CDC Software for Professional & Business Services

Leveraging your firm’s most important assets: your customers.

CRM Built for Service: Demo.

Find out how your front line can deliver superior, streamlined services with CDC Pivotal CRM.

Yes, it’s legal.

A major international law firm leverages CDC Pivotal CRM to support its partners and fee-earners, increasing cross selling and referrals.

Customer Case Studies

Learn how FPD Savills 1000 users across marketing, sales, finance and HR use CDC Pivotal CRM for property services.
Read the case study

What can we help you with today?

+1 (770) 351-9600

Customer-driven solutions to your unique challenges.


How would you like to have an integrated platform and applications to support the unique requirements of your professional and business services? By managing client information through CDC solutions, you gain a single, unified view that facilitates collaboration and helps target additional revenue streams. Plus, you can be seamlessly connected to the entire organization and intuitively using standardized business processes to reliably deliver a high level of service.

Learn how our unique capabilities support your Professional or Business Services organization:

Marketing Automation

CDC Marketing Automation lets marketers harness their data to conduct segmented, personalized electronic communications quickly and cost-effectively across multiple channels.

Customer Relationship Management

Maximize revenue-generating opportunities, improve the accuracy of orders, collaborate with distributors and partners, and provide unrivaled customer service.

Social CRM

Embeds functionality into your existing Pivotal CRM system that enables your users to easily use Twitter, LinkedIn, and Facebook for useful activities such as finding relationships, managing events, finding leads, and more, uncovering the practical business value of social media channels.

Other products & solutions:

Case Study

CDC Pivotal takes Savills from Victorian to Virtual

Case Study

CMS Cameron McKenna Gets Streamlined