# Pega Sales Automation vs Zoho CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Zoho CRM excels in user experience, with many users appreciating its ability to consolidate leads from various sources like social campaigns and website forms. This feature simplifies the process of passing quality leads to the sales team, enhancing overall efficiency.
- **Users say** that Zoho CRM's project management capabilities are a standout feature, allowing for seamless handling of client accounts and contact information. This functionality is particularly beneficial for teams looking to streamline their account management processes.
- **According to verified reviews** , Pega Sales Automation shines with its intuitive user interface, which many find easy to navigate. Users highlight that the tool's built-in templates facilitate automation tailored to specific business needs, making it a time-saving solution for sales performance.
- **Reviewers mention** that while Zoho CRM has a higher overall satisfaction score, Pega Sales Automation offers strong customization options. Users appreciate the established framework of Pegasystems, which allows for improved adaptability to unique business processes.
- **G2 reviewers indicate** that Zoho CRM's ease of use is a significant advantage, with many users noting the intuitive onboarding process. This contrasts with Pega Sales Automation, where some users have reported a steeper learning curve despite its robust features.
- **Users highlight** that Zoho CRM's comprehensive reporting and analytics tools are highly valued, enabling teams to track sales performance effectively. In comparison, while Pega Sales Automation also offers reporting features, some users feel that Zoho's tools provide a more user-friendly experience for day-to-day operations.



| | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Star Rating** | 4.1 out of 5 | 4.1 out of 5 | 
| **Total Reviews** | 13 | 2,944 | 
| **Largest Market Segment** | Mid-Market (53.8% of reviews) | Small-Business (61.6% of reviews) | 
| **Entry Level Price** | No pricing available | Free | 

---
## Top Pros & Cons

### Pega Sales Automation

Pros:
- Features (2 reviews)
- Automation (1 reviews)

Cons:
- Integration Issues (1 reviews)
- Navigation Difficulty (1 reviews)

### Zoho CRM

Pros:
- Ease of Use (271 reviews)
- Features (172 reviews)

Cons:
- Learning Curve (112 reviews)
- Limited Features (71 reviews)

---
## Ratings Comparison
| Rating | Pega Sales Automation | Zoho CRM | 
|---|---|---|
  | **Meets Requirements** | 8.0 (10 reviews) | 8.4 (2494 reviews) | 
  | **Ease of Use** | 7.2 (10 reviews) | 8.3 (2518 reviews) | 
  | **Ease of Setup** | Not enough data | 8.0 (1288 reviews) | 
  | **Ease of Admin** | Not enough data | 8.0 (1026 reviews) | 
  | **Quality of Support** | 7.2 (9 reviews) | 7.7 (2285 reviews) | 
  | **Has the product been a good partner in doing business?** | Not enough data | 8.0 (1001 reviews) | 
  | **Product Direction (% positive)** | 8.8 (10 reviews) | 8.0 (2421 reviews) | 

---
## Pricing

### Pega Sales Automation

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Zoho CRM

#### Entry-Level Pricing

Plan: Free Edition

Price: Free

Description: With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.

Key Features:
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities

[Browse all 5 editions](https://www.g2.com/products/zoho-crm/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | 8.2/10 | 5 |
| **Zoho CRM** | 8.1/10 | 1983 |

#### Sales Force Automation

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Contact & Account Management** | 8.0 (5 reviews) | 8.5 (1670 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | 8.7 (5 reviews) | 8.3 (878 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | 8.0 (5 reviews) | 8.2 (1581 reviews) ✓ Verified | 
| **Task / Activity Management** | 7.7 (5 reviews) | 8.2 (1640 reviews) ✓ Verified | 
| **Territory & Quota Management** | Not enough data | 7.8 (1186 reviews) ✓ Verified | 
| **Desktop Integration** | 7.7 (5 reviews) | 8.4 (673 reviews) ✓ Verified | 
| **Product & Price List Management** | Not enough data | 7.9 (1217 reviews) ✓ Verified | 
| **Quote & Order Management** | Not enough data | 8.0 (1210 reviews) ✓ Verified | 
| **Customer Contract Management** | 8.7 (5 reviews) | 8.2 (1324 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Email Marketing** | 8.7 (5 reviews) | 8.1 (1351 reviews) ✓ Verified | 
| **Campaign Management** | 8.7 (5 reviews) | 7.9 (1307 reviews) ✓ Verified | 
| **Lead Management** | 8.3 (5 reviews) | 8.4 (1553 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | Not enough data | 8.0 (1130 reviews) ✓ Verified | 

