Every lead. Every opportunity. Every customer — managed.
Revenue growth depends on knowing your pipeline, understanding your customers, and converting opportunities systematically. PitchTree CRM connects lead management, opportunity tracking, customer records, and the full sales pipeline — integrated with finance by design.
Revenue growth depends on knowing your pipeline, understanding your customers, and converting opportunities systematically. PitchTree CRM connects lead management, opportunity tracking, customer records, and the full sales pipeline — integrated with finance by design.
Core capabilities.
Select a category to explore every capability in that area.
Capture and track leads from any source. Qualify, assign, and progress leads through a defined pipeline.
Visual kanban pipeline for opportunity management. Stage-by-stage progression with probability tracking.
Structured qualification process. Convert qualified opportunities to customer accounts and sales orders.
Track funding opportunities through the CRM pipeline. Integrate with fundraising for NGOs and nonprofits.
Source of truth for every customer. Contact details, account history, risk classification, and relationship notes.
Know Your Customer process built into customer onboarding. Document collection, verification, and compliance tracking.
Customer risk classification and credit control. Risk profile updated as the relationship develops.
Outstanding balances aged by period. Collections visibility for the finance team in real time.
Quotes, orders, delivery notes, invoices, and returns — all connected to the customer record and CRM pipeline.
All goods and services available for sale linked to the CRM. Pricing applied from centralised price lists.
CRM opportunities connected to revenue recognition. Finance team sees pipeline value alongside actual revenue.
Opportunity value by stage, conversion rates, and pipeline velocity. Understand where deals are won and lost.
Purchase history, lifetime value, and retention analysis per customer segment.
Intelligence layer surfaces patterns in your customer and pipeline data — which segments convert, which customers are at risk.
What changes for your organisation.
Real differences in how the business runs, day to day.
CRM opportunities connect directly to sales orders and revenue recognition. No export, no re-entry, no reconciliation.
Customer onboarding includes KYC verification and risk assessment. Compliance built into the workflow, not an afterthought.
The intelligence layer works from your own customer and pipeline data to surface actionable insights.
Deploy on our cloud or on your own infrastructure.
How it fits into the rest of PitchTree.
Every PitchTree product shares a single data layer. No integrations to maintain. No data to reconcile manually.
Pipeline opportunities convert to sales orders. Revenue recognised per policy without re-entry.
Customer purchase history from POS appears on the CRM contact record automatically.
Product catalogue availability and pricing reflected in CRM quotes and opportunities.
SaaS or on-premise — your choice.
Both options carry the full feature set. Run PitchTree on our cloud — we manage updates, backups, and security. Or install it on your own equipment for complete data ownership and offline capability. Same software, same support, your choice of where it lives.
We handle all the technical upkeep — backups, updates, everything. You just log in and work. Monthly subscription, no upfront hardware cost.
- No infrastructure cost
- Automatic updates included
- Multi-branch ready from day one
Installed on your own equipment. Full data ownership. Works without internet. Ideal when your industry requires strict control over where your data lives.
- Complete data ownership
- Works fully offline
- Ideal for regulated industries
Ready to see it working in your business?
Book a free consultation and we'll show you the exact workflows relevant to your operation.