• video_typing_cover

The Aptean Pivotal CRM Advantage

Aptean Pivotal CRM is a full-featured CRM platform that integrates all the characteristics of successful CRM, including flexibility, reliability, high performance, and security. Suited to organizations of all sizes, Aptean’s Pivotal CRM solution provides useful insights; adapts processes to business, and helps in improving company productivity with a very flexible and customizable solution.

Key features of Pivotal CRM:

  • Configuration capabilities that empower businesses to precisely model their own unique processes
  • Mobile connectivity making critical data available anywhere, anytime
  • Deep and seamless Exchange integration resulting in high user adoption and low cost of ownership
  • State-of-the-art dashboards that provide extensive interactivity, drill-down and hover-overs, quick and easy configuration
  • Extreme architectural flexibility allowing businesses to create internal processes and external customer experiences that fit their strategy and vision

Pivotal UX

Check out our new video to see how Pivotal UX takes flexibility and mobility to a new level!



Discover what's coming!


Pivotal 6.5.2

Pivotal 6.5.2 is a full platform release that offers powerful enhancements to the UX Client, Smart Client and the tool kit, both for end users and customizers. Equipped with new and added functionalities, this release is intended to enhance the user experience across all mobile devices with its intuitive and responsive interface.

  • Enhancements to the Pivotal UX client – improved searching and dashboards, external user support and much more
  • Usability enhancements to Smart Client and Toolkit
  • Compatibility with Office 2016, Exchange 2016 and Windows 10

Pivotal 6.5

It is all coming together now       Play

Pivotal 6.5 designed specifically to enhance the mobile experience offers CRM capabilities for complex businesses driving real productivity anywhere, anytime!

Key features of Pivotal 6.5:

Featured Box Image

Pivotal UX Client

Featured Box Image

Integration of Analytics with the
Smart Client

Featured Box Image

3rd Party Compatibility

Advantages of Pivotal 6.5:


Pivotal 6.5 is designed with mobility in mind featuring a touch-friendly UI with large buttons, easy scrolling and screen layouts optimized for a smaller device. The sales applications delivered with Pivotal 6.5 focus on the key tasks that a sales user would do on the road and streamlines the access to these key functions and features.


Pivotal UX Client with enhanced dashboard capabilities provides users with a central location to access key business metrics and drive actionable results. Information is easily available for a sales team to quickly qualify leads, manage their pipeline, and strengthen customer relationships.


Pivotal 6.5 features Aptean Analytics, powered by QlikView, which enables a sales team to gain new insights within their opportunity pipeline, sales performance, and win/ loss history. High-level insights help define a sales opportunity.


Pivotal 6.5 eliminates the road block of re-implementing the business logic with a phased upgrade option that enables customers to upgrade the platform to Pivotal 6.5 while continuing to use Rich Client or Windows Client. It also provides the option of upgrading it themselves or have the professional services team assist them.

  • video_woman_cover3
    Pivotal UX
    Designed for Touch and Mobility to keep you connected. Intuitive navigation that makes you more productive!

The Pivotal UX Client is a web-based product with a modern look and feel. It is supported on multiple platforms – tablets, smart phones, laptops and desktops – by industry standard browsers. The UX Client can be used in conjunction with the Pivotal Smart Client and provides the flexibility to give the users access to one or both clients, depending on their needs. Pivotal UX provides a modern and immersive user interface and ensures a consistent user experience across all platforms and devices. Because it is built on the Pivotal Platform, it provides the ability to tailor the application to include dashboards that present metrics and data that are important to you, business logic to enforce your company processes and best practices as well as activities that are automatically synchronized to your calendar.

Pivotal UX highlights:

  • Stay connected to customers anywhere, anytime: Real-time access to customer and prospect information when and where you need it- quickly enter and update leads, track opportunities and send out emails that are saved in Pivotal
  • Quicker & smarter interactions: With CRM at your fingertips, you can respond quickly to customer questions, access detailed data and update information on the go
  • Get insights through Analytics: Seamless access to Aptean Analytics enables you to gain new insight within your opportunity pipeline, sales performance, and win/ loss history
  • Be more productive: Access information faster- enhanced dashboard capabilities provide a central location to access the information that is most important to you
  • Close more deals: Whether you are reviewing account details or recent activities, Pivotal UX provides the flexibility you need to become more efficient- find more opportunities and close more deals

Pivotal Recognitions

Aptean Pivotal CRM evaluated in the Niche Quadrant of the Gartner 2015 Magic Quadrant for Sales Force Automation.

