Pega Robotic Process Automation vs Vtiger CRM comparison

The compared Pega and Vtiger solutions aren't in the same category. Pega is ranked #19 in RPA , with an average rating of 7.0, and holds a 3.4% mindshare in the category. Vtiger is ranked #35 in CRM , with an average rating of 7.0, and holds a 0.8% mindshare. Additionally, 91% of Pega users are willing to recommend the solution, compared to 100% of Vtiger users who would recommend it.

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Executive Summary

We performed a comparison between Pega Robotic Process Automation and Vtiger CRM based on real PeerSpot user reviews.

Find out what your peers are saying about UiPath, Automation Anywhere, Microsoft and others in Robotic Process Automation (RPA).

To learn more, read our detailed Robotic Process Automation (RPA) Report (Updated: June 2025).

Buyer's Guide

Robotic Process Automation (RPA)

June 2025

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Helped 859,957 peers since 2012

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Categories and Ranking

Automate

Mindshare comparison

Robotic Process Automation (RPA)

CRM

Featured Reviews

Anabel Marco

Account Director at a tech services company with 11-50 employees

Automates processes efficiently with cost-effective scaling and robust customer support

Web scraping is quite good since it offers a lot of possibilities. Another important feature for me is its compatibility with MBI, the Power that is ISEQUADO Centers. I appreciate the ability to scale and increase the number of bots or studios without additional expense. Automate's non-reliance on additional orchestrators makes it quite cost-effective.

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VISHNU VARDHAN CHENNURU

Application Development Team Lead at Accenture

Great for UI creation, helpful support services, and reliable

Excel connectors need to be improved as there are a few connectors in Excel areas. The recording is not at best in Pega Robotics. They could look into it. The interactions with some applications, like Windows and web applications, are a little slow. They need to improve their speed. It should be normal, to open it with other tools. However, right now, it's a little hard. Users should feel they can develop easily. It will sometimes hang while interacting with third-party applications. Instead of adapters, if we had direct interaction of the applications with API and had scripts, that would be better. We have only CSharp supported right now. We'd like to have Python supported. If it was, it would be easier for us and make the solution more flexible. Currently, we are adding three different configuration files, however, if I had the option, I'd prefer to make a single configuration file and then differentiate it in all three environments. It can be difficult to create logic in automation. It's hard than if we used other RPA tools. If they could add more toolbox options, that would be ideal. They need to do what they can to help us reduce complexity in the automation and combine things under, for example, a single control.

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Valdi Venter

Owner | Director of Operations at Expert Technology Solutions

A modular, easy-to-use solution that needs to improve support and include automation

There are one or two annoying things. For example, if you make a drop-down list of something, it doesn't automatically alphabetize the drop-down list. You have to manually go and drag items up and down and alphabetize them yourself. That's annoying. If you have five items in the drop-down list or if you have a hundred, it's just pathetic. It makes no sense that you have to do that because I've never seen it not work before in any other system that I've ever worked with. If you make a list of things, most solutions automatically put it in an alphabetized order. Or it'll put it in date order, but there is some order. It doesn't just go randomly in the order you create them. For example, I might load about 20 neighborhoods into a drop-down list, starting at "a" and ending at "z." But I might miss one of the "b's" and two of the "c's," so I add them, but they are added after the "z." Then I have to go to the bottom of the list, click on the one that starts with "b," and drag it all the way up to the "b's." That's just a pain in the butt.

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Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:

Pros

"The solution is continuously adding more integrations to help with workflows and bot and task creation."

"The best feature of Automate is its ease of use, which is a major selling point."

"I would rate the technical support as a nine out of ten because it is quite fast and courteous."

"The ability to connect to websites and pull data is the solution's most valuable feature."

"Fortra's Automate performs the job effectively and has the capability to alert us of any issues."

"We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us."

