Pivotal CRM

Pivotal CRM

Big Dreams Made Real

3.3/5 (4 reviews)

Pivotal CRM Overview

Unlike most CRM solutions, Pivotal is built on a flexible platform that gives you a customized CRM experience built around your business processes – not the other way around. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configure to any organization in any industry. Whether you wish to handle the implementation by yourself, with a partner, or leave it to us, we can accommodate your every need. We can even take on full management and hosting of the application, if you prefer, with the option to bring the solution on-premise when you’re ready.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, China, Europe and 5 others, Germany, India, Japan, Latin America, Middle-East and Africa

Supported Languages

Chinese (Simplified), English, Finnish, German, Japanese and 3 others, Portuguese, Spanish, Swedish

Pivotal CRM Reviews

Overall rating
3.3/5
50% positive reviews
0
Excellent
2
Very good
1
Average
1
Poor
0
Terrible
Rob G.

Aptean Pivotal CRM used as a Grants Management System

Used Daily for 1+ year
Reviewed on 2016/10/13
Review Source: Capterra

As our aging grants management software was reaching the end of its usable life we looked around for a replacement system that would be capable of encompassing a broader range of our business needs. High on our list was better integration of our grants information with our client and contact records, so a system with a CRM at its heart was the logical choice. We chose Pivotal because of its strong CRM features, including event and social media capabilities, and because its flexibility made it possible to customize the system to incorporate our grants application, approval and payment processes.
This is a very capable piece of software with plenty of bells and whistles. The CRM capabilities are impressive - we still have plenty there that we haven't yet taken advantage of. The customization for our fairly complex grants processes has worked well, and a large proportion of our business processes and data capture now take place within this one application.
Although the smart client interface is well considered and organized this is not a system that is simple to use for the occassional user. If you want a simpler more self-explanatory experience for your users you can achieve this through adding the optional Pivotal UX.
Out of the box there is no shortage of features, though investing in the Productivity Pack add-on was a must for us. For Business Intelligence the system is designed to be integrated with QlikView, and we have been impressed by the great boost this has provided all of our analysis.
Our customer support is provided by the vendor that installed and customized the system, so we have no direct experience of working with Aptean.
This has not been a cheap system to install and customize, but the efficiency savings, centralization of our processes and data, and big improvement in our business intelligence capabilities make it a very worthwhile investment for us.

Pros

It's full feature list and flexibility.

Cons

The interface can be a bit daunting for occasional users.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Christopher S.

Very utilitarian and has potential for greatness, but hampered by confusing layout and menus.

Used Daily for 2+ years
Reviewed on 2017/09/06
Review Source: Capterra

Pros

The potential to pull great data via the search is there, and it's quite flexible. There are also many features making a nearly all-in-one solution.

Cons

Brutalist in its design and plagued by logic-driven search system that requires one to think like a computer it can cause fits at times.

Response from Aptean

We thank you for the feedback. We are continuously improving the Pivotal CRM product, and we recognize that providing a simpler User Interface is important to address adoption and usage. Pivotal is a flexible platform that is also easy to configure; it¿s one of our greatest strength. However, as it stands today, we place few limits on system customizers and designers. Business needs sometimes require quick turnaround from system designer, which leads to situations where it¿s easy to just create a tab and place as many fields as necessary to capture the requirement. Overtime, the system start to become heavy and cluttered, and you have forms with too many tabs, actions and fields! Given that you are in a situation where things are starting to get too complex, we would advise reviewing your forms with an eye to de-clutter.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

5.0/10
Verified Reviewer

Suitable CRM Software with Basic Functionality

Used Daily for 2+ years
Reviewed on 2018/12/31
Review Source: Capterra

Overall Aptean Pivotal CRM met the organization's needs in streamlining certain business line processes, providing a degree of insight through its reporting capabilities on business profitability, member retention, sales growth, etc.

Pros

The software offered suitable functionality for customer relationship management with basic customization, reporting capability, integration, etc.

Cons

End-user processing speed often fell short of expectations; software lag times, stalling out while loading, etc. Limited customization capability to meet ever-changing needs of special projects/teams within organization.

Rating breakdown

Ease of Use

Likelihood to recommend

8.0/10
Verified Reviewer

Another CRM

Used Weekly for 1-5 months
Reviewed on 2019/05/03
Review Source: Capterra

Tool which can work for you, but you have to do more customisation.

Pros

Last version of Pivotal is better than prevoius one, faster and modern.

Cons

Application seems to me as slow and needed a lot of customisation to fit to our business.

Rating breakdown

Ease of Use

Likelihood to recommend

4.0/10

Pivotal CRM Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Price on request.

Pivotal CRM Features


  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Calendar Management
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Real Time Data
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for Pivotal CRM

Key features of Pivotal CRM

  • Marketing Automation
  • Mobile CRM
  • Partner Automation
  • Sales Force Automation
  • Service Automation
  • Social CRM

Benefits

If you are ready to take your organization to the next level, Pivotal CRM is positioned to get you there by aligning your business processes with the technology needed to optimize your operations so you can set your sights on bigger things. Build, grow and drive your business forward with CRM that maps to your customers’ needs.

Within Pivotal CRM, you can maximize your competitive advantage and achieve tremendous benefits:

- Shorten your sales cycle and hit your numbers with time-saving tools and repeatable processes
- Delight your sales team with more, higher-quality leads and get there with less effort
- Lay the foundation for future sales by giving customers responsive, thoughtful and personalized customer service
- Make your organization easier to do business with. Help your partners sell and assess their performance more easily
- Generate real, tangible value out of social channels
- Give your most valuable sales and service employees access to customer data regardless of their location

Pivotal CRM FAQs

Below are some frequently asked questions for Pivotal CRM.

Q. What type of pricing plans does Pivotal CRM offer?

Pivotal CRM offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Price on request.

Q. What are the main features of Pivotal CRM?

Pivotal CRM offers the following features:

  • Marketing Automation
  • Mobile CRM
  • Partner Automation
  • Sales Force Automation
  • Service Automation
  • Social CRM

Q. Who are the typical users of Pivotal CRM?

Pivotal CRM has the following typical customers:

Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does Pivotal CRM support?

Pivotal CRM supports the following languages:

Chinese (Simplified), English, Finnish, German, Japanese, Portuguese, Spanish, Swedish

Q. What type of pricing plans does Pivotal CRM offer?

Pivotal CRM has the following pricing plans:

Subscription

Q. Does Pivotal CRM support mobile devices?

Pivotal CRM supports the following devices:

iPhone, iPad

Q. What other apps does Pivotal CRM integrate with?

Pivotal CRM integrates with the following applications:

CloudEndure, Workato

Q. What level of support does Pivotal CRM offer?

Pivotal CRM offers the following support options:

Online Support, Phone Support