--- 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 & Product Details 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. * * * Seller [PegasusCRM](https://www.g2.com/sellers/pegasuscrm) Discussions [PegasusCRM Community](https://www.g2.com/products/pegasuscrm/discuss) Show More ## Top-Rated Alternatives [ ![Maximizer](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Maximizer") Maximizer 4/5(672) ](https://www.g2.com/products/maximizer/reviews) [ ![Capsule CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Capsule CRM") Capsule CRM 4.7/5(513) ](https://www.g2.com/products/capsule-crm/reviews) [ ![Redtail Technology](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Redtail Technology") Redtail Technology 4.3/5(268) ](https://www.g2.com/products/redtail-technology/reviews) [ View All Alternatives ](https://www.g2.com/products/pegasuscrm/competitors/alternatives) ![Verified User in Non-Profit Organization Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Non-Profit Organization Management") AN Verified User in Non-Profit Organization Management Small-Business (50 or fewer emp.) 6/6/2023 "amazing platform for low code development" 4/5 What do you like best about PegasusCRM? easy to use - helps in daily maintenance of students, sales funnels and much more Review collected by and hosted on G2.com. What do you dislike about PegasusCRM? Nothing in particular - heading in the right direction. Review collected by and hosted on G2.com. What problems is PegasusCRM solving and how is that benefiting you? helps in reducing costs and handling time Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Pranay S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pranay S.") PS Pranay S. Assistant Consultant Enterprise (\> 1000 emp.) 7/26/2022 Business partner of the seller or seller's competitor, not included in G2 scores. "Pegasus CRM - Best low code platform" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ### There are not enough reviews of PegasusCRM for G2 to provide buying insight. 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Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology. ](https://www.g2.com/products/practifi/reviews "Practifi")[ 10 ![Affinity Logo](https://images.g2crowd.com/uploads/product/hd_favicon/55e306106d746c9b6756f1ad7c9ba82b/affinity.svg "Affinity Logo") Affinity 4.4 (72) Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity helps your team curate and grow its network by unlocking introductions to decision makers and auto-populating your pipeline to increase deal flow using AI and natural language processing, . ](https://www.g2.com/products/affinity/reviews "Affinity") [Show More](#) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/pegasuscrm/pricing) ## Work at PegasusCRM? Claim this profile to respond to reviews, update product info, and reach in-market buyers. 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