Pitchsense

Product

Resources

Pricing

Book a demo

Pitchsense

Product

Resources

Pricing

Book a demo

Put your team’s sales knowledge to work.

Book a demo

Organization knowledge

CRM

Calls

Email and calendar

Chat

PitchSense AI

Trusted by leading enterprises everywhere

Your sales knowledge is spread across tools and people.

Preparation starts with a search.

Reps search calls, emails, and documents to reconstruct what happened before they can plan the next step.

Harbor Bay Pharma

Pricing demo

Recording · 02 Sep

Copilot pricing

Email · 09 Sep

38 results in 5 tools

People work from different information.

A buyer’s latest concern may reach the rep while their manager reviews an older CRM update. Decisions start from different versions of the deal.

Knowledge depends on who remembers.

Important context stays with the people involved. When someone leaves or hands over a deal, the next person must piece that history together.

Preparation starts with a search.

Reps search calls, emails, and documents to reconstruct what happened before they can plan the next step.

Harbor Bay Pharma

Pricing demo

Recording · 02 Sep

Copilot pricing

Email · 09 Sep

38 results in 5 tools

People work from different information.

A buyer’s latest concern may reach the rep while their manager reviews an older CRM update. Decisions start from different versions of the deal.

Harbor Bay Pharma

PSPriya sees this

Send the order formby 10 Sep

CRM · 2 Sep

MCMichael sees this

Send the order formon 24 Sep

Email · today

Knowledge depends on who remembers.

Important context stays with the people involved. When someone leaves or hands over a deal, the next person must piece that history together.

JKMC

Jacob left on 10 Sep. Michael takes the deal.

Prefers emailJacob’s Slack

Wants ROI caseJacob’s mail

Pilot: 2 sitesJacob’s Slack

Stage: NegotiationReceived

Michael gets 1 of 4 details

Preparation starts with a search.

Reps search calls, emails, and documents to reconstruct what happened before they can plan the next step.

Harbor Bay Pharma

Pricing demo

Recording · 02 Sep

Copilot pricing

Email · 09 Sep

38 results in 5 tools

People work from different information.

A buyer’s latest concern may reach the rep while their manager reviews an older CRM update. Decisions start from different versions of the deal.

Harbor Bay Pharma

PSPriya sees this

Send the order formby 10 Sep

CRM · 2 Sep

MCMichael sees this

Send the order formon 24 Sep

Email · today

Knowledge depends on who remembers.

Important context stays with the people involved. When someone leaves or hands over a deal, the next person must piece that history together.

JKMC

Jacob left on 10 Sep. Michael takes the deal.

Prefers emailJacob’s Slack

Wants ROI caseJacob’s mail

Pilot: 2 sitesJacob’s Slack

Stage: NegotiationReceived

Michael gets 1 of 4 details

Help your team move deals forward.

Give reps a clear view of the buyer’s needs and help managers focus their support.

Call intelligence

Deal intelligence

Content intelligence

Coaching intelligence

Call intelligence

Know where you left off and what comes next.

Prepare with a pre-call brief covering past conversations and open questions. Afterward, see the decisions and commitments in a clear call summary.

Summary · Discovery call

26 Aug

Decisions

Demo built around the 12-site rollout

Commitments

Renata shares onboarding costs per site

Next tasks

Book the demo with IT and finance

28 Aug

Brief · Product demo

02 Sep

History

Onboarding takes 6 weeks per site

Renata sent the onboarding costs

Pre-meeting tasks

Prepare the 12-site rollout demo

01 Sep

Deal intelligence

See which deals need attention and why.

Review buyer concerns and unresolved risks in one connected deal history. See which commitments remain open, who owns them, and when they are due.

Discovery

Proposal

Negotiation

Kestrel Bank

Northwind Labs

Lumen Freight

Oakridge Clinics

Arcadia Health

Harbor Bay Pharma

Harbor Bay PharmaAt Risk

Finance won’t sign off without a business case.

Renata Solberg · 09 Sep

Send the business caseDue 17 Sep

Content intelligence

Give buyers answers and material that fit their needs.

Find relevant answers in your Content Library. Create one-pagers, decks, and proposals around the buyer’s needs and in your company’s brand.

Renata Solberg

to Michael Chen

09 Sep

ROI across our 12 sites

Hi Michael, finance reviews the rollout on 22 Sep. Can you show the ROI across our 12 sites before then?

