PIVOTAL CRM Pricing, Features, Reviews & Comparison of Alternatives


Big Dreams Made Real

3.67/5 (3 reviews)

PIVOTAL CRM overview

Unlike most CRM solutions, Pivotal is built on a flexible platform that gives you a customized CRM experience built around your business processes – not the other way around. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configure to any organization in any industry. Whether you wish to handle the implementation by yourself, with a partner, or leave it to us, we can accommodate your every need. We can even take on full management and hosting of the application, if you prefer, with the option to bring the solution on-premise when you’re ready.


Pricing options
Value for money
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Business size



United States, Asia, Australia, Canada, China and 7 other markets, Europe, Germany, India, Japan, Latin America, Middle-East and Africa, United Kingdom

Supported languages

English, Chinese (Simplified), Finnish, German, Japanese and 3 other languages, Portuguese, Spanish, Swedish
Pivotal at M/I Homes: CRM to build on


Very good


Value for money
Ease of use
Customer support
Rob Gittins

Aptean Pivotal CRM used as a Grants Management System

Used daily for 1-2 years
Reviewed 2016-10-13
Review Source: Capterra

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.It's full feature list and flexibility.

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Christopher Stray

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

Used daily for 2+ years
Reviewed 2017-09-06
Review Source: Capterra

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.

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Suitable CRM Software with Basic Functionality

Used daily for 2+ years
Reviewed 2018-12-31
Review Source: Capterra

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

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Pricing options
View Pricing Plans

Price on request.

PIVOTAL CRM features

API (310 other apps)
Activity Dashboard (182 other apps)
Activity Tracking (132 other apps)
Automatic Notifications (171 other apps)
Automatic Reminders (163 other apps)
CRM Integration (118 other apps)
Calendar Management (157 other apps)
Contact Database (113 other apps)
Custom Fields (130 other apps)
Customer Database (126 other apps)
Customizable Branding (156 other apps)
Customizable Reporting (135 other apps)
Customizable Templates (135 other apps)
Data Import/Export (151 other apps)
Electronic Payments (118 other apps)
Email Integration (156 other apps)
Mobile Integration (121 other apps)
Reporting & Statistics (181 other apps)
Social Media Integration (134 other apps)
Third Party Integration (175 other apps)

Additional information for PIVOTAL CRM

Key features of PIVOTAL CRM

  • Sales Force Automation
  • Marketing Automation
  • Service Automation
  • Partner Automation
  • Social CRM
  • Mobile CRM
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If you are ready to take your organization to the next level, Pivotal CRM is positioned to get you there by aligning your business processes with the technology needed to optimize your operations so you can set your sights on bigger things. Build, grow and drive your business forward with CRM that maps to your customers’ needs.

Within Pivotal CRM, you can maximize your competitive advantage and achieve tremendous benefits:

- Shorten your sales cycle and hit your numbers with time-saving tools and repeatable processes
- Delight your sales team with more, higher-quality leads and get there with less effort
- Lay the foundation for future sales by giving customers responsive, thoughtful and personalized customer service
- Make your organization easier to do business with. Help your partners sell and assess their performance more easily
- Generate real, tangible value out of social channels
- Give your most valuable sales and service employees access to customer data regardless of their location