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

"Keeps things organized"

What do you like best about Pivotal CRM? Pivotal keeps track of your prospects that come in through the door and you can easily pull any sort of report you want to make sure you stay on top of the prospects you want to reach What do you dislike about Pivotal CRM? It can be a little more user-friendly and "prettier" What problems is Pivotal CRM solving and how is that benefiting you? Keeps your prospects organized to make sure you follow up with them when you have selected

"Pivotal CRM review"

What do you like best about Pivotal CRM? It's nice to be able to find everything in one place What do you dislike about Pivotal CRM? It's slow and does not print reports that I deem necessary Recommendations to others considering Pivotal CRM: Don’t try to do too much on it. It can only handle what it’s meant to do. What problems is Pivotal CRM solving and how is that benefiting you? Contract management and spend recording

"PIV "

What do you like best about Pivotal CRM? It keeps you organized with all your prospects What do you dislike about Pivotal CRM? It would be nicer if it looked a little more pretty Recommendations to others considering Pivotal CRM: Not sure I have other recommendations What problems is Pivotal CRM solving and how is that benefiting you? It helps keep my prospects organized so that I don't miss a phone call or a meeting

"Practical for keeping up with prospects "

What do you like best about Pivotal CRM? Pivotal allows you to apply templates to prospects - for example, to automatically schedule calls/emails at certain points to buyers or strong prospects. It also makes searching for certain prospects easy with useful reports and data. What do you dislike about Pivotal CRM? The process of inputting a prospect can take up to 10 minutes, and there are quite a few screens within screens (global profile, community profile, milestones, visit logs, etc). ...

"Focused on your success"

What do you like best about Pivotal CRM? The best ERP solutions, however, are fully integrated with all your systems across the enterprise, bringing value to every functional area, from finance to customer service to management—and if you’re in manufacturing, this includes your engineering, design and supply chain teams as well. What do you dislike about Pivotal CRM? I haven't run into any problems that would made me dislike this product for sure .. Recommendations to others considering ...

"Great way to integrate our MRP and ERP with our CRM."

What do you like best about Pivotal CRM? The ability to integrate with ERP system and also gives a wide range of customization features for our internal processes that can be created to fit our business. What do you dislike about Pivotal CRM? Sometimes can run very slow and hard to sync with our system. Recommendations to others considering Pivotal CRM: Very customizable and user friendly. It is a great software to use when wanting to link to other enterprise software packages. I use ...

"Marketing Automation CRM of choice"

What do you like best about Pivotal CRM? Tools for marketing automation, lead management, and Salesforce integrations What do you dislike about Pivotal CRM? No android app, which was an issue for some of our sales folks. Recommendations to others considering Pivotal CRM: Good CRM for mid-size to enterprise companies. Available applications for Apple, but missing Android app for any Samsung smartphone users within your org. On par with competitors (Salesforce as predominant one) ...

"It's quite good but has many issues"

What do you like best about Pivotal CRM? Simple interface, i just start with crm field and i got almost things i need in this application and it's very easy to use What do you dislike about Pivotal CRM? Slow and i can't work well when i open multi tab What problems is Pivotal CRM solving and how is that benefiting you? Market research

"Antiquated System"

What do you like best about Pivotal CRM? I like the fact that the interface is extremely simple to navigate through and doesn't require advances knowledge to figure out how everything works. What do you dislike about Pivotal CRM? The system makes it virtually impossible to search via a physical address which makes looking for a specific home much more racing and complicated. I dislike the fact that I can only view the crm system from my work computer or via virtual desktop . Recommendations ...

"Pivotal CRM"

What do you like best about Pivotal CRM? Search function was very good. Used it as a market research intern. What do you dislike about Pivotal CRM? Speed was very slow at times. Would like it to be faster. What problems is Pivotal CRM solving and how is that benefiting you? I worked in IT and only installed Pivotal CRM.