Pivotal CRM

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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 (1-50 users)
Medium (51-200 users)
Enterprise (201+ users)

Other Features

Multiple Locations
Customizable

Hosting Method

Cloud

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Software features