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Description | Pivotal CRM by Avolin is a platform used to customize experiences around your specific business processes. The software offers tools to manage customer service and contact management to generate leads with deals. Generate reports with smart analytics in real-time via personalized dashboards to measure the business workflows. It integrates with Microsoft Outlook. Read more | Turn Microsoft 365 into a business powerhouse with eWay-CRM. Seamlessly integrating with tools like Outlook, Teams, and SharePoint, eWay-CRM simplifies customer management, sales tracking, and project execution—all without switching platforms. Organize emails, contacts, and meetings by linking them to clients and deals, while integrations with Power BI and QuickBooks provide instant insights. Boost collaboration with automated workflows, email tracking, task management, and mobile sync for Android and iOS. Plan marketing campaigns using custom database segmentation or discuss leads directly in Teams. Financial tracking, reminders, and profitability reports ensure to stay on top of every project and goal. By combining CRM functionality with Microsoft 365, eWay-CRM eliminates scattered data and repetitive tasks, centralizing all business activities in one place. Ideal for growth-focused companies, eWay-CRM simplifies work, streamlines processes, and empowers the team to thrive. Transform the business and watch the productivity soar with eWay-CRM. Read more |
Pricing Options |
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SW Score & Breakdown |
77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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SaaSworthy Awards |
Not Available
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# 15 Most Popular # 16 Fastest Growing |
Total Features |
5 Features
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25 Features
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Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Dedicated Phone Line Integration
Document Management
Lead Management
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
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Unique Features |
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
Customization and Flexibility, Salesforce Automation Module, Lead Management, Customer Interaction Management Challenging Initial Setup, Steep Learning Curve, Limited Third-Party Integrations, Outdated User Interface |
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Review Summary |
Pivotal CRM is a powerful and flexible solution lauded for its customization capabilities, allowing businesses to tailor workflows and data fields to their specific needs. Users appreciate its integration with Microsoft Outlook and its suitability across multiple departments. However, some report a steep learning curve, especially for users with limited technical expertise. Several reviews also mention performance issues, including slow loading times and occasional glitches. While the platform is generally well-regarded, users recommend considering its limitations, particularly regarding advanced analytics and third-party integrations, before making a decision. |
Not Available
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Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Pivotal CRM Custom |
Free Free Lite $18.00 $20.00 per user / month Standard $24.00 $27.00 per user / month Plus $36.00 $40.00 per user / month |
View Detailed Pricing
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View Detailed Pricing
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Screenshots | Not Available |
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Company Details | Located in: Austin, Texas Founded in: 2018 | Located in: Kansas City, MO Founded in: 2008 |
Contact Details |
Not available https://www.avolin.com/products/customer-relationship-management-systems/pivotal/ |
+1 (816) 286-4322 |
Social Media Handles |
Not available |
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