Who is this service for?

Enterprise businesses across a variety of industries.

About Pega CRM

Pegasystems offers a transformational approach to CRM with products that help you build strong, long-lasting and profitable relationships with your customers. Pega's Customer Process Manager (CPM) is built on our core BPM capabilities, and is also available with industry-specific models, processes and interfaces for financial services, healthcare, and insurance.

Average rating 3.8/5

Total score
3.8
“Ease of use
3.8
User support
3.8
Features
4.2

Product details

Starting price:

1usd / per month
more about prices

Free trial:

Yes, get demo

Desktop & Mobile Platforms:

Mac

Windows

Cloud, SaaS, Internet

Training:

Documentation

Online

Support:

Working hours

Online

Software Developer

Pegasystems
http://www.pega.com
Set up in 1983
United States

Features

Activity Dashboard
Alerts/Notifications
Appointment Scheduling
Audience Targeting
Calendar/Reminder System
Call Logging
Campaign Management
Cataloging/Categorization
Collaboration Tools
Commenting/Notes
Customizable Branding
Customizable Reports
Customizable Templates
Document Management
Document Storage

Drag & Drop Editor
Email Marketing
Email Templates
Feedback Management
Full Text Search
Interaction Tracking
Internal Chat Integration
Knowledge Management
Lead Generation
Lead Management
Lead Qualification
Lead Scoring
Marketing Automation
Medical History Records
Mobile Access
Mobile Interface
Multi-Language
Patient Communications
Patient Management
Physician Management
Predictive Analytics
Quotes/Estimates
Reporting/Analytics
Rich Text Editor
Sales Pipeline Management
Segmentation
Self Service Portal
SEO Management
Social Media Integration
Task Management
Territory Management
Third Party Integrations
User Management
WYSIWYG Editor

Alternatives Pega CRM


V
Verified Reviewer

«Enterprise Level CRM Tool by Pega systems»

Usability

Support

Features

4

Overall rating

Benefits:

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.

Drawbacks:

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

September 21, 2021
Feedback source: the Internet
N
Naresh G.

«Review of Pega CRM»

Usability

Support

Features

5

Overall rating

Benefits:

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.

Drawbacks:

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.

September 13, 2021
Feedback source: the Internet
M
McGarey t.

«Edge back office»

Usability

Support

Features

3

Overall rating

In sum:

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

July 13, 2021
Feedback source: the Internet
M
Myca A.

«CRM and BPM for "The Rest of Us"»

Usability

Support

Features

3

Overall rating

Benefits:

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.

Drawbacks:

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.

In sum:

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.

July 11, 2021
Feedback source: the Internet
Jaikaran S.

«Powerful for the purpose it's built for»

Usability

Support

Features

4

Overall rating

Benefits:

After getting the hang of Pega, it changes the traditional BPMN techniques with rather advanced charts to help the users.

Drawbacks:

Learning Pega was a challenge, it doesn't use traditional BPMN and also forming processes has a completely different way, but it provides with a lot of reference material.

In sum:

It is just great after you've transitioned into learning how it works.

May 16, 2021
Feedback source: the Internet
V
Verified Reviewer

«Give this one a pass»

Usability

Support

Features

2

Overall rating

Benefits:

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.

Drawbacks:

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

April 7, 2021
Feedback source: the Internet
Robel T.

«PEGA review»

Usability

Support

Features

4

Overall rating

Benefits:

- 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.

Drawbacks:

- 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.

In sum:

- 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

March 30, 2021
Feedback source: the Internet
J
Jaleel B.

«Very Robust application with many open issues»

Usability

Support

Features

3

Overall rating

Benefits:

Features

Drawbacks:

Performance

In sum:

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

March 26, 2021
Feedback source: the Internet
V
Verified Reviewer

«Pega Tool Reviews»

Usability

Support

Features

4

Overall rating

Benefits:

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

Drawbacks:

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

In sum:

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

March 19, 2021
Feedback source: the Internet
K
Kerry-ann H.

«Pega CRM»

Usability

Support

Features

5

Overall rating

Benefits:

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.

Drawbacks:

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.

In sum:

My overall experience with Pega has been wonderful.

February 14, 2021
Feedback source: the Internet