Compare Zoho CRM vs. Pivotal CRM

With various features, pricing, details, and more to check, choosing the right CRM Software for your firm is tricky. However making use of our system, it's easy to match the features of Pivotal CRM and Zoho CRM together with their general SmartScore, respectively as: 8.0 and 9.5 for overall score and 100% and 96% for user satisfaction. You can also review them feature by feature and see which software is a more suitable fit for your enterprise. Keep in mind to ask for a demo first before getting a plan to get a firsthand experience how the program can benefit you in real scenarios. We are aware that not all companies have the time to test dozens of various services, so we prepared a list of suggestions that you may find useful. Our top selections for the CRM Software category are: Salesforce CRM, HubSpot CRM, Pipedrive.
Software

Zoho CRM

VS

Pivotal CRM

VS

Zoho CRM screenshot Pivotal CRM screenshot
Pricing Page

Our Score

Our Score

9.5 ?

Our Score

8.0 ?

Customer Experience

Customer Experience

Customer Experience

96% ?

Customer Experience

100% ?

Cost

Cost

$12

by quote

Pricing Model

Pricing Model

Monthly payment | Annual Subscription Quote-based
Complete Review

Complete Review

General Info

General Info

A winner of 2015 Marketing Software Award. It lets you automate salesforce, track opportunities, forecast sales, efficiently manage contacts and much more.
Salesforce-, marketing- and service-integrated CRM for business of any size.
Easy Links
Integrations

Integrations

You can extend Zoho CRM by integrating it with some of the following applications:

  • Zoho Mobile Edition
  • Zoho Email
  • Zoho Projects
  • Zoho Apps
  • Google Apps
  • Gmail
  • Microsoft Outlook
  • QuickBooks
  • MailChimp
  • Contactology
  • Coconect
  • Constant Contact
  • Zopim
  • Twitter
  • Facebook
  • vWorkApp
  • ClickDesk
  • ExactTarget
  • HelpOnClick
  • gUnify
  • OneSaaS
  • Socket
  • TeamSupport.com
  • GetResponse
  • Wufoo
  • SimplyCast
  • CloudWork
  • Unbounce

Pivotal CRM integrates with the following:

  • Siebel
  • Amdocs/Clarify
  • SAP
  • Salesforce.com
  • Remedy
  • Onyx
  • Amazon Web Services
  • Qlikview Analytics

Likewise, Pivotal CRM has an extensive API library that can be configured to integrate with almost any CRM system to streamline setup costs. The API also allows for integration of the CRM’s user details, case background, process linkage, email response synchronization, SSO and other standard CRM data fields.

Popular Customers

Popular Customers

ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone AAA, ahlsell, AXA Insurance, Hammond Group, Manufacturers Association of Central New York
Pricing Info

Pricing Info

Zoho CRM offers a monthly or yearly pay-as-you-go service that you can cancel, upgrade/downgrade anytime. All major cards and bank or check transfer are accepted. There is also a great free trial plan that you can try out. These are the SMB and enterprise pricing plans to choose from:

Standard – $12/user/month (billed annually)

  • Sales Forecasting
  • Reports and dashboards
  • Document library
  • Roles and profiles
  • Mass email
  • Call center connectors
  • 100,000 records

Professional – $20/user/month (billed annually)

  • All Features from the Standard Plan
  • Email integration
  • Social CRM
  • Google AdWords integration
  • Workflow automation
  • Inventory management
  • Macros
  • Unlimited records

Enterprise – $35/user/month (billed annually)

  • All Features from the Professional Plan
  • Territory management
  • Custom applications
  • Custom buttons
  • Workflow approval processes
  • Page layouts
  • Custom modules
  • Multiple currencies

Ultimate – $100/user/month

  • All Features from the Enterprise Plan
  • Sandbox
  • Dedicated Database cluster
  • Priority support
  • Advanced customization
  • Advanced CRM analytics
  • Enhanced storage

Pivotal CRM pricing is available by quote only. Contact the vendor.

Contact No.

Contact No.

