Pivotal CRM

About Pivotal CRM

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.

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Pricing

Free Trial Not Available
Offers Custom plan.
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SW Score Breakdown The SW Score breakdown shows individual score for product features.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%

Platforms Supported

Browser Based (Cloud)
Mobile App (iOS)

Organization Types Supported

Large Enterprises
Medium Business

API Support

NA

Modes of Support

Online

Pivotal CRM Features

Show Feature Explanation

Show Missing Features

CRM Features

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

74%

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.

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

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

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.

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

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Document Management

Ability to store and manage various information and documents in electronic format.

Pivotal CRM Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Pivotal CRM Custom

Features

Dual Client Strategy
Microsoft Office 365 Integration
Account & Opportunity Managemen
Organizational Alignment
Analytics and Forecasting

Disclaimer: The pricing details were last updated on 11/02/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Pivotal CRM Pricing

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Pivotal CRM Reviews

User Rating

3.7/5 (Based on 60 Ratings)

Rating Distribution

Excellent
23.3%
Very Good
41.7%
Average
16.7%
Poor
15%
Terrible
3.3%

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

Do You Use Pivotal CRM?

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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.

Pros

Highly customizable, allowing tailoring to specific business needs and personalized workflows.
Streamlines processes, improves data organization, and enhances customer communication.
Offers a costeffective solution, affordable for businesses of all sizes.
Provides a robust platform for quick business application development and integration.

Cons

Initial setup and learning curve can be challenging, especially for users with limited technical expertise.
Limited customization in analytical summaries, restricting indepth data insights.
Limited integration with thirdparty applications, hindering connection with vital business systems.
Interface can be outdated and may require developer support for complex processes.

Pivotal CRM Reviews

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Pivotal CRM FAQs

What is Pivotal CRM used for?

Pivotal CRM is CRM Software. Pivotal CRM offers the following functionalities:

List Management
Customer Support
Marketing Automation
Call Logging
Contact Management

Learn more about Pivotal CRM features.

What are the top alternatives for Pivotal CRM?

Here`s a list of the best alternatives for Pivotal CRM:

Does Pivotal CRM provide API?

No, Pivotal CRM does not provide API.

Pivotal CRM Contact

Vendor Details

Austin, Texas Founded : 2018

Contact Details

Not available

https://www.avolin.com/products/customer-relationship-management-systems/pivotal/

Social Media Handles

Not available

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Pivotal CRM

About Pivotal CRM

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Pivotal CRM Features

CRM Features

Pivotal CRM Alternatives

Pivotal CRM Reviews

User Rating

Rating Distribution

User Sentiments

Do You Use Pivotal CRM?

Review Summary

Pros

Cons

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Pivotal CRM FAQs

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We understand SaaS better

SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

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Pivotal CRM

About Pivotal CRM

Screenshots & Videos

Pivotal CRM Features

CRM Features

Pivotal CRM Alternatives

Pivotal CRM Reviews

User Rating

Rating Distribution

User Sentiments

Do You Use Pivotal CRM?

Review Summary

Pros

Cons

Videos on Pivotal CRM

Pivotal CRM FAQs

Pivotal CRM Contact

Articles on Pivotal CRM

Download White Papers And Ebooks On CRM Software

Related Links

Disclaimer

We understand SaaS better

SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

Buyers

Makers