Pivotal CRM

Pivotal has all of the functionality of a market leading CRM — flexibility, reliability, smart reporting, and mobile access—and offers capabilities that go beyond “just a CRM.” Pivotal integrates into your operational data and spans your full business.

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Accelerate Sales and Drive Company Growth

With its seamless and flexible platform, Pivotal enables customized experiences built around your specific business processes, not the other way around. It automates sales, marketing, customer service and contact management functions, enabling you to generate and capture leads, win more deals, increase customer satisfaction, and drive growth.

How Can Pivotal Help?

  • Increase user productivity through a customizable workspace
  • Enable greater reach and access whether in the office or on the go with a consistent user experience across all platforms and devices
  • Empower your business with real-time insights and updates through dashboards and reports
  • Flexible deployment options: on-premise, hybrid, or cloud.

Microsoft Office 365 Integration

Enable your users to view customer information, link documents, and add vital customer data to Pivotal directly from Microsoft Outlook.

Unique Workflows and Experiences

Tailoring CRM workflows and modifying business processes boosts your team’s productivity and makes Pivotal your own.

Organizational Alignment

Develop a truly integrated sales, marketing and customer success organization with increased visibility and collaboration.

Applications for Every User

Every user in the organization, from sales to leadership, has a complete view of customers.

If you’d like to learn more about Pivotal, let us know: