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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 ![]()
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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 ![]()
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Description | SalesNexus is an easy-to-use CRM and marketing automation tool for companies that prefer solutions with multiple delivery points. The CRM system enables users to manage their customers, companies, leads, and partners at a centralized location. On the other hand, the marketing system allows them to engage with leads and nurture them into paying customers. Users can easily track and manage leads to realize maximum possible conversion rates. Automation can also be leveraged to trigger customer processes automatically. This includes automated delegation of calls, tasks, and emails to the most relevant team members. Users can automatically manage new leads, recent proposals or meetings, new clients, renewing past clients, handling lost clients, and more. By syncing right into the Outlook or Google Calendar of teams, users can delegate tasks to the respective team members. The tool can also easily integrate with all leading accounting, ERP, website, and legacy systems. Read more | 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 |
Pricing Options |
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SW Score & Breakdown |
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
|
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
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Total Features |
25 Features
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5 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
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
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
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
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 |
Not Available
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Customization and Flexibility, Salesforce Automation Module, Lead Management, Customer Interaction Management Challenging Initial Setup, Steep Learning Curve, Limited Third-Party Integrations, Outdated User Interface |
Review Summary |
Not Available
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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. |
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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Professional $45.00 $45.00 per user / month Enterprise $65.00 $65.00 per user / month Automation $85.00 $85.00 per user / month Marketer $85.00 $85.00 per month |
Pivotal CRM Custom |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
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Videos |
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Company Details | Located in: Houston, Texas - 77007 Founded in: 2002 | Located in: Austin, Texas Founded in: 2018 |
Contact Details |
+1 800-862-0134 |
Not available https://www.avolin.com/products/customer-relationship-management-systems/pivotal/ |
Social Media Handles |
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Not available |
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