• Home
  • Value Proposition
    • Advisors & Wealth Managers
    • Family Offices
    • Enterprises
    • Proof of Concept
  • Components
    • Pivolt Portal
    • Pivolt Billing
    • Pivolt CRM
    • Pivolt Desk
    • Pivolt Front
  • Team
  • Security
  • Blog
  • Contact

Pivolt CRM



This is our component for Client Relationship Management.

Pivolt CRM Features


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.

Questions?

Contact us at sales@pivolt.com or reach us at our contact page

Contact Us

Subscribe Newsletter


Subscribe to get all latest news from us.

All copyrights reserved © 2021