--- title: Pivotal CRM Reviews meta_title: 'Pivotal CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 62 reviews by the users' company size, role or industry to find out how Pivotal CRM works for a business like yours. aggregate_rating: rating_value: 3.5 review_count: 62 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Pivotal CRM Reviews **Vendor:** Ignite Enterprise Software Solutions **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 3.5/5.0 **Total Reviews:** 62 ## About Pivotal CRM The foundations of your customer relationship management strategy are your customer-facing employees. That's why we have purpose-built every aspect of our CRM solution to get you up-and-running quickly, while remaining flexible so it can be closely-tailored to match exactly how your team works. We have the tools to help you attract customers, manage your partners and empower your sales and customer service teams. Learn why CRM users love our solutions. ## Pivotal CRM Pros & Cons **What users like:** - Users value the **strong customer relationships** fostered by Pivotal CRM's understanding of needs and preferences. (1 reviews) - Users enjoy the **ease of use** in Pivotal CRM, facilitating efficient navigation and effective management of sales activities. (1 reviews) - Users value the **easy navigation** in Pivotal CRM, enhancing efficiency and organization in managing sales accounts. (1 reviews) - Users appreciate the **easy tracking** features in Pivotal CRM, enhancing efficiency with real-time sales management and streamlined activities. (1 reviews) - Users find the **valuable tools** in Pivotal CRM to be highly conducive for their team's success. (1 reviews) - Simplicity (1 reviews) - Time Efficiency (1 reviews) - Users value the **versatility** of Pivotal CRM for effectively managing customer relationships and driving business success. (1 reviews) **What users dislike:** - Users find the **expertise required** for setting up Pivotal CRM overwhelming, especially without proper guidance for newcomers. (1 reviews) - Users face **integration issues** with third-party applications, limiting customization and impacting analytical summaries. (1 reviews) - Users point out that **limited customization** options in Pivotal CRM make it challenging to optimize their experience. (1 reviews) - Users find Pivotal CRM to be **time-consuming** to set up and navigate, especially for inexperienced users requiring guidance. (1 reviews) ## Pivotal CRM Reviews ### 1. Streamlines Complex Workflows with Powerful Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Ajit S. | Technical Support Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Pivotal CRM?** 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. **What do you dislike about Pivotal CRM?** 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. **What problems is Pivotal CRM solving and how is that benefiting you?** 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. ### 2. Efficient CRM with Customization Needs **Rating:** 4.0/5.0 stars **Reviewed by:** Sanjeev R. **Reviewed Date:** February 02, 2026 **What do you like best about Pivotal CRM?** I love how easy it is to navigate and manage the database in Pivotal CRM. It's very simple, and I find the pipeline and opportunity tracking particularly good since it provides the real-time status of sales accounts. This helps us manage our time efficiently and ensures we're heading in the right direction. I also appreciate having a single solution to manage and track all activities, from customer details to sales. Having various files stored in one place reduces the chances of human error. **What do you dislike about Pivotal CRM?** There are a lot of options which sometimes create confusion, so customization could be improved. I need more automatic tasks, alerts to the team, and options to create more conditional logic or filters. Setting up Pivotal CRM requires time, focus, and experience. First-timers need guidance to use and know all features. **What problems is Pivotal CRM solving and how is that benefiting you?** Pivotal CRM gives me a single solution to manage and track all activities like customer details and sales, reducing human error by storing different files in one place. Its real-time status updates help manage my time effectively. ### 3. Effortless CRM with Seamless Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Valerie B. | Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Pivotal CRM?** 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. **What do you dislike about Pivotal CRM?** N/A **What problems is Pivotal CRM solving and how is that benefiting you?** 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. ### 4. Feature-Rich, Customizable Sales Automation at a Great Price **Rating:** 4.0/5.0 stars **Reviewed by:** Jithin G. | Technology Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2026 **What do you like best about Pivotal CRM?