Vtiger vs Pega CRM

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Our analysts compared Vtiger vs Pega CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Vtiger Software Tool
Pega CRM Software Tool

Product Basics

Vtiger is a cloud-based suite of marketing, sales and help desk offerings, which can be deployed separately or as an integrated, all-in-one ecosystem. It enables companies to eliminate silos and improve connections with customers.

Though designed to serve small and mid-sized businesses, it’s capable of handling the needs of Fortune 500 organizations. It’s accessible on Android and iOS devices, enabling work from anywhere.
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Pega CRM is the customer relationship management suite offering from global provider Pegasystems. The Customer Decision Hub acts as the platform’s foundation and leverages predictive analytics and AI to drive immediate actions grounded in intelligent data.

Furthermore, the platform is built using Pega’s Situational Layer Cake™, enabling agility and tailored experiences. Every element from processes to data models is organized into layers, making it easier to support multi-dimensional efforts. Based on model-driven architecture, the system doesn’t require any coding knowledge. And organizations have the option to run the software on Pega’s cloud, their own cloud or a third-party cloud.
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$12 Monthly
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$45/User, Monthly
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Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Enhance the Sales Pipeline: Manage opportunities using a kanban view to easily visualize and track deals. Automatic alerts help sales reps accelerate deals, and filter lists provide visibility into the most important opportunities. 
  • Gain Data Insights: Assess performance across the organization. Sales insights include sales pipeline health and opportunities, win rate, pipeline value, sales cycle duration and more. Help desk KPIs reveal bottlenecks, cases due and ticket age, with the option to build reports based on help desk data. 
  • Provide Customer Self-Service: Simplify support efforts by providing a customer portal and public or private knowledge base. Offer multiple options including ticket submission and tracking, as well as FAQs based on common cases. 
  • Automate Workflows: Streamline recurring sales and help desk tasks, such as creating leads from form submissions, using rules to trigger a follow-up email, creating tasks, updating case fields, assigning tasks and sending alerts related to inactive cases. 
  • Manage Appointments Effectively: Handle appointments with prospects, customers and team members, with an appointment page link to make booking simple. Choose time slots, customize the design of the meeting page, schedule email reminders and send questionnaires beforehand to prepare. 
  • Improve Collaboration: With @mentions and real-time notifications, teams can communicate efficiently. Allows reassigning of tasks, opportunities or contacts to other team members. 
  • Extend Capabilities: Integrate with over 30 third-party apps including Dropbox, Mailchimp, QuickBooks, PayPal, Office 365, Zapier, Magento and DocuSign. 
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  • View Real-Time Insights: The system processes a range of data such as churn risk, lead scoring and more, allowing users to see up-to-date information in each customer’s profile. Your organization can also transform big data into actionable insights. 
  • Engage Customers: Use models that continually learn to anticipate customer needs and surpass their expectations. Users can also create and manage engagement strategies to deliver relevant interactions across customer touchpoints. 
  • Control AI Deployment: Blindly using AI can open the door for regulatory violations and major liabilities. Using Pega T-Switch™, organizations can deploy AI based on transparency thresholds to ensure compliance and reduce risks. 
  • Go Mobile: The Pega CRM mobile app allows managers and sales reps to take their work anywhere. Users can view critical info such as leads, opportunities and accounts. The platform includes notifications, alerts, geolocation, voice-to-text and more. 
  • Increase Revenue: With predictive forecasting features, Pega CRM helps sales teams work smarter. Use the insights to bring in more repeat purchases, take advantage of cross-sell and upsell opportunities, and boost customer retention. 
  • Optimize Campaigns: Fueled by AI, the system is always learning. This translates to more accurate campaign offers sent at the best time. It also maximizes paid search efforts to broaden brand reach and target the right people with the appropriate message. 
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  • Contact Management: Provides: 
    • 360-degree customer view with contact records that store all personal information as well as historical communications, files, quotes and more.
    • One-click sending of notes, emails and calls.
    • Alerts for when a contact meets certain criteria, such as being idle for a month.
    • Contact import via email, forms, CSV file or external apps.
    • A search tool and filtered lists.
  • Email Marketing: Includes over 70 templates, campaign performance analytics, autoresponders and 25,000 free emails per month. Also offers a drag-and-drop interface to design templates, data on how each contact engages with campaigns and list segmentation. 
  • Project Management: Create projects for personal, team or customer use. Includes Gantt charts, milestones, tasks, internal and external collaboration, and notifications. 
  • Inventory Management: Provides price books, inventory management systems, quotes, invoices, online payments and more. 
  • Document Management: Provides a central, searchable location for storing and accessing documents. Users can exchange messages directly in the document viewer. Activity tracking shows how leads interact with documents, such as pages read. 
  • Forecasting: Predicts revenue based on best case, worst case and other scenarios, as well as forecasts for future periods using current opportunities and other factors. Forecasts can be exported as CSV files and then shared. 
  • Case Management: Generates cases from support requests and links them to the corresponding contact. Includes alerts and the option to automatically escalate cases. Assign cases to a support agent, view the time remaining based on the SLA, prioritize cases based on different criteria, provide support across multiple channels and access a FAQ for suggestions on resolution. 
  • Mobile App: Provides alerts, calendar summaries, record access and editing, and call logging (Android only). 
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  • One-to-One Marketing: Using a toolkit supported by AI, the solution enables companies to engage at a personalized level. Users can visually depict each customer’s journey, build rules that govern AI actions, view next-best-action suggestions, monitor efforts via dashboards and more. 
  • Sales Automation: This feature supports data-driven sales processes through AI-guided automation. The platform can identify revenue opportunities as well as streamline and simplify tasks for sales reps. Additionally, managers can gain insights into sales rep performance, forecasts, accounts and other metrics. 
  • Customer Service Tools: The system uses data automation to eliminate silos and leverages omni-channel AI in real time to solve customer issues. It also contains a self-service platform that guides customers to resolutions immediately, instead of waiting for a service rep. 
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Product Ranking

