14-day trial · No card required
Research your first customers and prospects.Free for 14 days.
~15 minFirst results
200Account researches included
OrganizedUpsell & cross-sell lists
- No credit card to start
- One free trial per workspace
- Cancel or upgrade anytime from Settings
Trial length is 14 days from signup. See pricing for the latest plan details. Pricing · Terms
What your first 15 minutes looks like
The fastest path to your first researched opportunities.
- Upload customers or prospects2 minDrop in any CSV with first name, last name, email, job title, company name, and company website.
- PitchSmart researches every account~10 minProduct need markers for upsell, cross-sell, retention, and prospect fit. Runs in the background.
- Organize expansion opportunities5 minFilter by marker answers, review optional drafts, then export to your CRM or sequencer.
Included in your trial
Everything on the Standard plan, unlocked on day one.
- Customer and prospect research, AI email drafts, and conversation practice
- Natural-language filters for product need markers
- Find similar contacts on Standard
- 100 contacts/mo
- 2,000 PitchSmart tokens/mo (~200 account researches)
- Customer & prospect research
Want more after the trial?
Upgrade anytime. Paid plans bill monthly unless you choose annual on checkout.
Standard$49/mo100 contacts/mo · 2,000 tokens
Professional$149/mo250 contacts/mo · team seats
Enterprise$499/mo2,500 contacts/mo · expanded workspace
- Annual billing saves 20% on paid tiers
If you do not upgrade after day 14
No charge unless you subscribe. Your workspace does not disappear.
- Moves to Free: 20 contacts/mo and 200 tokens (~20 researches)
- Drafts, practice, and find-similar are not on Free
- Research stays limited until you pick a paid plan
- Your contacts and workspace data remain in your account
How tokens work: Account research uses itemized tokens (8 person + 2 company when each runs, plus 1 per stale research question). Importing customers or prospects does not spend tokens.
Common questions
- Do I need to connect my inbox?
- No. PitchSmart is a research and drafting tool — you review the output and send from wherever you already send (Gmail, Outreach, Apollo, Instantly). Nothing is sent automatically.
- What file format do I need?
- A standard CSV with at minimum: first name, last name, email, job title, company name, and company website or domain. Most CRM and customer success exports work out of the box.
- Can I use this for current customers, not just prospects?
- Yes. The same pipeline researches customers and prospects against the markers that show they need a specific product, so you can organize upsell and cross-sell opportunities.
- What happens to my data if I don't upgrade?
- Your workspace doesn't disappear. After day 14 you move to the Free tier — limited contacts and tokens, but your existing data stays in your account.
- Is it worth it if I only have a small list?
- Even 10 accounts is enough to see the difference. Most teams run their first batch during the trial, compare output quality to what they currently do manually, and decide from there.