Pivotal CRM Review

Pivotal CRM
Our score: 8.0 User satisfaction: 100%
Logo of Pivotal CRM

What is Pivotal CRM?

Pivotal CRM is a fully featured cloud-hosted CRM designed to integrate, streamline and automate service and support requests with sales opportunities like upselling and cross-selling. It helps sales reps to leverage the most ROI off their prospects, while giving managers visibility across their team’s activities and deals and tools for accurate sales forecasting.

The software suits business of any size looking for marketing, salesforce and service automation. The vendor also provides full management service and hosting for on-premise setup.

Pivotal CRM is designed on Microsoft .NET architecture and hosted on Amazon Services. It is configurable to the business processes of various industries like manufacturing, service & support, finance & administration and supply chain.

Among others, Pivotal CRM fast tracks your sales cycle and increases the potential for repeat sales for more revenues. It also empowers sales teams to follow the most viable and leads and realize for themselves better results, boosting their work morale. From the customer’s perspective, queries or concerns are immediately addressed by your reps and product and services are better matched with customer needs, leading to higher customer satisfaction rating.

A separate Pivotal CRM Services, a suite of online technical resources, training and consulting as pre- and post-implementation support to ensure the system is customized to your specific processes. The service also provides training to ensure user adoption and assess the overall system efficiency to your organization on a regular basis.

Overview of Pivotal CRM Benefits

Pivotal CRM shortens your sales cycle, allowing you to meet targets faster. With automated processes that allows for picking the most viable leads, a small sales team can concentrate on quality prospects and optimize its resources, leading to higher conversion rates.

Likewise, once individual targets are being met, employee morale is reinforced and, overall, the company becomes even more competitive and profitable. Sales reps can focus on creating more quality deals instead of being bogged down by false leads and admin tasks. With mobile access, reps can also access customer data anywhere and from any internet-enabled device.

Pivotal CRM also makes it easy to personalize your sales strategy. It unearths customer needs, interests and concerns, allowing your reps to address them with pinpoint accuracy.

For the B2B industry, the system helps you build closer and long-term relationship with clients leveraging transparency, accuracy and actionable insights.  

A derivative benefit with Pivotal CRM is that it is part of the Aptean suite of CRM solutions. Should you need to scale or add more functionalities, it is easy to natively integrate Pivotal CRM. Aptean also offers an extensive knowledge management system and IT helpdesk, plus its acquired Onyx CRM software.

Overview of Pivotal CRM Features

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

Pivotal CRM Position In Our Categories

Keeping in mind companies have specific business-related needs, it is wise they avoid settling on an all-encompassing, ideal solution. At any rate, it would be futile to try to come across such application even among popular software systems. The clever step to do should be to list the varied main aspects that demand investigation like important features, pricing, skill capability of the users, organizational size, etc. After which, you should double down on your research through and through. Have a look at some of these Pivotal CRM analyses and scrutinize the other software solutions in your list in detail. Such comprehensive product investigation can make sure you keep away from mismatched software solutions and select the one that provides all the aspects your business requires to realize efficiency.

Position of Pivotal CRM in our main categories:

TOP 200

Pivotal CRM is one of the top 200 CRM Software products

If you are considering Pivotal CRM it could also be sensible to analyze other subcategories of CRM Software listed in our base of B2B software reviews.

Each organization has different requirements and needs a software that can be personalized for their size, type of staff members and buyers, and the specific industry they are in. For these reasons, no platform can proffer perfect functionality off-the-shelf. When you look for a software system, first be sure what you require it for. Read some Pivotal CRM CRM Software reviews and ask yourself do you desire basic functionality or do you require advanced tools? Are there any industry-specific functionalities that you are seeking? Get the answers to these questions to help your search. There are lots of factors that you need to consider and these include your finances, specific business requirements, your company size, integration needs etc. Take your time, try out a few free trials, and finally choose the system that presents all that you require to enhance your company competence and productivity.

How Much Does Pivotal CRM Cost?

Pivotal CRM Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Pivotal CRM pricing is available by quote only. Contact the vendor.

User Satisfaction

Positive Social Media Mentions 3
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Pivotal CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Pivotal CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.


Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
  • Windows Mobile


  • Cloud Hosted
  • On Premise
  • Open API

Language Support

  • English
  • Dutch
  • Polish
  • Swedish

Pricing Model

  • Quote-based

Customer Types

  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Pivotal CRM pricing details?

Pivotal CRM Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Pivotal CRM pricing is available by quote only. Contact the vendor.

What integrations are available for Pivotal CRM?

Pivotal CRM integrates with the following:

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

Likewise, Pivotal CRM has an extensive API library that can be configured to integrate with almost any CRM system to streamline setup costs. The API also allows for integration of the CRM’s user details, case background, process linkage, email response synchronization, SSO and other standard CRM data fields.


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Reviewed By Nestor Gilbert
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