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97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
View Details
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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
View Details
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Featured
94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Creatio CRM |
Featured
87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Netsuite CRM |
| Description | Keap is an intuitive Sales, CRM and Marketing Automation software that can be utilised by businesses to enhance their sales and save time as well. Companies get to generate more leads, sort them out and forward the right kind of messages to the right people. They can also trust on the particular to generate a robust customer experience and gather loyal patrons. Its inbuilt features and functionality include email marketing, reporting and analytics, sales pipeline, CRM, sales and marketing automation, appointments, payments and more. Users can leverage Keap to generate custom forms and embed them within their landing pages and websites. This also helps them trigger automated actions in real-time. Inbuild SMS and Email marketing feature help users forward broadcast messages to individual target groups, driving in greater sales. They can also automate the entire sales follow-up and enhance lead conversion rates through the sales pipeline. Read more | Pivotal CRM by Avolin is a platform used to customize experiences around your specific business processes. The software offers tools to manage customer service and contact management to generate leads with deals. Generate reports with smart analytics in real-time via personalized dashboards to measure the business workflows. It integrates with Microsoft Outlook. Read more | Creatio is an AI CRM and workflow platform where people and AI agents work together - with no limits on users, agents, or scale. Designed for midsize and large enterprises, it delivers enterprise-grade CRM across sales, marketing, and service alongside Creatio Studio, a no-code agentic platform for building apps and AI agents without coding. With unlimited workflows, 19 industry templates, and AI agents included across all plans, Creatio gives organizations the freedom to automate at scale and the tools to do it without technical constraints. Read more | Netsuite CRM helps out organisations to streamline seamless interactions with present customers, suppliers and partners alike, within a single portal. It facilitates a seamless flow of information across the entire customer lifecycle starting from generating leads to order fulfilment, cross-sell, up-sell and relevant support. Salesforce automation, quotes management, forecasts, commission monitoring and partner relationships are some of the useful functionalities present within. Businesses can also depend on Netsuite CRM to supercharge their sales performance and provide a superior customer experience. Support agents are allowed access to customer-specific records and orders in detail, which they can utilise to provide adequate support. Exclusive benefits offered by the platform goes as improved sales performance, effective campaign management, unified data source and enhanced customer satisfaction. Built-in reports and role-based dashboard views, help with continuous sales monitoring and goal achievement adequately. For those working with partners, Netsuite CRM’s inclusive functionalities like joint marketing campaigns, pipeline management, sales forecasting are of great help. Read more |
| Pricing Options |
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| SW Score & Breakdown |
97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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| SaaSworthy Awards | # 10 Fastest Growing # 4 Most Popular |
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| Total Features |
27 Features
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5 Features
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24 Features
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22 Features
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| Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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| Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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| Organization Types Supported |
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| Platforms Supported |
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| Modes of Support |
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| User Rating |
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| Rating Distribution |
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| User Sentiments |
Email Marketing Automation, Customer Relationship Management (CRM), Ease of Use, Extensive Integrations Complex learning curve, Limited Landing Page Builder, Mobile App Functionality, Lack of Invoice Customization |
Customization and Flexibility, Salesforce Automation Module, Lead Management, Customer Interaction Management Challenging Initial Setup, Steep Learning Curve, Limited Third-Party Integrations, Outdated User Interface |
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| Review Summary |
Overall, users find the software easy to use and helpful for managing customer relationships. They appreciate the features for tracking leads, managing sales pipelines, and automating marketing campaigns. However, some users have reported issues with customer support and occasional bugs or glitches. Additionally, some users have expressed concerns about the pricing, feeling that it is somewhat expensive compared to similar products. |
Pivotal CRM is a powerful and flexible solution lauded for its customization capabilities, allowing businesses to tailor workflows and data fields to their specific needs. Users appreciate its integration with Microsoft Outlook and its suitability across multiple departments. However, some report a steep learning curve, especially for users with limited technical expertise. Several reviews also mention performance issues, including slow loading times and occasional glitches. While the platform is generally well-regarded, users recommend considering its limitations, particularly regarding advanced analytics and third-party integrations, before making a decision. |
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| Read All User Reviews | Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
| Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Keap $249.00 $299.00 per month |
Pivotal CRM Custom |
Growth $40.00 $40.00 per user / month Enterprise $55.00 $55.00 per user / month Unlimited Custom |
Netsuite CRM Custom |
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View Detailed Pricing
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View Detailed Pricing
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View Detailed Pricing
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View Detailed Pricing
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| Screenshots |
+ 5 More
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| Videos |
+ 4 More
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| Company Details | Located in: Chandler, AZ - 85286 Founded in: 2001 | Located in: Austin, Texas Founded in: 2018 | Located in: Boston, MA - 02109 | Located in: Redwood Shores, California |
| Contact Details |
+1 866-800-0004 |
Not available https://www.avolin.com/products/customer-relationship-management-systems/pivotal/ |
+1 617 765 7997 |
+1 877-638-7848 |
| Social Media Handles |
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