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.



8 Reviews of Pega CRM

Overall rating

3.50 / 5 stars

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Showing 1 - 8 of 8 reviews

August 2018

Robel from Electronic Products Recycling Association (EPRA)

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

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.

February 2018

Myca from United Methodist Communications

Company Size: 51-200 employees

Review Source


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

2 of 5

Functionality

5 of 5

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.

April 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

1 of 5

Customer support

1 of 5

Functionality

2 of 5

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

October 2016

Jaleel from GCRAT

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

3 of 5

Customer support

4 of 5

Functionality

4 of 5

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

October 2016

sibin from Capgemini

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

4 of 5

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.

October 2016

McGarey from Han

Review Source: Capterra


Ease-of-use

2 of 5

Value for money

2 of 5

Customer support

3 of 5

Functionality

3 of 5

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

December 2018

Naresh from Etrade

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

December 2018

Review of Pega CRM

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.

March 2018

Anonymous

Review Source: GetApp


March 2018