Pivotly Core
The space between your systems is costing you more than you think.
Your team is manually moving data between systems that should be talking to each other.
Pivotly Core closes that gap. We connect your systems, activate the data trapped between them, and give your team a single source of truth. No replacement required.
Book a free Data Workflow Audit
We map your data flows identify the gaps show you what it costs no pitch required
Where data gets lost today
ERP
Procore, Sage, Viewpoint
Gap
CRM
HubSpot, Salesforce
Gap
Documents
PDFs, RFPs, Spreadsheets
Gap
Everything else
Dispatch, ops, custom tools
Clean but siloed
Re-keyed by hand
Incomplete
Lost or delayed
Unstructured
Never makes it in
Disconnected
Your team is solving a systems problem with people.
When data doesn't move automatically between your tools, someone has to move it. That someone is usually your most capable operator.
Right now
With Core
Your people
Skilled operators spend hours each week copying records between systems. They do it because no one has fixed it.
Your people
Data moves automatically. The work that was costing you their best hours disappears.
Your data
Three systems.Someone reconciles them every Monday morning. Decisions made on Friday are already wrong by then.
Your data
One source of truth. The Monday reconciliation meeting doesn't exist anymore because there is nothing to reconcile.
New tools
Every new system adds two new handoff points. Someone builds a workaround. The workaround becomes load-bearing.
New tools
Core sits between your systems. New tools connect to Core, not to each other. Adding a system does not add complexity.
Accountability
The data moved through a spreadsheet, an email, and a Slack message before it landed somewhere wrong. The audit trail is a person's memory.
Accountability
Every data movement and change is traceable. When something goes wrong, you know exactly where, when, and why. In seconds, not days.
A platform that sits between your systems and handles everything in the gaps.
Core doesn't replace your tools. It connects them, ingesting data from wherever it lives, verifying it before it moves, governing every handoff, and syncing clean records to wherever they need to go.
01
Ingest
Core connects to your existing sources and pulls data automatically as it arrives. If it exists somewhere in your operation, Core can bring it in.
02
Verify
AI does the extraction. Your team does the confirmation. Core processes incoming data and flags anything that needs a human decision.
03
Govern
Core maintains a full transaction log across every workflow it touches. When something goes wrong, you know in seconds, not after a three-day investigation.
04
Sync
Verified records are delivered to your downstream systems automatically. No copy-paste. No re-keying. The right data is in the right place before anyone has to ask.
We Plug Into Your Existing Stack
From cloud CRMs and legacy ERPs to data warehouses and everything in between, Pivotly Connect is built to integrate with the heart of your operations.
Five capabilities. One platform.
Core is built around a set of configurable capabilities that work together to close your data gaps. Each one is a layer in the same system — not a set of disconnected tools you have to stitch together yourself.
Integrations
Core connects to your existing systems without replacing them. Pull data in from ERPs, CRMs, document repositories, email inboxes, APIs, and custom tools. If it has data, Core can reach it.
ERP CRM Email API Custom systems
Data cleansing
Core normalizes, deduplicates, and structures incoming data before it moves anywhere. What goes in messy comes out clean. No manual cleanup required downstream.
Normalization Deduplication Structuring Validation
Workflows
Build automated sequences that move data between systems, trigger actions, and route records based on conditions. The handoffs that happen manually today happen automatically tomorrow.
Automated routing Conditional logic Scheduled triggers
Rules engine
Define the logic that governs how your data moves. What gets flagged for review, what gets approved automatically, and what gets rejected before it touches a downstream system. Your operating rules, encoded once, enforced always.
Approval logic Flag and review Auto-rejection Custom thresholds
Micro apps
Lightweight review interfaces built on top of your Core workflows. Your team uses them to inspect, confirm, and approve data before it moves downstream. The human-in-the-loop step, designed to be fast, not a bottleneck.
Review interfaces Approval flows Per-workflow UI
Is Pivotly Core right for me?
Check every one that applies to your organization
0 of 6 checked
Your team manually moves data between systems on a regular basis.
Exports, copy-paste, re-keying records from one tool into another. If this is weekly or daily for more than one person, you have a gap Core can close.
Different systems show different versions of the same data.
Your ERP says one thing. Your CRM says another. Someone reconciles them manually. Decisions get made before the reconciliation happens.
You receive high volumes of documents that contain data your systems need.
PDFs, RFPs, forms, emails with attachments. The information is in there. Getting it into your tools requires a person to open each one and extract it.
When something goes wrong with your data, it takes days to trace where it happened.
No audit trail. No log of what moved where. The investigation involves asking people what they remember doing last Tuesday.
Every new tool you add creates a new manual handoff point.
Someone builds a workaround to connect it to everything else. The workaround becomes permanent. No one has time to fix it properly.
You have tried automation tools before and they broke when the data got messy.
Zapier, Make, or a homegrown script that worked until it didn't. General automation tools assume clean inputs. Core is built for the reality that data rarely arrives clean.
Fewer than 2 signals
Core may be more than you need right now. If your data flows are mostly working, we are probably not the right fit at this stage. Come back when the complexity grows.
2 to 3 signals
You have a real gap and it is costing you. A Data Workflow Audit would show you exactly where and how much. Most organizations in this range find that one or two Core workflows eliminate 60 to 80 percent of their manual data movement.
Book a free Data Workflow Audit4 or 6 signals
Core is built for organizations exactly like yours. The gap is structural, it is costing you daily, and it is not going to fix itself. A Data Workflow Audit will map every gap, quantify the cost, and show you what a Core deployment looks like for your specific operation.
Book a free Data Workflow AuditNot a pitch. Just a conversation about your data.
Tell us where your team is moving data by hand. We will show you where the gaps are, what they cost, and what closing them could look like.
No slides. No pressure. No follow-up you did not ask for.
