from sources like SourceScrub. Ideal for awards, conferences, and more.

RECOMMENDATIONS

Automated company recommendations

Power up your origination and monitoring efforts with company recommendations, automatically generated by your platform based on your custom scores, unique insights and workflows.

TRANSACTIONS

Monitor M&A and Funding deals

The Transactions page tracks funding and M&A deal events, offering insights for market analysis and investment and filtering capabilities for in-depth research.

ALL NEWS

Assessing your news universe

The All News page lets you filter news by interests, customise views to track company-linked articles and add saving articles into Watchlists. Perfect for strategic monitoring.

NEWS WATCHLISTS

Reviewing your curated news lists

Watchlists let you compile news articles and share relevant insights with your colleagues through comments. Create, edit, favourite and delete watchlists to tailor your news collections.

DATA MANAGEMENT

Ingesting companies, properties and more

Use the Data Management section to upload and manage company data. Enhance your updates by configuring your data sets, such as your Custom Properties and RSS Feeds

ALERTS & EMAILS

Setting up your email updates

Set alerts for target companies' activities, including Views, Profiles, News, and Tasks. Request Syfter Extra for broader updates to enhance strategic monitoring and decision-making.

USER MENU

Managing teams and users, plus tools access

The User Menu provides access to your user and team admin panels, System request, plus tools to streamline your workflow and enhance security.

PLATFORM CUSTOMISATION​

Optimise your system for your business goals

Customise your platform’s global menu, prioritise data sources, streamline CRM data, integrate data connectors, and configure custom URLs and access settings.

BROWSER EXTENSION​

Quickly review company data from your browser

Use the Browser Extension to fetch company data from any site in Chromium browsers. Verify matches, update profiles, and get the latest on company size, funding, and contacts.

GLOBAL MENU​

Getting familiar with your platform features​

Optimise your workflow with a customisable top menu. Pin your favourite tools and pages for quick navigation, including company data, transactions, and news.

SEARCH​

Quickly searching for companies​

Use the search bar to find companies by name or URL. Includes a shortcut for quick access and options for manual or CSV uploads if a company is not listed.

ALL COMPANIES

Analysing your company universe

Explore and interrogate your company universe using Quick and Advanced Filters, custom display options, save views, and receive alerts. Ideal for targeted data analysis and triage.

DATA EXTRACT & SYSTEM REQUESTS

Downloading your filtered company data

Target origination and triage by exporting datasets on demand from the All Companies/Views pages, and manage your download queue and files through the System Requests in your User Menu.

COMPANY PROFILES

Gain insight with company profiles

Comprehensive company profiles provide market and CRM insights, news, plus custom data points, presented in detailed sections and summarised in the Overview tab for quick triage decisions.

COLLECTIONS

Static lists for classifying companies

Use Collections to group companies into static lists for easy monitoring and origination. Manually create, or import from sources like SourceScrub. Ideal for awards, conferences, and more.

RECOMMENDATIONS

Assessing company recommendations

Power up your origination and monitoring efforts with company recommendations, automatically generated by your platform based on your custom scores, unique insights and workflows.

TRANSACTIONS

Monitor M&A and funding deals

The Transactions page tracks funding and M&A deal events, offering insights for market analysis and investment and filtering capabilities for in-depth research.

ALL NEWS

Assessing your news universe

The All News page lets you filter news by interests, customise views to track company-linked articles and add saving articles into Watchlists. Perfect for strategic monitoring.

NEWS WATCHLISTS

Reviewing your curated news lists

Watchlists let you compile news articles and share relevant insights with your colleagues through comments. Create, edit, favourite and delete watchlists to tailor your news collections.

DATA MANAGEMENT

Ingesting companies, properties and more

Use the Data Management section to upload and manage company data. Enhance your updates by configuring your data sets, such as your Custom Properties and RSS Feeds

ALERTS & EMAILS

Setting up your email updates

Set alerts for target companies' activities, including Views, Profiles, News, and Tasks. Request Syfter Extra for broader updates to enhance strategic monitoring and decision-making.

USER MENU

Managing teams and users, plus tools access

The User Menu provides access to your user and team admin panels, System request, plus tools to streamline your workflow and enhance security.

PLATFORM CUSTOMISATION​

Optimise your system for your business goals

Customise your platform’s global menu, prioritise data sources, streamline CRM data, integrate data connectors, and configure custom URLs and access settings.

BROWSER EXTENSION​

Quickly review company data from your browser

Use the Browser Extension to fetch company data from any site in Chromium browsers. Verify matches, update profiles, and get the latest on company size, funding, and contacts.

GLOBAL MENU​

Getting familiar with your platform features​

Optimise your workflow with a customisable top menu. Pin your favourite tools and pages for quick navigation, including company data, transactions, and news.

SEARCH​

Quickly searching for companies​

Use the search bar to find companies by name or URL. Includes a shortcut for quick access and options for manual or CSV uploads if a company is not listed.

ALL COMPANIES

Analysing your company universe

Explore and interrogate your company universe using Quick and Advanced Filters, custom display options, save views, and receive alerts. Ideal for targeted data analysis and triage.

DATA EXTRACT & SYSTEM REQUESTS

Downloading your filtered company data

Target origination and triage by exporting datasets on demand from the All Companies/Views pages, and manage your download queue and files through the System Requests in your User Menu.

COMPANY PROFILES

Gain insight with company profiles

Comprehensive company profiles provide market and CRM insights, news, plus custom data points, presented in detailed sections and summarised in the Overview tab for quick triage decisions.

COLLECTIONS

Static lists for classifying companies

Use Collections to group companies into static lists for easy monitoring and origination. Manually create, or import from sources like SourceScrub. Ideal for awards, conferences, and more.

RECOMMENDATIONS

Assessing company recommendations

Power up your origination and monitoring efforts with company recommendations, automatically generated by your platform based on your custom scores, unique insights and workflows.

TRANSACTIONS

Monitoring M&A and Funding deals

The Transactions page tracks funding and M&A deal events, offering insights for market analysis and investment and filtering capabilities for in-depth research.

ALL NEWS

Assessing your news universe

The All News page lets you filter news by interests, customise views to track company-linked articles and add saving articles into Watchlists. Perfect for strategic monitoring.

NEWS WATCHLISTS

Reviewing your curated news lists

Watchlists let you compile news articles and share relevant insights with your colleagues through comments. Create, edit, favourite and delete watchlists to tailor your news collections.

DATA MANAGEMENT

Ingesting companies, properties and more

Use the Data Management section to upload and manage company data. Enhance your updates by configuring your data sets, such as your Custom Properties and RSS Feeds

ALERTS & EMAILS

Setting up your email updates

Set alerts for target companies' activities, including Views, Profiles, News, and Tasks. Request Syfter Extra for broader updates to enhance strategic monitoring and decision-making.

USER MENU

Managing teams and users, plus tools access

The User Menu provides access to your user and team admin panels, System request, plus tools to streamline your workflow and enhance security.