Renata

Content Library

Search filesROI

Security overview

Arjun Rao

Onboarding plan

Priya Nair

Q3 product update

Meera Iyer

ROI calculator

Meera Iyer

Copilot ROI one-pager

Priya Nair

Corelane

Copilot ROI for Harbor Bay Pharma

For the finance review, 22 Sep

ROI across your 12 sites

Source: ROI calculator, p. 3

Coaching intelligence

Coach specific skills and see what changes.

Use evidence from real calls to identify where a rep needs help. Assign focused practice, then check whether the rep applies the behavior in later conversations.

Copilot expansion ROI callTeam average 68

PNPriya Nair78

ARArjun Rao71

MCMichael Chen41

Feedback · Michael Chen

Defends the price before he asks what the buyer compares it to.

Pricing demo · 02 Sep · 14:05

Recommended drill

Price objection roleplay

3 attempts · Due 21 Sep

MCMichael ChenAssign

Know where you left off and what comes next.

Prepare with a pre-call brief covering past conversations and open questions. Afterward, see the decisions and commitments in a clear call summary.

Summary · Discovery call

26 Aug

Decisions

Demo built around the 12-site rollout

Commitments

Renata shares onboarding costs per site

Next tasks

Book the demo with IT and finance

28 Aug

Brief · Product demo

02 Sep

History

Onboarding takes 6 weeks per site

Renata sent the onboarding costs

Pre-meeting tasks

Prepare the 12-site rollout demo

01 Sep

Know where you left off and what comes next.

Prepare with a pre-call brief covering past conversations and open questions. Afterward, see the decisions and commitments in a clear call summary.

Summary · Discovery call

26 Aug

Decisions

Demo built around the 12-site rollout

Commitments

Renata shares onboarding costs per site

Next tasks

Book the demo with IT and finance

28 Aug

Brief · Product demo

02 Sep

History

Onboarding takes 6 weeks per site

Renata sent the onboarding costs

Pre-meeting tasks

Prepare the 12-site rollout demo

01 Sep

Turn shared knowledge into completed work.

PitchSense uses the deal history to handle routine follow-up work. Reps can spend less time on administration and more time with buyers.

From the Mar 26 call

Call with Dana · 32 min

Priority ROI for 400 drivers

Promised Case by Thursday

Follow-up email

Writing…Ready to review

ToDana Okafor

SubjectNorthwind expansion: next steps

Hi Dana, thanks for the time on Tuesday.Here is the ROI model for 400 drivers.I’ll send the business case by Thursday.

Drafted from 3 sourcesSend

Email follow-ups

Send the follow-up without writing it from scratch.

Get an email draft based on buyer priorities and agreed commitments. Send a response that reflects the conversation while it is still fresh.

Northwind LogisticsCRM record · Expansion

Updating…Synced to CRM

Stage

Negotiation

Mar 26

Buyer concern

Price needs justification

Mar 26

Approval

Finance business case

Mar 27

Next step

Send case by Thursday

Mar 26

CRM write-back

Keep your CRM current without retyping notes.

PitchSense populates CRM fields from calls and emails, including buyer requirements and agreed actions. Keep the record useful for pipeline reviews.

Follow-through · Northwind4 of 4

Promise capturedDana to name the finance reviewer

Reminder sentMar 27, a day before it’s due

Flagged as overdue1 day late

Nudge drafted“Who’s reviewing on the finance side?”

Send

Commitment follow-through

Follow through on promises from both sides.

Get reminders before a promise is due and a drafted message when it becomes overdue. Follow up on what the buyer owes or deliver what your rep promised.

Draft a business case outline for Northwind.

Reading memoryAccount notes

Reading past calls4 calls

Reading emails12 threads

Here’s an outline from the deal history:

1Cost of today’s routing[1]

2ROI for 400 drivers[2]

Ask PitchSense

Get to work without explaining the deal again.

Request work in plain language. PitchSense brings the relevant conversation history and company knowledge into the task.

One memory, working for every role on your team.

Reps, managers, leaders, RevOps and Enablement each see what matters to them, drawn from the same calls, deals, content and practice.

Account Executives

Sales Managers

Sales Leaders

RevOps

Enablement

Walk into each conversation prepared.

Get a pre-call brief with the buyer’s history and open questions. Know where the last conversation ended so you can focus on what needs to happen next.