** Pivotal CRM offers a lot of features. For me, the best parts are its sales automation and the level of customization it provides. It also stands out as the cheapest option when I compare it with other competitors. **What do you dislike about Pivotal CRM?** The UI could be improved. Sometimes it lags, especially when there are a lot of leads in the main section. **What problems is Pivotal CRM solving and how is that benefiting you?** Generating reports and analyzing performance is now easier than ever with Pivotal CRM. ### 5. Executive Assistant **Rating:** 4.0/5.0 stars **Reviewed by:** Tracey A. **Reviewed Date:** December 12, 2025 **What do you like best about Pivotal CRM?** I find Pivotal CRM to be very conducive, and all the tools are good. They are very valuable for our team. **What do you dislike about Pivotal CRM?** Maybe the response time when reaching out to support for help. **What problems is Pivotal CRM solving and how is that benefiting you?** Pivotal CRM helps alleviate communication issues within our team and is very conducive. ### 6. Perfect Enhancement of Sales Efficiency and Marketing Precision **Rating:** 4.5/5.0 stars **Reviewed by:** George B. **Reviewed Date:** December 20, 2025 **What do you like best about Pivotal CRM?** 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. **What do you dislike about Pivotal CRM?** 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. **What problems is Pivotal CRM solving and how is that benefiting you?** 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. ### 7. Take A Deep Dive with Pivotal CRM **Rating:** 2.5/5.0 stars **Reviewed by:** Faisal S. | Group Services Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2023 **What do you like best about Pivotal CRM?** In my view PCRM have a Better understanding of customer needs and preferences, leading to stronger relationships. Further I rate Pivotal CRM as a versatile CRM solution that helps businesses manage customers, sales pipelines, and marketing campaigns efficiently, leading to improved customer satisfaction and increased revenue. **What do you dislike about Pivotal CRM?** limited customizaion create boundraies in analytical summires further Pivotal CRM's integration with third-party applications is needed little enhancement **What problems is Pivotal CRM solving and how is that benefiting you?** is really help to industry to automate their customers relationship processes, from lead generation to opportunity management with customer retention benefit ### 8. It's a good platform with an easy to understand interface **Rating:** 3.0/5.0 stars **Reviewed by:** Alex N. | Independent Consultant/Chief Marketing Officer, Enterprise (> 1000 emp.) **Reviewed Date:** December 24, 2024 **What do you like best about Pivotal CRM?** It is easy to understand the basic objects and the workflows make sense to Sales and Marketing **What do you dislike about Pivotal CRM?** On premise it was a bit slow but this has improved. **What problems is Pivotal CRM solving and how is that benefiting you?** It is great for taking in, assigning and managing Leads as they move towards being Opportunities and are closed as Sales. ### 9. Flexible and Powerful CRM Software **Rating:** 4.0/5.0 stars **Reviewed by:** Rishabh M. | Business development & Sales Marketing Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2023 **What do you like best about Pivotal CRM?** Customization and flexibility are the best aspects of Pivotal CRM. It empowers businesses to tailor the system to their specific needs, creating personalized workflows and data fields. This customization capability sets it apart and makes it a valuable tool for effective customer relationship management. **What do you dislike about Pivotal CRM?** The initial setup and learning curve of Pivotal CRM can be challenging, especially for users with limited technical expertise. It may require some training and configuration to fully leverage its capabilities, which can be a drawback for some businesses, particularly for the tech savy users as it can get frustrating at initial stage. **What problems is Pivotal CRM solving and how is that benefiting you?** PivotaL CRM solves problems related to customer relationship management, sales, marketing, and customer service. It streamlines processes, improves data organization, and enhances communication with customers. This benefited me by increasing efficiency, enabling better customer interactions, improving sales forecasting, automating marketing campaigns, and providing comprehensive customer service capabilities for my roles in my organisation. I was quickly able to handle all CRM activities and got thorough with it in no time. ### 10. Software system **Rating:** 5.0/5.0 stars **Reviewed by:** Inder Ratan R. | Operations OnGrid, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2023 **What do you like best about Pivotal CRM?** An independent resources for CRM pricing, demos and comparisons **What do you dislike about Pivotal CRM?