--- 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 & Product Details Claimed ###### Profile Status This profile is currently managed by Pivotal CRM but has limited features. Are you part of the Pivotal CRM team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [Ignite Enterprise Software Solutions](https://www.g2.com/sellers/ignite-enterprise-software-solutions) Discussions [Pivotal CRM Community](https://www.g2.com/products/pivotal-crm/discuss) Solution Type All-in-One Overview by Jennifer Stancil (Senior Marketing Communications Specialist at Avolin) Show More ## Value at a Glance Averages based on real user reviews. ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/pivotal-crm/pricing) ## Top-Rated Alternatives [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5(25,873) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![Sugar Sell](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sugar Sell") Sugar Sell 3.8/5(776) ](https://www.g2.com/products/sugar-sell/reviews) [ ![Workbooks](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Workbooks") Workbooks 4.3/5(575) ](https://www.g2.com/products/workbooks/reviews) [ View All Alternatives ](https://www.g2.com/products/pivotal-crm/competitors/alternatives) ## User Insights Average based on 62 real user reviews. Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ## Pivotal CRM Integrations (1) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zoho Flow ](https://www.g2.com/products/zoho-flow/reviews) Show More ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Enterprise (\> 1000 emp.) 2/14/2023 "CRM for managing customer interactions" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Enterprise (\> 1000 emp.) 9/13/2022 "It was really good. This was my second crm tool that I used in my career when i worked with Aptean" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Pivotal CRM? The only part when the implementation sort of causes slowness and you can't action your tickets Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Food & Beverages](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Food & Beverages") UF Verified User in Food & Beverages Small-Business (50 or fewer emp.) 5/25/2022 "Pretty Basic CRM solution with a Massive Room For Improvement" 1.5/5 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. Review collected by and hosted on G2.com. 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). Review collected by and hosted on G2.com. Recommendations to others considering Pivotal CRM: If you're handling massive data, look elsewhere other than Pivotal CRM. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Sanay L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sanay L.") SL Sanay L. Team Lead - Projects and Operations Small-Business (50 or fewer emp.) 7/14/2022 "One of the stable CRM I have ever used" 4.5/5 What do you like best about Pivotal CRM? We can add as much as data without any problem of loafing. Review collected by and hosted on G2.com. What do you dislike about Pivotal CRM? The only thing I feel a bit low is its user Interface looks old. Review collected by and hosted on G2.com. What problems is Pivotal CRM solving and how is that benefiting you? I can easily manage my customers without any mistake. Review collected by and hosted on G2.com. Show More Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconValidated ReviewerIncentivizedSource: G2 invite ![Shreese D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shreese D.") SD Shreese D. Fraud Analyst Mid-Market (51-1000 emp.) 10/26/2021 "Not as functional as you think" 1.5/5 What do you like best about Pivotal CRM? I liked that it was easy to understand. Made doing the job one task easier. Review collected by and hosted on G2.com. What do you dislike about Pivotal CRM? I did not like the interface. Needs updates. Review collected by and hosted on G2.com. What problems is Pivotal CRM solving and how is that benefiting you? solving problems with client communication. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Design](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Design") UD Verified User in Design Mid-Market (51-1000 emp.) 10/15/2021 "Functional for simple client records" 3.5/5 What do you like best about Pivotal CRM? Straight forward, easy to use. Best aimed toward a single source of clients. Review collected by and hosted on G2.com. What do you dislike about Pivotal CRM? It becomes complicated when dealing with customers from multiple sources. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Mid-Market (51-1000 emp.) 7/27/2021 "Very specific" 3.5/5 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Insurance](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Insurance") UI Verified User in Insurance Mid-Market (51-1000 emp.) 12/15/2020 "Pivotal CRM for case and policy management" 4/5 What do you like best about Pivotal CRM? Simplistic design. Easy to find and search cases and professionals Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. What problems is Pivotal CRM solving and how is that benefiting you? Case and policy management and tracking Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Madilyn G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Madilyn G.") MG Madilyn G. Photography Specialist Mid-Market (51-1000 emp.) 2/6/2020 "Pivotal CRM, accelerates sales and automates tasks." 5/5 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, Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 3/28/2020 Validated ReviewerIncentivizedSource: G2 invite ![Clint M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Clint M.") CM Clint M. Enterprise (\> 1000 emp.) 3/25/2020 "This platform is streamlined, intuitive, and aids in sales wins!" 5/5 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering Pivotal CRM: Definition explore the option, the system is able to customize each users experience. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/pivotal-crm/pricing) Pivotal CRM Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image") Agentforce Sales 4.4/5(25,873) [ Compare Now ](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-pivotal-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_7ced6db8cc2b61a5caf71a02a69ee333/sugar-sell.png "Product Avatar Image") Sugar Sell 3.8/5(776) [ Compare Now ](https://www.g2.com/compare/pivotal-crm-vs-sugar-sell) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_a691b2a2f56d18b2de79ca2c240a1824/oracle-crm-on-demand.png "Product Avatar Image") Oracle On Demand 3.8/5(111) [ Compare Now ](https://www.g2.com/compare/oracle-crm-on-demand-vs-pivotal-crm) ##### ##### Pivotal CRM Features Sales Force Automation Contact & Account Management Opportunity & Pipeline Mgmt. Task / Activity Management Marketing Automation Email Marketing Lead Management Customer Support Case Management Knowledge Base Call Center Features Reporting & Analytics Reporting Dashboards Forecasting [ View More Features ](https://www.g2.com/products/pivotal-crm/features) ##### Categories on G2 [CRM](https://www.g2.com/categories/crm) ##### Explore More [What is the top MFA platform for securing enterprise applications?](https://www.g2.com/discussions/what-is-the-top-mfa-platform-for-securing-enterprise-applications)[What commenting systems with AI-powered moderation work best for publishing companies managing high-volume reader discussions?](https://www.g2.com/discussions/what-commenting-systems-with-ai-powered-moderation-work-best-for-publishing-companies-managing-high-volume-reader-discussions%20)[What file reader software is most reliable for mid-market organizations without disrupting existing workflows?](https://www.g2.com/discussions/what-file-reader-software-is-most-reliable-for-mid-market-organizations-without-disrupting-existing-workflows) [Which emergency management software is most reliable based on reviews from business resilience teams?](https://www.g2.com/discussions/which-emergency-management-software-is-most-reliable-based-on-reviews-from-business-resilience-teams)[What is the top-rated location intelligence platform for real estate?](https://www.g2.com/discussions/what-is-the-top-rated-location-intelligence-platform-for-real-estate)[Pros and Cons Details](https://www.g2.com/products/pivotal-crm/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)