--- 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: '2026-08-07' 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. 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. ### 2. 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 ## 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?filters%5Bnps_score%5D%5B%5D=1§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+14%3A16%3A04+-0500&secure%5Bsession_id%5D=b99d3997-0746-4bfd-8fd0-756a34600468&secure%5Btoken%5D=9fe41e1085f9fbdf5d926fc67be495301d0036d8722c7878d231a540f65227eb&format=llm_user) ## Pivotal CRM Integrations - [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 - Contract/License Management **Marketing Automation** - Email Marketing - Lead Management - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## 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 (24,690 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 (535 reviews)