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.