Pitchly is helping firms of all sizes lean into new ideas about how to automate manual processes around firm experience so their Marketing and Business Development teams are able to spend their time on strategy and not chasing data. Pitchly can help your firm collect and manage your firm’s experience – even if it’s currently in multiple disparate locations. Firms nationwide can easily keep matter descriptions up to date; quickly create deal tombstones at scale; create proposal assets in PowerPoint and Word and track your firm’s pitch activity. With users in 62 countries, Pitchly has 96% customer retention and can be implemented in 30-60 days (including integrations).
Capabilities
Spans 1 product area: CRM, Marketing and Business Development.
Workflow Coverage
Based on published feature listings, this tool maps to 2 workflow areas:
- Firm Operations & Growth
- Client & Matter Lifecycle
Workflow mappings derived from published feature lists. Not independently verified.
What We Haven’t Verified
This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.
Community Data
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