--- title: Pivotal CRM Reviews meta_title: 'Pivotal CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 62 reviews by the users' company size, role or industry to find out how Pivotal CRM works for a business like yours. aggregate_rating: rating_value: 3.5 review_count: 62 scale: '5' date_modified: '2026-08-04' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Pivotal CRM Reviews **Vendor:** Ignite Enterprise Software Solutions **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 3.5/5.0 **Total Reviews:** 62 ## About Pivotal CRM The foundations of your customer relationship management strategy are your customer-facing employees. That's why we have purpose-built every aspect of our CRM solution to get you up-and-running quickly, while remaining flexible so it can be closely-tailored to match exactly how your team works. We have the tools to help you attract customers, manage your partners and empower your sales and customer service teams. Learn why CRM users love our solutions. ## Pivotal CRM Pros & Cons **What users like:** - Users value the **strong customer relationships** fostered by Pivotal CRM's understanding of needs and preferences. (1 reviews) - Users enjoy the **ease of use** in Pivotal CRM, facilitating efficient navigation and effective management of sales activities. (1 reviews) - Users value the **easy navigation** in Pivotal CRM, enhancing efficiency and organization in managing sales accounts. (1 reviews) - Users appreciate the **easy tracking** features in Pivotal CRM, enhancing efficiency with real-time sales management and streamlined activities. (1 reviews) - Users find the **valuable tools** in Pivotal CRM to be highly conducive for their team's success. (1 reviews) - Simplicity (1 reviews) - Time Efficiency (1 reviews) - Users value the **versatility** of Pivotal CRM for effectively managing customer relationships and driving business success. (1 reviews) **What users dislike:** - Users find the **expertise required** for setting up Pivotal CRM overwhelming, especially without proper guidance for newcomers. (1 reviews) - Users face **integration issues** with third-party applications, limiting customization and impacting analytical summaries. (1 reviews) - Users point out that **limited customization** options in Pivotal CRM make it challenging to optimize their experience. (1 reviews) - Users find Pivotal CRM to be **time-consuming** to set up and navigate, especially for inexperienced users requiring guidance. (1 reviews) ## Pivotal CRM Reviews ### 1. Pivotal CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** November 30, 2017 **What do you like best about Pivotal CRM?** Search function was very good. Used it as a market research intern. **What do you dislike about Pivotal CRM?** Speed was very slow at times. Would like it to be faster. **What problems is Pivotal CRM solving and how is that benefiting you?** I worked in IT and only installed Pivotal CRM. ### 2. Great tool for marketing. Not the best for case management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Pivotal CRM?** I loved how it kept track of all of our client's relationships. **What do you dislike about Pivotal CRM?** I didn't like how my firm used this is a case management solution. **What problems is Pivotal CRM solving and how is that benefiting you?** We were able to keep track of all of our contacts and marketing campaigns in one centralized location. ### 3. I spent a limited time sampling this product but ultimately we found it clunky **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Publishing | Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2017 **What do you like best about Pivotal CRM?** The sign up process was simple and easy to begin. **What do you dislike about Pivotal CRM?** The integration seemed unnecessarily complicated and little support was offered. Emails went unanswered **What problems is Pivotal CRM solving and how is that benefiting you?** We aren't solving any problems with pivotal because we are no longer using it. ### 4. Bitter Sweet **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** July 19, 2016 **What do you like best about Pivotal CRM?** Integrates with Microsoft Outlook. Helps keep all information together for accounts. Very helpful when pulling reports. It could integrate more with other systems. Only one I use it with is Outlook. **What do you dislike about Pivotal CRM?** Not user friendly. It is not easy to transition between pages. You cannot effectively work in 2 open windows or more at once. **Recommendations to others considering Pivotal CRM:** We moved from Pivotal 5.9 to 6 and I liked v5.9 better. Way easier to use. I'd rather have that than a modernized looking interface. Unfortunately my company pushed us onto v6. **What problems is Pivotal CRM solving and how is that benefiting you?** Using Pivotal as a CRM, so if I get a call from a customer I need to pull their information up quickly. however, Pivotal does not have an easy transition between pages. Benefits are using it with Microsoft Outlook. it makes my day a lot easier just sync my emails up to the accounts. ### 5. Works Great **Rating:** 4.0/5.0 stars **Reviewed by:** Thaddeus S. | Marketing & Membership Sales Specialist, Consumer Services, Mid-Market (51-1000 emp.) **Reviewed Date:** January 18, 2017 **What do you like best about Pivotal CRM?** I can see the entire member data and it works well with other programs. **What do you dislike about Pivotal CRM?** When porting different program it runs a little slow. **Recommendations to others considering Pivotal CRM:** Pivotal is a great product to get to know your clients. **What problems is Pivotal CRM solving and how is that benefiting you?** Member profiles, it ports over to our main processing system. ### 6. Pivotal CRM **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.) **Reviewed Date:** December 29, 2016 **What do you like best about Pivotal CRM?** I like that it can link my emails to my accounts **What do you dislike about Pivotal CRM?** I dislike that it seems to have issues a lot, also that when doing a quote for a customer I can only do up to 40 lines of products. **What problems is Pivotal CRM solving and how is that benefiting you?