Pivotal ActivitiesThe business platform that
adapts to the way you work.
Pivotal Activities combines advanced contact management, activity tracking, appointment scheduling, and data-driven reporting. Custom fields on every record type let you track commissions, referral sources, billing status — anything your business needs — then surface it all on a dashboard you design.
Activity Tracking
Log every interaction. Track every dollar.
Every call, email, meeting, and follow-up logged in one place — linked directly to the contact it belongs to. Track billable time, mark items as invoiced, and automatically capture completed appointments as activities. Your entire history of client work is always at your fingertips.
- ✓Log calls, emails, meetings, and any custom activity type you define
- ✓Track billable minutes and invoiced status per activity
- ✓Auto-log completed appointments as activities with one click
- ✓Custom fields on activities — track commissions, outcomes, anything
- ✓Filter and report by type, billing status, date range, or agent
- ✓Export to CSV or print filtered activity reports
Sarah Johnson · 60 min · Jun 5
Commission
$3,200
Status
Pending close
Marcus Webb · 30 min · Jun 3
Lead Source
Referral
Next step
Send proposal
Custom fields on every activity
Track exactly what your business needs — commissions, outcomes, lead sources, and more.
Custom Fields
Track virtually anything — on every record type
Custom fields aren't limited to one area. Add unlimited fields to contacts, appointments, activities, and reminders. Your data structure matches your business, not the other way around.
Contacts
- ✓Referral source
- ✓Subscription tier
- ✓License number
- ✓Annual revenue
- ✓Preferred contact method
Appointments
- ✓Property address
- ✓Contract value
- ✓Session goals
- ✓Outcome
- ✓Follow-up required
Activities
- ✓Commission amount
- ✓Lead stage
- ✓Invoice #
- ✓Next action
- ✓Satisfaction score
Reminders
- ✓Priority
- ✓Escalation contact
- ✓Task category
- ✓Deadline type
- ✓Follow-up method
$18,400
Commissions this month
142 hrs
Billable hours (Jun)
3
Overdue reminders
94
Active clients
Clients by Lead Source
Data-Driven Dashboard
Turn your tracked data into business intelligence
Build a dashboard around the metrics that actually drive decisions. Display commissions, billable hours, lead sources, or any custom field you track. Every widget is configurable — set filters, date windows, and display formats that match how you manage your business.
- ✓Count and list widgets for appointments, contacts, activities, and reminders
- ✓Bar charts grouped and filtered by any custom field
- ✓8 date window options including custom ranges
- ✓Widget list items link directly to the underlying record
- ✓Drag-and-drop layout — arrange your dashboard your way
- ✓Org managers see team-wide data in one view
Advanced Contact Management
A contact record as rich as your relationship with each client
Go far beyond a name and phone number. Unlimited custom fields let you capture everything relevant to your practice — and powerful filtering lets you find exactly the right segment of clients in seconds.
- ✓Unlimited contacts with full contact details
- ✓Unlimited custom fields — text, number, currency, dropdown, date, yes/no
- ✓Filter by multiple fields simultaneously
- ✓Full appointment and activity history on every contact record
- ✓Import contacts from CSV
- ✓Export or print filtered contact lists
Sarah Johnson
sarah@example.com · (555) 234-7890
Company
Johnson Properties
Referral Source
Pivotal Referral
License #
RE-2041-WA
Annual Volume
$4.2M
Tier
Premium
Active Listings
3
14
Appointments
32
Activities
2
Reminders
Reports
Reporting built for how you actually need it
Filter across activities, billing, and reminders with date ranges, agents, types, and custom fields. Print or export what you find — for invoicing, reviews, or tax time.
Activity Reports
Filter by type, date, billing status, contact, and agent. See totals and breakdowns. Export to CSV or print.
- ✓Billable hours summary
- ✓Invoiced vs. uninvoiced
- ✓Activity by type breakdown
Billing Reports
See exactly what's been billed and what hasn't. Filter by date range and agent to generate invoice-ready reports.
- ✓Revenue by period
- ✓Outstanding billable time
- ✓Per-agent billing totals
Reminder Reports
Track upcoming and overdue reminders across contacts. Stay on top of follow-up commitments before they slip.
- ✓Overdue by contact
- ✓Upcoming this week
- ✓Completion rate by type
Your business type, your language
Choose a business type on setup and Pivotal Activities speaks your language throughout the entire app — no confusing generic labels.
Coaching
Client
Session
Real Estate
Buyer / Seller
Showing
Education
Student
Class
Fitness
Member
Training
Consulting
Client
Meeting
Don't see your business type? Build your own.
Create a fully custom type in just a few steps — choose what to call your contacts, name your appointment types, define your activity types, and add as many custom fields as your business needs. Update your setup at any time from Settings.
Everything works together from day one
A complete platform — not a collection of disconnected tools.
Advanced contact management
Unlimited contacts with unlimited custom fields. Track referral sources, license numbers, annual revenue, tier status — anything your business needs. Import from CSV, filter by any field.
Activity tracking & reporting
Log every client interaction linked to the contact it belongs to. Track billable time and invoiced status. Generate filtered activity and billing reports you can print or export.
Appointment scheduling
Schedule appointments linked to contacts with custom fields on every record. Set types, add notes, mark complete, and auto-log as activities. Supports calendar sync and client invites.
Configurable dashboard
Build a dashboard that shows what actually matters: commissions, billable hours, overdue reminders, lead sources. Count widgets, list widgets, and bar charts — all filterable by custom fields.
Reminders & notifications
Set follow-up reminders on any contact. Receive automatic email confirmations, 24-hour appointment reminders, weekly digests, and overdue alerts. All configurable.
Team & org management
Org managers see team-wide data across all agents in one view. Org plan covers all agents under centralized billing at $8/agent/month — ideal for teams on Pivotal Referral.
Powerful filtering
Filter appointments, contacts, and activities by status, type, date range, agent, or any custom field. Apply multiple filters simultaneously. Your filtered view persists as you work.
Export and print
Export appointments, contacts, or activities to CSV at any time, or print a filtered list directly from the browser. Your data is always yours, in whatever format you need.
Calendar integration
Connect Google Calendar, Microsoft Outlook, or both. Appointments sync automatically — events created, updated, and canceled in real time. iCal feed available for any other app.
Calendar Integration
Syncs with the calendars you already use
Connect Google Calendar, Microsoft Outlook, or both. Every appointment you create, update, or delete in Pivotal Activities is automatically reflected in your calendar — and invites are sent to your clients on your behalf.
- ✓Automatic event creation, updates, and cancellations
- ✓Attendee invites sent directly from your calendar
- ✓Conflict detection flags double-bookings before you save
- ✓RSVP tracking shows who has accepted or declined
- ✓iCal feed for any other calendar app
Potential conflict detected
You may be busy 2:00 PM – 3:00 PM (Google Calendar)
Simple, flat pricing
One plan. Everything included. No surprises.
$8
per month
- ✓Unlimited contacts
- ✓Unlimited appointments
- ✓Activity logging & billable time tracking
- ✓Unlimited custom fields on all record types
- ✓Custom dashboard widgets & bar charts
- ✓Activity, billing & reminder reports
- ✓Calendar sync (Google & Outlook)
- ✓Email confirmations, reminders & notifications
- ✓Export to CSV and print
- ✓iCal subscription feed
- ✓Org plan for teams: $8/agent/month
Ready to see your business clearly?
Start your free trial and build the system your business actually needs.
Have questions or need more information? info@pivotalactivities.com