# Pega Sales Automation vs monday CRM Comparison --- ## AI Generated Summary - **G2 reviewers report** that monday CRM excels in user-friendliness, with many users appreciating its intuitive interface that simplifies project management. One user highlighted how easy it is to track project statuses, making daily tasks more manageable. - **Users say** that Pega Sales Automation offers robust automation capabilities, with built-in templates that allow for easy customization to meet specific business needs. This feature has been praised for reducing time and enhancing sales performance. - **Reviewers mention** that monday CRM's flexibility in customizing pipelines and workflows stands out, allowing users to tailor their dashboards without needing extensive technical knowledge. This adaptability is a significant advantage for small businesses looking to streamline operations. - **According to verified reviews** , Pega Sales Automation is recognized for its strong framework and improved customization options, making it a solid choice for mid-market companies that require a more structured approach to sales automation. - **Users highlight** that monday CRM's integration of AI and automation tools helps manage campaigns and workflows effectively, showcasing its capability to enhance productivity through technology. - **G2 reviewers note** that while Pega Sales Automation has a solid set of features, it may not be as widely adopted as monday CRM, which has a significantly larger user base and more recent reviews, indicating a more active and engaged community. | | Pega Sales Automation | monday CRM | |---|---|---| | **Star Rating** | 4.1 out of 5 | 4.6 out of 5 | | **Total Reviews** | 13 | 1,345 | | **Largest Market Segment** | Mid-Market (53.8% of reviews) | Small-Business (77.8% of reviews) | | **Entry Level Price** | No pricing available | $12.00 Per Month | --- ## Top Pros & Cons ### Pega Sales Automation Pros: - Features (2 reviews) - Automation (1 reviews) Cons: - Integration Issues (1 reviews) - Navigation Difficulty (1 reviews) ### monday CRM Pros: - Ease of Use (190 reviews) - Integrations (107 reviews) Cons: - Missing Features (78 reviews) - Learning Curve (76 reviews) --- ## Ratings Comparison | Rating | Pega Sales Automation | monday CRM | |---|---|---| | **Meets Requirements** | 8.0 (10 reviews) | 8.5 (944 reviews) | | **Ease of Use** | 7.2 (10 reviews) | 8.8 (1007 reviews) | | **Ease of Setup** | Not enough data | 8.5 (789 reviews) | | **Ease of Admin** | Not enough data | 8.8 (508 reviews) | | **Quality of Support** | 7.2 (9 reviews) | 8.4 (829 reviews) | | **Has the product been a good partner in doing business?** | Not enough data | 8.9 (499 reviews) | | **Product Direction (% positive)** | 8.8 (10 reviews) | 9.2 (894 reviews) | --- ## Pricing ### Pega Sales Automation #### Entry-Level Pricing No pricing available #### Free Trial No information available ### monday CRM #### Entry-Level Pricing Plan: Basic Price: $12.00 Per Month Description: Organize all your team’s leads, contacts, & deals Key Features: - Unlimited customizable pipelines - Unlimited contacts - Unlimited boards [Browse all 4 editions](https://www.g2.com/products/monday-crm/pricing) #### Free Trial Yes --- ## Features Comparison By Category ### CRM | Product | Score | Reviews | |---|---|---| | **Pega Sales Automation** | 8.2/10 | 5 | | **monday CRM** | 7.9/10 | 850 | #### Sales Force Automation | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Contact & Account Management** | 8.0 (5 reviews) | 8.6 (594 reviews) | | **Partner Relationship Mgmt. (PRM)** | 8.7 (5 reviews) | 7.9 (475 reviews) | | **Opportunity & Pipeline Mgmt.** | 8.0 (5 reviews) | 8.7 (593 reviews) | | **Task / Activity Management** | 7.7 (5 reviews) | 8.9 (644 reviews) | | **Territory & Quota Management** | Not enough data | 7.6 (444 reviews) | | **Desktop Integration** | 7.7 (5 reviews) | 8.3 (504 reviews) | | **Product & Price List Management** | Not enough data | 7.7 (449 reviews) | | **Quote & Order Management** | Not enough data | 7.6 (452 reviews) | | **Customer Contract Management** | 8.7 (5 reviews) | 7.9 (482 reviews) | #### Marketing Automation | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Email Marketing** | 8.7 (5 reviews) | 7.6 (470 reviews) | | **Campaign Management** | 8.7 (5 reviews) | 7.7 (466 reviews) | | **Lead Management** | 8.3 (5 reviews) | 8.6 (559 reviews) | | **Marketing ROI Analytics** | Not enough data | 7.5 (437 reviews) | #### Customer Support | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Case Management** | 8.7 (5 reviews) | 8.2 (474 reviews) | | **Customer Support Portal** | 8.0 (5 reviews) | 7.8 (410 reviews) | | **Knowledge Base** | 7.3 (5 reviews) | 8.2 (437 reviews) | | **Call Center Features** | Not