Product detail

PivotalFS Core comprehensively incorporates:

Mortgages and Financial Planning

From Lead capture to sales management, client correspondence, and customisable compliance controls to meet FCA regulation.

  • Sales Administration: process management, letter production, fee and commission tracking.
  • Management Reporting: Lead management, IFA performance, banking and commissions reconciliation.
  • Third party integrations with Twenty7Tec, SmartSearch, AdobeSign, StayPrivate and Microsoft PowerBI
  • Integration with external General Account platforms such as Netsuite

PivotalFS for General and Commercial Insurance

An additional Add On module aimed at supporting Independent General and Commercial insurance Brokers that leverage all the same core functional elements of the Financial Services platform

  • Lead capture to sales management, client correspondence, and customisable compliance controls
  • Sales Administration: process management, letter production, fee and commission tracking.
  • Management Reporting: Lead management, Consultant and business performance, banking and commissions reconciliation.

 

A flexible choice of Deployment

Whatever your organization requires, Pivotal CRM can be deployed to suit it. Whether on your own premises, completely in the cloud backed by the security of Azure or AWS, or a hybrid of the two, PivotalCRM offers highly flexible deployment options.

The infrastructure and managed services team work with your requirements to design the best deployment solution for your business.

PivotalFS for Small Business

Not just for large organisations – using Microsoft Azure and a single Virtual Windows Server model we are able to implement cost effect CRM solutions that smaller clients can be confident in.  With this model we can provide dedicated implementations that support personalisation, growth and scalability without loss of data ownership.

PivotalFS with PowerBI

Are you getting the most from your business data? Could you automate more processes?

Microsoft PowerBI is the powerful data visualization tool included in the Microsoft 365 product suite.  Harness the power of your business information through the use of reports and dashboards.

We can help you implement PowerBI solutions that unleash the power to make data driven decisions.

PivotalFS with SharePoint Online

Microsoft SharePoint Online provides a broad and rich suite of features, however to fully benefit from these often requires a little help.

PivotalFS can use your SharePoint Online platform to store documents, files and other important information linked to your clients and business partners.  It is then available to you through the enhanced document management tools that SharePoint Online provides.

We can help with:

  • SharePoint Branding
  • SharePoint Intranets and Extranets
  • Custom Development
  • SharePoint Training and Rollout
  • Power platform development, Power BI and Power Automate

Customisation of PivotalFS and Project Management

For over 30 years the team at Pritchard Consulting have been involved in designing and building bespoke business applications across a wide range of business sectors.  Our skills include all stages of the project lifecycle, including the business change process, business analysis, application development and project management.

We are able to provide full project management, consultancy services and infrastructure support for your PivotalFS implementation.