Win workCompetitors
Competitors
Track competitor firms in competitive pursuits.
Overview
Competitors helps Revenue-seat teams monitor firms you meet in competitive situations—who they are, where they show up, and how they relate to your pursuits.
Requires Team plan (or trial) and a Revenue seat type. Trial workspaces count as Revenue for this gate. See Seats: Core, Network, Revenue.
When to use competitors
- You regularly lose or win against the same names
- Principals want visibility into who else is at the table
- Marketing tracks competitive positioning by sector
Steps
Open Competitors from the workspace sidebar.
Add firms you encounter in interviews and proposals—not every subcontractor in your contacts graph.
Review activity and links back to accounts when a pursuit is live.
Combine with account detail prep before executive meetings.
What competitors is not
- Not a full market intelligence database
- Not a replacement for contacts—competitors are a lens, not your relationship graph