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CRM Software

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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

Position of Pivotal CRM in our main categories:


Pivotal CRM is one of the top 200 CRM Softwareproducts


Pivotal CRM is one of the 200
CRM Software products

If you are interested in Pivotal CRM it might also be a good idea to analyze other subcategories of Best CRM Software collected in our base of B2B software reviews.Online CRM Software, Social CRM Software, Feedback & Reviews Management Software

It is important to keep in mind that virtually no software in the CRM Software category will be a perfect solution able to meet all the goals of different company types, sizes and industries. It may be a good idea to read a few Pivotal CRM reviews first as some solutions may perform well just in a very narrow set of applications or be prepared with a really specific industry in mind. Others might work with an idea of being simple and intuitive and as a result lack complicated elements welcomed by more experienced users. You can also find services that focus on a large group of customers and offer a rich feature base, but this usually comes at a more expensive price of such a software. Ensure you're aware of your needs so that you get a service that offers exactly the functionalities you search for.

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

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
Language Support
  • English
  • Dutch
  • Polish
  • Swedish
Pricing Model
  • Quote-based
Customer Types
  • Large Enterprises
  • Medium Business
  • Cloud Hosted
  • On Premise
  • Open API

What Support Does This Vendor Offer?


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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