New enquiry
Owner assignedEnquiry receivedWebsite form · Brightline Studio2m
Source recordedWebsite form, campaign: redesign2m
Owner assignedRaj M. picked up the lead1m
Keep your leads, conversations, proposals and projects together. Pitch2Sale helps your team follow up, win work and manage what comes next, with AI to help handle the routine tasks along the way.
Keep the conversation, the agreed work and the payment in one place.
Illustrative example using sample data.
Built for businesses where a sale is the start of the work.
A client says yes. Now someone needs to confirm the scope, organise the work and send the invoice. Pitch2Sale keeps those steps connected, so your team can find what was discussed, what was agreed and what still needs doing.
Calls, emails, proposals, projects and invoices, with the client history close at hand.
When a colleague picks up a client account, the conversations, documents and next steps are already there.
Use live transcription and translation to help your team follow the conversation.
Find calls, emails, SMS and WhatsApp messages against the same lead.
Keep the agreed work connected to the proposal, project and invoice.
There’s a lot of work between the first enquiry and a proper conversation. Let your AI team help with the repetitive steps, so your people have more time for customers.
Piya uses the lead’s history to draft outreach and follow-ups. Set the approval rules, then let your team take over when a reply comes in.
Aarav checks availability, suggests suitable times and books the meeting. A brief on the lead helps your rep prepare before the call.
Ari handles initial calls, asks qualifying questions and records the conversation. Your reps can pick up with a clearer idea of what the prospect needs.
ARIHi Alex, it’s Ari from Pitch2Sale. You asked about a new website?
ALEXYes, a new site with a CMS, ideally in eight weeks.
ARIGreat. Is there a budget range you’re working with?
Use live transcription and two-way translation to help both sides follow the call. Afterwards, return to the saved transcript to check details and plan the follow-up.
Illustrative example using sample data.
Follow an enquiry through the conversation, the agreed work and the payment, with the details carried forward at each step.
Call from your browser, look back at earlier conversations and save what matters. Recordings and AI summaries help your team prepare for the next call.
See where deals stand and what needs attention. Build follow-up sequences and workflows for the steps your team repeats, from a new enquiry to the next conversation.
Prepare proposals, collect signatures and send invoices from the same workspace. Keep the agreed scope and billing details together, so there’s less to chase later.
Organise milestones, track time and manage support requests. Give your team the client history they need and a shared place to follow the work.
Ask which deals have gone quiet or who needs a call today, and get the answer from your own records.
Connect your email, calendar, messaging and payment tools to Pitch2Sale. Keep everyday activity linked to your leads and clients, with less information to move by hand.
Start with the tools you need today. Choose more capacity, calling and AI features as your team’s needs grow.
Keep your leads, follow-ups and invoices organised when you’re handling it all yourself.
Give your team a shared place to manage conversations, follow-ups and active deals.
Manage a larger operation with more capacity, AI voice tools and team access controls.
Ideas for better follow-ups, a clearer pipeline and smoother client handovers, alongside the latest product updates.
See how Pitch2Sale fits the way your team works. Get started, or book a demo to walk through your sales and delivery process with us.
Send invoices and track their status alongside the client’s work.