We purchased Pitchly to manage our Tombstones but it quickly become the preferred Knowledge Management Solution for the Business Development team
Easily manage and search information
Account administrators can modify database fields and input values and restrict user access permissions for each database in Pitchly. Pitchly’s industry leading filter and search bar makes finding specific experiences a breeze.
Custom input forms with approval workflow
Make the deal collection process easier by creating multiple forms to accommodate different experience types and information needs. Host forms so assistants can input data, and include a user to approve and accept input form into the database.
Manage client logos and information easily
Create a company database in Pitchly to maintain a single record of client/company logos, experiences and authorization to use their logo in firm marketing and to reuse logo in other experiences and content easily.