** The initial setup and learning curve of pivotal CRM can be challenging, especially for users with limited technical. **What problems is Pivotal CRM solving and how is that benefiting you?** Pivoting during problem solving is contextual to each organisation and each unique problem being solved. ### 11. CRM for managing customer interactions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 14, 2023 **What do you like best about Pivotal CRM?** Pivotal is good for managing customer interactions and relationships. Pivotal's customer relationship management software enables contact centers with a ticketing system and provides decent reporting & dashboard capabilities. **What do you dislike about Pivotal CRM?** When we used Pivotal several years ago, it was a clunky software with limited capabilities and a heavy interface. The app failures were not uncommon at that time. It looks like they improved significantly in recent years with a modern look and feel. **What problems is Pivotal CRM solving and how is that benefiting you?** Pivotal CRM is a decent CRM solution that helped our contact center to improve customer engagement through a ticket system. ### 12. It was really good. This was my second crm tool that I used in my career when i worked with Aptean **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** September 13, 2022 **What do you like best about Pivotal CRM?** 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. **What do you dislike about Pivotal CRM?** The only part when the implementation sort of causes slowness and you can't action your tickets **What problems is Pivotal CRM solving and how is that benefiting you?** actioning support tickets reported for medworx or knova. troubleshooting any product support tickets. managing customer surveys. ### 13. Pretty Basic CRM solution with a Massive Room For Improvement **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Pivotal CRM?** If you're experienced and you know what you are doing, then Pivotal CRM is easy to understand. Essential customization, coverage facility and amalgamation etc are all there. **What do you dislike about Pivotal CRM?** Plenty to dislike about Pivotal CRM. It fell way short of what I expected. The interface is intimidating (especially if you're new) and is extremely buggy. This lags at times and often stalls out on loading (and no, it's not my system issue). **Recommendations to others considering Pivotal CRM:** If you're handling massive data, look elsewhere other than Pivotal CRM. **What problems is Pivotal CRM solving and how is that benefiting you?** Being a small business, Pivot CRM was fine for me. We used to handle fewer customer data, and this was a perfect fit within our budget compared to the competitors. ### 14. One of the stable CRM I have ever used **Rating:** 4.5/5.0 stars **Reviewed by:** Sanay L. | Team Lead - Projects and Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2022 **What do you like best about Pivotal CRM?** We can add as much as data without any problem of loafing. **What do you dislike about Pivotal CRM?** The only thing I feel a bit low is its user Interface looks old. **What problems is Pivotal CRM solving and how is that benefiting you?** I can easily manage my customers without any mistake. ### 15. Not as functional as you think **Rating:** 1.5/5.0 stars **Reviewed by:** Shreese D. | Fraud Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2021 **What do you like best about Pivotal CRM?** I liked that it was easy to understand. Made doing the job one task easier. **What do you dislike about Pivotal CRM?** I did not like the interface. Needs updates. **What problems is Pivotal CRM solving and how is that benefiting you?** solving problems with client communication. ### 16. Functional for simple client records **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Design | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2021 **What do you like best about Pivotal CRM?** Straight forward, easy to use. Best aimed toward a single source of clients. **What do you dislike about Pivotal CRM?** It becomes complicated when dealing with customers from multiple sources. **What problems is Pivotal CRM solving and how is that benefiting you?** We no longer use it, but we were using it for our client records and connecting our customers with our reps. ### 17. Very specific **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 27, 2021 **What do you like best about Pivotal CRM?** I really enjoyed the dashboard and think that it is probably the best piece but it feels very dated. I think the entire product could use a facelift **What do you dislike about Pivotal CRM?** It feels dated and some of the intergrations are dated as well. This is a robust program that requires a lot of input to get up and running **What problems is Pivotal CRM solving and how is that benefiting you?** This product was used to help get sales turned around faster but the learning curve was high and the team didn't take well to it ### 18. Pivotal CRM for case and policy management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2020 **What do you like best about Pivotal CRM?** Simplistic design. Easy to find and search cases and professionals **What do you dislike about Pivotal CRM?** It’s rare but can be a bit “buggy” at times and needs reset or updated on our end **What problems is Pivotal CRM solving and how is that benefiting you?** Case and policy management and tracking ### 19. Pivotal CRM, accelerates sales and automates tasks. **Rating:** 5.0/5.0 stars **Reviewed by:** Madilyn G. | Photography Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 06, 2020 **What do you like best about Pivotal CRM?** 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, **What do you dislike about Pivotal CRM?** 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 **Recommendations to others considering Pivotal CRM:** Pivotal CRM is useful for organizations that manage clients and need to follow up through chat, email and have a database of potential clients. **What problems is Pivotal CRM solving and how is that benefiting you?** Pivotal CRM facilitates the work in our company since it has many useful functions, it is easy to configure and it turned out to be very convenient: built-in IP telephony . It significantly increases productivity and saves time since it automates services and sales by having the data of customers in a centralized way and within reach of the user. ### 20. This platform is streamlined, intuitive, and aids in sales wins! **Rating:** 5.0/5.0 stars **Reviewed by:** Clint M. | Enterprise (> 1000 emp.) **Reviewed Date:** March 25, 2020 **What do you like best about Pivotal 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! **What do you dislike about Pivotal CRM?** 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. **Recommendations to others considering Pivotal CRM:** Definition explore the option, the system is able to customize each users experience. **What problems is Pivotal CRM solving and how is that benefiting you?** 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. ### 21. Business Applications platform **Rating:** 4.0/5.0 stars **Reviewed by:** Alexander T. | Team Lead, MIS. Business Systems Analyst, Sr., Mid-Market (51-1000 emp.) **Reviewed Date:** April 27, 2020 **What do you like best about Pivotal CRM?** Pivotal CRM is not only CRM but also a platform for quick business applications development. It provides capabilities to develop any business process and integrate it with any other system on-premise or in a cloud. **What do you dislike about Pivotal CRM?** You need developer to create your business processes. There are very few products you can purchase to extend Pivotal CRM out-of-the-box functionality, comparing to other CRM systems. **Recommendations to others considering Pivotal CRM:** You can go for it if you have full stack C# developer aside. **What problems is Pivotal CRM solving and how is that benefiting you?** We integrated most of our business flows into Pivotal CRM. It provides database and quick UI development for any business need without spending much efforts. ### 22. Good choice for a moderate sized organization with some improvements needed **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** March 21, 2020 **What do you like best about Pivotal CRM?** The ability to create and edit c quiustomer/clients quickly and add details later is nice. The ability to provide different kinds of access to different users. **What do you dislike about Pivotal CRM?** At some points in time it can get quite glitchy especially when trying to access a lot of information quickly. I'd like the option to assign more levels of "authority" or access to certain users whereas right now it is either just restricted to either read only or full access. It could also do with better/nicer UI as right now it feels very cluttered and without external training can be very daunting for a first-timer to use. **Recommendations to others considering Pivotal CRM:** Pivotal is an excellent CRM for its economical cost, very little work required to set it up, prevalence of Pivotal-learned developers in the market and its accessibility. You should go for it if you have a small-moderate sized organization and want quick results from a CRM. **What problems is Pivotal CRM solving and how is that benefiting you?** Pivotal CRM solved our initial problem of migrating large amounts of customers/clients very quickly. Migrating data to Pivotal from our previous CRM was not a difficult/time consuming task for our development team. We were able to start working from our data (that was initially raw data stored on hundreds of excel sheets and word documents) very quickly right after migrating and there was only a few weeks of clean-up required to refine any discrepancies in the migrated data. ### 23. I have 4 yrs experience in pivotal Crm **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 27, 2020 **What do you like best about Pivotal CRM?