Pivotal CRM Reviews in February 2025: User Ratings, Pros & Cons

"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 system to their specific needs, creating personalized workflows and data fields. This customization capability sets it apart and makes it a valuable tool for effective customer relationship management. What do you dislike about Pivotal CRM? The initial setup and learning curve of Pivotal CRM can be challenging, especially for users with limited ...

"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 solution that is affordable for businesses of all sizes. The software is also offered in a variety of deployment options, including on-premises, cloud, and hybrid. This system includes analytics features that help businesses gain insights into their customer data. What do you dislike about Pivotal CRM? Sometine its limited customizaion create ...

"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 initial setup and learning curve of pivotal CRM can be challenging, especially for users with limited technical. What problems is Pivotal CRM solving and how is that benefiting you? Pivoting during problem solving is contextual to each organisation and each unique problem being solved.

"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 management software enables contact centers with a ticketing system and provides decent reporting & dashboard capabilities. What do you dislike about Pivotal CRM? When we used Pivotal several years ago, it was a clunky software with limited capabilities and a heavy interface. The app failures were not uncommon at that time. It looks like they ...

"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 the best that I have used so far. What do you dislike about Pivotal CRM? The only part when the implementation sort of causes slowness and you can't action your tickets What problems is Pivotal CRM solving and how is that benefiting you? actioning support tickets reported for medworx or knova. troubleshooting any product support tickets. ...

"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 thing I feel a bit low is its user Interface looks old. What problems is Pivotal CRM solving and how is that benefiting you? I can easily manage my customers without any mistake.

"Pretty Basic CRM solution with a Massive Room For Improvement"

What do you like best about Pivotal CRM? If you're experienced and you know what you are doing, then Pivotal CRM is easy to understand. Essential customization, coverage facility and amalgamation etc are all there. What do you dislike about Pivotal CRM? Plenty to dislike about Pivotal CRM. It fell way short of what I expected. The interface is intimidating (especially if you're new) and is extremely buggy. This lags at times and often stalls out on loading (and no, it's not my system ...

"Not as functional as you think"

What do you like best about Pivotal CRM? I liked that it was easy to understand. Made doing the job one task easier. What do you dislike about Pivotal CRM? I did not like the interface. Needs updates. What problems is Pivotal CRM solving and how is that benefiting you? solving problems with client communication.

"Functional for simple client records"

What do you like best about Pivotal CRM? Straight forward, easy to use. Best aimed toward a single source of clients. What do you dislike about Pivotal CRM? It becomes complicated when dealing with customers from multiple sources. What problems is Pivotal CRM solving and how is that benefiting you? We no longer use it, but we were using it for our client records and connecting our customers with our reps.

"Very specific"

What do you like best about Pivotal CRM? I really enjoyed the dashboard and think that it is probably the best piece but it feels very dated. I think the entire product could use a facelift What do you dislike about Pivotal CRM? It feels dated and some of the intergrations are dated as well. This is a robust program that requires a lot of input to get up and running What problems is Pivotal CRM solving and how is that benefiting you? This product was used to help get sales turned around ...