#### Customer Support

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Case Management** | 8.7 (5 reviews) | 8.0 (1202 reviews) ✓ Verified | 
| **Customer Support Portal** | 8.0 (5 reviews) | 7.9 (1204 reviews) ✓ Verified | 
| **Knowledge Base** | 7.3 (5 reviews) | 7.9 (1236 reviews) ✓ Verified | 
| **Call Center Features** | Not enough data | 7.8 (1068 reviews) ✓ Verified | 
| **Support Analytics** | 7.3 (5 reviews) | 8.0 (1112 reviews) ✓ Verified | 

#### Reporting & Analytics

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Reporting** | 8.7 (5 reviews) | 8.2 (1519 reviews) ✓ Verified | 
| **Dashboards** | 8.7 (5 reviews) | 8.2 (1567 reviews) ✓ Verified | 
| **Forecasting** | 8.3 (5 reviews) | 8.1 (1054 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Social Collaboration Features** | Not enough data | 8.1 (1082 reviews) ✓ Verified | 
| **Social Network Integration** | Not enough data | 8.0 (1091 reviews) ✓ Verified | 
| **Mobile User Support** | 7.3 (5 reviews) | 8.0 (1201 reviews) ✓ Verified | 

#### Platform

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Customization** | 7.3 (5 reviews) | 8.1 (875 reviews) ✓ Verified | 
| **Workflow Capability** | 8.3 (5 reviews) | 8.2 (846 reviews) ✓ Verified | 
| **User, Role, and Access Management** | 9.0 (5 reviews) | 8.4 (859 reviews) ✓ Verified | 
| **Internationalization** | 8.7 (5 reviews) | 8.1 (649 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | 8.0 (5 reviews) | 7.8 (548 reviews) ✓ Verified | 
| **Document & Content Mgmt.** | 8.0 (5 reviews) | 8.1 (719 reviews) ✓ Verified | 
| **Performance and Reliability** | 7.7 (5 reviews) | 8.4 (854 reviews) ✓ Verified | 
| **Output Document Generation** | 8.3 (5 reviews) | 8.1 (662 reviews) ✓ Verified | 

#### Integration

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Data Import & Export Tools** | 9.0 (5 reviews) | 8.3 (651 reviews) ✓ Verified | 
| **Integration APIs** | 7.7 (5 reviews) | 8.1 (646 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | 7.7 (5 reviews) | 8.0 (606 reviews) ✓ Verified | 

#### Generative AI

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.2 (180 reviews) | 

#### Agentic AI - CRM

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 8.0 (67 reviews) | 
| **Multi-step Planning** | Not enough data | 8.3 (65 reviews) | 
| **Cross-system Integration** | Not enough data | 8.1 (69 reviews) | 
| **Adaptive Learning** | Not enough data | 8.1 (67 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.3 (66 reviews) | 
| **Proactive Assistance** | Not enough data | 8.3 (67 reviews) | 
| **Decision Making** | Not enough data | 8.3 (68 reviews) | 

### CPQ

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | N/A | N/A |
| **Zoho CRM** | 7.7/10 | 121 |

#### Configuration - cpq

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Product Catalog** | Not enough data | Feature Not Available | 
| **Guided Selling** | Not enough data | Feature Not Available | 
| **Configuration Rules** | Not enough data | 8.3 (59 reviews) | 
| **Price Configuration** | Not enough data | 8.3 (55 reviews) | 
| **Visual Configuration** | Not enough data | 8.4 (60 reviews) | 

#### Pricing

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Pricing Flexibility** | Not enough data | 8.1 (62 reviews) | 
| **Discounting** | Not enough data | 7.5 (57 reviews) | 
| **Commerical Rules** | Not enough data | 8.1 (56 reviews) | 
| **Terms and Conditions** | Not enough data | 8.4 (58 reviews) | 
| **Approval Workflow** | Not enough data | 8.6 (58 reviews) | 
| **Renewals** | Not enough data | 8.5 (56 reviews) | 

#### Quoting

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Grouping** | Not enough data | 8.4 (58 reviews) | 
| **Version Control** | Not enough data | 8.4 (52 reviews) | 
| **Quote Document Generation** | Not enough data | 8.4 (53 reviews) | 
| **Ordering** | Not enough data | 8.4 (55 reviews) | 
| **Contracts** | Not enough data | 8.6 (52 reviews) | 

#### Admin

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Configuration Ease of Admin** | Not enough data | 8.2 (89 reviews) | 
| **Pricing Administration** | Not enough data | 7.7 (83 reviews) | 
| **Workflow Management** | Not enough data | 8.3 (86 reviews) | 
| **Document Management** | Not enough data | 8.3 (83 reviews) | 

#### Channels

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Mobile User Support** | Not enough data | 8.1 (57 reviews) | 
| **Channel Partner Support** | Not enough data | 7.7 (52 reviews) | 
| **eCommerce** | Not enough data | 8.0 (49 reviews) | 

#### Platform

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **CRM Integration** | Not enough data | 8.4 (89 reviews) | 
| **Integration API** | Not enough data | 8.2 (85 reviews) | 
| **Internationalization** | Not enough data | 8.0 (77 reviews) | 
| **Scalability** | Not enough data | 8.5 (88 reviews) | 
| **Reporting and Dashboards** | Not enough data | 8.4 (90 reviews) | 
| **ERP Integration** | Not enough data | 8.6 (20 reviews) | 

#### Generative AI - cpq

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Dynamic Quoting** | Not enough data | 7.4 (15 reviews) | 
| **Dynamic Pricing** | Not enough data | 7.5 (16 reviews) | 
| **Personalized Sale Recommendations** | Not enough data | 7.7 (16 reviews) | 

### Sales Gamification

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | N/A | N/A |
| **Zoho CRM** | 8.7/10 | 75 |

#### Competition

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Competition Templates** | Not enough data | 8.7 (58 reviews) ✓ Verified | 
| **Custom Competitions** | Not enough data | 8.7 (57 reviews) ✓ Verified | 
| **Team Competitions** | Not enough data | 8.7 (57 reviews) ✓ Verified | 
| **Simultaneous Competitions** | Not enough data | 8.5 (53 reviews) ✓ Verified | 
| **Competition Adjustments** | Not enough data | 8.5 (55 reviews) ✓ Verified | 
| **Awards and Incentives** | Not enough data | 7.9 (18 reviews) | 

#### Agentic AI - Sales Gamification

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

#### Integrations

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **CRM Integration** | Not enough data | 8.9 (61 reviews) ✓ Verified | 
| **Social Collaboration Integration** | Not enough data | 8.8 (59 reviews) | 
| **TV Streaming** | Not enough data | 8.7 (45 reviews) | 

#### Platform

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Reporting** | Not enough data | 8.8 (65 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 8.9 (64 reviews) ✓ Verified | 
| **Enterprise Scalability** | Not enough data | 8.8 (58 reviews) ✓ Verified | 
| **Data Import & Export Tools** | Not enough data | 8.8 (63 reviews) ✓ Verified | 
| **Performance and Reliability** | Not enough data | 8.8 (63 reviews) ✓ Verified | 

#### Employee Features

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **User Profiles** | Not enough data | 8.9 (66 reviews) ✓ Verified | 
| **Notifications** | Not enough data | 8.8 (68 reviews) ✓ Verified | 
| **Mobile** | Not enough data | 8.8 (68 reviews) ✓ Verified | 