** User friendly for developers and users and others **What do you dislike about Pivotal CRM?** Sometimes some logic cannot be implemented using pivotal so we used c# code to implement **What problems is Pivotal CRM solving and how is that benefiting you?** Users friendly who used the crm ### 24. Very archaic but idiot proof **Rating:** 3.0/5.0 stars **Reviewed by:** Johnathan F. | New Home Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** January 17, 2019 **What do you like best about Pivotal CRM?** There is little to no way to be able to mess anything up, functions are very basic. **What do you dislike about Pivotal CRM?** It is very difficult to navigate and search for addresses in my case. Search function should be more encompassing **What problems is Pivotal CRM solving and how is that benefiting you?** We are using Pivotal as our CRM software to manage traffic and prospects. ### 25. It was fine **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** March 21, 2020 **What do you like best about Pivotal CRM?** Ui is easy to understand. There wasn't any learning to do. **What do you dislike about Pivotal CRM?** It works kinda slow. It depends on computer but still. **What problems is Pivotal CRM solving and how is that benefiting you?** Mostly for clients ### 26. "Incredible approach to incorporate our MRP and ERP with our CRM." **Rating:** 5.0/5.0 stars **Reviewed by:** Tristan S. | Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2019 **What do you like best about Pivotal CRM?** 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. **What do you dislike about Pivotal CRM?** No android application, which was an issue for a portion of our business people. **Recommendations to others considering Pivotal CRM:** 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. **What problems is Pivotal CRM solving and how is that benefiting you?** 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! ### 27. Pivotal for 10 years **Rating:** 3.5/5.0 stars **Reviewed by:** Kara R. | Area Sales Manager, Facilities Services, Enterprise (> 1000 emp.) **Reviewed Date:** February 01, 2019 **What do you like best about Pivotal CRM?** It doesn’t change much often. I’ve been with my company for 10 years and have been using this CRM. **What do you dislike about Pivotal CRM?** This is not the easiest system to navigate. But since I’ve been using it for 10 years, I am very used to it. Nothing much has changed from back then and now. **Recommendations to others considering Pivotal CRM:** Make it more user friendly **What problems is Pivotal CRM solving and how is that benefiting you?** This tool is great since we can monitor every activity in every sales lead. We use this for sales. ### 28. CRM Pivotal **Rating:** 2.5/5.0 stars **Reviewed by:** Ronald A. | Sales, Enterprise (> 1000 emp.) **Reviewed Date:** February 04, 2019 **What do you like best about Pivotal CRM?** Pivotal CRM makes it easy to personalize our sales Ideas It helps you to manage customers issues with accuracy. It heps you with good leads, which helps in faster sales contacts... **What do you dislike about Pivotal CRM?** As it as a large data base, sometimes the filteration of the lead is not accurate. Large application it hangs a lot and may cause problems during sales. **Recommendations to others considering Pivotal CRM:** Easy to use, Customer Friendly **What problems is Pivotal CRM solving and how is that benefiting you?** Sales.easy to access, moreover everything is integrated, makes it easier to view leads and make sales. ### 29. solutions **Rating:** 5.0/5.0 stars **Reviewed by:** jorge l. | Empleado de ventas, Enterprise (> 1000 emp.) **Reviewed Date:** February 08, 2019 **What do you like best about Pivotal 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. **What do you dislike about Pivotal CRM?** On some occasions, it is somewhat slow. Otherwise, everything works correctly and we are happy with the application. **What problems is Pivotal CRM solving and how is that benefiting you?** 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. ### 30. Very Great Software! **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Enterprise (> 1000 emp.) **Reviewed Date:** February 26, 2019 **What do you like best about Pivotal CRM?** it is the best software to use for small businesses! very clean and easy to learn software **What do you dislike about Pivotal CRM?** software takes for ever to boot up and get started **Recommendations to others considering Pivotal CRM:** Go for it!!!!! **What problems is Pivotal CRM solving and how is that benefiting you?** Profit increased because of simplified systems ### 31. It’s alright **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** February 28, 2019 **What do you like best about Pivotal CRM?