"I find it very user-friendly. Our IT department and other departments can seamlessly collaborate without requiring extensive training. As a business department, we particularly value this aspect, as our team doesn't consist of many IT users. However, we couldn't solely rely on a drag-and-drop approach to implement and utilize the solution within our departments."

"Web scraping is quite good since it offers a lot of possibilities."

More Automate pros

"The platform's most valuable feature is the ability to perform most tasks reliably. It efficiently integrates with other systems and automates various tasks."

"It was very smooth and very seamless to create automations."

"The most valuable features are the loops to lookup tables to read the data."

"Its stability has been good."

"Pega is very mature. It's very old. They have grown with time, and they have learned. Other robotic process automation solutions are basically focused on only doing the automation, whereas Pega also gives you a workflow system so that you can create a workflow."

"Pega Robotic Process Automation's most valuable feature is that it is robust. Additionally, they have plenty of online documents that are good and Pega Academy is helpful, they are doing a great job. They give training on practical use cases. They take domain use cases, and they are great."

"It is a good and matured solution."

"The tech support is highly available and there is plenty of online training available."

More Pega Robotic Process Automation pros

"The fact that we can build our own modules on the solution is really quite attractive, and it's not overly complex."

"The most valuable feature of Vtiger CRM is automation."

Cons

"Fortra's Automate is not as reliable as I would like it to be."

"The vendor is currently working on a solution that allows us to automatically create a process that is based on a document that we receive via email."

"I believe we need to test various OCR tools that assist in evaluating, let's say, six different customer resyncs. We analyze their spending patterns and documentations, but current OCR support has limitations, requiring highly standardized documents, which isn't always the case. With a more advanced OCR system, we could improve processes related to credit risk management and legal matters. We're exploring how to integrate Fortra's Automate with our CRM platform, taking cues from instances where Salesforce seamlessly merged with Automate. However, we use a different CRM, Insight for New Enterprise, and we're seeking ways to connect the automation process within our CRM. We aim for the automation to continue smoothly, even in instances where traditional automation methods might face hurdles."

"Regarding customer support, I face challenges sometimes. They're not always available, and you may need to wait for assistance, but overall their support is acceptable."

"The workflow for variables could be better. The input and output of task-level variables could be made a little clearer in terms of passing those around from one task to another upon success, etc. Things like that could be a little easier potentially."

"The interface could be more user-friendly and easier to navigate."

"While this solution is continually improving, as it is now, the user interface could use improvement when I compare it to a product like UiPath."

"They do not encrypt passwords, so this is an issue with HIPAA compliance."

More Automate cons

"What I don't like that much in Pega Robotic Process Automation is its monitoring tool because that tool is tightly connected with the platform. If the Pega team can deploy the monitoring tool separately, so that it's a separate solution altogether, then that would be good because currently, if you have to use the monitoring tool, then that means you have to use the Pega Robotic Process Automation platform. The initial setup for Pega Robotic Process Automation also needs improvement because it is complex. The only additional feature I'd like to see in the solution is for the monitoring tool to be a stand-alone rather than being tightly coupled with the Pega platform. Looking at the current features of Pega Robotic Process Automation concerning application automation, it covers most of my needs currently."

"It's difficult not knowing when alerts will arrive."

"The way integration classes are created could be improved."

"It is still a niche skill and resources are scarce in the market unless big IT companies are involved."

"You cannot use a two-dimensional array to read the data."

"The handwritten structured and semi-structured data recognition accuracy is much lower and is an area that definitely needs to improve."

"I have faced many scenarios in the business workflow, where a few applications run on the Citrix environment. That could be a critical part of the process without which business won't be able to accept the automation solution. Because of one small bottleneck, you will lose a very good candidate for process automation."

"Rule versioning and deployment to enable parallel development could still be improved"

More Pega Robotic Process Automation cons

"If you make a drop-down list of something, it doesn't automatically alphabetize the drop-down list. You have to manually go and drag items up and down and alphabetize them yourself."

