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90% 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
91% 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
EngageBay Sales CRM |
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 |
| Description | SalesNexus is an easy-to-use CRM and marketing automation tool for companies that prefer solutions with multiple delivery points. The CRM system enables users to manage their customers, companies, leads, and partners at a centralized location. On the other hand, the marketing system allows them to engage with leads and nurture them into paying customers. Users can easily track and manage leads to realize maximum possible conversion rates. Automation can also be leveraged to trigger customer processes automatically. This includes automated delegation of calls, tasks, and emails to the most relevant team members. Users can automatically manage new leads, recent proposals or meetings, new clients, renewing past clients, handling lost clients, and more. By syncing right into the Outlook or Google Calendar of teams, users can delegate tasks to the respective team members. The tool can also easily integrate with all leading accounting, ERP, website, and legacy systems. 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 | EngageBay is an all-in-one marketing and sales CRM solution that helps businesses organize email contacts, monitor deals, grow sales, and build customer relationships. Users can get a complete view of every interaction ever had with their leads and get deep customer insights to the market and sell better. It allows users to design engaging emails and run email marketing campaigns easily with just a simple click of a button. Businesses can measure performance and get better click-through rates, thus helping to grow the business. Through the customizable forms feature, users can create simple and stylish forms on any device and dramatically improve their conversations. Users can choose from a wide range of landing page templates or create their pages in less than two minutes. The powerful email tracker helps to keep track of prospects actions and get notified the moment someone opens an email or clicks a link in the email. 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 |
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| SW Score & Breakdown |
90% 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
|
91% 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
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| Total Features |
25 Features
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5 Features
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23 Features
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24 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
|
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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| API Support |
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| User Rating |
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| Rating Distribution |
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| User Sentiments |
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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 |
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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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Professional $45.00 $45.00 per user / month Enterprise $65.00 $65.00 per user / month Automation $85.00 $85.00 per user / month Marketer $85.00 $85.00 per month |
Pivotal CRM Custom |
Free Free Basic $10.39 $12.99 per user / month Growth $19.99 $24.99 per user / month Pro $39.99 $49.99 per user / month |
Growth $40.00 $40.00 per user / month Enterprise $55.00 $55.00 per user / month Unlimited Custom |
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| Screenshots |
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+ 6 More
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| Videos |
+ 1 More
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| Company Details | Located in: Houston, Texas - 77007 Founded in: 2002 | Located in: Austin, Texas Founded in: 2018 | Located in: Mountain House, California | Located in: Boston, MA - 02109 |
| Contact Details |
+1 800-862-0134 |
Not available https://www.avolin.com/products/customer-relationship-management-systems/pivotal/ |
+1 877-509-3570 |
+1 617 765 7997 |
| Social Media Handles |
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