** I like the simplicity of its use. It’s easy to use and easy to teach people. **What do you dislike about Pivotal CRM?** I wish it were updated. It’s simple and easy, but it’s slow. **What problems is Pivotal CRM solving and how is that benefiting you?** Quick, easy sales (sometimes it lags though) ### 32. Pivotal **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2019 **What do you like best about Pivotal CRM?** I liked the direct problem solving and ease **What do you dislike about Pivotal CRM?** I disliked all the boxes that would pop up **What problems is Pivotal CRM solving and how is that benefiting you?** Accounting and aviation ### 33. Streamlined CRM program **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** December 31, 2018 **What do you like best about Pivotal CRM?** Everything runs pretty smoothly on this program, not as clunky as some comparable products. **What do you dislike about Pivotal CRM?** Like any CRM really, it takes time to get used to. **Recommendations to others considering Pivotal CRM:** It's great, I'd say comparable to Salesforce. I don't know how customizable it is, though. **What problems is Pivotal CRM solving and how is that benefiting you?** Customer database, information storage. ### 34. Antiquated System **Rating:** 1.0/5.0 stars **Reviewed by:** Johnathan F. | New Home Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** December 15, 2017 **What do you like best about Pivotal CRM?** I like the fact that the interface is extremely simple to navigate through and doesn't require advances knowledge to figure out how everything works. **What do you dislike about Pivotal CRM?** The system makes it virtually impossible to search via a physical address which makes looking for a specific home much more racing and complicated. I dislike the fact that I can only view the crm system from my work computer or via virtual desktop . **Recommendations to others considering Pivotal CRM:** Check out other more user friendly CRM systems such as Oracle or sales force **What problems is Pivotal CRM solving and how is that benefiting you?** Problems don't seem to have Solutions, that is what I have been told. I am trying to find ways to making searching for available properties easier. Benefits I've found are that once a home is sold it is very easy to locate all the information one would need such as buyer, options, additional contract documents, etc. ### 35. Great way to integrate our MRP and ERP with our CRM. **Rating:** 4.0/5.0 stars **Reviewed by:** Ryan B. | Director of Logistics and Customer Service, Mid-Market (51-1000 emp.) **Reviewed Date:** January 18, 2018 **What do you like best about Pivotal CRM?** The ability to integrate with ERP system and also gives a wide range of customization features for our internal processes that can be created to fit our business. **What do you dislike about Pivotal CRM?** Sometimes can run very slow and hard to sync with our system. **Recommendations to others considering Pivotal CRM:** Very customizable and user friendly. It is a great software to use when wanting to link to other enterprise software packages. I use Pivotal CRM every day. **What problems is Pivotal CRM solving and how is that benefiting you?** Connect our internal processes of Quality, production, Sales and Marketing with our customer data base. ### 36. provides one place to manage and import book of business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** July 10, 2018 **What do you like best about Pivotal CRM?** I love how smart and intuitive Pivotal is at finding and managing sales and customer base **What do you dislike about Pivotal CRM?** sometimes sending bulk blast emails of clients from multiple enterprises and companies is very difficult to do and has some bugs that need tweeking **Recommendations to others considering Pivotal CRM:** It works very smart and intuitively at managing and updating accounts and your book of business **What problems is Pivotal CRM solving and how is that benefiting you?** benefits are being able to easily manage my accounts in my book of business ### 37. Pivotal CRM Thoughts **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2018 **What do you like best about Pivotal CRM?** While using this product i really like the fact that it is set up to analyze and manage customer interactions. Also, being able to shorten your sales cycle, which in turn definitely helped us meet our targets much quicker. **What do you dislike about Pivotal CRM?** Did not run into any issues while using this particular software. **What problems is Pivotal CRM solving and how is that benefiting you?** We used tthis software with the aim to improve customer service relationships and help with customer retention. One great benefitof this is being able to help create a closer and long term relationship with our customers! ### 38. It's just okay. **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2017 **What do you like best about Pivotal CRM?