Pivotal CRM

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Pivotal CRM

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About Pivotal CRM

Pivotal CRM is an on-premise customer relationship management (CRM) solution that caters to businesses of all sizes, helping them manage various CRM processes. It includes marketing automation, lead management, sales force automation, customer service and contact center as core modules, and also supports online self-service and partner management modules, social CRM, application workflow management and data management. Industry-specific versions of Pivotal CRM are available for home building and real estate, as well as financial services—including versions for capital markets, institutional asset management, mutual fund wholesaling, commercial banking and private banking/wealth management. The solution is also used in the healthcare and medical devices, insurance a...

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Pivotal CRM User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

3.5

Value for money

3.5

Customer support

3.5

Functionality

4

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Mehdi

Ontario Energy Board

Verified reviewer

Company size: 201-500 employees

Industry: Government Administration

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

5

Customer support

4

Functionality

5

Reviewed January 2021

Honest Opinion

Been using it for many years as a developer and application support, I found it very useful and makes logic for new users.

Pros

- Ease of use - Plenty of features - Easy Database architecture

Cons

- Relational Database set up needs improvement

Rob

Creative New Zealand

Verified reviewer

Company size: 51-200 employees

Industry: Government Administration

Time used: Less than 2 years

Review Source: Capterra

Ease-of-use

3

Value for money

4

Customer support

4

Functionality

4

Reviewed October 2016

Aptean Pivotal CRM used as a Grants Management System

As our aging grants management software was reaching the end of its usable life we looked around for a replacement system that would be capable of encompassing a broader range of our business needs. High on our list was better integration of our grants information with our client and contact records, so a system with a CRM at its heart was the logical choice. We chose Pivotal because of its strong CRM features, including event and social media capabilities, and because its flexibility made it possible to customize the system to incorporate our grants application, approval and payment processes. This is a very capable piece of software with plenty of bells and whistles. The CRM capabilities are impressive - we still have plenty there that we haven't yet taken advantage of. The customization for our fairly complex grants processes has worked well, and a large proportion of our business processes and data capture now take place within this one application. Although the smart client interface is well considered and organized this is not a system that is simple to use for the occassional user. If you want a simpler more self-explanatory experience for your users you can achieve this through adding the optional Pivotal UX. Out of the box there is no shortage of features, though investing in the Productivity Pack add-on was a must for us. For Business Intelligence the system is designed to be integrated with QlikView, and we have been impressed by the great boost this has provided all of our analysis. Our customer support is provided by the vendor that installed and customized the system, so we have no direct experience of working with Aptean. This has not been a cheap system to install and customize, but the efficiency savings, centralization of our processes and data, and big improvement in our business intelligence capabilities make it a very worthwhile investment for us.

Pros

It's full feature list and flexibility.

Cons

The interface can be a bit daunting for occasional users.

Christopher

Struers Inc.

Verified reviewer

Company size: 201-500 employees

Industry: Machinery

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and was entered into a raffle as a thank you.

Ease-of-use

2

Value for money

3

Customer support

2

Functionality

4

Reviewed September 2017

Very utilitarian and has potential for greatness, but hampered by confusing layout and menus.

Pros

The potential to pull great data via the search is there, and it's quite flexible. There are also many features making a nearly all-in-one solution.

Cons

Brutalist in its design and plagued by logic-driven search system that requires one to think like a computer it can cause fits at times.

Response from Aptean

We thank you for the feedback. We are continuously improving the Pivotal CRM product, and we recognize that providing a simpler User Interface is important to address adoption and usage. Pivotal is a flexible platform that is also easy to configure; it¿s one of our greatest strength. However, as it stands today, we place few limits on system customizers and designers. Business needs sometimes require quick turnaround from system designer, which leads to situations where it¿s easy to just create a tab and place as many fields as necessary to capture the requirement. Overtime, the system start to become heavy and cluttered, and you have forms with too many tabs, actions and fields! Given that you are in a situation where things are starting to get too complex, we would advise reviewing your forms with an eye to de-clutter.

Replied September 2017

Anonymous

Verified reviewer

Company size: 501-1,000 employees

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

4

Functionality

4

Reviewed December 2018

Suitable CRM Software with Basic Functionality

Overall Aptean Pivotal CRM met the organization's needs in streamlining certain business line processes, providing a degree of insight through its reporting capabilities on business profitability, member retention, sales growth, etc.

Pros

The software offered suitable functionality for customer relationship management with basic customization, reporting capability, integration, etc.

Cons

End-user processing speed often fell short of expectations; software lag times, stalling out while loading, etc. Limited customization capability to meet ever-changing needs of special projects/teams within organization.

kalaiselvan

Bahwan cyber tek

Verified reviewer

Company size: 501-1,000 employees

Industry: Computer Software

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

4

Value for money

4

Customer support

4

Functionality

4

Reviewed November 2019

Pivotal CRM Review

Overall this is a basic CRM product for smaller company who handles lesser customer data and cost effective compare to other leading CRM tool.

Pros

This software has the basic function of data management and reporting ability. Integration to third party interface is quite headache and time consuming. Lot of Customization option is available but it is tricky for handling specific requirements. Search ability to pull complex data works in a better way.

Cons

Through put for handling massive data is lesser and eventually processing speed is slow. Customization is complex for integration with third party integration.

Anonymous

Verified reviewer

Company size: 51-200 employees

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

2

Functionality

3

Reviewed May 2019

Another CRM

Tool which can work for you, but you have to do more customisation.

Pros

Last version of Pivotal is better than prevoius one, faster and modern.

Cons

Application seems to me as slow and needed a lot of customisation to fit to our business.