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 and manufacturing industries.

Pivotal CRM is well-suited for Microsoft-based organizations: Microsoft Outlook and SharePoint are embedded within the solution, and it is designed to integrate with the Microsoft Office suite.

Support is offered via email, phone and through an online knowledge base.

Social media updates
Social media updates

Social media updates

Convert email to service ticket

Convert email to service ticket

Social media relationships

Social media relationships

Contact's online presence

Contact's online presence

Lead qualification

Lead qualification

New call plan

New call plan

Supported Operating System(s):

Windows 7, Windows Vista, Windows XP