Pega CRM Features

Pega CRM

Innovative technology, proven results

3.83/5 (12 reviews)

Pega CRM Feature Summary

  • Web based
  • Customer retention
  • Customer acquisition
  • Video demo
  • eBooks
  • Online support
  • Call centre integration
  • Mobile friendly
  • Live reports
  • Real-time analytics
  • Fraud detection
  • Cross/Up-selling
  • Sales automation
  • Customer relationship management
  • Service differentiation
  • Client on-boarding
  • Lead generation
  • Campaign tracking/management
  • Multi-channel access
  • Customer service

Competitor Feature Comparison

API
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
CRM Integration
Calendar Management
Calendar Sync with Google
Categorization
Client Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customer Accounts
Customer Activity Reporting
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Alerts
Email Integration
Email Notifications
Filtered Views
Forecasting
History Tracking
Labeling
Lead Assignment
Lead Management
Lead Nurturing
Meeting Management
Mobile Integration
Monitoring
Multi-Currency
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Real Time Reporting
Receiving
Recurring Tasks
Reminders
Reporting & Statistics
Role Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Secure Data Storage
Secure Login
Single Sign On
Status Tracking
Summary Reports
Tagging
Task Management
Task Scheduling
Task Tracking
Template Management
Third Party Integration
To-Do List
Visual Analytics
Web Forms
Workflow Management
Learn moreCompare App
API
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
CRM Integration
Calendar Management
Calendar Sync with Google
Categorization
Client Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customer Accounts
Customer Activity Reporting
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Alerts
Email Integration
Email Notifications
Filtered Views
Forecasting
History Tracking
Labeling
Lead Assignment
Lead Management
Lead Nurturing
Meeting Management
Mobile Integration
Monitoring
Multi-Currency
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Real Time Reporting
Receiving
Recurring Tasks
Reminders
Reporting & Statistics
Role Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Secure Data Storage
Secure Login
Single Sign On
Status Tracking
Summary Reports
Tagging
Task Management
Task Scheduling
Task Tracking
Template Management
Third Party Integration
To-Do List
Visual Analytics
Web Forms
Workflow Management
Visit WebsiteCompare App
API
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
CRM Integration
Calendar Management
Calendar Sync with Google
Categorization
Client Management
Configurable Workflow
Contact Database
Contact History
Contact Management
Custom Fields
Customer Accounts
Customer Activity Reporting
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Filtering
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Document Storage
Drag & Drop Interface
Duplicate Detection
Email Alerts
Email Integration
Email Notifications
Filtered Views
Forecasting
History Tracking
Labeling
Lead Assignment
Lead Management
Lead Nurturing
Meeting Management
Mobile Integration
Monitoring
Multi-Currency
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Real Time Reporting
Receiving
Recurring Tasks
Reminders
Reporting & Statistics
Role Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Secure Data Storage
Secure Login
Single Sign On
Status Tracking
Summary Reports
Tagging
Task Management
Task Scheduling
Task Tracking
Template Management
Third Party Integration
To-Do List
Visual Analytics
Web Forms
Workflow Management
Visit WebsiteCompare App

Pega CRM Feature Reviews

10 reviewers had the following to say about Pega CRM's features:

Anonymous
(Retail company, 501-1000 employees)

Pega Tool Reviews

2019-10-30

Overall, I have had a very good experience using Pega as a tool and would definitely recommend it to my colleagues.

Pros

The case management feature is very convenient to use.

Cons

Better customer support.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Naresh Gunda

Review of Pega CRM

2018-12-19

Pros

It is a very nice software tool which can be used for CRM. It is very Dynamic and flexible to operate the tool. This can be easily operated with zero coding knowledge.

Cons

Integrations with other software and connections to email server is not secure and is little complex.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Give this one a pass

2018-04-27

Pros

Works very well with legacy data and can be fairly easily customized for a specific client interaction type.

Cons

Everything is an extra cost, every feature requires custom development.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 501-1000 employees)

Build your application quickly

2019-08-15

Based on the processes defined by the business area of the company, we have designed and built the logic using the components provided by Pega to save time building the application.

Pros

It has a wide range of prefabricated components with the best practices which reduce the chances of errors and reduce built time.

Cons

Likewise, its continuous integration must be improved since working with branches makes it difficult to make the merge of the work of several people.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 10001+ employees)

Enterprise Level CRM Tool by Pega systems

2019-05-24

Pros

Multi-channel customer recognition capacities to provide complete data capture capabilities. 3.

Cons

Making customization can be quite challenging technically and also later maintenance also may become cumbersome.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Myca Alford

CRM and BPM for "The Rest of Us"

2018-02-08

I'm happy to say we have ZERO custom code and even though we're not quite live, we have already gone through an upgrade with ZERO problems with compatibility.

Pros

Sure, Microsoft Dynamics and SalesForce Cloud provide key CRM functionality at a reasonable price -- but both require significant and ongoing investments in consulting time, something that is tough for nonprofits to budget for.

Cons

Word to the wise, no matter what the sales team says, take the time to bring your implementation team onsite before you agree to use them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Jaleel Babu

Very Robust application with many open issues

2016-10-06

I see many issues when it comes to the performance and UI of the applicaiton and the features what PEGA is providing is amazing.

Pros

Features

Cons

Performance

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

6/10

Recommendations to others considering Pega CRM

No

Source: Capterra
Helpful?   Yes   No
Read more
sibin Marattil

Pega for Sales Force Automation

2016-10-04

Pega's version 7 fro sales force automation (SFA) is a big change from prior versions and has a UI that competes with leading SFA CRM Salesforce.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Robel Tamene

PEGA review

2018-08-06

- I enjoy using PEGA CRM, very efficient, fast, rarely crashes and allows me to give a customer a great customer service experience over the phone

Pros

- Rarely crashed and was very efficient in processing customer credit card requests.

Cons

- Certain processes for a customer couldn't be done in PEGA and another software had to be used (for example removing an overlimit block on customer credit card).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
McGarey tamie

Edge back office

2016-10-05

Unable to work well with Salesforce really need to see the complete 360 of the customer. Would like seamless integraion

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more