Get Started in Pitchly

Pitchy is the data-centric union that brings the data from your firm’s disparate applications into one place, to use and reuse in any way your firm needs

What is Pitchly?

Pitchly’s user-friendly interface gives you the power to import Excel files, sync with your data warehouse, or connect to other applications via API or Zapier, making it a flexible solution to get your work done more efficiently. Whether your content is tucked away in an on-premise database, spreadsheets, documents, or presentations, Pitchly creates one source of truth for your teams to search, filter, and segment data in seconds. Take a look at our Pitchly Tour page to get a brief overview of Pitchly's most used features!

How does Pitchly work?

Our Forms, Documents, Proposals, and Slides Applications create branded proposals and pitches for Word and PowerPoint​​ and maintain a library of self-service tombstones, representation lists, practice overviews, and employee biographies generated from your company data.

Forms Application

Make it easy for teams to collect their applicable data with the Forms Application. Professionals can receive and submit their data for submission to the database, as well as request marketing and business development resources. Team members are notified of new form submissions to review, edit, and approve before submission to the database. To see how to get started and create a form, click here

Documents Application

Our Documents Application makes document management easy. Whether it is exporting hundreds of tombstones in a matter of seconds or creating a fast, clean, and brand-friendly document for employee biographies, the documents app can assist you. Follow this link to learn more about document templates and how customizable they can be!

Slides Application

Is your data locked in a presentation and you want it to be more versatile? The Slides Application allows you to create a custom template that works hand and hand with the data in your database. Using a syntax code, your template will automatically populate with its corresponding data fields. Your presentation will be built and exported into Microsoft PowerPoint with ease.

Proposals Application

Similar to the Slides Application, our Proposals Application uses syntax to also automatically populate fields with data from your database. This document is created and exported to Microsoft Word and can be freely edited post export as well.

How to get started with Pitchly

Pitchly implementation is quick and iterative. Allow our team to provide industry-specific guidance to grow engagement and give you a strong return on investment. Continue to find long-term success for your firm by partnering with our experts to design a solution to match your growth.


We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at