Pitchly provides a simple solution to store detailed information about transactions for attorneys and marketing collateral and data for our team
Manage database fields easily
You are in control of each field within Pitchly. Add, edit, rename, and delete fields without contacting us or requiring a developer.
Structure data with lists and tags
Create structure in your data by defining single-choice list values and multi-choice tags values to accommodate complex fields like: Industry, Team member and Deal Type.
Configure forms to capture data
Drag database fields into Form application to create custom input forms. Host forms outside of Pitchly for non-Pitchly users (admin assistants) to input information.
Define user role to input data
Delegate permission to control users that can: read data, write new records, and edit records to accommodate workflow and confidentiality needs.
Attach files to records
Attach documents to a record as a source document and to share with other users. Engagement Letters, Proposals, Company logo images are popular attachments.
Link records with references
Create single and multiple reference links between databases to reduce manual input and create more robust searches.