Michael Z.
MZ
Michael Z.
Independent Agent
Small-Business (50 or fewer emp.)
"Easy Setup, Time-Saving AI Tools, and Outstanding Support"
5/5
What do you like best about PitchPrfct?

I’ve tried a lot of different marketing platforms over the years, and PitchPrfct has been one of the easiest to implement while still delivering real results. The setup was straightforward, and the AI tools save me a ton of time, especially when it comes to prospecting and outreach.

What I appreciate most is how the platform improves deliverability by filtering out problematic numbers before campaigns go out. That gives me more confidence that my messages are reaching real prospects, rather than getting flagged or wasted. The reporting is also easy to understand, so I can quickly see what’s working and make adjustments as needed.

The AI-generated messaging and automated workflows have made my prospecting much more efficient without feeling overwhelming. Everything is organized in a way that makes sense, even if you’re not particularly tech-savvy.

Support was another standout. Jake and the team were responsive, helpful, and genuinely invested in making sure I understood how to get the most out of the platform. Overall, PitchPrfct has become a valuable part of my marketing process, and I’d recommend it to any agent who wants to simplify prospecting and reach more people consistently. Review collected by and hosted on G2.com.

What do you dislike about PitchPrfct?

I think everything was great! The platform had no flaws! Review collected by and hosted on G2.com.

Hector B.
HB
Hector B.
Insurance Broker
Small-Business (50 or fewer emp.)
"Revolutionized Marketing with Integrated AI"
5/5
What do you like best about PitchPrfct?

I use PitchPrfct for marketing and prospecting and love how it addresses all the agents' needs to perfection. It's very easy and simple, with an integrated AI that literally does all the work for you. I appreciate the platform's ability to solve past deliverability issues by prescrubbing high-risk opt-out numbers and spoon-feeding a sale to me like never before. The user-friendly platform, with no confusion, and the analytics that show what was successfully delivered, is impressive. I also value the AI program that spoon-feeds a perfect mass text, and the whole experience is amazing. Shout out to CEO Jake Triton for personally taking the time to walk me through and help me mass text my first sale! The AI builds a workflow for you without requiring much thought and ensures TCPA compliance. The free consultation during setup with the CEO was well worth the investment of time. Review collected by and hosted on G2.com.

What do you dislike about PitchPrfct?

Just needs a mobile app thats it Review collected by and hosted on G2.com.

Nate J.
NJ
Nate J.
Small-Business (50 or fewer emp.)
"Effortless CRM with Outstanding Support"
5/5
What do you like best about PitchPrfct?

I like how easy PitchPrfct is to use and appreciate how willing the team is to help. It's a solid solution for those looking for reliable lead sources in health and life insurance. The platform is amazing, honestly, and I find all the features particularly useful. The initial setup was pretty easy, and I worked in a medium-sized company with over 25 representatives. Review collected by and hosted on G2.com.

What do you dislike about PitchPrfct?

nothing Review collected by and hosted on G2.com.

Sammy  P.
SP
Sammy P.
Small-Business (50 or fewer emp.)
"Speedy Communication, Effortless Sales Boost"
5/5
What do you like best about PitchPrfct?

I like all the features of PitchPrfct because they are amazing and so easy to use. It's the best platform for what we do. The automatic follow-up tech is fast and user-friendly, which helped me double my sales. I also appreciate the speed and accuracy, and the initial setup was quick and easy. Review collected by and hosted on G2.com.

What do you dislike about PitchPrfct?

Nothing its amazing Review collected by and hosted on G2.com.

Senecia W.
SW
Senecia W.
Insurance Broker
Small-Business (50 or fewer emp.)
"PitchPrfct: A Game-Changer for CRM with Outstanding Support"
5/5
What do you like best about PitchPrfct?

PitchPrfct has completely reshaped how I feel about trying new CRMs. After being disappointed by several others, I was hesitant to invest more time and money - but this platform has been a pleasant surprise. It's easy to use, reliable, and packed with helpful features. The customer support team is quick to respond and offers one-on-one help when needed. In my line of work, having a dependable system is essential, and PitchPrfct delivers. I'm looking forward to seeing how this CRM continues to evolve and appreciate being part of its growth from the start. Review collected by and hosted on G2.com.

What do you dislike about PitchPrfct?

Since it's a new platform, there are naturally a few kinks to work out. However, the customer support team is incredibly thorough, hands-on, and quick to resolve any issues that come up. The platform continues to evolve and improve every day, and it’s clear that a lot of thought has gone into making the user experience as smooth and intuitive as possible. Review collected by and hosted on G2.com.