"The mobile design could improve in Vtiger CRM. It could be more user-friendly."

Pricing and Cost Advice

"From a distributor's perspective, one of the biggest selling points of Automate is its price point."

"It has gone up in price. The price of Fortra's Automate has increased since we first started using it. It does a lot but also costs a lot. It was a lot more affordable before Fortra owned the software."

"Compared to other products, the pricing model for this solution is much more convenient, flexible, and adaptable to the Portuguese reality."

"While solutions like UiPath and Blue Prism cost around $11,000-$12,000 for each license, this product costs around $7,000 and you can keep it forever."

"The pricing is quite reasonable. We can run the process with one bot. The limitation is at the server level because they have some resources, and sometimes that is enough. It isn't too expensive, so you can get a good return off of one, and you can also have a pack of five bots that is quite competitive."

"The cost is a bit high for a small business like ours, but we manage with Fortra's Automate."

"From a distributor's side, one of the biggest selling points is its price point. Without going into any numbers, compared to UiPath, Automation Anywhere, and Blue Prism, we're significantly cheaper. The main difference is that other competitors usually charge you per process. However, in Automate's case, it's priced per bot. So, a bot can run multiple processes at the same time, but you are only priced for a single bot."

"It comes with a package that costs approximately $20,000 USD per year."

More Automate pricing and cost advice

"I would rate the product's pricing a nine out of ten."

"Pega is as competitive as the basic players such as UiPath or Automation Anywhere. UiPath is the most expensive, but Pega is at par with Automation Anywhere."

"In terms of Pega Robotic Process Automation pricing, I would rate it a five out of five because the solution has a good price. Pricing is not very high, though I'm unsure of the exact cost, based on my experience, the price for Pega Robotic Process Automation is less than Blue Prism because I worked with a few clients that have both solutions and my clients prefer Pega Robotic Process Automation over Blue Prism particularly because of the licensing costs."

"The licensing cost is too high."

"Pega is pretty costly."

"Pega Robotic Process Automation is an expensive solution."

"I was not involved in licensing and pricing, but it is worth the cost."

"The price doesn't change when you add users. It's a flat fee, and that's attractive."

"We are using the free open-source version of Vtiger CRM."

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859,957 professionals have used our research since 2012.

Top Industries

By visitors reading reviews

Financial Services Firm

13%

Computer Software Company

11%

Manufacturing Company

Educational Organization

Financial Services Firm

29%

Computer Software Company

13%

Manufacturing Company

Government

Educational Organization

29%

Real Estate/Law Firm

10%

Computer Software Company

Financial Services Firm

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

No data available

Questions from the Community

What do you like most about HelpSystems AutoMate?

We use it for specific cases, mainly secure file transfers, which are vital for us. And it works for us.

See all answers

What is your primary use case for HelpSystems AutoMate?

The main purpose is for automation. That has been the purpose why I have been using it so far.

See all answers

What is your experience regarding pricing and costs for Fortra Automate?

Regarding pricing, it is very friendly. I would not say that it is really cheap or very expensive, but it fits within...

See all answers

What do you like most about Pega Robotic Process Automation?

The solution's automation handling capability has positively impacted the overall automation process in my experience.

See all answers

What is your experience regarding pricing and costs for Pega Robotic Process Automation?

I would rate the pricing a six out of ten, with ten being expensive.

See all answers

What needs improvement with Pega Robotic Process Automation?

The solution's configuration and settings could be more comprehensive.

See all answers

What do you like most about Vtiger CRM?

The fact that we can build our own modules on the solution is really quite attractive, and it's not overly complex.

See all answers

What is your experience regarding pricing and costs for Vtiger CRM?

The pricing, compared to other solutions, is very good. The price doesn't change when you add users. It's a flat fee,...

See all answers

What needs improvement with Vtiger CRM?

There are one or two annoying things. For example, if you make a drop-down list of something, it doesn't automaticall...

