7.9
SpotScore
Pivotal CRM Review: Is It The Right CRM Software For Your Team?
Best for Mid-market · Enterprise
Pivotal CRM offers custom pricing plan
Overview
Pricing
Features
Buyer feedback
Alternatives
Media
Support
FAQ
Blogs
What is Pivotal CRM?
Pivotal CRM is a customizable CRM for mid-sized to large enterprises in industries like financial services and manufacturing that need to consolidate customer data, manage pipelines, and run marketing campaigns across departments. Its flexible data fields and ERP integration capabilities make it adaptable to industry-specific workflows where off-the-shelf CRMs fall short. Implementations often require IT involvement to configure and maintain customizations, so it's best suited for organizations with internal technical resources.
Pricing
Pivotal CRM offers custom pricing plan
Best For
Designed for mid-market and enterprise teams
Platform
Web + mobile app (iOS & Android)
Pivotal CRM Software Demo
Pivotal CRM was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Pivotal CRM
- Team types
- Large Enterprises, Medium Business
Why teams choose Pivotal CRM
Highly customizable workflows and fields to match business needs.
Manages customer interactions through email, chat, ticketing, and dashboards.
Automates sales, marketing, and support processes.
Is Pivotal CRM right for you?
What buyers should know before shortlisting Pivotal CRM
Pivotal CRM has positioned itself as a versatile and customizable CRM solution that caters to businesses of varying sizes and industries. One of its standout features is its flexibility, allowing users to tailor workflows and data fields to their specific needs.
The platform effectively consolidates client interactions in one place, offering tools like salesforce automation, lead tracking, and marketing integration. Its integration capabilities with ERP systems and a robust dashboard for organizing data are also frequently praised.
Additionally, many users highlight how Pivotal CRM fosters better customer service relationships and enables streamlined processes, including sales management and automated marketing campaigns. However, the product isn’t without its shortcomings.
A common point of contention is its dated user interface, which some find unintuitive for new users. The initial setup can also be complicated, often requiring technical expertise or external training.
Furthermore, occasional lagging, limited third-party app integrations, and challenges with multi-tab operations have been reported. Despite these drawbacks, for mid-sized businesses or those with experienced developers, Pivotal CRM offers a valuable and cost-efficient solution that improves efficiency and customer engagement across teams.
With a few modern updates, it could become even more competitive in the CRM landscape.
Pivotal CRM pros and cons
- Pivotal CRM pros
Highly customizable workflows and fields to match business needs.
Manages customer interactions through email, chat, ticketing, and dashboards.
Automates sales, marketing, and support processes.
- Pivotal CRM cons
Steep initial learning curve for non-technical users, requiring training and support to fully utilize the system's features.
Outdated and cluttered user interface, making navigation cumbersome, especially for first-time users.
Ready to try it?
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What is the pricing of Pivotal CRM?
Pivotal CRM uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
Pivotal CRM Pricing Plans
Weighing your options?
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Pivotal CRM reviews and ratings
Buyer sentiment
Buyer sentiment is mixed to positive across 54 reviews, with clear strengths and a few common watchouts.
What buyers like
- Highly customizable workflows and fields to match business needs.
- Manages customer interactions through email, chat, ticketing, and dashboards.
- Automates sales, marketing, and support processes.
Common complaints
- Steep initial learning curve for non-technical users, requiring training and support to fully utilize the system's features.
- Outdated and cluttered user interface, making navigation cumbersome, especially for first-time users.
- Frequent performance issues, such as lagging, crashing, and slow load times, particularly when handling large datasets.
Are you using Pivotal CRM?
What users are saying
RM
Rishabh M
12/22/23
"Flexible and Powerful CRM Software"
What do you like best about Pivotal CRM? Customization and flexibility are the best aspects of Pivotal CRM. It empowers businesses to tailor the ...
Read more
FS
Faisal S
11/26/23
"Beauty of Pivotal CRM"
What do you like best about Pivotal CRM? Salesforce Autoamtion Module and Lead Management are too good. we can scale it as a cost-effective CRM ...
Read more
IR
Inder Ratan R
11/07/23
"Software system"
What do you like best about Pivotal CRM? An independent resources for CRM pricing, demos and comparisons What do you dislike about Pivotal CRM? The ...
Read more
AU
Anonymous User
02/14/23
"CRM for managing customer interactions"
What do you like best about Pivotal CRM? Pivotal is good for managing customer interactions and relationships. Pivotal's customer relationship ...
Read more
AU
Anonymous User
09/13/22
"It was really good. This was my second crm tool that I used in my career when i worked with Aptean"
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 ...
Read more
SL
Sanay L
07/14/22
"One of the stable CRM I have ever used"
What do you like best about Pivotal CRM? We can add as much as data without any problem of loafing. What do you dislike about Pivotal CRM? The only ...
Read more
- See if Pivotal CRM fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
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How big is your team?
We tailor recommendations to companies your size.
What are the features of Pivotal CRM?
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
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Pivotal CRM Support Options
Frequently Asked Questions About Pivotal CRM
Common questions buyers ask before choosing Pivotal CRM.
Pivotal CRM is a CRM Software. Pivotal CRM offers List Management, Customer Support, Marketing Automation, Call Logging and many more functionalities.
Buyers commonly note the following limitations of Pivotal CRM: Steep initial learning curve for non-technical users, requiring training and support to fully utilize the system's features.; Outdated and cluttered user interface, making navigation cumbersome, especially for first-time users.; Frequent performance issues, such as lagging, crashing, and slow load times, particularly when handling large datasets..
Some top alternatives to Pivotal CRM includes Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales and LOGICRM.
Pivotal CRM offers Quotation Based pricing model
The starting price is not disclosed by Pivotal CRM. You can visit Pivotal CRM pricing page to get the latest pricing.
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].