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Pega CRM Features

Features Summary

Functionality

4.2

/5

13

Total features

20

4 categories

Pega CRM features

Alerts / Escalation
Contact Management
Customer Database
Email Management
Email Marketing
Interaction Tracking
Internal Chat Integration
Knowledge Base Management

Common features of CRM software

API
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
CRM
Calendar Management
Calendar Sync

Price starts from

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No pricing info

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

4.2

/5

13

Price starts from

ic-pricetag

No pricing info

learn more

Total Features

20

Unique features

  • Knowledge Base Management

  • Support Ticket Management

Functionality

4.4

/5

17K

Price starts from

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No pricing info

visit website

Total Features

156

Features in Common

15

Unique features

  • Multi-Campaign

  • Document Storage

  • Social Media Integration

  • Document Management

Functionality

4.2

/5

5.6K

Price starts from

20

/user

Per month

learn more

Total Features

205

Features in Common

17

Unique features

  • Social Promotion

  • Project Management

  • Churn Management

  • Customizable Fields

Common Pega CRM comparisons

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Pega CRM logo
Dynamics 365 logo
Pega CRMvsDynamics 365
Pega CRM logo
Salesforce Sales Cloud logo
Pega CRMvsSalesforce Sales Cloud
Pega CRM logo
Infor CRM logo
Pega CRMvsInfor CRM

Reviewers who mentioned features said:

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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PEGA review

Reviewed 4 years ago

- 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. Took me only 1 day to be comfortable with software, was used to handle maintenance and changes of credit card accounts for TD Canada Trust bank.

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). Would be improved if all processes can be done through PEGA software.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

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Give this one a pass

Reviewed 4 years ago
Pros

There are deep cases where a product like Pega would thrive. However, increasingly these feel like edge cases as the market is very mature now. Works very well with legacy data and can be fairly easily customized for a specific client interaction type.

Cons

It is easily the hardest application to work with that I have ever supported. Pega itself provides little insight into changes and things like secure connections to email servers. Everything is an extra cost, every feature requires custom development. It was pitched as a turnkey solution but has been anything but

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Enterprise Level CRM Tool by Pega systems

Reviewed 3 years ago
Pros

1. The software has customer service modules also integrated along with usual sales, marketing and CRM functionalities. 2. Multi-channel customer recognition capacities to provide complete data capture capabilities. 3. Since Pega is mainly BPM centric, a large number of clients have been able to find eligible use case an implemented Pega.

Cons

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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CRM and BPM for "The Rest of Us"

Reviewed 4 years ago

Overall, Pega is an ideal solution for organizations with complex needs and deep data sets that need to stay in touch with their constituents or customers. The beauty of Pega is the flexibility of the platform. 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

For a mid-sized nonprofit, Pega is a lifesaver. 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. With Pega CRM, we are able to gain an enterprise-scale CRM solution PLUS a business process automation tool that can (eventually) be administered internally.

Cons

Our implementation partner, Serendebyte, was not ideal. We had multiple challenges with attempting to get them to complete the agreed-upon scope. 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. Don't even trust a phone call! We didn't get the same team we talked to in the partner interview, and it showed.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Pega CRM

Reviewed 10 months ago

My overall experience with Pega has been wonderful.

Pros

The windows of communication are awesome, The security to interact with departments to sync with each other to provide a more meaning full and accurate decision making before getting back to the caller.

Cons

Certain data may have human flaws, such as grammar or old updates that may not be completely relevant to the caller or customers now status.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Pega Tool Reviews

Reviewed 3 years ago

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. The user interface is very intuitive. Provides support to both front end and back end applications

Cons

So far not many. Pricing structure can be made better as compared to the competitors. Better customer support.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Edge back office

Reviewed 6 years ago

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

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Review of Pega CRM

Reviewed 4 years ago
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. All these features are available with extra costs since it requires a custom development.