Neffinity staff access only
Log it. Pitch it. Win it.
Capture every lead, build better proposals, and close more deals—all in one place.
Pitchwise — how it works
CompanyHarborline Dental
Websiteharborlinedental.com
Budget$15k – $30k
A new inquiry is logged with site, budget and attachments.
Lead intake
Log inquiries with the website, budget, timeline and any attachments the prospect sent.
AI lead analysis
A server-side function audits the site and returns scoring, pricing and a closing plan.
Pipeline
Move every lead from New through Won or Lost, with activity logged automatically.
Proposals
Turn an approved plan into a branded, client-ready proposal PDF in a couple of clicks.