### Lead Generation

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | N/A | N/A |
| **Zoho CRM** | N/A | N/A |

#### Lead Generation

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Lead Builder** | Not enough data | Not enough data | 
| **CRM Integration** | Not enough data | Not enough data | 
| **Marketing Automation Integration** | Not enough data | Not enough data | 
| **Social Media Integration** | Not enough data | Not enough data | 
| **Data Import & Export Tools** | Not enough data | Not enough data | 

### AI Sales Assistant

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | 6.9/10 | 5 |
| **Zoho CRM** | 8.5/10 | 80 |

#### Lead Facilitation

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Customer-facing Chatbot** | Not enough data | 8.4 (72 reviews) | 
| **Lead Qualification** | 6.7 (5 reviews) | 8.8 (73 reviews) | 
| **Lead Follow-up** | 6.0 (5 reviews) | 8.8 (73 reviews) | 
| **Meeting Scheduling ** | Not enough data | 8.8 (73 reviews) | 

#### Organization

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Opportunity and Pipeline Management ** | 7.0 (5 reviews) | 8.6 (74 reviews) | 
| **Data Entry** | Not enough data | 8.4 (73 reviews) | 
| **Integrations / APIs** | 6.7 (5 reviews) | 8.6 (73 reviews) | 

#### Performance Analysis

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Coaching ** | Not enough data | Feature Not Available | 
| **Peformance Tracking** | 7.0 (5 reviews) | 8.6 (75 reviews) | 

#### Sales Analysis

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **ROI Forecasting ** | 7.3 (5 reviews) | 8.4 (69 reviews) | 
| **Sales Forecasting ** | 7.7 (5 reviews) | 8.4 (73 reviews) | 

#### Generative AI

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.3 (27 reviews) | 
| **AI Text Summarization** | Not enough data | 8.1 (27 reviews) | 

#### Agentic AI - AI Sales Assistant

| Feature | Pega Sales Automation | Zoho 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 | 

### Sales Engagement

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | N/A | N/A |
| **Zoho CRM** | 8.2/10 | 170 |

#### Integrated Workflows

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Task Management** | Not enough data | 8.7 (160 reviews) | 
| **Email Tracking/Automation** | Not enough data | 8.8 (156 reviews) | 
| **Calls and Voice** | Not enough data | 8.3 (145 reviews) | 
| **Other Outreach Options ** | Not enough data | 8.2 (141 reviews) | 
| **CRM Integration** | Not enough data | 8.9 (154 reviews) | 
| **Calendar** | Not enough data | 8.8 (152 reviews) | 
| **Shared Records** | Not enough data | 8.5 (147 reviews) | 

#### Repeatability and Reportability

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Content Management** | Not enough data | 8.4 (144 reviews) | 
| **Workflow Management** | Not enough data | 8.6 (149 reviews) | 
| **Workflow Performance** | Not enough data | 8.6 (142 reviews) | 
| **Sales Coaching and Insights** | Not enough data | 8.2 (138 reviews) | 
| **Gamification** | Not enough data | 7.9 (120 reviews) | 

#### AI and Automation

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Lead Prioritization** | Not enough data | 8.3 (146 reviews) | 
| **Lead Scoring** | Not enough data | 8.5 (145 reviews) | 
| **Best Time of Day Scheduling** | Not enough data | 8.3 (139 reviews) | 
| **Buyer Intelligence** | Not enough data | 8.1 (133 reviews) | 
| **Machine Learning** | Not enough data | 7.8 (125 reviews) | 

#### Generative AI

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.5 (69 reviews) | 

#### Agentic AI - Sales Engagement

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.9 (28 reviews) | 
| **Multi-step Planning** | Not enough data | 7.8 (26 reviews) | 
| **Cross-system Integration** | Not enough data | 8.0 (27 reviews) | 
| **Adaptive Learning** | Not enough data | 7.9 (26 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.7 (27 reviews) | 
| **Proactive Assistance** | Not enough data | 8.0 (27 reviews) | 
| **Decision Making** | Not enough data | 8.1 (26 reviews) | 