Know More

Aptean named a Strong Performer in evaluation of CRM suites for Midsize Organizations.

Know More

Aptean wins ISM Top 15 CRM Software Award.

Know More

Pivotal 6.5 named one of KM World's Trend-Setting Products of 2015.

Know More

Thought Leadership

Personal Values Will Measure Success in 2016.

Read Full Article

More Staff or More Efficient Staff?

Read Full Article

4 CRM Trends for 2016.

Read Full Article

Is It Time for Your CRM to Evolve?

Read Full Article

Get Back to Basics: A CRM Approach by Matt Keenan, Group Vice President, CRM

Read Full Article

Vendor Landscape: The Growing Demand For Vertical CRM Solutions by Kate Leggett with Forrester

Read Full Article

2 Questions Intelligent CRM Systems Must Answer by Imad Al-Abed, Onyx Product Director

Read Full Article

Aptean Analytics for Pivotal

Aptean Analytics for Pivotal delivers the perfect combination of specialization, simplicity and actionable data. Delivered with business users and flexibility in mind, Aptean Analytics helps in driving decisions with the right amount of data provided in the most meaningful and usable way.

Chrome iPad

Aptean Analytics for Pivotal

Aptean Analytics is self directed – anyone in any role can quickly and easily tailor dashboards to their liking, without the need for IT support, saving time and enhancing personalization.

Aptean provides 3 different solutions for Pivotal customers:

  • Analytics for Pivotal Sales: Dashboards focused on sales to help analyze key metrics such as Sales Pipeline; Sales Win/ Loss; Marketing Project Effectiveness and Lead Analysis
  • Analytics for Pivotal Service: User-friendly tools for making business data more visual and easy to understand to help companies quickly and easily evaluate current support operations as well as plan for future improvements
  • Analytics for Financial Services: Dashboards specific to private banking and wealth management to analyze clients and activities with clients

Productivity Pack

Enhance the power of Pivotal. Get things done faster and in the most efficient way!

View video

Aptean’s Productivity Pack™ provides users with a set of features that makes working with Pivotal even easier. This module is designed to help you get things done faster and in the most efficient way thereby increasing productivity. The Productivity Pack™ requires no coding and is highly configurable.

  • Increased productivity: The Productivity Pack™ enhances the power of Pivotal by providing user friendly features that will revolutionize how you create and manage data. The Productivity Pack™ will save your organization time and money and has a demonstrable ROI
  • Practically no coding required: All features are configured by Administrators in an easy-to-use interface from within the Pivotal Client eliminating the need for coding. The Productivity Pack™ utilizes Pivotal’s core platform to read your unique business module of tables, relationships, forms, queries and security to unlock the power of Pivotal
  • Highly configurable: The Productivity Pack™ sits on top of even the most customized Pivotal 6.0 systems and is highly configurable. Its elegant design is such that none of your Forms, Tables, Security or Code are modified. It empowers you to leverage the Productivity Pack™ features like which users can do bulk updates to data or which features to provide on right-click menus

Pivotal Success Stories

Farm Bureau Insurance of Michigan increases sales, improves agent recruitment with Aptean.

Farm Bureau Insurance, a Michigan company founded in 1949 provides a full range of insurance services, including life, home, auto and retirement to more than 5,65,000 families across the state. The company has 450 agents who for several years relied on antiquated techniques to manage their sales efforts and campaigns. To equip these agents with tools needed to maximize cross and upselling opportunities, Farm Bureau Insurance leverages Aptean’s Pivotal CRM solution. In addition to this, the company’s home office and special investigative unit also relies on Aptean Pivotal to reduce customer resolution times and deliver more personalized customer service experience. In all, Farm Bureau has more than 2,300 Pivotal users.

Know More

Pivotal Events

P.A.C.E. (Pivotal Aptean Customer Event) was conducted in six cities across the globe this year! Each event had compelling content and agenda specifically tailored for the local audience. The event provided Aptean updates, information on product, roadmap and strategies, together with presentations by customers and partners on how they have been using Pivotal to drive business success. P.A.C.E. provided the participants with an exclusive opportunity to increase Pivotal knowledge, learn best practices from other users, meet product experts and build their Pivotal network.

We are very excited about the interest that these events have generated; and look forward to engaging with our customers again next year.

Beach Activities


9 MAY 2017

Beach Activities


10 MAY 2017

Beach Activities


12 MAY 2017

Beach Activities


26 MAY 2016

Beach Activities


16-18 OCTOBER 2017


Latest Pivotal Resources

Copyrights © 2015 All Rights Reserved by APTEAN.