Pega CRM Software


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.

Dashboard
Dashboard

Dashboard

Opportunities

Opportunities

Sales stages

Sales stages

Leads

Leads

Mobile access

Mobile access

Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8



7 Reviews of Pega CRM

Overall rating

3.5 / 5 stars

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Robel from Electronic Products Recycling Association (EPRA)

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

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

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.

Review Source: Capterra
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Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

April 2018

Give this one a pass

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

Review Source: Capterra

Myca from United Methodist Communications

Industry:  Non-Profit

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

February 2018

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.

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.

Review Source

Jaleel from GCRAT

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2016

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.

Pros

Features

Cons

Performance

Review Source: Capterra

McGarey from Han

Ease-of-use

Value for money

Customer support

Functionality

October 2016

Edge back office

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

Review Source: Capterra

sibin from Capgemini

Ease-of-use

Value for money

Customer support

Functionality

October 2016

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.

Review Source: Capterra

March 2018

Review Source: GetApp

Displaying 1 - 7 of 7 reviews