Pivotal CRM
Free
6.1.3for iPhone, iPad
Age Rating
Pivotal CRM Screenshots
About Pivotal CRM
Pivotal CRM gives sales people access to the Pivotal CRM information and tools they need to close deals. Users can also stay up to date with current accounts and provide accurate and rapid response to customer requests.
Key Features of Pivotal CRM
• Mobile access to CRM information: Create, manage, delete, and search for Pivotal CRM information from your iPad or iPhone.
• CRM dashboard: Display relevant and summarized CRM information that is most important to you.
• Offline access: Access your CRM information even without a wireless connection.
• Flexible mobile platform: Easily customize the form content, layouts, navigation, and business logic using the Pivotal Toolkit – no coding required!
• 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. If you do not have Pivotal 6.0.10 or a valid mobile plus license, a demo version is available.
Key Features of Pivotal CRM
• Mobile access to CRM information: Create, manage, delete, and search for Pivotal CRM information from your iPad or iPhone.
• CRM dashboard: Display relevant and summarized CRM information that is most important to you.
• Offline access: Access your CRM information even without a wireless connection.
• Flexible mobile platform: Easily customize the form content, layouts, navigation, and business logic using the Pivotal Toolkit – no coding required!
• 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. If you do not have Pivotal 6.0.10 or a valid mobile plus license, a demo version is available.
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What's New in the Latest Version 6.1.3
Last updated on Nov 14, 2017
Old Versions
App version upgrade and bug Fixes
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Version History
6.1.3
Nov 14, 2017
App version upgrade and bug Fixes
6.1.2
Nov 11, 2017
Bug Fixes
6.1.1
Sep 29, 2017
Support for iOS 11.
6.1.0
Sep 15, 2017
iOS 10.3 Support
6.0.5
Nov 6, 2013
iOS 7 support
6.0.4.1
Sep 4, 2013
Control over the display of the Add and Send Shortcut buttons
6.0.4
Aug 8, 2013
iPhone support
Login using Windows Authentication
Login using Windows Authentication
6.0.3
Dec 11, 2012
Ability to display searches with open parameters
Ability to e-mail shortcuts: Users can e-mail a shortcut to a record from Pivotal CRM for iPad. Users can also send a link to iPad users to default the Device Server URL.
Grid display option for dashboard queries: Customizers can choose to display a dashboard query as a grid. All the fields from the search result list will be displayed.
Login screen remembers recently accessed systems
New options and features in the Settings menu: Dates are now formatted based on the iPad’s Region Format as well as a date abbreviation formatting option found under Settings, Preferences in the Pivotal CRM App. The Offline Cache information found under Settings, Preferences in the Pivotal CRM App now includes information on the number of records cached. The iPad device log is now available from the Settings, Log menu in the Pivotal CRM App.
Options in Pivotal Toolkit for designing Pivotal CRM for iPad forms: The tokens used to design iPad forms in previous versions have been replaced by options in the Field Properties dialog box and the Segment Properties dialog box in Pivotal Toolkit.
Ability to display tasks in the iPad Action menu: Customizers can now display tasks that use the Record command on the iPad Action menu. For example, from a Company record, customizers can add the ability to create a New Opportunity.
Support for Search Result List Segments: Customizers can now display Search Results List segments on the iPad to view information such as lists of activities.
Support of multiple forms per table: Customizers can now define different forms to open for a specific table by specifying the form name in the secondary segment definition or the search results list definition. Customizers can also define a form descriptor which allows for a form-specific header to be displayed, overriding the record descriptor.
Ability to e-mail shortcuts: Users can e-mail a shortcut to a record from Pivotal CRM for iPad. Users can also send a link to iPad users to default the Device Server URL.
Grid display option for dashboard queries: Customizers can choose to display a dashboard query as a grid. All the fields from the search result list will be displayed.
Login screen remembers recently accessed systems
New options and features in the Settings menu: Dates are now formatted based on the iPad’s Region Format as well as a date abbreviation formatting option found under Settings, Preferences in the Pivotal CRM App. The Offline Cache information found under Settings, Preferences in the Pivotal CRM App now includes information on the number of records cached. The iPad device log is now available from the Settings, Log menu in the Pivotal CRM App.
Options in Pivotal Toolkit for designing Pivotal CRM for iPad forms: The tokens used to design iPad forms in previous versions have been replaced by options in the Field Properties dialog box and the Segment Properties dialog box in Pivotal Toolkit.
Ability to display tasks in the iPad Action menu: Customizers can now display tasks that use the Record command on the iPad Action menu. For example, from a Company record, customizers can add the ability to create a New Opportunity.
Support for Search Result List Segments: Customizers can now display Search Results List segments on the iPad to view information such as lists of activities.
Support of multiple forms per table: Customizers can now define different forms to open for a specific table by specifying the form name in the secondary segment definition or the search results list definition. Customizers can also define a form descriptor which allows for a form-specific header to be displayed, overriding the record descriptor.
6.0.2
Aug 30, 2012
Ability to choose the date format
New option to see the amount of space used by the offline data under Settings/Preferences
Ability to clear the offline data
New option to see the amount of space used by the offline data under Settings/Preferences
Ability to clear the offline data
6.0.1
Jul 27, 2012
Issue fixes
Improved handling of security group changes
Today button on date control
Improved icon for secondaries
Automatic addition of file extension
Improved handling of security group changes
Today button on date control
Improved icon for secondaries
Automatic addition of file extension
6.0.0
Mar 27, 2012
Pivotal CRM FAQ
Click here to learn how to download Pivotal CRM in restricted country or region.
Check the following list to see the minimum requirements of Pivotal CRM.
iPhone
iPad
Pivotal CRM supports English, German
