• Mobile access to CRM information: Create, manage, delete, and search for Pivotal CRM information from your iPad or iPhone.
• iPad and iPhone integrations: Utilize native iPad and iPhone features such as the built-in camera, location services, and other popular apps for a rich and integrated Pivotal CRM experience.
Note: To use Pivotal CRM for iPad or iPhone, you must be using Pivotal CRM 6.0.10 or higher with a valid mobile plus license provided by your IT department.
Pivotal CRM gives sales people access to the Pivotal CRM information and tools they need to close deals.
If you do not have Pivotal 6.0.10 or a valid mobile plus license, a demo version is available.
Users can also stay up to date with current accounts and provide accurate and rapid response to customer requests.
• Offline access: Access your CRM information even without a wireless connection.
• CRM dashboard: Display relevant and summarized CRM information that is most important to you.