Respond with ownership
Capture the lead, assign the representative, schedule the appointment, and keep every note in one customer record.
PITCH helps sales teams work a consistent process from the first inquiry through the signed agreement, while owners retain visibility into activity, pipeline, outcomes, and handoffs.
They are lost when follow-up is inconsistent, appointment details are scattered, the estimate is slow, ownership is unclear, or nobody can see why the opportunity stalled. PITCH makes the process visible and repeatable.
Capture the lead, assign the representative, schedule the appointment, and keep every note in one customer record.
Use price books, scope templates, and Good / Better / Best options to make the buying decision easier to understand.
Keep proposals, messages, objections, tasks, and automated follow-up attached to the opportunity.
Use role-specific sales dashboards and pipeline visibility to understand appointments, estimates, sold work, and open opportunities.
Each handoff uses the information already collected, helping your team spend less time searching and re-entering data.
A personalized demo focuses on your team, your handoffs, and the operational gaps you want to solve.
Yes. Contractors can build three customer-facing options from their own price books, rules, scopes, and product packages.
Yes. The sales role focuses on assigned customers, jobs, appointments, estimates, proposals, follow-up, tasks, and personal sales metrics.
Yes. Proposal and contract workflows include customer review, electronic signatures, signed-document records, and payment configuration.