Pega CRM

Review of Pega CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

About Pega CRM

Pega CRM is an enterprise-level customer relationship management (CRM) solution by Pegasystems that integrates sales, marketing and customer service capabilities into one solution. It also offers end-to-end automation and real-time artificial intelligence capabilities to drive insights around customer engagements. Pega CRM's marketing feature provides tools to recognize and analyze customers' behavior and suggest the next best action for each customer. It can capture and connect customer's conversations across multiple channels to anticipate and stimulate their journey. The Sales Media Manager feature helps in identifying possible leads and opportunities within the sales pipeline. The solution supports integration with Outlook, Gmail and other Email service providers to manage emails and schedule meetings from a single interface. Pega CRM is suitable for very large companies that need to process high volumes of complex customer inquiries. Due to its BPM-centric, model-based design, Pega CRM is designed to serve industries with frequent changes in high-complexity processes, such as healthcare, insurance and financial services.

Pega CRM Screenshots

Pega CRM Features

Features of Pega CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management

Pega CRM Integrations

Microsoft Outlook logo
Microsoft Outlook

Customer Reviews

See why people love Pega CRM

5 Star
50%
4 Star
30%
3 Star
10%
2 Star
10%
1 Star
0%
Robel T.

Robel T.

Verified User

Environmental Services · 51-200 employees

Used daily for more than 2 years
Dec 22, 2025

PEGA review

- 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

What they liked
  • - 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
Room for improvement
  • - 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

Kerry-ann H.

Verified User

Insurance · 501-1000 employees

Used daily for less than 2 years
Dec 22, 2025

Pega CRM

My overall experience with Pega has been wonderful.

What they liked

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

Room for improvement

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

Verified Professional

Banking

Used weekly for less than 2 years
Dec 22, 2025

Give this one a pass

Banking

What they liked
  • 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
Room for improvement
  • 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

Verified Professional

Computer Software · 501-1000 employees

Used daily for less than 2 years
Dec 22, 2025

Build your application quickly

I use this tool daily to develop a CRM for a client in the area of tourism. 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.

What they liked
  • You can develop a web application from 0 without writing a single line of code
  • With its model-based approach it allows you to diagram your processes and from there build all the logic that your application needs
  • It has a wide range of prefabricated components with the best practices which reduce the chances of errors and reduce built time
Room for improvement
  • To solve very specific needs of your application you need to adapt to the limits of this tool since you do not write code in it
  • Likewise, its continuous integration must be improved since working with branches makes it difficult to make the merge of the work of several people

Verified Professional

Information Technology and Services · 10000+ employees

Used daily for more than 2 years
Dec 22, 2025

Enterprise Level CRM Tool by Pega systems

Information Technology and Services

What they liked
  • 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
Room for improvement

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

Myca A.

Verified User

Philanthropy · 51-200 employees

Used daily for less than 6 months
May 28, 2026

CRM and BPM for "The Rest of Us"

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.

What they liked
  • 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
Room for improvement
  • 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

Verified Professional

Retail · 501-1000 employees

Used weekly for less than 6 months
May 28, 2026

Pega Tool Reviews

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

What they liked
  • 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
Room for improvement
  • So far not many
  • Pricing structure can be made better as compared to the competitors
  • Better customer support
Jaikaran S.

Jaikaran S.

Verified User

Information Technology and Services · 2-10 employees

Used other for less than 6 months
May 28, 2026

Powerful for the purpose it's built for

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

What they liked

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

Room for improvement

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

Jaleel B.

Verified User

Information Services · 51-200 employees

Used unspecified for unspecified
May 28, 2026

Very Robust application with many open issues

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

What they liked
  • Features
Room for improvement
  • Performance

sibin M.

Verified User
Used unspecified for unspecified
May 28, 2026

Pega for Sales Force Automation

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.

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Pega CRM

Pega CRM

3.9
Pricing
Pricing available upon request

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