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

"Pivotal CRM for case and policy management"

What do you like best about Pivotal CRM? Simplistic design. Easy to find and search cases and professionals What do you dislike about Pivotal CRM? It’s rare but can be a bit “buggy” at times and needs reset or updated on our end What problems is Pivotal CRM solving and how is that benefiting you? Case and policy management and tracking

"Business Applications platform"

What do you like best about Pivotal CRM? Pivotal CRM is not only CRM but also a platform for quick business applications development. It provides capabilities to develop any business process and integrate it with any other system on-premise or in a cloud. What do you dislike about Pivotal CRM? You need developer to create your business processes. There are very few products you can purchase to extend Pivotal CRM out-of-the-box functionality, comparing to other CRM systems. Recommendations ...

"I have 4 yrs experience in pivotal Crm"

What do you like best about Pivotal CRM? User friendly for developers and users and others What do you dislike about Pivotal CRM? Sometimes some logic cannot be implemented using pivotal so we used c# code to implement What problems is Pivotal CRM solving and how is that benefiting you? Users friendly who used the crm

"Pivotal CRM, accelerates sales and automates tasks."

What do you like best about Pivotal CRM? In general, Pivotal CRM is a platform that meets the organizational needs of many processes within a company since it can be used in multiple types of equipment and has many functions such as the integration of emails, chats, tickets, and much more, this makes it a more functional platform. This is an advantage since most companies use multiple platforms to do different things. Pivotal CRM is like another member of our team, since its tools are ...

"This platform is streamlined, intuitive, and aids in sales wins!"

What do you like best about Pivotal CRM? I love that the dashboard for Pivotal can be customized to fit each individuals business needs. Pivotal also provides an excellent snapshot of your current business. I also love the simplicity of being able to track the business for each individual client in their respective profiles. We come from a very manually process of having to enter data repeatedly in several fields via an excel doc, so the ability to enter once and have multiple colleagues ...

"It was fine"

What do you like best about Pivotal CRM? Ui is easy to understand. There wasn't any learning to do. What do you dislike about Pivotal CRM? It works kinda slow. It depends on computer but still. What problems is Pivotal CRM solving and how is that benefiting you? Mostly for clients

"Good choice for a moderate sized organization with some improvements needed"

What do you like best about Pivotal CRM? The ability to create and edit c quiustomer/clients quickly and add details later is nice. The ability to provide different kinds of access to different users. What do you dislike about Pivotal CRM? At some points in time it can get quite glitchy especially when trying to access a lot of information quickly. I'd like the option to assign more levels of "authority" or access to certain users whereas right now it is either just restricted to either ...

"Pivotal "

What do you like best about Pivotal CRM? I liked the direct problem solving and ease What do you dislike about Pivotal CRM? I disliked all the boxes that would pop up What problems is Pivotal CRM solving and how is that benefiting you? Accounting and aviation

""Incredible approach to incorporate our MRP and ERP with our CRM.""

What do you like best about Pivotal CRM? The best ERP arrangements, be that as it may, are completely incorporated with every one of your frameworks over the venture, conveying an incentive to each useful zone, from fund to client administration to the board—and in case you're in assembling, this incorporates your building, plan and production network groups also. What do you dislike about Pivotal CRM? No android application, which was an issue for a portion of our business ...

"It’s alright"

What do you like best about Pivotal CRM? I like the simplicity of its use. It’s easy to use and easy to teach people. What do you dislike about Pivotal CRM? I wish it were updated. It’s simple and easy, but it’s slow. What problems is Pivotal CRM solving and how is that benefiting you? Quick, easy sales (sometimes it lags though)