---
title: PegasusCRM Reviews
meta_title: 'PegasusCRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how PegasusCRM works for a business like yours.
aggregate_rating:
  rating_value: 4.0
  review_count: 2
  scale: '5'
date_modified: '2026-03-17'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# 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



- [View PegasusCRM pricing details and edition comparison](https://www.g2.com/products/pegasuscrm/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-14+00%3A57%3A48+-0500&secure%5Bsession_id%5D=0096398b-6f33-42d9-9fba-1b4e73157ca4&secure%5Btoken%5D=0c0dfad5ac89b45051f66761f18a6e3d131a6497db81150165f1ac253e7a6e01&format=llm_user)

## PegasusCRM Features
**Content**
- Automation
- Marketing Automation

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

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

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics
- Calendar Management
- Template Management
- Client Management
- Workflow Management
- Territory Management
- Financial Management
- Document Management

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

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

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

**Additional Functionality**
- Search/Filter
- Activity Tracking
- Expense Tracking
- CRM
- Mobile Access
- AI Copilot
- Calendar Sync
- Third-Party Integrations
- Data Import/Export
- Customizable Reports
- Customizable Fields
- Lead Capture
- Relationship Tracking
- Collaboration Tools
- Alerts/Notifications
- Email Templates
- Generative AI
- Customer Database
- Task Scheduling
- Reporting & Statistics
- API
- Team Assignments
- Drag & Drop
- Access Controls/Permissions
- For Financial Institutions
- Interaction Tracking
- Sales Reports

## Top PegasusCRM Alternatives
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