See all answers

Comparisons

UiPath Platform vs Automate

Compared 35% of the time

Microsoft Power Automate vs Automate

Compared 34% of the time

Blue Prism vs Automate

Compared 10% of the time

Automation Anywhere vs Automate

Compared 9% of the time

VisualCron vs Automate

Compared 6% of the time

More Automate Competitors

Microsoft Power Automate vs Pega Robotic Process Automation

Compared 48% of the time

UiPath Platform vs Pega Robotic Process Automation

Compared 35% of the time

Blue Prism vs Pega Robotic Process Automation

Compared 9% of the time

Automation Anywhere vs Pega Robotic Process Automation

Compared 6% of the time

IPsoft 1RPA vs Pega Robotic Process Automation

Compared 2% of the time

More Pega Robotic Process Automation Competitors

Odoo vs Vtiger CRM

Compared 68% of the time

Microsoft Dynamics CRM vs Vtiger CRM

Compared 32% of the time

More Vtiger CRM Competitors

Product Reports

Buyer's Guide

Automate

June 2025

Download Automate product report

Buyer's Guide

Pega Robotic Process Automation

June 2025

Download Pega Robotic Process Automation product report

Buyer's Guide

CRM

June 2025

Download Vtiger CRM product report

Also Known As

HelpSystems Automate, Automate

Pega RPA, OpenSpan

Vtiger Sales CRM

Overview

Automate offers a user-friendly solution with a drag-and-drop interface for efficient task automation and integration with major platforms like SAP and Azure, making it ideal for quick deployment with minimal coding and training.

Automate provides powerful features for businesses seeking efficient automation, offering compatibility with databases, email integration, and cloud platforms. Its simple interface supports both beginners and experienced users, simplifying tasks like invoice processing, HR automation, and data transformation. Cost-effective pricing and flexible licensing enhance its appeal while integration capabilities and scheduling tools ensure smooth workflow automation.

What are Automate's Key Features?

Drag-and-Drop Interface: Simplifies automation with intuitive design.
Integration Capabilities: Connects with platforms like SAP and Azure for seamless data flow.
Database and FTP Triggers: Enhances automation potential through direct data interaction.
Efficient Scheduling: Automates tasks with precise timing and control.
Web Scraping: Automates data extraction for quick analysis and reporting.

What Benefits and ROI Should Users Expect?

Rapid Deployment: Minimizes coding efforts for quick implementation.
Cost-Effectiveness: Offers flexible pricing models to suit budget constraints.
Operational Efficiency: Reduces manual workloads and enhances productivity.
Comprehensive Integration: Facilitates improved data management across systems.
Scalability: Adapts to growing business needs with ease.

In industries such as healthcare, banking, and logistics, Automate is used for tasks like invoice payment automation, data transformation, and task automation. This leads to streamlined processes and reduced manual workload, illustrating its value in enhancing operational efficiency through diversified workflows.

Fortra

With Pega Robotic Process Automation (RPA), organizations can automate the mundane, tedious, time-consuming, manual work that is hampering productivity and efficiency. Whether adjudicating claims, onboarding customers or employees, reconciling financials, updating customer information in systems record, Pega RPA can manage the work across your enterprise.

Pega

vtiger CRM truly delivers tons of features at low cost. Vtiger manages everything from marketing campaigns, to sales force automation, to customer support.

Vtiger

Sample Customers

Aldergrove Financial Group, Preferred Health Professionals, Mindbeam Technologies, First Credit Union in British Columbia, Vestcom International, Prime Liberty Benefits, University of Tampa, CNLBancshares, World Precision Instruments, BJ's Restaurants, Globe Pequot Press, Accudata Technologies, Norton Healthcare, Pacific Toxicology Laboratories

eBay Enterprise, M&I Bank

Contus, eLobe, Breezway, Milky Way Ventures, GB Advisors

Buyer's Guide

Robotic Process Automation (RPA)

June 2025

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