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Pivotal CRM Review

Pivotal CRM OUR SCORE 80%
starting price By quote
our score 80%
free trial
  1. What is Pivotal CRM
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Pivotal CRM?

Pivotal CRM is a cloud-hosted CRM for integrating and streamlining services and support in sales opportunities. It can fit into any business size that provides marketing, salesforce, and automation in their services. The app also helps sales representative get the most ROI out of their prospective clients and at the same time, allows managers to oversee the progress and activities of their teams for better accuracy in sales prediction. The software is created on Microsft.NET architecture and is hosted on Amazon Services. It can be customized and configured according to the manner of the business the clients want to use it on, like manufacturing, finance and administration, service and support, and supply chain. Pivotal CRM accelerates your sales cycle to increase repeat sales for an increase in business revenues, allowing your team to consider the most feasible of the options in your sales lead for better results. In the customer’s end, concerns will be addressed by your representative, while product and services are customized to match your customers’ needs for increased customer satisfaction and retention. Pivotal CRM Services is a separate suite that addresses the need of your business in online technical resources, training, and consulting before implementing the software into your system. This is to help you customize it to your operations for high user adoption and to assess the efficiency of your system regularly as well.

Product Quality Score

Ease of use
Customer support
Value for money

Pivotal CRM features

Main features of Pivotal CRM are:

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

Pivotal CRM Benefits


The main benefits of Pivotal CRM are the shortening of the sales cycle, enabling you to accomplish your goals faster, and integrating with your existing systems.  The automation of processes to acquire leads helps you focus on key prospects and optimize your resources. This creates quality deals and helps you avoid being misled by false leads and other bothersome tasks. This would increase group morale and improve your company’s competitiveness. Pivotal CRM also has a mobile app for accessing customer data conveniently anywhere.

The software also allows you to decide on your own sales approach. To that end, it presents your customer needs and interests and related information that would allow you to address them accurately. The system also helps you build and retain long-term partnerships with clients through transparency and accuracy.

As part of the Aptean suite, Pivotal CRM can easily integrate with other CRM solutions for added functions. Aptean also offers other extensions for your management system and IT and has recently acquired Onyx CRM.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

Pivotal CRM Integrations

The following Pivotal CRM integrations are currently offered by the vendor:

  • Amazon Web Services
  • Amdocs/Clarify
  • Onyx
  • Qlikview Analytics
  • Remedy
  • SAP
  • Siebel


Customer Support


Pricing Plans

Pivotal CRM pricing is available in the following plans:

Free trial
Qoute-based Plan
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