Pivotal CRM vs Zoho CRM Plus Comparison

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

Pivotal CRM

CRM Software

3.7 60 user ratings

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90% 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

Zoho CRM Plus

CRM Software

4.4 132 user ratings

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Overview

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

A platform for unified customer experiences, Zoho CRM Plus engages customers at every stage of their lifecycle. Receive real-time notifications to manage interactions with many teams in one thread. Dashboards are used by the AI-based voice assistant from Zoho to track company trends. Work together as a team to evaluate the effectiveness of workflows. Small and medium businesses, as well as marketers, utilise the software. It has a vast list of features such as - With Zoho CRM Plus, you can provide your customers instant access to your knowledge base, ticketing system, and live chat service right from your website or mobile app. Create and automate workflows that link your marketing, sales, and support teams, include the appropriate parties, and guarantee team compliance at every stage. One of its most beneficial features is their advanced AI assistant Zia - Zia can help you work smarter by forecasting business trends, advising the ideal time to contact a client, determining email and ticket attitudes, and offering intelligent business dashboards. Utilizing interactive dashboards, you can thoroughly analyse the effects of any conceivable business decisions. Read more

Pricing Options

Free Trial Not Available
Offers Custom plan.

Free Trial Available
Starts at $57.00.

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

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

74%
Reviews

75%
Momentum

60%
Popularity

62%

90% 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

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

98%
Reviews

78%
Momentum

64%
Popularity

66%

Features

Total Features	5 Features	24 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 2 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 15 More - Show Less
Unique Features	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	24/7 (Live rep) Online	24/7 (Live rep) Online
API Support	NA	Available

Reviews & Ratings

User Rating	3.7/5 60 user ratings	4.4/5 132 user ratings
Rating Distribution	Excellent 23.3% Very Good 41.7% Average 16.7% Poor 15% Terrible 3.3%	Excellent 54.5% Very Good 35.6% Average 6.1% Poor 1.5% Terrible 2.3%
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	Not Available
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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AI-Generated from the text of User Reviews

Pricing

Pricing Options	Free Trial Not Available Offers Custom plan.	Free Trial Available Starts at $57.00.
Pricing Plans Monthly Plans Annual Plans	Pivotal CRM Custom	Zoho CRM Plus $57.00 $69.00 per user / month
	View Detailed Pricing	View Detailed Pricing

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