#32

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CRM Software

#49

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CRM Software

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User Sentiment Summary

Great User Sentiment 748 reviews
Great User Sentiment 23 reviews
86%
of users recommend this product

Vtiger has a 'great' User Satisfaction Rating of 86% when considering 748 user reviews from 5 recognized software review sites.

81%
of users recommend this product

Pega CRM has a 'great' User Satisfaction Rating of 81% when considering 23 user reviews from 4 recognized software review sites.

5.0 (9)
n/a
4.3 (338)
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3.6 (1)
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3.6 (1)
4.3 (292)
3.6 (7)
4.4 (85)
4.3 (14)
3.6 (24)
n/a

Synopsis of User Ratings and Reviews

Customization: The platform’s extensive customization for modules and fields is incredibly helpful for tailoring it to user needs, according to 100% of reviews mentioning customization.
Integrations: According to 66% of users who mention this feature, Vtiger has valuable integrations that enable quick updates and high configurability.
Cost Efficient: The solution is budget-friendly and offers a rich set of features, as noted by 100% of reviews on this aspect.
Support and Training: Of users who reviewed this element, 62% suggested the support was helpful and prompt, which made their usage pleasant.
Unified Dashboard: Vtiger saves time by organizing everything in one place, as indicated by 100% of reviewers referencing this feature.
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Low-code Platform: Pega's visual-based approach empowers both developers and citizen developers to build applications and automate processes without extensive coding knowledge, promoting collaboration and agility within organizations.
End-to-End Automation: Pega's capabilities extend beyond front-office functions to encompass back-office processes and legacy system integration, providing a comprehensive solution for streamlining operations and breaking down silos.
AI-Powered Decisioning: Pega's AI engine, known as Next-Best-Action, analyzes data and recommends optimal actions in real-time, enabling businesses to personalize customer interactions and optimize outcomes.
Scalability and Flexibility: Pega's architecture is designed to accommodate growth and changing business needs, allowing organizations to adapt and scale their CRM solutions as required.
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Complex Data Requirements: The platform could use self-read and capturing of data to make functionality easier, according to 60% of users who reviewed data requirements.
Subpar Performance: The platform has a few buggy features, as asserted by 58% of users who spoke of responsiveness and bugs.
Simple UI: The user interface is outdated and has no ability to properly manage inputs in the first go, as observed by 66% of reviews mentioning this feature.
Difficult Reporting: The reports feature is complicated, as observed by 75% of the users mentioning the topic.
Poor Device Compatibility: Vtiger lacks responsiveness in all web browsers, especially Safari and iOS apps, as noted by 50% of reviews on device compatibility.
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Steep Learning Curve: Pega's interface can be overwhelming for new users due to its complexity and extensive features, requiring significant time investment to learn and navigate effectively.
Customization Challenges: While Pega offers extensive customization options, implementing and maintaining these customizations often demands specialized skills and resources, potentially increasing costs and complexity for businesses.
Cost Considerations: Pega's pricing structure, which may involve licensing, implementation, and ongoing maintenance fees, can be a significant investment for organizations, particularly smaller businesses with budget constraints.
Performance Concerns: Some users have reported performance issues with Pega, including slow loading times and occasional system glitches, which can impact user productivity and overall efficiency.
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Vtiger offers a single dashboard to save a lot of time, as well as features such as lead capturing, team scores and campaign tracking. The platform lacks some basic data capabilities, can be buggy at times and needs better Apple device compatibility. It also has a complicated reporting feature and poor UI. However, it is budget-friendly, offers deep customization and a wealth of integrations to extend functionality. Given the drawbacks mentioned, it may not be the best choice, particularly for Apple users, but users looking for an affordable, flexible system should consider it.

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Pega CRM receives praise for its user-friendly interface and adaptability, making it a popular choice among businesses seeking a customizable solution. Its scalability allows it to grow alongside a business, accommodating increasing demands. The software's customer service garners positive feedback for its responsiveness and helpfulness. However, some users note the cost can be a barrier, particularly for smaller businesses. Implementation can also pose challenges due to the platform's complexity. Compared to competitors like Salesforce and Microsoft Dynamics 365, Pega CRM stands out with its robust automation capabilities and focus on artificial intelligence. These features enable businesses to streamline processes and gain valuable insights into customer behavior. The platform's ability to unify systems and break down data silos is another advantage, fostering greater collaboration and efficiency. While Salesforce offers a wider range of integrations and Microsoft Dynamics 365 boasts tighter integration with Microsoft products, Pega CRM's strengths lie in its process automation and AI-driven insights. Pega CRM is best suited for larger enterprises with complex needs and a desire for extensive customization. Its ability to handle intricate workflows and automate tasks makes it ideal for organizations seeking to optimize operations and enhance customer engagement. The platform's scalability ensures it can support growth and evolving requirements. However, businesses with limited budgets or simpler CRM needs may find more cost-effective and user-friendly options available.

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