Pivotly
Pivotly is a smart integration hub focused on simplifying business technology stacks with an emphasis on unification, automation, and enhancement. Unlike traditional ERP systems, Pivotly connects data
What is Pivotly?
Pivotly is an integration platform that connects your existing business software without replacing it. Rather than implementing a traditional ERP system, Pivotly acts as a central hub linking your data across tools like Salesforce, Tableau, and other platforms. It automates routine workflows between these systems and lets you build custom applications to fill gaps in your technology stack. The platform is designed for quick setup and scaling, so you can connect new tools and processes without lengthy implementation periods.
Key Features
Data integration
Connect and synchronise data across multiple business applications and databases
Workflow automation
Set up automated processes between connected systems to reduce manual work
Custom application development
Build custom tools using Pivotly's components without extensive coding
AI-powered automation
Use AI capabilities through Pivotly Prompt to automate more complex tasks
Multi-platform support
Integrate with popular platforms including Salesforce, Tableau, and others
Data governance
Manage access controls and data compliance across your connected systems
Pros & Cons
Advantages
- Avoids the cost and disruption of replacing existing systems; works alongside your current tools
- Faster deployment compared to traditional ERP implementations
- Flexible approach to automation; you can build custom solutions for specific business needs
- Scalable architecture allows you to add new integrations and automations as your business grows
Limitations
- Effectiveness depends on your existing systems; if your core tools have poor data quality or APIs, integration becomes more difficult
- Requires some technical knowledge to set up custom workflows and applications; not entirely no-code
Use Cases
Automating data synchronisation between your CRM and accounting software to avoid manual entry
Building a custom dashboard that pulls data from multiple platforms to give management a single view
Connecting your e-commerce platform to inventory management and shipping systems automatically
Automating approval workflows that span across different business applications
Creating lightweight internal tools for specific business processes without custom development