AI

Verified User in Insurance

Enterprise (> 1000 emp.)

11/30/2017

"Pivotal CRM"

4.5/5

What do you like best about Pivotal CRM?

Search function was very good. Used it as a market research intern. Review collected by and hosted on G2.com.

What do you dislike about Pivotal CRM?

Speed was very slow at times. Would like it to be faster. Review collected by and hosted on G2.com.

AL

Verified User in Law Practice

Mid-Market (51-1000 emp.)

10/24/2017

"Great tool for marketing. Not the best for case management"

4/5

What do you like best about Pivotal CRM?

I loved how it kept track of all of our client's relationships. Review collected by and hosted on G2.com.

What do you dislike about Pivotal CRM?

I didn't like how my firm used this is a case management solution. Review collected by and hosted on G2.com.

CP

Verified User in Publishing

Small-Business (50 or fewer emp.)

10/30/2017

"I spent a limited time sampling this product but ultimately we found it clunky"

2.5/5

What do you like best about Pivotal CRM?

The sign up process was simple and easy to begin. Review collected by and hosted on G2.com.

What do you dislike about Pivotal CRM?

The integration seemed unnecessarily complicated and little support was offered. Emails went unanswered Review collected by and hosted on G2.com.

UC

Verified User in Computer Software

Enterprise (> 1000 emp.)

7/19/2016

"Bitter Sweet"

2/5

What do you like best about Pivotal CRM?

Integrates with Microsoft Outlook. Helps keep all information together for accounts. Very helpful when pulling reports. It could integrate more with other systems. Only one I use it with is Outlook. Review collected by and hosted on G2.com.

What do you dislike about Pivotal CRM?

Not user friendly. It is not easy to transition between pages. You cannot effectively work in 2 open windows or more at once. Review collected by and hosted on G2.com.

Recommendations to others considering Pivotal CRM:

We moved from Pivotal 5.9 to 6 and I liked v5.9 better. Way easier to use. I'd rather have that than a modernized looking interface. Unfortunately my company pushed us onto v6. Review collected by and hosted on G2.com.

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

Using Pivotal as a CRM, so if I get a call from a customer I need to pull their information up quickly. however, Pivotal does not have an easy transition between pages.

Benefits are using it with Microsoft Outlook. it makes my day a lot easier just sync my emails up to the accounts. Review collected by and hosted on G2.com.

TS

Thaddeus S.

Marketing & Membership Sales Specialist

Consumer Services

Mid-Market (51-1000 emp.)

1/18/2017

"Works Great"

4/5

What do you like best about Pivotal CRM?

I can see the entire member data and it works well with other programs. Review collected by and hosted on G2.com.

What do you dislike about Pivotal CRM?

When porting different program it runs a little slow. Review collected by and hosted on G2.com.

UM

Verified User in Medical Devices

Mid-Market (51-1000 emp.)

12/29/2016

"Pivotal CRM "

2/5

What do you like best about Pivotal CRM?

I like that it can link my emails to my accounts Review collected by and hosted on G2.com.

What do you dislike about Pivotal CRM?

I dislike that it seems to have issues a lot, also that when doing a quote for a customer I can only do up to 40 lines of products. Review collected by and hosted on G2.com.

UC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

12/12/2016

"Does the trick"

2/5

What do you like best about Pivotal CRM?

Manages all of our customers in one platform. Review collected by and hosted on G2.com.

What do you dislike about Pivotal CRM?

It is not user friendly and does not integrate with most popular plafforms. Review collected by and hosted on G2.com.

UC

Verified User in Consumer Services

Mid-Market (51-1000 emp.)

1/18/2017

"Adequate Functionality "

3.5/5

What do you like best about Pivotal CRM?

The usability across multiple departments and business lines Review collected by and hosted on G2.com.

What do you dislike about Pivotal CRM?

The time it can take to populate information within custom-built enhancements Review collected by and hosted on G2.com.

UI

Verified User in International Trade and Development

Mid-Market (51-1000 emp.)

6/4/2015

"Good software but can be slow"

4/5

What do you like best about Pivotal CRM?

Ease of use - doesn't take long to figure out how to use it. Nice layout Review collected by and hosted on G2.com.

What do you dislike about Pivotal CRM?

When you open items, it is very slow. Hard to go through several actions quickly. Doesn't give a preview of past actions - have to open each individually, which can be slow Review collected by and hosted on G2.com.

BS

Brian S.

Sr. Manager, Business Systems

Mid-Market (51-1000 emp.)

5/31/2013

"Highly customizable CRM, great integration to Outlook where most users live and breath interactions"

4.5/5

What do you like best about Pivotal CRM?

Low cost, especially if you have an in-house development team that can perform customizations. Integrates with data feeds well.

The integration with Outlook makes it simple for end-users to record interactions like email, meetings, tasks, and allows those users to continue to use the tool they are most familiar with and work in day-to-day - Outlook. Review collected by and hosted on G2.com.

What do you dislike about Pivotal CRM?

Product enhancements from the vendor (Aptean) are slow. There is not a huge customer community where you can go for ideas, questions, etc. Review collected by and hosted on G2.com.

Recommendations to others considering Pivotal CRM:

Definitely consider Pivotal when looking for a CRM, especially if you are a Microsoft Outlook shop and have in-house developers and infrastructure to support and customize the CRM. I've been working with Pivotal for over 2 years now serving as the Product Owner and I have been pleased with the ease of customization and capabilities the tool offers. Review collected by and hosted on G2.com.