I really like the highly customizable fields in Pivotal CRM that are tailored for chemical manufacturing compliance data. We create specific fields to hold safety documentation, raw material specs, and batch testing records for each client. This flexibility is crucial since we only have one part-time IT resource, and it allows us to adapt the system to our workflows without needing complex coding. Additionally, I appreciate the ability to attach SDS sheets directly in the client accounts, which helps keep production and shipping timelines on track. This feature keeps our sales, lab, and warehouse teams aligned, especially when meeting tight bulk chemical shipping deadlines. Pivotal CRM consolidated all our client and production data in one place, simplifying our workflows and reducing delays in batch production and shipping. The initial setup was fairly manageable, completed without complex coding, and was done in about three days, which minimized disruption to our operations. Review collected by and hosted on G2.com.

Pivotal CRM lacks strong native integration with our chemical batch tracking system at Veyra Chemical Solutions. We cannot automatically pull production lot numbers and COA test results directly into CRM records. When fulfilling a custom blended chemical order for an industrial client, we manually copy batch data over between platforms. Since we only have one part-time IT resource, this manual work adds extra admin time and raises risks of data entry errors that could slow bulk shipments and create compliance concerns for our chemical deliverables. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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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. Review collected by and hosted on G2.com.

The UI could be improved. Sometimes it lags, especially when there are a lot of leads in the main section. Review collected by and hosted on G2.com.

I find Pivotal CRM to be very conducive, and all the tools are good. They are very valuable for our team. Review collected by and hosted on G2.com.

Maybe the response time when reaching out to support for help. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Limited customization creates boundaries in analytical summaries; further, Pivotal CRM's integration with third-party applications needs a little enhancement. Review collected by and hosted on G2.com.

It is easy to understand the basic objects and the workflows make sense to Sales and Marketing Review collected by and hosted on G2.com.

On premise it was a bit slow but this has improved. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.