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Pitch2SalePitch2Sale

The CRM that carries the deal from first call to final invoice.

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Integrations/Calling & messaging/Twilio
Tw

Twilio

Calls and texts in Pitch2Sale run on Twilio. Reps dial from the lead page in the browser, every call is recorded and transcribed, and texts flow both ways on the same lead record.

Open Calling settings↗Read the help guide
CategoryCalling & messaging
Data flowTwo-way
SetupNumbers set up for your workspace
PlansEssentials, Growth and Scale
How a call moves

From click to transcript on the lead

Pitch2Sale places the call through your workspace number. Twilio reports back when the recording is ready, and the transcript and summary land on the lead.

Pitch2Sale · Call DiallingLogged

Orbit Payments

RepNina Alvarez
Duration3:04
TranscriptReady
outbound call · your workspace number☎ dial →
recording ready · status callback← recorded ✓
Twilio voice Tw

+1 ··· 0142

Caller IDAcme Sales Co.
Recording✓
  1. 01Nina clicks Call on the Orbit Payments lead.
  2. 02Pitch2Sale places the call through Twilio from your workspace number.
  3. 03The call is recorded from the first second.
  4. 04Twilio tells Pitch2Sale the recording is ready.
  5. 05The call is logged on the lead with its recording, transcript and summary.

What it does in Pitch2Sale

01 · Browser dialer

Call from the lead page

Dial in the browser with mute, hold, warm or cold transfer, voicemail drop and callbacks.

02 · Every call kept

Recorded and transcribed

Each call is recorded, transcribed, and can be summarised and scored afterwards.

03 · Two-way texts

SMS on the same record

Texts and replies sit on the lead, with templates, STOP handling and an opt-out line on the first message.

04 · Live help

Listen, whisper, barge

Managers can join a live call from Live Calls, and live translation covers 43 languages.

Set it up

  1. We set up your numbers.

    Calling numbers are provisioned for your workspace, so there are no Twilio keys to paste.

  2. Open Settings → Calling.

    Your numbers are listed under Phone Numbers.

  3. Add a number you already own (optional).

    Click + Add External Number, then Send verification call, enter the code and click I entered the code. It can then be used as outbound caller ID.

  4. Build ring groups.

    Under Phone Groups, click New group and add the reps who should ring together.

  5. Add routing rules.

    Under Call Routing, decide where inbound calls go.

  6. Check the SMS opt-out line.

    Edit the SMS opt-out suffix if you want different wording.

  7. Make a first call.

    Open a lead, click Call, and check the recording and transcript on its timeline.

You will need

  • A plan with calling (Essentials, Growth or Scale)
  • Reps with the Make calls permission
  • Leads with phone numbers
  • Optional: a number you own for caller ID

Help center

Dialer controls, recordings, routing and SMS rules.

Calling guide ↗

What syncs, and what does not

DirectionWhatWhen
Pitch2Sale → TwilioOutbound calls and texts (up to 1,600 characters) from your workspace numberA rep clicks Call or sends a text
Twilio → Pitch2SaleInbound calls, routed by your ring groups and rulesSomeone calls your number
Twilio → Pitch2SaleRecording, then transcript and summary on the lead's call activityThe call ends
Twilio → Pitch2SaleInbound texts, delivery receipts and STOP/START repliesA lead texts back
Not syncedTwilio billing and usage, number purchasing and porting, and texts from numbers that match no contact—

Common questions

Can I buy a new number in the app?

Not yet. Numbers are set up for your workspace by our team. You can add a number you already own as outbound caller ID.

Can I dial any number I type in?

Calls start from a lead or contact, so the call always lands on a record.

What happens to a text from an unknown number?

It is not added. Texts are matched to an existing contact.

Do US texts need registration?

Yes. US business texting needs A2P 10DLC approval; talk to our team about it.

Works well with

Rt
RetellAI voice agents on your own numbers
WA
WhatsApp Cloud APIApproved templates on the same lead
GC
Google CalendarBook the follow-up while you are still on the call

Call from the record. Keep every word.

Get started, then move to a plan with calling when your team is ready to dial.

Get started↗All integrations