** The layout is clean and modern and our IT group seems able to fix a lot of issues quickly **What do you dislike about Pivotal CRM?** Literally everything else - it's slow, it will occasionally not allow contacts to be added, the contact information is not integrated into my email, the iPad application and browser BARELY works, so I have to do all my reporting in my office, instead of immediately after a call, there is no integrated follow up feature. **Recommendations to others considering Pivotal CRM:** Make sure that extracting information is as easy as entering it - the search feature is basic at best - I have to build an elaborate custom search just to see if any of my customers have call tech support. If this platform is being considered for ease of use, don't do it. I wish we used SalesForce since my work is collaborative half the time. **What problems is Pivotal CRM solving and how is that benefiting you?** I am not solving any business problems - the intention was to be able to record sales calls in almost real time, which is NOT possible because Pivotal sucks so hard. The benefit is that I can blame Pivotal for all my reporting tardiness ### 39. Keeps things organized **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** December 29, 2017 **What do you like best about Pivotal CRM?** Pivotal keeps track of your prospects that come in through the door and you can easily pull any sort of report you want to make sure you stay on top of the prospects you want to reach **What do you dislike about Pivotal CRM?** It can be a little more user-friendly and "prettier" **What problems is Pivotal CRM solving and how is that benefiting you?** Keeps your prospects organized to make sure you follow up with them when you have selected ### 40. with repetition comes ease **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** August 26, 2018 **What do you like best about Pivotal CRM?** I liked the layout of the desktop program. **What do you dislike about Pivotal CRM?** How many steps you’d have to take in order to save information **What problems is Pivotal CRM solving and how is that benefiting you?** The follow up is so easy with pivotal ### 41. Practical for keeping up with prospects **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** January 25, 2018 **What do you like best about Pivotal CRM?** Pivotal allows you to apply templates to prospects - for example, to automatically schedule calls/emails at certain points to buyers or strong prospects. It also makes searching for certain prospects easy with useful reports and data. **What do you dislike about Pivotal CRM?** The process of inputting a prospect can take up to 10 minutes, and there are quite a few screens within screens (global profile, community profile, milestones, visit logs, etc). Sometimes the integration with Outlook isn’t as good as it should be (emails don’t automatically link for a reply-chain). **Recommendations to others considering Pivotal CRM:** Expect a small learning curve to really take full advantage of this software. **What problems is Pivotal CRM solving and how is that benefiting you?** How to best manage a lot of traffic in a high volume new home community. Target marketing is made easy. Tracking prospects and not losing touch with the home screen dashboard is very helpful. ### 42. Great **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 29, 2018 **What do you like best about Pivotal CRM?** Easy to use, helps make our jobs easier **What do you dislike about Pivotal CRM?** Sometimes it crashes and is hard to restart **What problems is Pivotal CRM solving and how is that benefiting you?** Helps the customer and the employee ### 43. Pivitol **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2018 **What do you like best about Pivotal CRM?** It great tool, works for wide variety of use cases **What do you dislike about Pivotal CRM?** Need continued improvement , they should focus on modernizing it **What problems is Pivotal CRM solving and how is that benefiting you?** Sales ### 44. Focused on your success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2018 **What do you like best about Pivotal CRM?** The best ERP solutions, however, are fully integrated with all your systems across the enterprise, bringing value to every functional area, from finance to customer service to management—and if you’re in manufacturing, this includes your engineering, design and supply chain teams as well. **What do you dislike about Pivotal CRM?** I haven't run into any problems that would made me dislike this product for sure .. **Recommendations to others considering Pivotal CRM:** This glossary contains definitions related to compliance. Some definitions explain the meaning of words used in compliance regulations. **What problems is Pivotal CRM solving and how is that benefiting you?