Solutions · SaaS

"Did anyone call the trial signup back?"Nobody has to ask again.

Signups land in one tool, follow-ups go out from another, demos happen on a third, and support tickets live somewhere else again. Pitch2Sale keeps the signup, the sequence, the demo call, the deal and the support history on one record.

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Inbound webhooks, sequences and calling from Essentials; tickets and knowledge base on Growth and Scale

"Who owns the Orbit demo request?""Which reply was the yes?"
Signup to customer

From form fill to first ticket, on the same record.

Scroll to move Orbit Payments from a pricing-page signup to a live customer. Each step starts from what the last one left behind.

LeadNew

Orbit Payments

SourceInbound webhook
Duplicate checkEmail
EngagementWarm
SignupThe form posts to a webhook; the lead arrives deduplicated and scored.
SequenceReplied

Trial follow-up

Steps4
VariantB
Skip if repliedOn
SequenceRaj enrols it; the sequence stops itself when Orbit replies.
CallInterested

Demo with Orbit Payments

OwnerNina Alvarez
RecordingSaved
AI SummaryReady
DemoNina calls; the recording and AI summary land on the lead.
OpportunityWon

Annual plan, 40 seats

Value$24,000
ProposalAccepted
PipelineNew business
DealA proposal goes out; Orbit accepts and the opportunity is won.
ClientActive

Orbit Payments

Open tickets1
SLAOn track
CSAT5 / 5
CustomerTickets from the portal sit on the same record.

Want follow-up to run itself? Workflows can start when a lead's status changes, a call completes, a proposal is accepted or a ticket breaches its SLA, then send email or SMS, create a call task, wait or branch.

A week at a SaaS team on Pitch2Sale

Monday's signup is Friday's customer

Acme Sales Co. sells software to finance teams. Here is one week with Orbit Payments, start to finish.

MonSignup

A form fill becomes a lead

Orbit Payments fills in the pricing form. The webhook creates the lead, checks for a duplicate by email and gives it an engagement score.

Inbound webhooksLead scoring
Raj Malhotra
TueOutreach

A sequence that knows when to stop

Raj enrols Orbit in a four-step sequence with an A/B test on the first email. Orbit replies on step two, so the rest is skipped.

SequencesEmail tracking
Raj Malhotra
WedDemo

A call across two languages

Nina runs the demo from the lead. Orbit's finance lead prefers Hindi, so Nina turns on live translation, one of 43 languages. The recording and AI summary land on the timeline.

CallingLive translation
Nina Alvarez
ThuDeal

The yes, in writing

Nina sends a proposal with optional add-on seats. Orbit picks its seat count and accepts, and the opportunity moves to won.

ProposalsE-sign
Nina Alvarez
FriCustomer

The first ticket, with context

Nina marks Orbit as a client. Its first question arrives through the portal as a ticket, with an SLA, and Tom answers with a knowledge-base article.

TicketsKnowledge base
Tom Fischer
Jobs you hire it for

Three jobs, and the features that do them

JOB 01

Reach every signup while it's still warm

When someone asks for a demo or starts a trial, you want them in front of a rep the same day, not sitting in a spreadsheet.

Inbound lead webhooksGive any form or lead-gen tool a URL to post to. Leads are matched by email or phone, deduplicated and signed with an HMAC secret.
Engagement scoreEvery lead gets a 0–100 score from calls, activity and deal value, shown as hot, warm or cold.
SequencesMulti-step email, SMS and call tasks with A/B tests on reply rate, and skip rules when the lead replies.
AI Team add-onAI teammates that source prospects, write one-to-one emails, sort replies and book meetings. Anything risky waits in your approval inbox.
JOB 02

Run demos that turn into deals

When the demo is booked, you want the call, the notes and the next step in one place, and a manager who can help live.

Browser callingCall from the lead, log the outcome and book a callback. Warm or cold transfer to a colleague.
Recordings and AI summaryEvery call is recorded and transcribed; an AI summary and scorecard come from the transcript.
Live translationTalk to buyers in 43 languages from the same dialer.
Listen, whisper, bargeManagers join a live call from Reporting → Live Calls to listen, coach the rep or step in.
JOB 03

Look after customers after the sale

When a customer needs help, you want support to see the whole history and sales to see the tickets.

Tickets with SLAsRequests from email, contacts and the client portal, with priorities, SLA timers and a "breached" flag.
Knowledge baseHelp articles with categories, tags and translations readers can switch between.
Satisfaction surveysNPS, CSAT and custom surveys to all contacts, clients or won deals.
WorkflowsStart a follow-up when a ticket breaches its SLA or an invoice goes overdue.
Time back

What manual follow-up costs you

Every signup has to be logged and routed, and every demo has to be written up. Set your own numbers.

● Illustrative only

This is arithmetic on your inputs, not a measured result from Pitch2Sale customers. It assumes every signup that arrives by webhook and every call summary you no longer write by hand would have taken the minutes you set.

Estimated hours not spent on admin
17 h / month

(200 × 3 min + 40 × 10 min) ÷ 60

That's time back for the next demo. Your real number depends on how your team works today.

Customer story

How a SaaS team stopped losing trial signups

“We found out a trial had churned before anyone had called it.”
Head of Sales, [Company name] · [City]placeholder: case study not yet written
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Hours from signup to first call placeholder

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Tools replaced placeholder

Read the storyplaceholder
Before you switch

Straight answers

Can Pitch2Sale bill our subscriptions?

Not from the app. Recurring billing is available through the API only, as a preview, and it creates draft invoices rather than charging cards. Most SaaS teams should keep their billing system and use Pitch2Sale for the sale and the support.

How do signups get in?

Create an inbound webhook under Settings → Developer and point your form, app or lead-gen tool at its URL. You choose the field mapping, what counts as a duplicate and what happens when one is found.

Which plans include this?

Calling, sequences, WhatsApp, SMS and workflows are on Essentials, Growth and Scale. Tickets, knowledge base, goals, custom objects and AI voice agents are on Growth and Scale. The AI Team is a separate add-on.

Is there an API?

Yes. A REST API with personal access tokens and OAuth apps, plus outbound webhooks for events. Zapier is coming; until then, any tool that can send a webhook can create leads.

Every signup, every demo, every ticket.
One record.

Get started and connect your signup form today, or let us walk your team through it.

Get startedBook a demo