Engage proposal prospects in real time with Intercom
Intercom is the customer messaging platform that enables businesses to chat with prospects and customers in real time. Adding Intercom to your Pitchsite proposals creates a live support layer — prospects can ask questions as they read, and your team can engage at the exact moment of highest interest.
A step-by-step look at how Intercom and Pitchsite work together.
Add your Intercom app ID to Pitchsite settings. The Intercom messenger widget can be embedded on proposal pages.
Prospects reading your Pitchsite proposals can open the Intercom chat widget to ask questions in real time — without needing to email or call.
When a known prospect opens a proposal, Pitchsite passes their identity to Intercom — your team sees exactly who is reading the proposal when they start a chat.
After a prospect spends 3+ minutes on the pricing section without taking action, Intercom automatically sends a proactive chat: "Got any questions about the investment?" — perfectly timed.
All conversations from proposal page chat sessions are logged in the Pitchsite deal record — full context available for the sales team at every stage.
Real ways agencies use Intercom and Pitchsite together.
The biggest proposals are abandoned because of unanswered questions. Live Intercom chat on proposal pages means prospects get answers in seconds — objections resolved before they solidify.
Set up Intercom to proactively message prospects on proposals over $10,000 when they've been reading for 5+ minutes — your best deals get your most personalised attention.
Use Intercom on your Pitchsite client portal to handle queries about ongoing work, scope changes, and contract questions — all in one centralised thread.
Intercom chat data is some of the best buying-intent data you can get. Prospects who initiate chat on a proposal are 3× more likely to sign — prioritise them accordingly.
Why agencies connect Intercom to Pitchsite.
Engage proposal prospects in real time with Intercom
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Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →Yes. Intercom's team assignment and round-robin routing applies to chats initiated from Pitchsite proposal pages, just like any other Intercom conversation.
The Intercom chat widget is minimal and only appears as a small launcher icon in the corner of the proposal page. It doesn't interfere with the proposal design or reading experience.
Yes. Intercom's Resolution Bot can handle FAQ-style questions about your proposal — pricing, timeline, process — automatically, escalating to a human only when needed.
Yes. Intercom can show custom out-of-hours messaging and allow prospects to leave a question that your team answers when they're back online.
Other tools that work well alongside Intercom + Pitchsite.