CRM integration
Optimize and streamline your sales and marketing efforts. Access private market data directly from your CRM with this optional add-on to your PitchBook subscription.
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Say goodbye to a static list of leads. Take your existing CRM to the next level with actionable, in-depth data on private market transactions that shows you who to contact—when.
Inform and personalize interactions with clients by accessing the latest news and key details on companies, people and deals directly from your accounts.
Use PitchBook Desktop to identify target markets or ideal clients; then, effortlessly import high-quality leads into your CRM and instantly see which contacts are new and worth pursuing.
Forget manual data entry. Our CRM integration makes it easy to create new, fully populated records, build out existing accounts, refresh data and capture new leads.