+1-888-900 9646 +1 (770) 351-9600
Available Devices

Available Devices

Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Languages Supported

Languages Supported

USA, UK, Canada, International USA, UK, Canada, International, China, India, Japan, France, Dutch, Polish, Swedish
Available Support

Available Support

Phone
Ticket Training
Phone
Training
Company's Address

Company's Address

4141 Haciendra Drive
Pleasanton, CA 94588
USA
4325 Alexander Drive Suite 100
Alpharetta, GA 30022-3740
Company Email

Company Email

sales@zohocorp.com info@aptean.com
Pricing Page

Pricing Page

Learn more about Zoho CRM pricing Learn more about Pivotal CRM pricing
Business Size

Business Size

Small Business | Large Enterprises | Medium Business | Freelancers Large Enterprises | Medium Business
Available Features

Available Features

Zoho CRM FEATURES

Sales Force Automation
  • Lead Generation & Qualification
  • Pipeline Analysis
  • Sales Stage & Probability Analysis
  • Competitive Analysis
  • Real-Time Forecasting
  • Quota Management
Lead Management
  • Automate lead management process
  • Fast track lead to deal process
  • Capture leads from website
  • Import leads from trade shows, seminars, direct mail, etc.
  • Match sales-ready leads to the right sales people
  • Convert prospects into opportunities, accounts, and contacts with a single click
  • Sales processes as per own best practices (B2B & B2C)
Account Management
  • Single database
  • Customer data across products, geographies, account, and status
  • Parent-child relationships between customer accounts and their subsidiaries
  • Price quotes, sales orders and invoices
  • Purchase history to find cross-sell and up-sell opportunities
  • Loyalty programs
Effective Follow-up
  • Log important customer calls
  • Save customer meetings and calls in an intuitive calendar
  • Invite employees, leads and contacts to meetings and events
  • Manage recurring events by day, week, month and/or year
Website Integration with Forms
  • Create forms with no coding
  • Set rules to simplify lead distribution
  • Upload forms live instantly
  • Catch leads directly into your CRM
CRM Workflow Management
  • Workflow alerts while creating or modifying records
  • Associate tasks to the workflow rules with CRM records
  • Email notifications with templates and upon triggering a workflow rule
  • Auto schedule the workflow actions at pre-defined interval
  • Instant notifications to 3rd party applications via Webhooks
  • Custom Functions
  • Macros automate tasks
Sales Tracking
  • Sales Opportunity Management
  • Monitor sales opportunities across sales cycle
  • Import sales opportunities from third-party solutions and services
  • 360-degree view
  • Drag-and-drop customization wizard
  • Big deal alert
  • Sales pipeline and sales escalation process
  • Free Edition
Pulse
  • Track records that are critical to your business based on your criteria
  • Stay on top of sales updates in real time
  • Identify cold prospects for a sales follow-up
  • Sort updates by users and modules
  • Sort records by record owner and module
  • Complete visibility based on last activity
Sales Forecasting
  • Revenue based on data within Zoho CRM
  • Create, assign and revise sales quotas
  • Assess individual and team performance
  • Forecast accuracy against commit amounts
  • Fully customizable forecast reports and dashboards
Productivity
  • Business Card View
  • Quick glance at important details of the contact without scrolling or searching
  • Customize fields
MailMagnet
  • Captures, collates and distributes customer email activity within your CRM
  • Get notification and reply to customer emails within CRM
  • Intuitively scans your mailbox and displays only relevant emails
  • Send emails via your favorite mail client
  • Get a copy of the email linked to the right lead or contact in CRM
  • Link prospect and customers emails with your CRM data
  • Share emails from prospects based on your own rules
  • Create mail merge templates for different modules
  • Get updated user info in merged documents
  • Manage templates in secured folders
Document Library
  • Role-based folders, sub-folders
  • Share collateral to your salespeople
  • Send documents from your CRM
  • One document can have multiple versions
  • Quick feedback from colleagues to improve document
Social CRM
  • View social interactions of your brand with prospect
  • Reply to direct messages, likes and mentions via your brand’s social profile
  • Engage future prospects from within the social stream
  • Stay tapped on customer’s interests and updates
  • Comment or like them inside CRM
Mobile CRM
  • Real time access to customer data
  • Receive sales alerts
  • Search customers nearby, create tasks
  • Capture trade show leads directly into Zoho CRM
  • Digitalize and save business cards on your iPhone
CRM for Google Apps
  • Custom Modules, API, Webhooks and Custom Functions
  • Create campaigns, email marketing & autoresponders
  • Enable security controls, organizational hierarchy & territories

Pivotal CRM FEATURES

  • Sales Force Automation
  • Marketing Automation
  • Service Automation
  • Partner Automation
  • Mobile CRM
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Popular Alternatives

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QUICK LINKS

QUICK LINKS

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If you continue having doubts about which app will perform best for your business it might be a sound idea to check out each service’s social metrics. Such metrics are usually a way to see how popular each service is and how wide is its online presence. For instance Pivotal CRM Twitter profile has currently 1142 followers. At the same time Zoho CRM Twitter is followed by 18662 people.