Cris M.
CM
Cris M.
Insurance Producer
Small-Business (50 or fewer emp.)
"Pitchprfct solved my texting problems"
5/5
What do you like best about PitchPrfct?

What I like best about PitchPrfct is how seamless and efficient it makes my day-to-day work. Everything from texting leads to tracking conversations is organized in one clean, easy-to-use system. I’ve used other CRMs and texting platforms before, but none of them felt as intuitive or tailored for insurance agents. PitchPrfct really gets what agents need — it’s reliable, simple, and fast. It helps me stay on top of my pipeline without feeling overwhelmed, which has made a huge difference in my productivity. Review collected by and hosted on G2.com.

What do you dislike about PitchPrfct?

There’s honestly not much to dislike. The platform runs smoothly and has a great design that’s easy to navigate. Since it’s still in beta, there are the occasional small bugs or missing features, but nothing that impacts my workflow in a major way. The team behind it is super responsive and constantly improving things, so I know any minor issues are temporary. Overall, it’s been a really solid experience. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)
"Saves Time and Improves Results"
5/5
What do you like best about PitchPrfct?

PitchPrfct has been amazing for my SMS marketing campaigns. It helps me create stronger messages faster, and the process is much smoother and more efficient. Review collected by and hosted on G2.com.

What do you dislike about PitchPrfct?

There really aren’t any major dislikes. They’re quick to resolve issues, and their response times are faster than those of other competitors. Review collected by and hosted on G2.com.

Felipe Ignacio C.
FC
Felipe Ignacio C.
Health Insurance Advisor
Small-Business (50 or fewer emp.)
"Streamlined Insurance CRM with Industry-Focused Workflows, Improving Despite Beta Bugs"
5/5
What do you like best about PitchPrfct?

What I like best about PitchPrfct is how streamlined it makes the client management process. The CRM combines lead tracking, automated follow-ups, and policy management in one place, which saves a lot of time and reduces missed opportunities. It’s designed specifically for insurance agents, so the workflows and templates actually match how the industry operates — not just generic sales pipelines. Review collected by and hosted on G2.com.

What do you dislike about PitchPrfct?

What I dislike about PitchPrfct is that it’s still in beta, so there are occasional bugs and unfinished features. That said, I appreciate that the platform is constantly improving and moving in the right direction. Review collected by and hosted on G2.com.

Skyler S.
SS
Skyler S.
Health adviser
Small-Business (50 or fewer emp.)
"Best platform ever"
5/5
What do you like best about PitchPrfct?

I really like this texting platform because it makes my job so much easier. I’ve tried other apps before, but they either didn’t work well, were too expensive, or were just unreliable. This one stands out it’s super affordable, reliable, and easy to use. Messages send fast, and I always get quick responses when I need help. It’s been a huge help for my workflow and saves me a lot of time. Definitely one of the best platforms I’ve used! Review collected by and hosted on G2.com.

What do you dislike about PitchPrfct?

Everything about this platform is pretty much perfect! It’s super easy to use, affordable, and makes my job so much smoother. I love how reliable it is and how quickly everything works. Since it’s still in beta, there are occasionally small errors or glitches, but that’s totally understandable and honestly, they don’t take away from how great the overall experience is. I can already tell this is going to be one of the best platforms out there once it’s fully launched. Review collected by and hosted on G2.com.

Gabriel P.
GP
Gabriel P.
Health Insurance Advisor
Small-Business (50 or fewer emp.)
"10/10 Best texting platform on the market right now after trying several"
5/5
What do you like best about PitchPrfct?

Hi deliverability and customer support. They are very quick to respond, typically resolves issues in less than 15 minutes and if needed, they will escalate to a one on one meeting with one of the support staff where they will go in and do a webinar with you to walk through your account and identify any issues. They take full accountability, even issuing credits for any mistakes, if any, made on their end. The platform itself is great, very slight learning curve but the UI is so friendly that most features are easy to figure out. Workflows work great, very minor bugs or issues. Spam analytics is great as well, they have amazing filters. Review collected by and hosted on G2.com.

What do you dislike about PitchPrfct?

I really don't think there is anything I dislike about PitchPrfct especially coming from OnlySales and TextDrip. No software is completely perfect so there are minor features I would like added but honestly it seems like those features are in development and the development team is super welcoming and responsive to feedback. I remember they made a change to templates that the community wasn't a fan of, they took a poll to see how we felt about it, and upon receiving the poll, made immediate changes to the consumer's desires. It is extremely rare to find a company/platform that is that responsive to their users. Review collected by and hosted on G2.com.