For B2B sales teams
Upload your leads. PitchSmart researches each one against what you sell and tells you who to contact, what to pitch, why now, and what to say. Every finding comes with its source.
Who to contact, what to pitch, why now, and what to say, with the research behind every answer.
sample plan
lead 1 of 47Ridgeline Manufacturing
VP People, from your-leads.csv
Example lead. When a lead is not worth emailing yet, its plan says hold, and why.
The reason to call in every plan comes from public sources your CRM never sees. These four are real. Open any source to see the document it came from.
public-record.csv
4 signals found, 4 sources citedGuided to 350 to 370 new restaurants for full year 2026earnings call
Booked $713M of Discover integration expense, mostly salaries and associate benefits10-Q filing
Opened 2026 flight attendant hiring classes against a team already past 25,000careers page
Announced 180 new stores in 2026 plus three distribution centers by 2029press release
Sources are the companies’ own filings, releases and career pages.
Not customers. The signals are public record, and the product beside each one is an example seller’s line.
Every plan names which of your products to lead with. Pick one, and the account and the opener change with it.
you-sell.csv
3 products, 3 accounts matchedDelta Air Lines
Opened 2026 flight attendant hiring classes against a team already past 25,000careers page
Opener
Saw you have opened 2026 flight attendant classes on top of a team already past 25,000. Onboarding at that scale tends to leave payroll setup running behind the training calendar. How are you handling first check accuracy for a new class?
Capital One
Booked $713M of Discover integration expense, mostly salaries and associate benefits10-Q filing
Opener
Your Q2 filing puts $713M into Discover integration, mostly salaries and associate benefits. Merging two benefits populations is usually where that number hides. How are you handling plan mapping across the combined base?
Chipotle Mexican Grill
Guided to 350 to 370 new restaurants for full year 2026earnings call
Opener
350 to 370 new restaurants this year, most of them with a Chipotlane. Shift coverage at a new store is guesswork until it has its own history. How are you forecasting labor for a store that has not opened yet?
Three products, three accounts, three reasons to call. Each one keeps its source.
You upload a list and describe what you sell, once. Every lead that goes in comes out with a plan and the evidence behind it.
upload to plan
6 steps, one directionA CSV of prospects or existing customers, straight out of your CRM or prospecting tool.
Each product is broken into the solutions it provides, and the problem each one removes for a buyer.
Questions written so they can be answered about a real company from public sources, rather than guessed at.
The account is read against all of those questions, and the contact's public profile is checked. Every answer keeps the source it came from.
Answers that show the problem now become buying signals and pick the product. The contact check decides send or hold, or points to a better contact on your list.
Per lead: who to contact, which product to pitch, the signals behind it with their sources, and three emails to send.
See it run
Drop in a list, set what matters for the products you sell, and watch every lead get researched in parallel. Sort by who is ready to send, then export the plans your reps will work.
The how-it-works animation demonstrates PitchSmart's four-step workflow for B2B sales teams, from an uploaded list of customers or prospects to a research-backed plan for each lead:
PitchSmart removes the manual research bottleneck at the top of the funnel. Instead of a rep researching one account at a time and guessing what to pitch, every lead on the list comes back with a plan: whether to reach out now or hold, whether the contact is still the right person, which product to pitch, the buying signals behind it with their sources, and a three-email sequence.
Key differentiators versus alternatives: Unlike enrichment databases (Apollo, ZoomInfo, Clay), PitchSmart answers your specific product need questions with sourced evidence, not just pre-packaged firmographics. Unlike email senders (Instantly, Smartlead, Outreach), PitchSmart is research-first: it decides who is worth contacting, with what, and why, before a single email is written.
Import a CSV with first name, last name, email, job title, company name, and company website. LinkedIn URL and phone map as well. Standard CRM or customer success exports work immediately.
Supported: Salesforce reports, HubSpot contacts, customer success exports, Apollo or LinkedIn exports, any standard CSV.
For each product, set the markers that show a company needs it: buying signals, expansion signals, retention risks, fit checks, or any custom question. PitchSmart suggests questions from your product context, and you edit them until they match how you sell.
Answer types: yes/no, number, date, pick-one, list, or free text. Each marker maps to a sourced research query.
PitchSmart runs the full pipeline on every lead at once: the account against your questions, and the contact against their public profile. Answers come back with public-source citations.
Research runs in the background, so you can keep working while the plans fill in.
Sort by who is ready to send, filter by any answer, and open a lead to see its plan: the verdict, the product, the signals, and the three emails. Export to your CRM or sequencer when you are ready.
Compatible with: Salesforce, HubSpot, Outreach, Apollo.io, Salesloft, Instantly, Smartlead. CSV is the universal format.
Your list is bigger than your team can research
Prospects, existing customers, or a base you inherited in an acquisition. Every lead gets researched and planned, including the ones nobody had time for.
Your reps ask why this lead, why now
Every plan answers with a source, so a rep can quote it and a manager can check it.
You sell more than one product
Each plan names which one to raise with that lead, and the buying signal that says so.
You need contact data or bulk sending
That is Apollo, Clay, or your sequencer. PitchSmart plans the leads you already have. It does not sell you names.
Everything a rep needs to act on one lead: a send or hold call with the reason, a check that your contact is still the right person (or a pointer to a better one on your list), the product to pitch, the buying signals behind it with their sources, and a three-email sequence that opens on the strongest verified fact.
Yes. Upload either list with first name, last name, email, job title, company name, and company website. Set the buying signals that matter for upsell, cross-sell, retention, or new business, and every lead on either list gets the same research and its own plan.
You define the pipeline. Add expansion signals, retention risks, fit checks, or any custom question your team needs answered for a specific product. PitchSmart suggests questions from your product context, and you edit them until they match how you grow ARR. Answers come back as structured fields you can filter and export.
Everything PitchSmart surfaces is publicly available: LinkedIn profiles, company websites, press releases, job postings, financial filings. We never connect to your CRM, inbox, or any private system. You only see data you explicitly upload or trigger. If it's something the contact has shared publicly, we can find it. If it isn't, we won't guess.
A chat window answers one question about one company at a time, and every answer still needs checking against a source before a rep builds a pitch on it. PitchSmart runs your full set of questions across the whole list in parallel, keeps the source on every answer, and turns the results into a plan for each lead.
You're not charged. PitchSmart only deducts tokens once every field in a research run is successfully completed and verified. If something fails mid-pipeline, we handle the retry internally and you pay nothing until the result is complete.
You keep everything, forever. Your login keeps working, and every lead you researched, its plan, and your research questions stay in your account, still readable and still exportable to CSV. Researching new leads and drafting new emails is what needs a paid subscription. Nothing you have already built disappears.
Free trial, no credit card. Upload a list, describe what you sell, and see the plan PitchSmart builds for each lead.
No credit card · Free trial on launch · Cancel anytime