Pivotal CRM Reviews

I use Pivotal CRM for managing relationships with our customers. It's like a step up from Salesforce, as I am able to track leads, potential sales, and send automated follow-ups to customers at the click of a button. I love how easy it is to navigate and how user-friendly the interface is. It's able to integrate with other systems and keeps everything organized. The initial setup was very easy as well.

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I track leads and potential sales with Pivotal CRM, sending automated follow-ups easily. It's user-friendly and integrates well with other systems, keeping everything organized.

It allows businesses to tailor workflows without heavy coding. Users frequently praise its ability to streamline complex sales processes, improve data organization, and deliver robust, customized functionality across sales, marketing, and customer service departments.

Critics say it feels like legacy software held together by “glue,” often demanding heavy IT maintenance. They also point to weak web-client adoption and aggressive price increases, even though innovation appears limited.

Pivotal CRM addresses fragmented customer data, inefficient sales processes, and weak cross-department collaboration by centralizing information, automating key workflows, and offering deep Microsoft integration. For users, this translates into higher productivity, better sales forecasting, and stronger customer service. In many cases, it also works well as a flexible, lower-cost alternative to major competitors.

I like Pivotal CRM because it can accurately track potential customers. Whether a customer calls for inquiries or leaves a message on the website, it can record everything. This allows salespeople to know the customer's concerns more precisely when contacting them, making it easier to sell to the customer. Task scheduling is also smart and hassle-free; it automatically assigns tasks to salespeople and sends reminders. For example, when it's time to contact a customer again, the system will remind them and suggest topics based on the previous conversation, greatly improving sales efficiency and closing opportunities.

Integration and Compatibility: There are difficulties in integrating with some emerging software, leading to poor data flow. There may also be compatibility issues on different systems or browsers, affecting usage. Data Synchronization Issues: When integrating with ERP systems, differences in field naming and data types may prevent complete synchronization of order data, resulting in the loss of critical information such as customer levels, which affects the shipping process. Additionally, data synchronization may be delayed, failing to meet the real-time requirements of scenarios like order processing, thus slowing down business response.

Pivotal CRM enhances the efficiency of sales teams by automatically tracking potential customers, scheduling follow-up tasks, reducing forgetfulness, and increasing the chances of closing deals. Marketing campaigns are more precise, with a high customer response rate. Additionally, the sales automation feature records details of customer communications, preparing for subsequent follow-ups.

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The initial setup and learning curve of pivotal CRM can be challenging, especially for users with limited technical.

Pivoting during problem solving is contextual to each organisation and each unique problem being solved.

this is a highly customisable CRM. It has a lot of fields that can be configured but it definitely is one of the best that I have used so far.

The only part when the implementation sort of causes slowness and you can't action your tickets

actioning support tickets reported for medworx or knova. troubleshooting any product support tickets. managing customer surveys. It was really good.

We can add as much as data without any problem of loafing.

The only thing I feel a bit low is its user Interface looks old.

I can easily manage my customers without any mistake.

In general, Pivotal CRM is a platform that meets the organizational needs of many processes within a company since it can be used in multiple types of equipment and has many functions such as the integration of emails, chats, tickets, and much more, this makes it a more functional platform. This is an advantage since most companies use multiple platforms to do different things.

Pivotal CRM is like another member of our team, since its tools are useful. and you can work remotely,

Something that should improve is the speed of the platform, sometimes it has a bit of lags, or slow loading times, it is not the big deal, but improving these points would be the perfect CRM

I love that the dashboard for Pivotal can be customized to fit each individuals business needs. Pivotal also provides an excellent snapshot of your current business. I also love the simplicity of being able to track the business for each individual client in their respective profiles. We come from a very manually process of having to enter data repeatedly in several fields via an excel doc, so the ability to enter once and have multiple colleagues add information whenever calling on the client is exceptional to our day to day processes. It not only helps our business flow but is used as a critical aid when tracking the resign process for our contracts. Most recently, our company has begun utilizing this data to send our automated marketing pieces which is now tracked in Pivotal where we would have to create manual lists in the past. We now can focus on more customer interaction and in return have more opportunities to sell!

As part of the transitional team, the only dislike (which we were provided work around solutions) was moving over the data from our old system to the new. This mostly because the previous system was so obsolete.

Definition explore the option, the system is able to customize each users experience.

We are solving real time tracking. Pivotal is not only available by the software but accessible via mobile devices. This allows us to keep our data as current as possible and allows our leadership to have real time data.

The best ERP arrangements, be that as it may, are completely incorporated with every one of your frameworks over the venture, conveying an incentive to each useful zone, from fund to client administration to the board—and in case you're in assembling, this incorporates your building, plan and production network groups also.

No android application, which was an issue for a portion of our business people.

Great CRM for fair size to big business organizations. Accessible applications for Apple, however missing Android application for any Samsung cell phone clients inside your organization. Keeping pace with contenders (Salesforce as prevalent one) value astute.

We utilized tthis programming with the intend to improve client administration connections and help with client maintenance. One incredible benefitof this is having the capacity to help make a closer and long haul association with our clients! "Incredible approach to incorporate our MRP and ERP with our CRM.

Pivotal CRM allows us to offer exceptional service to customers and simplify the support request process. The platform and applications in Pivotal offer flexibility, and allow us to shape it to our needs.

On some occasions, it is somewhat slow. Otherwise, everything works correctly and we are happy with the application.

It allows us to modify the user interface and customize it. Pivotal CRM collects information in a single database and makes it easy and cost-effective.