** I realize it is nice to store all info under one account, I like finding everything in one location. ### 7. Does the trick **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2016 **What do you like best about Pivotal CRM?** Manages all of our customers in one platform. **What do you dislike about Pivotal CRM?** It is not user friendly and does not integrate with most popular plafforms. **Recommendations to others considering Pivotal CRM:** More cost effective than salesforce.but not as user friendly. **What problems is Pivotal CRM solving and how is that benefiting you?** Book of business and managing opportunities to close business. Managing my deals to close business. ### 8. Adequate Functionality **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 18, 2017 **What do you like best about Pivotal CRM?** The usability across multiple departments and business lines **What do you dislike about Pivotal CRM?** The time it can take to populate information within custom-built enhancements **What problems is Pivotal CRM solving and how is that benefiting you?** Pivotal has provided great integrative advantages ### 9. Good software but can be slow **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in International Trade and Development | Mid-Market (51-1000 emp.) **Reviewed Date:** June 04, 2015 **What do you like best about Pivotal CRM?** Ease of use - doesn't take long to figure out how to use it. Nice layout **What do you dislike about Pivotal CRM?** When you open items, it is very slow. Hard to go through several actions quickly. Doesn't give a preview of past actions - have to open each individually, which can be slow **Recommendations to others considering Pivotal CRM:** Make the system faster **What problems is Pivotal CRM solving and how is that benefiting you?** CRM, keeping track of past and current clients. Keeps things organized, and also is a great way to organize using lists ### 10. Highly customizable CRM, great integration to Outlook where most users live and breath interactions **Rating:** 4.5/5.0 stars **Reviewed by:** Brian S. | Sr. Manager, Business Systems, Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2013 **What do you like best about Pivotal CRM?** Low cost, especially if you have an in-house development team that can perform customizations. Integrates with data feeds well. The integration with Outlook makes it simple for end-users to record interactions like email, meetings, tasks, and allows those users to continue to use the tool they are most familiar with and work in day-to-day - Outlook. **What do you dislike about Pivotal CRM?** Product enhancements from the vendor (Aptean) are slow. There is not a huge customer community where you can go for ideas, questions, etc. **Recommendations to others considering Pivotal CRM:** Definitely consider Pivotal when looking for a CRM, especially if you are a Microsoft Outlook shop and have in-house developers and infrastructure to support and customize the CRM. I've been working with Pivotal for over 2 years now serving as the Product Owner and I have been pleased with the ease of customization and capabilities the tool offers. ### 11. Pivotal CRM is good product for companies that already have IT infrastructure. **Rating:** 4.0/5.0 stars **Reviewed by:** Andrei K. | CRM Consultant, Computer Software **Reviewed Date:** November 15, 2012 **What do you like best about Pivotal CRM?** Administration is easy: security, backing up and restoring data, localization. Native tools to move meta data between systems, nice integration with Crystal Reports, MS Office and SharePoint. Rich searches and forms. Everything is in house. Friendly and easily reachable Tech Support. Provides wide range of industry solutions. **What do you dislike about Pivotal CRM?** Service packs can break features. Technical documentation lacks coding examples. **Recommendations to others considering Pivotal CRM:** None of CRM products on the market are perfect. You can do great things with Pivotal and cost of deployment can be projected easily. There are no surprises, like with SFDC or some other vendors. Just do things right from the beginning and you won't be disappointed. Priced very reasonably for the rich functionality it provides. ### 12. I've been implementing Pivotal CRM for 7 years and would recommend it to everyone **Rating:** 4.5/5.0 stars **Reviewed by:** Petr D. | CRM Division Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2012 **What do you like best about Pivotal CRM?** It's the most flexible solution I know, you can achieve a lot without writing code, well integrated with Outlook, supports all mobile platforms **What do you dislike about Pivotal CRM?** For simple solution can be too complicated **Recommendations to others considering Pivotal CRM:** If you require maximum flexibility of the solution, easy integration and different types of access to the system - you should seriously consider it ## Pivotal CRM Discussions - [Where is Avolin located?](https://www.g2.com/discussions/where-is-avolin-located) - [What is CRM and its functions?](https://www.g2.com/discussions/pivotal-crm-what-is-crm-and-its-functions) - [Is Pivotal a CRM?](https://www.g2.com/discussions/is-pivotal-a-crm) - [What are key features of a CRM system?](https://www.g2.com/discussions/pivotal-crm-what-are-key-features-of-a-crm-system) - [View Pivotal CRM pricing details and edition comparison](https://www.g2.com/products/pivotal-crm/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+04%3A49%3A18+-0500&secure%5Bsession_id%5D=63aaa6bc-c702-4822-b61c-efb77b93c570&secure%5Btoken%5D=e5e0e9129a65cf08f7886adcd70853018e0090e0b6b335d01e9729876fd82ab5&format=llm_user) ## Pivotal CRM Integrations - [Zoho Flow](https://www.g2.com/products/zoho-flow/reviews) ## Pivotal CRM Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Lead Management - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Pivotal CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,680 reviews) - [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) - 3.8/5.0 (718 reviews) - [Workbooks](https://www.g2.com/products/workbooks/reviews) - 4.3/5.0 (535 reviews)