Components

Pivolt CRM

This is our component for Client Relationship Management.

It contains a set of features geared towards strengthening the Sales, Marketing, and Client Support functions.

We provide cost free database migration from your current systems to our platform.

  • Full client profiles, including know-your-client details. Have relevant information at your fingertips.
  • Calendar management with tasks and appointments, integrated with Outlook.
  • Alerts for events like birthdays, anniversaries , client’s reviews, with messages appropriate for the occasion.
  • Opportunities management, categorized leads by stages in the book of business.
  • Client Onboarding process, with flexible workflow.
  • Full mobile support, with timely sync’ing of information with the main database.
  • Data exportable to Excel.

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