Lead to paid.
One record.

Most CRMs stop at “Won”. Pitch2Sale carries the deal through the contract, the project and the invoice — calls, proposals, delivery and the money, all on the same record.

Start free trialSee pricing

14 days free, no card.

  1. 1 · Lead

    AH

    Priya Nair

    Aster Health · web form

  2. 2 · Pipeline

    Qualified

    Aster Health

    ₹9,80,000

  3. 3 · Proposal

    PRO-0198Signed

    Most CRMs stop here.

  4. 4 · Delivery

    Kick-off & data import

    Team training — session 2

  5. 5 · Paid

    ₹9,80,000Paid

    INV-0341 · Razorpay · + 18% GST

Everything a revenue team touches, in one place

Not a starter CRM with add-ons sold separately. Six things a revenue team does every day — all of it ships in the product today.

Pitch2Sale Dashboard screen, on demo data

Start the day already briefed

Pipeline health by stage, stalled deals called out, the three things to do today, and the quarter against goal.

Sell from a pipeline your reps actually keep current

  • Multiple pipelines, each with its own stages.
  • Saved views reps build themselves — no admin ticket.
  • Sequences that keep following up when nobody remembers to.
  • Opportunities
  • Multiple pipelines
  • Smart views
  • Outreach sequences
  • Sales goals
Pipeline — Q3₹15,50,000 open
New4

Meridian Labs

₹1,20,000

Hollis & Park

$8,400

Qualified3

Northwind Retail

₹4,50,000

Cobalt Studio

$12,000

Proposal2

Aster Health

₹9,80,000

Won1

Delta Freight

$21,500

Won → invoice INV-0341 drafted

Call from the record, not from another tab

  • Power dialer, recordings, and live listen-in on any rep’s call.
  • Live Translate: you speak English, they hear Hindi — both ways, with captions.
  • An AI agent that makes the call for you and books the meeting.
  • WhatsApp and SMS in the same thread as the calls.
  • Power dialer
  • Live Translate
  • AI outbound calls
  • Recordings
  • Listen live & barge
  • IVR menus
  • Ring groups
  • WhatsApp
  • SMS
Live call — Aster HealthPower dialer · 3 of 18

Priya Nair · Head of Ops, Aster Health

04:12 · recording · manager listening

Priya: We’re on three tools today and nobody trusts the numbers.

You: What breaks first — the handoff to delivery, or invoicing?

Deal coach · Pain point logged: handoff gap. Suggest the contract-to-project flow.

Automate the handoffs that used to fall through

  • Workflows that fire on any change — a stage move, a signed contract, a paid invoice.
  • Email sequences that follow up on schedule, draft with AI, and stop the moment they reply.
  • Webhooks and an API when it needs to reach another system.
  • Workflow automation
  • Email sequences
  • AI email drafting
  • Webhooks
  • API access
  • Integrations
Workflow — Proposal to project
  1. TriggerDeal moves to Proposal
  2. Step 1Draft proposal from the call transcript (AI)
  3. Step 2Wait for your approval, then send for e-signature
  4. Step 3On signature: create the project, invite the client to the portal
  5. Step 4Raise the first milestone invoice

Deliver the work after the win, still on the same deal

  • Projects, tasks and timesheets against the deal that funded them.
  • Support tickets and a knowledge base your team writes once.
  • A client portal your customer can actually log in to.
  • Projects
  • Tasks
  • Timesheets
  • Support tickets
  • Knowledge base
  • Client portal
  • Surveys & CSAT
Aster Health onboarding62.5h · M2 of 3
  • Kick-off & data importRK
  • Pipeline configurationAS
  • Team training — session 2RK
  • Client portal go-livePN
Client portal · Aster Health

Welcome back, Priya

  • Proposal PRO-0198Signed
  • Invoice INV-0341Paid
  • Project58%
  • Open tickets1

Extend it to your business, not the other way round

  • Custom objects when a lead and a contact are not enough.
  • Webhooks and a REST API for everything that lives elsewhere.
  • The access controls a company asks for before it signs: SSO, SCIM, roles, field-level permissions, an audit log.
  • Custom fields
  • Custom activity types
  • Custom objects
  • SSO — SAML & OIDC
  • SCIM provisioning
  • Role-based access
  • Audit log
  • GDPR tooling
Custom object — Propertylinked to Lead, Contract
Addresstext
Carpet areanumber
Possessiondate
Owneruser
POST/api/v1/objects/property201
SSO · SAMLSCIMField-level accessAudit log

44 features. One login.