** institutional asset management, mutual fund wholesaling, capital markets, commercial banking, private banking, home building and real estate, healthcare, and legal services, among others. ### 45. PIV **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** January 09, 2018 **What do you like best about Pivotal CRM?** It keeps you organized with all your prospects **What do you dislike about Pivotal CRM?** It would be nicer if it looked a little more pretty **Recommendations to others considering Pivotal CRM:** Not sure I have other recommendations **What problems is Pivotal CRM solving and how is that benefiting you?** It helps keep my prospects organized so that I don't miss a phone call or a meeting ### 46. Pivotal CRM review **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2018 **What do you like best about Pivotal CRM?** It's nice to be able to find everything in one place **What do you dislike about Pivotal CRM?** It's slow and does not print reports that I deem necessary **Recommendations to others considering Pivotal CRM:** Don’t try to do too much on it. It can only handle what it’s meant to do. **What problems is Pivotal CRM solving and how is that benefiting you?** Contract management and spend recording ### 47. Marketing Automation CRM of choice **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 02, 2018 **What do you like best about Pivotal CRM?** Tools for marketing automation, lead management, and Salesforce integrations **What do you dislike about Pivotal CRM?** No android app, which was an issue for some of our sales folks. **Recommendations to others considering Pivotal CRM:** Good CRM for mid-size to enterprise companies. Available applications for Apple, but missing Android app for any Samsung smartphone users within your org. On par with competitors (Salesforce as predominant one) price-wise. **What problems is Pivotal CRM solving and how is that benefiting you?** All around good CRM for keeping Sales team connected to customers needs and issues, as well as optimizing pipelines. Especially useful for 'drip' marketing for nurturing leads. ### 48. It's quite good but has many issues **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Apparel & Fashion | Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2017 **What do you like best about Pivotal CRM?** Simple interface, i just start with crm field and i got almost things i need in this application and it's very easy to use **What do you dislike about Pivotal CRM?** Slow and i can't work well when i open multi tab **What problems is Pivotal CRM solving and how is that benefiting you?** Market research ### 49. Pivotal not recommended for CRM **Rating:** 1.5/5.0 stars **Reviewed by:** Jenna L. | Business Development Manager, Management Consulting, Enterprise (> 1000 emp.) **Reviewed Date:** October 04, 2017 **What do you like best about Pivotal CRM?** Dashboard and My Opps page for easy view of open opps **What do you dislike about Pivotal CRM?** If companies or contacts weren't exact when searching (spaces or special characters) wouldn't find and would double enter. not user friendly for calendar reminders for follow up tasks. very slow **What problems is Pivotal CRM solving and how is that benefiting you?** Forecasting ### 50. The best I’ve used! **Rating:** 4.0/5.0 stars **Reviewed by:** Jill H. | Representative, Consumer Goods, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Pivotal CRM?** Easy! It was so easy to search for anything I was looking for **What do you dislike about Pivotal CRM?** Didn’t sync with system well. But now is great! **Recommendations to others considering Pivotal CRM:** Yes absolutely **What problems is Pivotal CRM solving and how is that benefiting you?** Customer service. Easy to use!! ## Pivotal CRM Discussions - [Where is Avolin located?](https://www.g2.com/discussions/where-is-avolin-located) - [What is CRM and its functions?](https://www.g2.com/discussions/pivotal-crm-what-is-crm-and-its-functions) - [Is Pivotal a CRM?](https://www.g2.com/discussions/is-pivotal-a-crm) - [What are key features of a CRM system?](https://www.g2.com/discussions/pivotal-crm-what-are-key-features-of-a-crm-system) - [View Pivotal CRM pricing details and edition comparison](https://www.g2.com/products/pivotal-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-20+10%3A28%3A17+-0500&secure%5Bsession_id%5D=1e41cf3b-d5b0-4390-8ca3-59127933e0a6&secure%5Btoken%5D=016e7d210cffe0056ada04eba9d9256787db1b66b4a54c398883721a83b24ad4&format=llm_user) ## Pivotal CRM Integrations - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Zoho Flow](https://www.g2.com/products/zoho-flow/reviews) ## Pivotal CRM Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Lead Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Pivotal CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,669 reviews) - [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) - 3.8/5.0 (718 reviews) - [Workbooks](https://www.g2.com/products/workbooks/reviews) - 4.3/5.0 (534 reviews)