Single source of experience
Share experiences between teams and service lines to create a single reliable information source for proposals
Built for business users
Beautiful platform designed to be the single source of truth for knowledge workers to organize and activate their experience
Consistent experience data
Manage data input settings to standardize experience information between service lines and offices
Attach source documents
Attach documents into an experience record for safekeeping and as a source for information
Complex search made easy
Create complex search queries using our proprietary filter to isolate specific experiences quickly
Applications to make life easier
Connect applications from our library to automate repetitive tasks and create business development content easily
Create a database
We create at least two databases for each new customer. First, a “experience database” which stores data about specific client experiences. Second, a shared “Company” database to store client and counterparty information. We can migrate existing information to setup Pitchly and can connect to third party software to automatically capture experience.
Configure to meet your needs
Customers can configure the fields (columns) and input values for each database to meet their workflow and data requirements.
Connect one or more applications to each of your databases to accomplish a variety of data-driven marketing and business development tasks. Or connect no applications and still enjoy the benefits of a robust database platform.
Invite team to collaborate
Invite users to the organization and assign individual user permission to databases, applications, and features within. For instance, a law firm may invite Graphic Design team members to create templates in the Tombstone Application connected to their experience database.
Customers can create email notifications to alert Pitchly users of specific actions. For instance, investment banking associates could receive a weekly “new deals added” email notifying them of additional experiences completed across their organization.
Enjoy watching your administration, marketing, business development, and front office advisors collaborate in a single source of experience truth!