### Quote-to-Cash

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | N/A | N/A |
| **Zoho CRM** | 8.4/10 | 56 |

#### Customer Requirements

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Quoting** | Not enough data | 8.5 (51 reviews) | 
| **Configuration** | Not enough data | 8.5 (50 reviews) | 
| **Pricing** | Not enough data | 8.5 (52 reviews) | 

#### Contracts

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Creation** | Not enough data | 8.5 (50 reviews) | 
| **Negotiation** | Not enough data | 8.2 (47 reviews) | 
| **Execution** | Not enough data | 8.4 (50 reviews) | 

#### Revenue

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Invoicing** | Not enough data | 8.5 (52 reviews) | 
| **Matching** | Not enough data | 8.5 (50 reviews) | 
| **Recognition** | Not enough data | 8.4 (47 reviews) | 

### Partner Relationship Management (PRM)

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | N/A | N/A |
| **Zoho CRM** | N/A | N/A |

#### Control

| Feature | Pega Sales Automation | Zoho 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 | Zoho 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 | Zoho 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 | 

### Customer Journey Mapping

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | N/A | N/A |
| **Zoho CRM** | 8.4/10 | 106 |

#### Platform Basics

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Templates** | Not enough data | 8.4 (98 reviews) | 
| **Exporting** | Not enough data | 8.6 (93 reviews) | 
| **Multi-user Access and Collaboration** | Not enough data | 8.6 (97 reviews) | 
| **Multiple Personas** | Not enough data | 8.4 (89 reviews) | 
| **Data Analytics ** | Not enough data | 8.8 (57 reviews) | 

#### Agentic AI - Customer Journey Mapping

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.2 (13 reviews) | 

### Client Portal

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | N/A | N/A |
| **Zoho CRM** | 8.7/10 | 89 |

#### Content

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Document Collaboration** | Not enough data | 8.9 (79 reviews) | 
| **Versioning** | Not enough data | 8.6 (76 reviews) | 
| **E-Signature** | Not enough data | 8.5 (76 reviews) | 
| **File Request** | Not enough data | 8.7 (77 reviews) | 
| **Feedback** | Not enough data | 8.6 (74 reviews) | 

#### Collaboration

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Billing and Invoicing** | Not enough data | 8.8 (76 reviews) | 
| **Instant Messaging** | Not enough data | 8.5 (78 reviews) | 
| **Project Management** | Not enough data | 9.0 (80 reviews) | 
| **Analytics** | Not enough data | 9.0 (83 reviews) | 
| **Time Tracking** | Not enough data | 8.7 (78 reviews) | 
| **Mobile Application** | Not enough data | 8.7 (75 reviews) | 

### Lead Capture

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | N/A | N/A |
| **Zoho CRM** | 8.5/10 | 44 |

#### Lead Monitoring

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Features** | Not enough data | 9.0 (42 reviews) | 
| **Performance** | Not enough data | 8.9 (42 reviews) | 
| **Identification** | Not enough data | 8.7 (42 reviews) | 

#### Agentic AI - Lead Capture

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Cross-system Integration** | Not enough data | 7.2 (27 reviews) | 
| **Proactive Assistance** | Not enough data | 7.2 (27 reviews) | 

#### Data Capture

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Mobile** | Not enough data | 8.3 (42 reviews) | 
| **Websites** | Not enough data | 8.5 (42 reviews) | 
| **Social Media** | Not enough data | 8.1 (42 reviews) | 
| **Data** | Not enough data | 8.3 (42 reviews) | 

#### Analytics

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Export/Import** | Not enough data | 9.1 (42 reviews) | 
| **Reporting** | Not enough data | 8.8 (42 reviews) | 

#### Customization

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Forms** | Not enough data | 8.7 (41 reviews) | 
| **Personalization** | Not enough data | 8.6 (41 reviews) | 
| **Templates** | Not enough data | 8.7 (42 reviews) | 
| **Integration** | Not enough data | 8.7 (42 reviews) | 

