Simple Process

From Proposal to Close in 4 Steps

PitchFlow replaces scattered emails, forgotten attachments, and dead proposals with a single branded space where deals move forward. Here's exactly how it works.

1
Create

Create Your Client Portal

Start from scratch or let AI generate a complete proposal in minutes. Each portal is a branded, professional space dedicated to a single deal.

  • AI generates proposals from your discovery notes
  • Customize with your brand colors, logo, and domain
  • Use templates for consistent, professional presentations
  • Create a complete portal in under 15 minutes
Portal Content
2
Populate

Add Your Content & Materials

Upload proposals, case studies, pricing, timelines, and any supporting documents. Organize everything so your prospect has a clear path through the information.

  • Upload proposals, contracts, and supporting docs
  • Add pricing tables with interactive calculators
  • Create mutual action plans with clear milestones
  • AI suggests content based on deal stage and industry
3
Share

Share & Track Engagement

Send your prospect a single link. Then watch in real time as they explore your portal, share it with colleagues, and engage with your content. No more guessing.

  • Share via a single, clean link — no login required for viewers
  • See who views what, when, and for how long
  • Get alerts when new stakeholders join the evaluation
  • Engagement scoring tells you exactly when to follow up
Engagement ScoreHot
Sarah (CEO)12 views
Mike (CFO)5 views
Lisa (CTO)8 views
CFO viewed pricing 2 min ago
Deal Closed
$57,000
Annual Contract Value
28
Days to Close
6
Stakeholders
94
Engagement
E-Signed
Invoice Sent
4
Close

Close Deals Faster with Intelligence

Use AI-powered insights to time your follow-ups perfectly, address objections proactively, and guide deals to a successful close. Then collect e-signatures and send invoices — all from the same portal.

  • AI recommends next best actions based on engagement patterns
  • Built-in messaging keeps conversations in context
  • E-signatures integrated directly into the portal
  • Invoicing and payment collection in one place
The PitchFlow Difference

More Than Just a File Sharing Tool

PitchFlow combines client portals, AI intelligence, and deal management into one platform designed specifically for sales professionals.

AI-First Design

From proposal generation to deal coaching, AI is woven into every step. Not bolted on — built in from day one.

  • AI proposal drafts
  • Smart follow-up timing
  • Deal health scoring
  • Objection prediction

Buyer Intelligence

Know exactly what your prospects care about. Real-time engagement data replaces guesswork with precision.

  • Page-level analytics
  • Stakeholder mapping
  • Engagement scoring
  • Activity alerts

Complete Deal Room

Everything from first touch to signed contract in one branded space. No more tool-hopping or context-switching.

  • Branded portals
  • E-signatures
  • Invoicing
  • CRM integration

Ready to Transform Your Sales Process?

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