# PegasusCRM Reviews
**Vendor:** PegasusCRM  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)  
**Average Rating:** 4.0/5.0  
**Total Reviews:** 2
## About PegasusCRM
PegasusCRM is a comprehensive, cloud-based Customer Relationship Management platform specifically designed for the Merchant Services Industry. It streamlines business processes by automating tasks such as sales management, client onboarding, daily communications, and residual reporting. With its robust toolset, PegasusCRM enhances client workflows, facilitates superior customer support, and efficiently calculates residuals from any processor. Key Features and Functionality: - Sales Funnel Management: Includes tools like the Partner Portal and Agent Portal, enabling sales teams to input leads, track progress, and manage client interactions effectively. - Boarding: Features such as the Document Manager and Tasks and Meetings modules streamline the client onboarding process by organizing documents and scheduling tasks efficiently. - Daily Communication and Maintenance: Provides Enterprise Management tools, including a Corporate Portal and Field Management, to oversee office operations and maintain effective client relationships. - Residual Reporting: Offers a Universal Residual Reporting Tool and Integrated Residual Reporting Tool to calculate and customize payouts by processor, office, agent, or merchant swiftly. Primary Value and Solutions Provided: PegasusCRM addresses the unique challenges of the Merchant Services Industry by automating and integrating critical business processes. It enhances operational efficiency, reduces manual errors, and provides real-time analytics for informed decision-making. By offering a centralized platform for sales, onboarding, communication, and financial reporting, PegasusCRM empowers businesses to manage their operations seamlessly, foster stronger client relationships, and drive growth.




## PegasusCRM Reviews
  ### 1. amazing platform for low code development

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 06, 2023

**What do you like best about PegasusCRM?**

easy to use - helps in daily maintenance of students, sales funnels and much more

**What do you dislike about PegasusCRM?**

Nothing in particular - heading in the right direction.

**What problems is PegasusCRM solving and how is that benefiting you?**

helps in reducing costs and handling time

  ### 2. Pegasus CRM - Best low code platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Pranay S. | Assistant Consultant, Enterprise (> 1000 emp.)

**Reviewed Date:** July 26, 2022

**What do you like best about PegasusCRM?**

It's one of the best leading companies in low code application development.
MVP can go live within 90 days of the time frame from the scratch. 
No infrastructure headache, Pega cloud instance by default takes care of all required confirmation.

**What do you dislike about PegasusCRM?**

Honestly, No dislikes, always positive feedback.
Till we discover any dislikes, the Pega product team takes care of that in upcoming product releases.
I have my 5 years of wonderful Pega journey.

**What problems is PegasusCRM solving and how is that benefiting you?**

Pegasus CRM is providing a low code application development platform which makes MVP go live within 90 days of timeframe.
DCO is a key feature while showcasing Pega. Also, it's a great Orchestration tool with very ease of connecting different systems.
Time to market and return of investment.
Pega CRM can help you drive down costs, accelerate handling times, reduce errors, and increase customer satisfaction and loyalty.



- [View PegasusCRM pricing details and edition comparison](https://www.g2.com/products/pegasuscrm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-18+00%3A03%3A08+-0500&secure%5Bsession_id%5D=73169909-c67a-400c-ad53-d1d82f334699&secure%5Btoken%5D=3576bb711a659c9e10f11545f4b17275c8201e57298fe93c298c7b274756e387&format=llm_user)

## PegasusCRM Features
**Content**
- Automation

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management

**Agentic AI - Financial Services CRM**
- Decision Making

## Top PegasusCRM Alternatives
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