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Pivotal CRM

Pivotal CRM

Overview

What is Pivotal CRM?

Pivotal is designed to enable customized experiences built around specific business processes, not the other way around. It automates sales, marketing, customer service and contact management functions, enabling you to generate and capture leads, win more deals, increase customer satisfaction,…

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Recent Reviews

TrustRadius Insights

Pivotal CRM is a powerful solution that offers many features to smaller organizations looking for a cost-effective solution. Users of the …
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Pricing

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What is Pivotal CRM?

Pivotal is designed to enable customized experiences built around specific business processes, not the other way around. It automates sales, marketing, customer service and contact management functions, enabling you to generate and capture leads, win more deals, increase customer satisfaction, and…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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ActiveCampaign helps small teams power big businesses with a platform for intelligent marketing automation. It provides email marketing, marketing automation, and CRM tools that help businesses to create incredible customer experiences.

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Product Demos

Pivotal CRM Sales Demo

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Pivotal Active Directory Synchronization Demo

YouTube
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Product Details

What is Pivotal CRM?

Pivotal CRM Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Pivotal CRM is a powerful solution that offers many features to smaller organizations looking for a cost-effective solution. Users of the product found it very useful in streamlining their sales processes by making all customer data centralized and within reach, which saves time and increases productivity. The product helps automate services and sales by having customer data at the user's fingertips. By offering functions such as case and policy management, tracking, database and quick UI development, built-in IP telephony, and event and social media capabilities, Pivotal CRM helps improve customer service relationships.

Beyond just improving customer satisfaction, Pivotal CRM can help smaller organizations optimize pipelines by connecting internal processes of quality production, sales, and marketing with customer databases. This setup allows sales teams to stay connected with customers' needs and issues better while also providing insight through its reporting capabilities on business profitability, member retention, sales growth, etc. The system often handles large amounts of customer data quickly and easily while offering useful reports that are intuitive to read. Though the learning curve is high, most users found it easy to configure and convenient to use with plenty of bells and whistles packed into the software's functionalities.

Customizable Platform: Users appreciate the ease of customization that Pivotal CRM offers. Some reviewers have mentioned that it is easy to develop processes as per business needs, and they can add as much data as they want without any problem of lagging. The software also provides essential customization, coverage facility, and amalgamation features.

Dashboard Functionality: Many users find the dashboard feature in Pivotal CRM to be a standout feature. Reviewers mention that it is easy to customize the dashboard to fit individual business needs and provides an excellent snapshot of current business activities making it a more functional platform.

Integration Capabilities: Several users appreciate the integration capabilities of Pivotal CRM. This software allows for quick business application development capabilities while also providing options for integrating with other systems on-premise or in the cloud. The ability to integrate emails, chats, tickets, among others makes this software much more functional for many organizational processes within a company.

Outdated system: Many users have expressed that Pivotal CRM is outdated and not up to current standards. They feel that the software has several performance issues, with slow loading times and bugs. Some reviewers have even experienced crashes while using the software.

Poor user interface: The user interface of Pivotal CRM is a common complaint, with many finding it cluttered and difficult to navigate. Reviewers report that the customization process requires a lot of input from developers to create business processes, which can be complex for some users. Users also find that the search function is not comprehensive enough, making it challenging to filter leads accurately.

Limited third-party integration: Several reviews mention limited integration with third-party applications as a major concern. Customers find it challenging to meet changing needs due to this limitation, and they require more levels of authority and access options for certain users beyond read-only or full access rights.

Users have made several recommendations based on their experiences with Pivotal CRM.

Some users suggest that Pivotal CRM may not be suitable for handling massive amounts of data and recommend exploring alternative options.

On the other hand, other users recommend using Pivotal CRM if an organization has a full stack C# developer, as it is deemed beneficial in leveraging the platform's capabilities effectively.

Furthermore, users also recommend Pivotal CRM for organizations that manage clients and require follow-up through chat and email, along with the need for a comprehensive database of potential clients.

It is important to note that these recommendations are based on individual user perspectives and should be considered in the context of an organization's specific needs and requirements.

Sorry, no reviews are available for this product yet

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