Picking up where you left off.
Book a 1Record Working SessionSee one shared record on your own data.
Every system and every person at your business knows something different about the same data. In a free 1Record Working Session, your team and ours map one shared record at one whiteboard, on your own data, and you leave with a build plan.
- Works with the systems you already run
- Runs in your own tenant
- SOC 2 compliant
- Nothing due until week six
Which data is the mess?
Pick the one that costs you the most time. We'll shape the session around it.
Which systems disagree?
Name two or more. A spreadsheet counts.
Where do we reach you?
We'll reach out within one business day to set a time.
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You're in.
Thanks. We'll reach out within one business day to set up your 1Record Working Session. Bring the people who work with that data every day.
Works with the systems you already run
What to expect
What happens in your 1Record Working Session.
- 1
Your team and ours, at one whiteboard
Bring the people who work with the data that costs you the most time. Together we walk every step it passes through, the systems it lives in and where it breaks. A spreadsheet counts.
- 2
Your record, defined
We agree what one shared record should hold, piece by piece: who owns each part, and which system wins when two disagree. A person on your side approves the disagreements, and only the approved version goes back out.
- 3
You leave with a build plan
The first three things worth building on the record, what could retire as contracts end, and the value in your own numbers. If you go ahead, a working draft on your own data follows in a week.
Before
Job 24-118Riverside Clinic
Riverside ClinicOne ID across Procore and your project tracker
Job 24-118Riverside ClinicSpreadsheetRiverside ClinicPhase 2
After
Riverside ClinicOne ID across Procore and your project tracker
Before
Jordan RiveraID 10482Denver
J. RiveraID 88-310Boulder
After
Jordan RiveraOne ID across Workday and ADP
Jordan RiveraID 10482DenverJ. RiveraID 88-310BoulderJordan RiveraOne ID across Workday and ADP
Before
Halden HealthAcct 0031
Halden Health PartnersCo. 7720
After
Halden HealthOne ID across Salesforce and HubSpot
Halden HealthAcct 0031Halden Health PartnersCo. 7720Halden HealthOne ID across Salesforce and HubSpot
Before
Calder Supply CoV-2209
Calder Supply CompanySUP-415
After
Calder SupplyOne ID across NetSuite and Coupa
Calder Supply CoV-2209Calder Supply CompanySUP-415Calder SupplyOne ID across NetSuite and Coupa
Before
Harbor East LLCEntity 04
Harbor East LLCOne entity ID across Sage Intacct and your close workbook
Harbor East LLCEntity 04SpreadsheetHarbor EastE-4 (old code)
After
Harbor East LLCOne entity ID across Sage Intacct and your close workbookWritten back to both systems
No slideshow and no demo account. We work on your data, starting with the record you picked.
The terms
A working draft in a week. Nothing due until week six.
Start with the data that hurts most, and see it working on your own systems before you pay for it. "Working" is defined in writing before we start, and if you stop before then, you owe nothing. Risk-free, not free.
- SOC 2 compliant
- Runs in your own tenant
- Masking by role
- Row-level security
- Every change audited
- A person approves every change
Before you book.
Bring the people who work with your data. Leave with a build plan.
Book a 1Record Working Session →Your team and ours, at one whiteboard. Bring the data that costs you the most time (projects, employees, customers, vendors or financials) and the people who work with it. We walk every step it passes through and where it breaks, agree what one shared record should hold and which system wins, and you leave with your record mapped and a build plan. It's your data, not a demo account.
No. Pivotly works with the systems you already run, including Workday, ADP, Salesforce, NetSuite and Procore. It sits under them, keeps one shared record across them and writes corrections back to each one. You keep your contracts. If you later retire a duplicate tool, that's a saving you choose, not a requirement.
An MDM implementation usually means a separate tool, a long setup and a data team to keep the list. Pivotly starts with one category of data and combines it into one shared record under the systems you keep, written back to the source, with a person approving changes. Every team works on it, not just a data team. You see a working draft in a week, and nothing is due until week six.
There's one copy, and it's the one everybody agrees on. It lives in your own tenant, a person approves what gets in, and the approved version is written back to every system. Reading data where it lives saves you moving it, but you still get every version that disagrees. If the data isn't right, it doesn't flow.
Nothing is due until week six. You'll see a working draft on your own data in a week, "working" is defined in writing before we start, and if you stop before then, you owe nothing. Pricing is shared on the call.
Pivotly runs in your own tenant, so your data stays in your environment. We're SOC 2 compliant. Access is controlled with masking by role and row-level security, every change is versioned and audited, and a person approves changes to a record. You own the mappings and the reconciled data.
HR and payroll systems like Workday, ADP and UKG; CRMs like Salesforce and HubSpot; ERPs like NetSuite, Dynamics 365 and Sage Intacct; and project and procurement tools like Procore and Coupa. Spreadsheets count too. If yours isn't listed, name it in the form and we'll tell you on the call.
