--- title: Pega Sales Automation Reviews meta_title: 'Pega Sales Automation Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 13 reviews by the users' company size, role or industry to find out how Pega Sales Automation works for a business like yours. aggregate_rating: rating_value: 4.1 review_count: 13 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Pega Sales Automation Reviews **Vendor:** Pegasystems **Category:** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics) **Average Rating:** 4.1/5.0 **Total Reviews:** 13 ## About Pega Sales Automation AI-powered Intelligent Sales Automation for today’s changing world ## Pega Sales Automation Pros & Cons **What users like:** - Users value the **out-of-the-box templates** in Pega Sales Automation for easy process automation tailored to their needs. (2 reviews) - Users value the **out-of-the-box automation templates** that allow easy customization to meet specific business needs. (1 reviews) - Users love the **out-of-the-box templates** that simplify automation tailored to their business requirements. (1 reviews) - Users value the **ease of use** of Pega Sales Automation, particularly its built-in templates for quick automation. (1 reviews) - Users value the **out-of-the-box templates** that simplify process automation tailored to specific business needs. (1 reviews) - Simple (1 reviews) - Templates Availability (1 reviews) **What users dislike:** - Users struggle with **integration issues** when connecting Pega Sales Automation to other APIs, impacting their workflow efficiency. (1 reviews) - Users find the **navigation difficult** due to the outdated and unappealing user interface, affecting usability. (1 reviews) - Users find the **interface unappealing and outdated** , which hampers navigation and overall user-friendliness. (1 reviews) - Users find the **poor interface design** of Pega Sales Automation makes navigation challenging and less engaging. (1 reviews) ## Pega Sales Automation Discussions - [What is Pega Sales Automation used for?](https://www.g2.com/discussions/what-is-pega-sales-automation-used-for) - [View Pega Sales Automation pricing details and edition comparison](https://www.g2.com/products/pega-sales-automation/reviews?page=2&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+14%3A54%3A59+-0500&secure%5Bsession_id%5D=ebea31dc-d4d7-4bde-afd2-d738663fff15&secure%5Btoken%5D=b24e7f6c0984360bac12b6d50cdd531944d877b84081be48803cfff0b44c2808&format=llm_user) ## Pega Sales Automation Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Control** - Role-Based Permissions - Opportunity Management - Recognized Escalation - Fund Management **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Agentic AI - Sales Coaching** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making - AI/Machine Learning - Third-Party Integrations **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Training** - Knowledge Base - Coaching Materials - Playbook Creation - Video Record **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Feedback** - Review - Scorecard - Coaching Card - Leaderboard - Real-Time Updates - Notifications - Competition **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call Tracking **Platform - Partner Relationship Management (PRM)** - Partner Portal - Content Repository - Revenue Tracking - Cross-System Integration - Workflow Automation & Notifications - Onboarding, Training & Certifications - Payouts & Global Compliance - Partner Discovery & Recruitment - Incentive Management - Recognized Escalation - Dashboards & Reporting - Marketing Tools - Deal Management - Third-Party Integrations - Activity Dashboard - Rewards Management - Compliance Management - Training Management - Channel Management - Affiliate Management - Distributor Management - Referral Management - Content Management - Lead Management - Document Management - Collaboration Tools - Progress Tracking - Goal Setting/Tracking - Alerts/Notifications **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Sales Analysis** - ROI Forecasting - Sales Forecasting **Generative AI** - AI Text Summarization - Generative AI **Agentic AI - Partner Relationship Management (PRM)** - Adaptive Learning - Autonomous Task Execution - Proactive Assistance - Natural Language Interaction **Additional Functionality** - Lead Generation - Onboarding - Visual Analytics - API - Performance Metrics - AI Copilot - Campaign Analytics - Reporting/Analytics - Customizable Branding - CRM - Lead Distribution - Generative AI **Additional Functionality** - Performance Metrics - Feedback Management - AI Copilot - Reporting & Statistics - Mobile Access - Collaboration Tools - Gamification - Automatic Transcription - Call Recording - Sales Reports - Real-Time Analytics - Commenting/Notes - Built-in Course Authoring - Learning Paths/Tracks - Assessment Management - Video Conferencing - Conversation Intelligence - Call Monitoring - Goal Setting/Tracking - Workflow Management - Learning Management - Content Management - Training Management - Document Management - Content Library - Recommendations - Activity Dashboard - Call Tracking - Performance Management - Onboarding - Search/Filter **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Pega Sales Automation Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,690 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - 3.8/5.0 (1,464 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,841 reviews)