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.
Check into our Proof of Concept for a risk free trial of our platform and see for yourself what Pivolt can do for you.
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