CRM integration: Enhance your outreach with data that works where you do

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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Reach out at the right time

Reach out at the right time

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.

Make conversations count

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

Close more deals

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.

Save time

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.

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