Pivotal CRM

Pivotal CRM is an Aptean software platform aimed at organizations of all sizes across a number industries including manufacturing, healthcare, and real-estate. Built using the Microsoft .NET framework, it is ideal for Microsoft houses and any company looking to integrate a CRM solution with the Microsoft Office suite.

Low-cost flexibility is the key selling point of Pivotal CRM. A drag and drop visual designer allow non-technical staff to develop and deploy business solutions without the need for coding languages or third party input. Microsoft Outlook and SharePoint are also both embedded into the Pivotal CRM platform and integrated into the platforms configurable dashboards. Pivotal’s Social CRM functionality allows users to access and manage their social media accounts from with the application.

Clients can choose from on premise, hybrid or cloud deployments, Pivotal CRM is also available via desktop and any mobile operating system; iOS, Android, Blackberry and Windows Phone.

Software features

  • Contact Management
  • Database Management
  • Funnel Reporting
  • Integrations
  • Partner Tracking
  • Performance Reporting
  • Pipeline Management
  • Task Assignment

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Quick spec

Product details

Supplementary Features

  • Customer Service Automation
  • Marketing Automation
  • Social Relationship Management

Customer Size

  • Small
  • Medium
  • Enterprise

Other Features

  • Multiple Locations
  • Customizable

Hosting Method

  • Cloud

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Pivotal CRM

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