Brief · Northwind finance reviewThu 10:00

WithDana Okafor · VP Finance

Last time“More than we budgeted for.”14:20

OpenHow will finance evaluate value?

Give buyers answers that fit their needs.

Find relevant answers in your Content Library, with links to the source. Use the buyer’s context to create sales material that addresses their concerns and follows your company’s messaging.

Dana OkaforMar 27

How should we explain value to finance?

Value for finance

Value-selling playbookApproved

Pricing FAQ

Case study · Lumen

Keep your promises between calls.

Get follow-up drafts based on what you discussed and reminders for what you owe. Deliver the next response without rebuilding the conversation from notes and email threads.

Send the business caseJordan · Mar 26 call · 31:40

Due Apr 8

To Dana OkaforDraft

Business case for the finance review

Finance approval criteria

Send

Account Executives

Sales Managers

Sales Leaders

RevOps

Enablement

Walk into each conversation prepared.

Get a pre-call brief with the buyer’s history and open questions. Know where the last conversation ended so you can focus on what needs to happen next.

Brief · Northwind finance reviewThu 10:00

WithDana Okafor · VP Finance

Last time“More than we budgeted for.”14:20

OpenHow will finance evaluate value?

Give buyers answers that fit their needs.

Find relevant answers in your Content Library, with links to the source. Use the buyer’s context to create sales material that addresses their concerns and follows your company’s messaging.

Dana OkaforMar 27

How should we explain value to finance?

Value for finance

Value-selling playbookApproved

Pricing FAQ

Case study · Lumen

Keep your promises between calls.

Get follow-up drafts based on what you discussed and reminders for what you owe. Deliver the next response without rebuilding the conversation from notes and email threads.

Send the business caseJordan · Mar 26 call · 31:40

Due Apr 8

To Dana OkaforDraft

Business case for the finance review

Finance approval criteria

Send

Account Executives

Sales Managers

Sales Leaders

RevOps

Enablement

Walk into each conversation prepared.

Get a pre-call brief with the buyer’s history and open questions. Know where the last conversation ended so you can focus on what needs to happen next.

Brief · Northwind finance reviewThu 10:00

WithDana Okafor · VP Finance

Last time“More than we budgeted for.”14:20

OpenHow will finance evaluate value?

Give buyers answers that fit their needs.

Find relevant answers in your Content Library, with links to the source. Use the buyer’s context to create sales material that addresses their concerns and follows your company’s messaging.

Dana OkaforMar 27

How should we explain value to finance?

Value for finance

Value-selling playbookApproved

Pricing FAQ

Case study · Lumen

Keep your promises between calls.

Get follow-up drafts based on what you discussed and reminders for what you owe. Deliver the next response without rebuilding the conversation from notes and email threads.

Send the business caseJordan · Mar 26 call · 31:40

Due Apr 8

To Dana OkaforDraft

Business case for the finance review

Finance approval criteria

Send

Give your existing sales tools a shared brain.

Connect PitchSense to the tools your team already relies on. Build shared sales intelligence from the work they do every day.

Explore all integrations

CRM

Salesforce

HubSpot

Lightfield

Attio

Zoho CRM

Microsoft Dynamics 365

Bring your existing deal records into context.

Meetings and recordings

Google Meet

Microsoft Teams

Fireflies

Fathom

Granola

Connect the conversations your team already captures.

Email

Gmail

Outlook

Include the conversations that continue between meetings.

Team communication

Slack

Microsoft Teams

Include the knowledge your team shares internally.

Latest updates

All posts

Gong Alternatives and Competitors for Mid-Market Sales Teams

Nov 2, 2026

Gong Alternatives and Competitors for Mid-Market Sales Teams

Nov 2, 2026

Seismic vs Highspot After the Merger: What Changes for Enablement Teams

Nov 1, 2026

Seismic vs Highspot After the Merger: What Changes for Enablement Teams

Nov 1, 2026

Call evidence, focused practice, and a later buyer conversation connected in PitchSense.

AI sales coaching that carries into buyer conversations

Oct 31, 2026

AI sales coaching that carries into buyer conversations

Oct 31, 2026

Frequently asked questions

Talk to our team

Tell us about your team and what you want to improve. We’ll show you how PitchSense puts your sales knowledge to work across calls, deals, content and coaching.

A walkthrough shaped around your team’s goals

Call, deal, content and coaching intelligence in one place

Agents that draft follow-ups and CRM updates for review