Every one of these ships today. Which plan includes which is on the pricing page — nothing here is a roadmap.

Core CRM7

  • Leads
  • Contacts
  • Customers
  • Custom fields
  • Custom activity types
  • Custom objects
  • Smart views

Sales & Pipeline6

  • Opportunities
  • Multiple pipelines
  • Proposals
  • Contracts & e-signature
  • Estimates
  • Sales goals

Communication7

  • Email
  • Email templates
  • Calling & power dialer
  • SMS
  • WhatsApp
  • Outreach sequences
  • Surveys & CSAT

AI5

  • AI deal coach
  • AI daily briefings
  • AI email drafting
  • AI voice agents
  • AI team

Invoicing & Payments5

  • Invoices
  • Online payments
  • Recurring billing
  • Expenses
  • Credit notes

Automation1

  • Workflow automation

Projects & Delivery5

  • Projects
  • Tasks
  • Timesheets
  • Support tickets
  • Knowledge base

Reporting1

  • Reports

Platform & Security7

  • Team management
  • Role-based access control
  • Compliance controls
  • GDPR tooling
  • Webhooks
  • API access
  • Integrations

An AI that makes the call, speaks their language, and never forgets to follow up

Not a chat box in the sidebar. Three things it does on a real phone line and in a real inbox, with every word logged on the record.

Outbound · Priya Nair, Aster HealthAI agent for Rahul

Agent: Hi Priya, calling from Pitch2Sale on Rahul’s behalf about the onboarding proposal — is Tuesday or Wednesday better for a 20-minute walkthrough?

Priya: Tuesday, late morning if possible.

Agent: Rahul has 11:00 open. Shall I send the invite?

check_availability → Tue 11:00book_meeting ✓

Call logged on the lead with transcript, summary and the booking.

Calls on your behalf

An AI voice agent dials the lead, handles the conversation, checks your calendar and books the meeting. The call, transcript and summary land on the lead like any other call.

Live call · Live TranslateEN ⇄ HI

You said · English

Your invoices go out the day the milestone is signed off.

Priya hears · Hindi

Milestone sign-off ke din hi aapke invoices nikal jaate hain.

Priya said · Hindi

Aur agar client late pay kare to reminder automatic jaata hai?

You hear · English

And if the client pays late, does the reminder go out automatically?

Both sides speak naturally. The transcript lands on the call record in both languages.

Live Translate on every call

Two people, two languages, one phone call. You speak English, they hear Hindi; they answer in Hindi, you hear English — in real time, with captions on both sides.

Sequence — Agency onboardingstops on reply
  1. Day 0Email · Intro + case studySent · opened 2×
  2. Day 3Email · Follow-up, drafted by AI from the callScheduled Thu 09:00
  3. Day 7Email · Pricing recap + proposal linkQueued

Priya replied to Day 0 — the rest was cancelled and a task went to Rahul.

Email that follows up itself

Sequences send the next email on schedule, AI drafts it from what was said on the call, and the whole thing stops the moment the person replies.

Nothing AI-written sends itself without your rules. You approve the drafts; the agent only books what your calendar allows.

Ready for the security review

  • SSO — SAML & OIDC
  • SCIM provisioning
  • Role-based access
  • Field-level permissions
  • Audit log
  • GDPR tooling

Priced per workspace, not per seat

Adding a teammate does not change your bill until you pass the plan limit.

See all plans, INR too

Want a guided setup instead?

Tell us about your team and we'll get back within 2 business days with next steps.

By submitting, you agree to our Terms and Privacy Policy.