About Pivotal CRM

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.

Key benefits of Pivotal CRM

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

Devices

Business size

S M L

Markets

Australia, Canada, China, Germany, United Kingdom and 3 others, India, Japan, United States

Supported Languages

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

Features

Total features of Pivotal CRM: 24

  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Forecasting
  • Forms Management
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Mobile Access
  • Opportunity Management
  • Prospecting Tools
  • Real Time Data
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Third Party Integrations
  • Workflow Management

Alternatives

Zoho CRM

4,2
#1 Alternative to Pivotal CRM
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Salesforce Sales Cloud

4,4
#2 Alternative to Pivotal CRM
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Odoo

4,2
#3 Alternative to Pivotal CRM
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

HarmonyPSA

4,5
#4 Alternative to Pivotal CRM
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed...

Reviews

Overall rating

3,7 /5
(6)
Value for Money
3,7/5
Features
4/5
Ease of Use
3,3/5
Customer Support
3,5/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 6
Mehdi R.
Overall rating
  • Industry: Government Administration
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Honest Opinion

Reviewed on 2021/01/26

Been using it for many years as a developer and application support, I found it very useful and...

Been using it for many years as a developer and application support, I found it very useful and makes logic for new users.

Pros

- Ease of use
- Plenty of features
- Easy Database architecture

Cons

- Relational Database set up needs improvement

Rob G.
Overall rating
  • Industry: Government Administration
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Aptean Pivotal CRM used as a Grants Management System

Reviewed on 2016/10/13

As our aging grants management software was reaching the end of its usable life we looked around...

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.

Christopher S.
Overall rating
  • Industry: Machinery
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

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

Reviewed on 2017/09/06

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.

Verified Reviewer
Overall rating
  • Industry: Consumer Services
  • Company size: 501-1 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Suitable CRM Software with Basic Functionality

Reviewed on 2018/12/31

Overall Aptean Pivotal CRM met the organization's needs in streamlining certain business line...

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.

Kalaiselvan K.
Overall rating
  • Industry: Computer Software
  • Company size: 501-1 000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Pivotal CRM Review

Reviewed on 2019/11/21

Overall this is a basic CRM product for smaller company who handles lesser customer data and cost...

Overall this is a basic CRM product for smaller company who handles lesser customer data and cost effective compare to other leading CRM tool.

Pros

This software has the basic function of data management and reporting ability.

Integration to third party interface is quite headache and time consuming.

Lot of Customization option is available but it is tricky for handling specific requirements.

Search ability to pull complex data works in a better way.

Cons

Through put for handling massive data is lesser and eventually processing speed is slow.

Customization is complex for integration with third party integration.

Showing 5 reviews of 6 Read all reviews

Pivotal CRM FAQs

Below are some frequently asked questions for Pivotal CRM.

Pivotal CRM offers the following pricing plans:

  • Free Trial: Not Available

Price on request.

We do not have any information about Pivotal CRM features

Pivotal CRM has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Pivotal CRM supports the following languages:

Chinese, English, Finnish, German, Japanese, Portuguese, Spanish, Swedish

Pivotal CRM supports the following devices:

We do not have any information about what integrations Pivotal CRM has

Pivotal CRM offers the following support options:

Email/Help Desk, Phone Support

Related categories

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