### Lead Scoring

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | N/A | N/A |
| **Zoho CRM** | 7.9/10 | 23 |

#### Agentic AI - Lead Scoring

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.4 (12 reviews) | 
| **Cross-system Integration** | Not enough data | 6.7 (13 reviews) | 
| **Adaptive Learning** | Not enough data | 6.7 (12 reviews) | 
| **Decision Making** | Not enough data | 6.8 (12 reviews) | 

#### Attribution

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Lead Opportunity** | Not enough data | 8.5 (21 reviews) | 
| **Lead Assignment** | Not enough data | 8.6 (22 reviews) | 
| **Pipeline Acceleration** | Not enough data | 8.0 (21 reviews) | 

#### Discovery

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Lead Management** | Not enough data | 8.6 (22 reviews) | 
| **Scoring/Ranking** | Not enough data | 8.3 (21 reviews) | 
| **Lead Context** | Not enough data | 8.3 (22 reviews) | 

#### Management

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Conversion Viability** | Not enough data | 8.4 (22 reviews) | 
| **Workflow** | Not enough data | 8.4 (22 reviews) | 

#### Platform

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Data Synchronization** | Not enough data | 8.4 (22 reviews) | 
| **Analysis** | Not enough data | 8.3 (21 reviews) | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | N/A | N/A |
| **Zoho CRM** | 8.3/10 | 198 |

#### Agentic AI - Sales Performance Management

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.9 (21 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.1 (20 reviews) | 
| **Proactive Assistance** | Not enough data | 7.9 (21 reviews) | 

#### Incentives

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Badges** | Not enough data | 8.2 (153 reviews) ✓ Verified | 
| **Triggers** | Not enough data | 8.4 (160 reviews) ✓ Verified | 
| **Commission Calculator** | Not enough data | 8.0 (152 reviews) ✓ Verified | 
| **Leaderboards** | Not enough data | 8.4 (161 reviews) ✓ Verified | 

#### Personalization

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Profiles** | Not enough data | 8.5 (177 reviews) ✓ Verified | 
| **Custom Reports** | Not enough data | 8.6 (178 reviews) ✓ Verified | 
| **Dashboards** | Not enough data | 8.6 (184 reviews) ✓ Verified | 
| **Goal Setting** | Not enough data | 8.4 (171 reviews) ✓ Verified | 

#### Administrative

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Integration** | Not enough data | 8.5 (169 reviews) ✓ Verified | 
| **Employee Structure** | Not enough data | 8.5 (173 reviews) ✓ Verified | 
| **Behavior Monitoring** | Not enough data | 8.4 (161 reviews) | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | N/A | N/A |
| **Zoho CRM** | 8.0/10 | 161 |

#### Agentic AI - Email Tracking

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.7 (30 reviews) | 
| **Multi-step Planning** | Not enough data | 7.5 (29 reviews) | 
| **Cross-system Integration** | Not enough data | 7.6 (30 reviews) | 
| **Adaptive Learning** | Not enough data | 7.0 (29 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.0 (30 reviews) | 
| **Proactive Assistance** | Not enough data | 7.4 (30 reviews) | 
| **Decision Making** | Not enough data | 7.6 (29 reviews) | 

#### Analytics

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Open Rates** | Not enough data | 8.3 (138 reviews) | 
| **Link Activity** | Not enough data | 8.3 (143 reviews) | 
| **Attachment Activity** | Not enough data | 8.4 (144 reviews) | 

#### Customizations

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Email Platform Integration** | Not enough data | 8.7 (148 reviews) | 
| **Email Scheduling** | Not enough data | 8.8 (145 reviews) | 
| **Notifications** | Not enough data | 8.7 (146 reviews) | 
| **Email Categorization** | Not enough data | 8.7 (142 reviews) | 
| **Templates** | Not enough data | 8.6 (147 reviews) | 

