Enhance your outreach with data that works where you do

Optimize your client engagement by accessing PitchBook’s private market data directly within your CRM. This add-on drives efficiency while also upping the quality of outreach content, leading users to better interactions and leads.

Reach out at the right time

Upgrade your CRM with real-time, fresh data on private market transactions. Say goodbye to static lead lists and hello to actionable, in-depth insights that show you exactly who to contact and when. With automatic updates that keep pace with the latest developments, you can take your sales strategy to the next level and stay ahead of the competition.

Make conversations count

Inform and personalize interactions with clients by accessing the latest news and key details on companies, people, and deals directly from your accounts.

Close more deals

Maximize your sales potential with PitchBook Desktop. Effortlessly identify target markets and clients, streamlining lead generation by importing high-quality leads directly into your CRM. Manual data entry is a thing of the past with effortless data syncing from PitchBook Desktop to your CRM for real-time updates.

Save time

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.