--- title: "Pega Sales Automation Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Pega Sales Automation Software - reviews, pricing plans, popular comparisons to other Sales Forecasting products and more." source_url: "https://www.capterra.com/p/21285/Pega-Sales-Automation/" page_type: "product" language: "en" --- # Pega Sales Automation Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Pega Sales Automation ## What is Pega Sales Automation? Only Pega combines core Sales Force Automation capabilities with intelligent real-time guided selling, end to end sales process automation, mobile, and agile processes to help you sell more efficiently and effectively. ## What is Pega Sales Automation used for? [Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Contact Management](https://www.capterra.com/contact-management-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Pega Sales Automation?[Manage this product listing](https://www.g2.com/products/pega-sales-automation/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Pega Sales Automation 5.0 (1) VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price Contact vendor Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (1) Ease Of Use 4.0 (18,145) Value For Money 4.0 (1) Value For Money 4.0 (12,831) Customer Service 5.0 (1) Customer Service 4.1 (14,063) ## Pega Sales Automation alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (466)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) ## FAQs about Pega Sales Automation Features and Usability ### What are the key features of Pega Sales Automation? Pega Sales Automation offers CRM, contact and customer databases, lead management, lead scoring, and opportunity management for sales tracking. It also includes pipeline management, sales forecasting, workflow automation, task management, email tracking, and reporting tools such as activity dashboards, performance metrics, and sales reports. Getting Started and Support ### What training and onboarding options does Pega Sales Automation offer? Pega Sales Automation provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions and webinars offer guided learning, and documentation gives written reference material for self-paced review and setup guidance. Getting Started and Support ### What customer support options does Pega Sales Automation offer? Pega Sales Automation offers Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback is available for support topics, so user experience details such as response speed or helpfulness are not described in the catalog data. ## Features AI summary Based on 1,339 Sales Forecasting reviews Capterra data shows that buyers of Sales Force Automation rank the following features as their top priorities: - **Customer Database** (**43%** of reviewers rated this feature as critical) - **CRM** (**51%**) - **Data Import/Export** (**40%**) Pega Sales Automation supports all three features that reviewers rate most highly: **Customer Database**, **CRM**, and **Data Import/Export**. Combined, these capabilities help businesses keep customer records organized, manage sales relationships more effectively, and move data in and out of the system with less manual work, allowing teams to maintain accurate information and make faster sales decisions. CRM 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Data Import/Export 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Activity Dashboard 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Contact Database 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Contact Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Pipeline Management 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Pega Sales Automation 33 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Email Tracking: Track delivered, received, and opened emails - Forecasting: Form predictions based on past and present data/trends - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Recommendations: Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows --- Get Advice We can help you find the software with the features you need. Features 4.0 (1) 4.0 Based on 1 reviews ## Pricing Value for money 4.0 (1) Free Trial Free Version Basic $0.00 Value for money 4.0 (1) 4.0 Based on 1 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent BA Bruno A. Senior HR Industrial Automation ### "Good Project Management solution " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 December 17, 2023 Pros Good software to manage all my project's tasks and workflow. Cons Nothig negative to report for this version. Switched from [Tracker](https://www.capterra.com/p/141766/TrackerRMS/) [Easy Project](https://www.capterra.com/p/159827/Easy-Project/) [AppFolio Property Manager](https://www.capterra.com/p/92228/AppFolio-Property-Manager/) [Zoho Projects](https://www.capterra.com/p/169455/Zoho-Projects/) [Document Managment system](https://www.capterra.com/p/217540/Document-Managment-system/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. 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