What is Pivotal CRM?

Pivotal CRM is an on-premise CRM solution that helps companies of all sizes manage their CRM operations. It offers online self-service and partner management modules, social CRM, application workflow management, data management, marketing automation, lead management, sales force automation, customer service, and contact center as core modules.

Pivotal CRM has versions for capital markets, institutional asset management, mutual fund wholesaling, commercial banking, and private banking/wealth management, as well as financial services—including versions for capital markets, institutional asset management, mutual fund wholesaling, commercial banking, and private banking/wealth management. The solution is also used in the healthcare and medical device industries and insurance and financial services.

Pivotal CRM is ideal for Microsoft-based businesses: The solution includes Microsoft Outlook and SharePoint, and it is designed to work with the Microsoft Office suite.