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Pivotal CRM Reviews

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6 reviews

recommended

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Honest Opinion

Reviewed 6 months ago

Been using it for many years as a developer and application support, I found it very useful and makes logic for new users.

Pros

- Ease of use - Plenty of features - Easy Database architecture

Cons

- Relational Database set up needs improvement

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Aptean Pivotal CRM used as a Grants Management System

Reviewed 5 years ago

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...

Pros

It's full feature list and flexibility.

Cons

The interface can be a bit daunting for occasional users.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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

Reviewed 4 years ago
Pros

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.

Cons

Brutalist in its design and plagued by logic-driven search system that requires one to think like a computer it can cause fits at times.

Vendor response

We thank you for the feedback. We are continuously improving the Pivotal CRM product, and we recognize that providing a simpler User Interface is important to address adoption and usage. Pivotal is a flexible platform that is also easy to configure; it¿s one of our greatest strength. However, as it stands today, we place few limits on system customizers and designers. Business needs sometimes require...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Suitable CRM Software with Basic Functionality

Reviewed 3 years ago

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.

Pros

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

Cons

End-user processing speed often fell short of expectations; software lag times, stalling out while loading, etc. Limited customization capability to meet ever-changing needs of special projects/teams within organization.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Pivotal CRM Review

Reviewed 2 years ago

Overall this is a basic CRM product for smaller company who handles lesser customer data and cost effective compare to other leading CRM tool.

Pros

This software has the basic function of data management and reporting ability. Integration to third party interface is quite headache and time consuming. Lot of Customization option is available but it is tricky for handling specific requirements. Search ability to pull complex data works in a better way.

Cons

Through put for handling massive data is lesser and eventually processing speed is slow. Customization is complex for integration with third party integration.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Another CRM

Reviewed 2 years ago

Tool which can work for you, but you have to do more customisation.

Pros

Last version of Pivotal is better than prevoius one, faster and modern.

Cons

Application seems to me as slow and needed a lot of customisation to fit to our business.