Pivotal CRM

Pivotal CRM is an Aptean software platform aimed at organizations of all sizes across a number of 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 allows 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 platform's configurable dashboards. Pivotal’s Social CRM functionality allows users to access and manage their social media accounts 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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Pivotal CRM

Pivotal CRM

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