System integration
Your CRM, your ERP, and your inbox all disagree. Every report pays for it.
Pivotly is system integration software that connects the tools you already run, your CRM, your ERP, your inbox, into one governed layer. So the handoffs happen on their own and everyone's finally working from the same numbers.
CRMAcme Corp
ERPPO-4021
InboxMar 14
AccountAcme Corp
Open POPO-4021
Last touchMar 14
Before and after
Same systems, a completely different day.
Today
Every answer means checking three systems.
A straight answer means opening the CRM, the ERP, and a couple of spreadsheets and reconciling them by hand. Your people lose more time shuttling data between apps than they ever spend using it.
With Pivotly
One source of truth, synced on its own.
The systems you already run share one version of the truth, and the handoffs happen on their own. Lists build themselves, updates carry across, and people stop copying data from one screen to another. Same team, more output.
One layer, not another tool
You see and control every connection.
Take one account, Acme Corp. The deal lives in your CRM, the open PO in your ERP, and the last email in someone's inbox, and pulling it up in all three usually gives you three different answers. Pivotly keeps them synced to one governed record, so the account, the PO, and the last touch always agree, and everyone sees the same truth, and you stay in control of it.
- One governed layer, not another integration project
- Every connection visible and controlled by you
- Data cleaned and agreed once, before it hits a report
Find your team
The same problem, tailored to your team.
Procurement
Vendor emails in Outlook that should be purchase orders in the ERP, approvals bouncing between inboxes.
See the Procurement view →
Preconstruction
Bid data, the ERP, and the field each telling a different story about the same job.
See the Preconstruction view →
IT
Point tools and integrations wired together in ways you can't see, secure, or govern.
See the IT view →
Sales
The dialer, the CRM, and the inbox that never quite agree on where a deal stands.
Coming soon
Operations
Order status split across the ERP, the 3PL portal, and a tracking sheet that never match.
Coming soon
Finance
AP approvals reconciled by hand across the inbox, the ERP, and the bank portal.
Coming soonA full role's worth
of added work absorbed, without adding headcount
DMC's vendor emails used to pile up in an inbox and get keyed into the ERP one purchase order at a time. Pivotly wired the inbox to the ERP so the POs draft themselves and route for approval on one screen, and the same team took on the added volume without adding people.
DMC Manufacturing, procurement automation
Trusted by teams that can't afford to get the data wrong
Bringing IT along?
Governance is what lets IT say yes.
The systems your team connects stay under your control, human-in-the-loop, with every connection visible and every action logged. So IT can see it, control it, and sign off, instead of finding out after the fact.
See how Pivotly governs AI & apps →Your data stays yoursYou decide who and what can reach it.
Human in the loopPeople approve what ships.
Audit-readyEvery action is logged.
Get started
See it on your own systems.
Tell us where two systems should agree but don't. We'll wire a slice together and set up a working session so you see it running on your own stack.
CRM
ERP
What are you building today?
Describe the outcome, Pivotly does the rest.
Nice. Where should we send it?
You're in.
Thanks. We'll reach out shortly to set up your working session.
A quick gut check
No. Pivotly connects the tools you already run, it doesn't replace them. Your CRM, ERP, and inbox stay put, they just finally agree.
Those move data between systems but don't organize or govern it, so they turn into one more thing to babysit. Pivotly is the layer underneath where data gets cleaned, connected, and governed once.
You do. It stays yours, governed and logged the whole way through, and you decide who can reach it.
Weeks, not quarters. Point us at two systems that should agree and we'll wire a slice together in a working session.
Or start with your team