#### Generative AI

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.6 (59 reviews) | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | N/A | N/A |
| **Zoho CRM** | 8.1/10 | 173 |

#### Agentic AI - Sales Analytics

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.5 (31 reviews) | 
| **Cross-system Integration** | Not enough data | 7.5 (31 reviews) | 
| **Adaptive Learning** | Not enough data | 7.2 (30 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.3 (30 reviews) | 
| **Proactive Assistance** | Not enough data | 7.4 (31 reviews) | 

#### Data Sourcing

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Data Sourcing** | Not enough data | 8.3 (145 reviews) | 
| **Exporting & Sharing Data** | Not enough data | 8.4 (149 reviews) | 
| **Multi-Device Data Visualization** | Not enough data | 8.3 (142 reviews) | 
| **Interactive Dashboards** | Not enough data | 8.6 (156 reviews) | 
| **Data Segmentation** | Not enough data | 8.5 (147 reviews) | 

#### Predictive Analytics

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Lead Scoring** | Not enough data | 8.5 (147 reviews) | 
| **Opportunity Scoring** | Not enough data | 8.3 (139 reviews) | 
| **Risk Analysis** | Not enough data | 8.1 (124 reviews) | 
| **Live Forecasting** | Not enough data | 8.2 (130 reviews) | 

#### Sales Management

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Live Pipeline Management** | Not enough data | 8.5 (154 reviews) | 
| **Sales Gamification** | Not enough data | 8.3 (131 reviews) | 
| **Account-Based Analytics** | Not enough data | 8.5 (145 reviews) | 
| **Activity Tracking** | Not enough data | 8.8 (152 reviews) | 

### Sales Coaching

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | N/A | N/A |
| **Zoho CRM** | N/A | N/A |

#### Agentic AI - Sales Coaching

| Feature | Pega Sales Automation | Zoho 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 | Zoho 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 | Zoho 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 | Zoho CRM | 
|---|---|---|
| **AI Text Summarization** | Not enough data | Not enough data | 

### Sales Enablement

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | N/A | N/A |
| **Zoho CRM** | 7.8/10 | 12 |

#### Agentic AI - Sales Enablement

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.1 (6 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.1 (6 reviews) | 
| **Proactive Assistance** | Not enough data | 6.1 (6 reviews) | 

#### Content Management

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Content Import** | Not enough data | 8.2 (10 reviews) | 
| **Content Creation** | Not enough data | 8.0 (10 reviews) | 
| **Templates** | Not enough data | 8.0 (10 reviews) | 
| **Advanced Search** | Not enough data | 8.8 (10 reviews) | 
| **Content Storage** | Not enough data | 8.2 (10 reviews) | 

#### Analytics

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Reporting** | Not enough data | 9.0 (10 reviews) | 
| **Alerts** | Not enough data | 8.3 (10 reviews) | 
| **Account-Based Engagement** | Not enough data | 8.3 (10 reviews) | 
| **Content Utilization** | Not enough data | 8.3 (10 reviews) | 

#### Learning Management - Sales Enablement

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Sales Training ** | Not enough data | Not enough data | 
| **Sales Coaching** | Not enough data | Not enough data | 
| **Sales Onboarding** | Not enough data | Not enough data | 

#### Revenue Enablement - Sales Enablement

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Cross-Functional Alignment** | Not enough data | Not enough data | 
| **AI and Automation** | Not enough data | Not enough data | 
| **End-to-End Customer Journey Insights** | Not enough data | Not enough data | 

### Insurance CRM

| Product | Score | Reviews |
|---|---|---|
| **Pega Sales Automation** | N/A | N/A |
| **Zoho CRM** | N/A | N/A |

#### Relationship Management - Insurance CRM

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Renewal Management** | Not enough data | Not enough data | 
| **Client Communication Tools** | Not enough data | Not enough data | 
| **Lead Tracking** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Winbacks** | Not enough data | Not enough data | 
| **Communication History** | Not enough data | Not enough data | 
| **Activity Management** | Not enough data | Not enough data | 
| **Reputation Management** | Not enough data | Not enough data | 

