Pitchly’s experience platform can be configured to meet your experience collection procedures and unique data fields and values by…
Connecting to Your SQL database
Importing Excel files
Build your database from scratch
– Claire Thompson, Business Development Manager | Transactional Practices
Modify database fields and input values and restrict user access permissions for each database.
Easily search and filter your database to find the most relevant deals, matters or experience.
Gather data is easier by creating multiple forms to accommodate different experience types and information needs – even include a user to approve and accept data inputs.
Structure data by defining single-choice list values and multi-choice tags values to accommodate complex fields.
Attach documents to a record as a source document to share with other users, such as proposals, letters, and more.
Create single and multiple reference links between databases to reduce manual input and create more robust searches.
Import Excel files or connect to SQL database.
Set field types to normalize data across your records and databases.
Design and add fields, logos, and other assets to created a custom document linked to your data in real-time.
Find the most relevant experience, information to use in your proposal and segment as needed.
Export your content, such as Tombstones and CVs, to insert into your pitchbook or prosposal.
It only takes seconds to connect your database to Pitchly.