Pitch2Sale carries a customer from the first call to the paid invoice on one record, so your team never re-types a deal into a second tool.
When Nina Alvarez wins Orbit Payments for Acme Sales Co., the work has only started. Someone writes the proposal, turns it into a contract, kicks off the project and chases the invoice. In most stacks each step lives in a different tool, the customer gets typed in four times, and nobody can see the whole story.
So we wired the chain end to end. An accepted proposal becomes a contract that keeps its value. A signed contract becomes a project with its budget. The project bills by time, by milestone or at a fixed price, and every invoice points back to the same lead.
If a step happens to a customer, it belongs on their record. Calls, emails, proposals, contracts, projects and invoices sit on the same page.
Every page in our help center has a "What it does not do" section. You should know a gap before you hit it.
The AI team writes outreach and books meetings, but risky drafts pause for a person to approve, and it never places a call without approval.
Every query is scoped to your workspace. Another customer can't reach your records through the product or the API.
A short history of the product, newest at the bottom.
Proposal to contract to project to invoice, wired end to end, with milestone and fixed-price invoicing.
SCIM 2.0 provisioning for users and groups, SSO groups mapped to roles, and field-level read rules in the API.
Connect an AI assistant to your workspace over the Model Context Protocol, with read tools and guarded write tools.
Four AI agents that find prospects, write one-to-one outreach, sort replies and book meetings alongside your reps.
An approval inbox for risky drafts, bounce detection, semantic search and a morning briefing with Approve & run.
A compliance check before every manual dial (opt-outs, consent, do-not-call lists, quiet hours) and an encrypted archive of call recordings.
Answers come back sooner, with model tiers chosen for cost first.
The AI team is enabled per plan, and each workspace sets its own agent names and company identity.
All 44 public features documented with screenshots, and an API reference generated from the code.
Dates are when the work landed in our main codebase.
A small team that builds, supports and sells the product. placeholder people
We hire people who like shipping real things for sales and services teams.
placeholder: open roles and hiring copy