#### Follow up Automation - Insurance CRM

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Automated Follow-Ups** | Not enough data | Not enough data | 
| **Marketing Campaigns** | Not enough data | Not enough data | 

#### Document Management - Insurance CRM

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Documentation handling** | Not enough data | Not enough data | 

#### Integrations & Reports - Insurance CRM

| Feature | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Integrations** | Not enough data | Not enough data | 
| **Reporting & Analytics** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (3):** [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [CRM Software](https://www.g2.com/categories/crm)

**Unique to Pega Sales Automation (2):** [Sales Coaching Software](https://www.g2.com/categories/sales-coaching), [Partner Relationship Management (PRM) Software](https://www.g2.com/categories/partner-relationship-management-prm)

**Unique to Zoho CRM (12):** [Client Portal Software](https://www.g2.com/categories/client-portal), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Quote-to-Cash Software](https://www.g2.com/categories/quote-to-cash), [Sales Engagement Software](https://www.g2.com/categories/sales-engagement), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Sales Gamification Software](https://www.g2.com/categories/sales-gamification), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [CPQ Software](https://www.g2.com/categories/cpq), [Lead Capture Software](https://www.g2.com/categories/lead-capture), [Lead Scoring Software](https://www.g2.com/categories/lead-scoring), [Sales Enablement Software](https://www.g2.com/categories/sales-enablement), [Insurance CRM Software](https://www.g2.com/categories/insurance-crm)


---
## Reviewer Demographics

### By Company Size

| Segment | Pega Sales Automation | Zoho CRM | 
|---|---|---|
| **Small-Business** | 15.4% | 61.6% | 
| **Mid-Market** | 53.8% | 32.4% | 
| **Enterprise** | 30.8% | 6.0% | 

### 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%

#### Zoho CRM

- **Information Technology and Services:** 16.1%
- **Computer Software:** 10.0%
- **Marketing and Advertising:** 8.9%
- **Financial Services:** 3.5%
- **Real Estate:** 3.5%
- **Education Management:** 3.0%
- **Retail:** 2.1%
- **Internet:** 2.1%
- **Accounting:** 2.0%
- **Management Consulting:** 1.9%
- **Other:** 46.9%

---
## 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 (25864 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1622 reviews)
- [Creatio](https://www.g2.com/products/creatio/reviews) — 4.6/5 stars (359 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1235 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13890 reviews)
- [monday CRM](https://www.g2.com/products/monday-crm/reviews) — 4.5/5 stars (1402 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 (3574 reviews)

### Alternatives to Zoho CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25864 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13890 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1235 reviews)
- [Apollo.io](https://www.g2.com/products/apollo-io/reviews) — 4.7/5 stars (9697 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1443 reviews)
- [Coevera](https://www.g2.com/products/coevera/reviews) — 4.6/5 stars (480 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14762 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3103 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2058 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)

---
## Top Discussions

### Pega Sales Automation

No discussions available for this product.

### Zoho CRM

- Title: [What have you found better than ZOHO](https://www.g2.com/discussions/what-have-you-found-better-than-zoho) — 5 comments, 1 upvote
  > **Top comment:** "Zoho One, with over 45 business applications,  all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus..."
- Title: [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) — 4 comments, 5 upvotes
  > **Top comment:** "It free in trail after that you have to pay "
- Title: [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) — 3 comments, 1 upvote
  > **Top comment:** "Zoho CRM has some great strengths when it comes to managing customer relationships. First, it's highly customizable, so you can easily tweak the platform to..."
- Title: [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) — 3 comments
  > **Top comment:** "1. Affordable 
2. Flexible and great customisation 
3. Good user friendly interface "
- Title: [can we create segmentation in this](https://www.g2.com/discussions/can-we-create-segmentation-in-this) — 3 comments, 1 upvote *(includes official response)*
  > **Top comment:** "Yes Lavanya,

Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/pega-sales-automation-vs-zoho-crm)