enough data | 7.0 (393 reviews) | | **Support Analytics** | 7.3 (5 reviews) | 7.8 (447 reviews) | #### Reporting & Analytics | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Reporting** | 8.7 (5 reviews) | 8.2 (532 reviews) | | **Dashboards** | 8.7 (5 reviews) | 8.7 (591 reviews) | | **Forecasting** | 8.3 (5 reviews) | 7.9 (469 reviews) | #### Mobile & Social | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Social Collaboration Features** | Not enough data | 8.0 (412 reviews) | | **Social Network Integration** | Not enough data | 7.3 (345 reviews) | | **Mobile User Support** | 7.3 (5 reviews) | 7.7 (475 reviews) | #### Platform | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Customization** | 7.3 (5 reviews) | 8.8 (560 reviews) | | **Workflow Capability** | 8.3 (5 reviews) | 8.7 (552 reviews) | | **User, Role, and Access Management** | 9.0 (5 reviews) | 8.6 (528 reviews) | | **Internationalization** | 8.7 (5 reviews) | 8.1 (441 reviews) | | **Sandbox / Test Environments** | 8.0 (5 reviews) | 7.6 (388 reviews) | | **Document & Content Mgmt.** | 8.0 (5 reviews) | 8.0 (480 reviews) | | **Performance and Reliability** | 7.7 (5 reviews) | 8.4 (531 reviews) | | **Output Document Generation** | 8.3 (5 reviews) | 7.8 (441 reviews) | #### Integration | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Data Import & Export Tools** | 9.0 (5 reviews) | 8.2 (469 reviews) | | **Integration APIs** | 7.7 (5 reviews) | 7.9 (428 reviews) | | **Breadth of Partner Applications** | 7.7 (5 reviews) | 8.0 (422 reviews) | #### Generative AI | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **AI Text Generation** | Not enough data | 7.1 (319 reviews) | #### Agentic AI - CRM | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Autonomous Task Execution** | Not enough data | 7.3 (64 reviews) | | **Multi-step Planning** | Not enough data | 7.5 (61 reviews) | | **Cross-system Integration** | Not enough data | 7.6 (64 reviews) | | **Adaptive Learning** | Not enough data | 7.3 (60 reviews) | | **Natural Language Interaction** | Not enough data | 7.2 (60 reviews) | | **Proactive Assistance** | Not enough data | 7.3 (61 reviews) | | **Decision Making** | Not enough data | 7.1 (60 reviews) | ### AI Sales Assistant | Product | Score | Reviews | |---|---|---| | **Pega Sales Automation** | 6.9/10 | 5 | | **monday CRM** | N/A | N/A | #### Lead Facilitation | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Customer-facing Chatbot** | Not enough data | Not enough data | | **Lead Qualification** | 6.7 (5 reviews) | Not enough data | | **Lead Follow-up** | 6.0 (5 reviews) | Not enough data | | **Meeting Scheduling ** | Not enough data | Not enough data | #### Organization | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Opportunity and Pipeline Management ** | 7.0 (5 reviews) | Not enough data | | **Data Entry** | Not enough data | Not enough data | | **Integrations / APIs** | 6.7 (5 reviews) | Not enough data | #### Performance Analysis | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Coaching ** | Not enough data | Not enough data | | **Peformance Tracking** | 7.0 (5 reviews) | Not enough data | #### Sales Analysis | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **ROI Forecasting ** | 7.3 (5 reviews) | Not enough data | | **Sales Forecasting ** | 7.7 (5 reviews) | Not enough data | #### Generative AI | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **AI Text Generation** | Not enough data | Not enough data | | **AI Text Summarization** | Not enough data | Not enough data | #### Agentic AI - AI Sales Assistant | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Partner Relationship Management (PRM) | Product | Score | Reviews | |---|---|---| | **Pega Sales Automation** | N/A | N/A | | **monday CRM** | N/A | N/A | #### Control | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Role-Based Permissions** | Not enough data | Not enough data | | **Opportunity Management** | Not enough data | Not enough data | | **Recognized Escalation** | Not enough data | Not enough data | #### Platform - Partner Relationship Management (PRM) | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Individual Portals** | Not enough data | Not enough data | | **Content Repository** | Not enough data | Not enough data | | **Revenue Tracking** | Not enough data | Not enough data | | **Cross-System Integration** | Not enough data | Not enough data | | **Workflow Automation & Notifications** | Not enough data | Not enough data | | **Onboarding, Training & Certifications** | Not enough data | Not enough data | | **Payouts & Global Compliance** | Not enough data | Not enough data | | **Partner Discovery & Recruitment** | Not enough data | Not enough data | | **Incentive Management** | Not enough data | Not enough data | | **Recognized Escalation** | Not enough data | Not enough data | | **Dashboards & Reporting** | Not enough data | Not enough data | | **Marketing Tools** | Not enough data | Not enough data | | **Deal Management** | Not enough data | Not enough data | #### Agentic AI - Partner Relationship Management (PRM) | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Adaptive Learning** | Not enough data | Not enough data | | **Autonomous Task Execution** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | ### Sales Performance Management | Product | Score | Reviews | |---|---|---| | **Pega Sales Automation** | N/A | N/A | | **monday CRM** | 7.8/10 | 296 | #### Agentic AI - Sales Performance Management | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Autonomous Task Execution** | Not enough data | 7.2 (30 reviews) | | **Natural Language Interaction** | Not enough data | 7.0 (30 reviews) | | **Proactive Assistance** | Not enough data | 6.9 (29 reviews) | #### Incentives | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Badges** | Not enough data | 7.4 (217 reviews) | | **Triggers** | Not enough data | 7.7 (233 reviews) | | **Commission Calculator** | Not enough data | 7.5 (211 reviews) | | **Leaderboards** | Not enough data | 7.8 (222 reviews) | #### Personalization | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Profiles** | Not enough data | 8.2 (259 reviews) | | **Custom Reports** | Not enough data | 8.2 (246 reviews) | | **Dashboards** | Not enough data | 8.9 (276 reviews) | | **Goal Setting** | Not enough data | 8.6 (247 reviews) | #### Administrative | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Integration** | Not enough data | 8.1 (254 reviews) | | **Employee Structure** | Not enough data | 8.2 (247 reviews) | | **Behavior Monitoring** | Not enough data | 7.8 (200 reviews) | ### Email Tracking | Product | Score | Reviews | |---|---|---| | **Pega Sales Automation** | N/A | N/A | | **monday CRM** | 7.6/10 | 206 | #### Agentic AI - Email Tracking | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Autonomous Task Execution** | Not enough data | 7.4 (23 reviews) | | **Multi-step Planning** | Not enough data | 7.5 (23 reviews) | | **Cross-system Integration** | Not enough data | 7.6 (23 reviews) | | **Adaptive Learning** | Not enough data | 7.0 (23 reviews) | | **Natural Language Interaction** | Not enough data | 6.8 (23 reviews) | | **Proactive Assistance** | Not enough data | 6.9 (23 reviews) | | **Decision Making** | Not enough data | 7.2 (23 reviews) | #### Analytics | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Open Rates** | Not enough data | 8.1 (167 reviews) | | **Link Activity** | Not enough data | 8.0 (143 reviews) | | **Attachment Activity** | Not enough data | Feature Not Available | #### Customizations | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Email Platform Integration** | Not enough data | 8.2 (187 reviews) | | **Email Scheduling** | Not enough data | 8.3 (94 reviews) | | **Notifications** | Not enough data | 8.5 (191 reviews) | | **Email Categorization** | Not enough data | 7.9 (88 reviews) | | **Templates** | Not enough data | 8.2 (185 reviews) | #### Generative AI | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **AI Text Generation** | Not enough data | 7.4 (131 reviews) | ### Sales Analytics | Product | Score | Reviews | |---|---|---| | **Pega Sales Automation** | N/A | N/A | | **monday CRM** | N/A | N/A | #### Agentic AI - Sales Analytics | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Natural Language Interaction** | Not enough data | Not enough data | | **Proactive Assistance** | Not enough data | Not enough data | #### Data Sourcing | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Data Sourcing** | Not enough data | Not enough data | | **Exporting & Sharing Data** | Not enough data | Not enough data | | **Multi-Device Data Visualization** | Not enough data | Not enough data | | **Interactive Dashboards** | Not enough data | Not enough data | | **Data Segmentation** | Not enough data | Not enough data | #### Predictive Analytics | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Lead Scoring** | Not enough data | Not enough data | | **Opportunity Scoring** | Not enough data | Not enough data | | **Risk Analysis** | Not enough data | Not enough data | | **Live Forecasting** | Not enough data | Not enough data | #### Sales Management | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Live Pipeline Management** | Not enough data | Not enough data | | **Sales Gamification** | Not enough data | Not enough data | | **Account-Based Analytics** | Not enough data | Not enough data | | **Activity Tracking** | Not enough data | Not enough data | ### Sales Coaching | Product | Score | Reviews | |---|---|---| | **Pega Sales Automation** | N/A | N/A | | **monday CRM** | N/A | N/A | #### Agentic AI - Sales Coaching | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Decision Making** | Not enough data | Not enough data | #### Training | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Knowledge Base** | Not enough data | Not enough data | | **Coaching Materials** | Not enough data | Not enough data | | **Playbook Creation** | Not enough data | Not enough data | | **Video Record** | Not enough data | Not enough data | #### Feedback | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **Review** | Not enough data | Not enough data | | **Scorecard** | Not enough data | Not enough data | | **Coaching Card** | Not enough data | Not enough data | | **Leaderboard** | Not enough data | Not enough data | | **Real-Time Updates** | Not enough data | Not enough data | | **Notifications** | Not enough data | Not enough data | | **Competition** | Not enough data | Not enough data | #### Generative AI | Feature | Pega Sales Automation | monday CRM | |---|---|---| | **AI Text Summarization** | Not enough data | Not enough data | --- ## Categories **Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm) **Unique to Pega Sales Automation (4):** [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant), [Sales Coaching Software](https://www.g2.com/categories/sales-coaching), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [Partner Relationship Management (PRM) Software](https://www.g2.com/categories/partner-relationship-management-prm) **Unique to monday CRM (2):** [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) --- ## Reviewer Demographics ### By Company Size | Segment | Pega Sales Automation | monday CRM | |---|---|---| | **Small-Business** | 15.4% | 77.8% | | **Mid-Market** | 53.8% | 19.4% | | **Enterprise** | 30.8% | 2.9% | ### By Industry #### Pega Sales Automation - **Computer Software:** 23.1% - **Banking:** 23.1% - **Consulting:** 7.7% - **Telecommunications:** 7.7% - **Industrial Automation:** 7.7% - **Hospital & Health Care:** 7.7% - **Financial Services:** 7.7% - **Electrical/Electronic Manufacturing:** 7.7% - **Computer Networking:** 7.7% #### monday CRM - **Marketing and Advertising:** 12.3% - **Information Technology and Services:** 7.6% - **Construction:** 4.7% - **Computer Software:** 4.5% - **Real Estate:** 3.6% - **Financial Services:** 3.4% - **Non-Profit Organization Management:** 2.9% - **Consulting:** 2.8% - **Hospital & Health Care:** 2.7% - **Management Consulting:** 2.5% - **Other:** 53.0% --- ## Alternatives ### Alternatives to Pega Sales Automation - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25855 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1622 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2941 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1236 reviews) - [Creatio](https://www.g2.com/products/creatio/reviews) — 4.6/5 stars (359 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13877 reviews) - [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (1002 reviews) - [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews) - [Terret.ai](https://www.g2.com/products/terret-ai/reviews) — 4.4/5 stars (615 reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) — 4.3/5 stars (3573 reviews) ### Alternatives to monday CRM - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25855 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13877 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3094 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2941 reviews) - [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1236 reviews) - [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — 4.6/5 stars (851 reviews) - [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1158 reviews) - [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2048 reviews) - [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — 4.9/5 stars (665 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1622 reviews) --- ## Top Discussions ### Pega Sales Automation No discussions available for this product. ### monday CRM - Title: [Can I use Monday.com to set-up an online application or a questionnaire for my external clients?](https://www.g2.com/discussions/can-i-use-monday-com-to-set-up-an-online-application-or-a-questionnaire-for-my-external-clients) — 2 comments, 1 upvote > **Top comment:** "Yes. Easy to do." - Title: [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) — 1 comment > **Top comment:** "Monday CRM is used for sales, project management, tracking and so much more. Team collaboration and engagement in addition to automation and task management..." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/pega-sales-automation-vs-monday-crm)