--- 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

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###### Profile Status

This profile is currently managed by Pivotal CRM but has limited features.  
  
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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)

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## 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 Retail](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Retail")
UR

Verified User in Retail

Enterprise (\> 1000 emp.)

2/28/2019

"It’s alright"

2.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Pivotal CRM?

I wish it were updated. It’s simple and easy, but it’s slow. Review collected by and hosted on G2.com.

What problems is Pivotal CRM solving and how is that benefiting you?

Quick, easy sales (sometimes it lags though) Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 invite

 ![Verified User in Airlines/Aviation](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Airlines/Aviation")
UA

Verified User in Airlines/Aviation

Small-Business (50 or fewer emp.)

3/24/2019

"Pivotal "

3.5/5

What do you like best about Pivotal CRM?

I liked the direct problem solving and ease Review collected by and hosted on G2.com.

What do you dislike about Pivotal CRM?

I disliked all the boxes that would pop up Review collected by and hosted on G2.com.

What problems is Pivotal CRM solving and how is that benefiting you?

Accounting and aviation Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 invite

 ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising")
UM

Verified User in Marketing and Advertising

Enterprise (\> 1000 emp.)

12/31/2018

"Streamlined CRM program"

4/5

What do you like best about Pivotal CRM?

Everything runs pretty smoothly on this program, not as clunky as some comparable products. Review collected by and hosted on G2.com.

What do you dislike about Pivotal CRM?

Like any CRM really, it takes time to get used to. Review collected by and hosted on G2.com.

Recommendations to others considering Pivotal CRM:

It's great, I'd say comparable to Salesforce. I don't know how customizable it is, though. Review collected by and hosted on G2.com.

What problems is Pivotal CRM solving and how is that benefiting you?

Customer database, information storage. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 invite

 ![Johnathan F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Johnathan F.")
JF

Johnathan F.

New Home Consultant

Enterprise (\> 1000 emp.)

12/15/2017

"Antiquated System"

1/5

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. Review collected by and hosted on G2.com.

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 . Review collected by and hosted on G2.com.

Recommendations to others considering Pivotal CRM:

Check out other more user friendly CRM systems such as Oracle or sales force Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 invite

 ![Ryan B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ryan B.")
RB

Ryan B.

Director of Logistics and Customer Service

Mid-Market (51-1000 emp.)

1/18/2018

"Great way to integrate our MRP and ERP with our CRM."

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about Pivotal CRM?

Sometimes can run very slow and hard to sync with our system. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite

 ![Verified User in Retail](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Retail")
CR

Verified User in Retail

Enterprise (\> 1000 emp.)

7/10/2018

Business partner of the seller or seller's competitor, not included in G2 scores.

"provides one place to manage and import book of business"

5/5

What do you like best about Pivotal CRM?

I love how smart and intuitive Pivotal is at finding and managing sales and customer base Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Recommendations to others considering Pivotal CRM:

It works very smart and intuitively at managing and updating accounts and your book of business Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 invite

 ![Verified User in Hospital & Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospital & Health Care")
UH

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

5/22/2018

"Pivotal CRM Thoughts"

3/5

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. Review collected by and hosted on G2.com.

What do you dislike about Pivotal CRM?

Did not run into any issues while using this particular software. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 invite

 ![Verified User in Electrical/Electronic Manufacturing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Electrical/Electronic Manufacturing")
UE

Verified User in Electrical/Electronic Manufacturing

Mid-Market (51-1000 emp.)

10/20/2017

"It's just okay."

0.5/5

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite

 ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction")
UC

Verified User in Construction

Enterprise (\> 1000 emp.)

12/29/2017

"Keeps things organized"

4/5

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 Review collected by and hosted on G2.com.

What do you dislike about Pivotal CRM?

It can be a little more user-friendly and "prettier" Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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4/5/2018
Current UserValidated ReviewerIncentivizedSource: G2 invite

 ![Verified User in Real Estate](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Real Estate")
CR

Verified User in Real Estate

Enterprise (\> 1000 emp.)

8/26/2018

"with repetition comes ease"

4/5

What do you like best about Pivotal CRM?

I liked the layout of the desktop program. Review collected by and hosted on G2.com.

What do you dislike about Pivotal CRM?

How many steps you’d have to take in order to save information Review collected by and hosted on G2.com.

What problems is Pivotal CRM solving and how is that benefiting you?

The follow up is so easy with pivotal Review collected by and hosted on G2.com.

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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)

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