Pega Sales Automation vs Zoho CRM comparison

Pega and Zoho are both solutions in the Sales Force Automation category. Pega is ranked #13 with an average rating of 8.0, while Zoho is ranked #4 with an average rating of 8.2. Pega holds a 1.2% mindshare in SFA, compared to Zoho’s 5.5% mindshare. Additionally, 100% of Pega users are willing to recommend the solution, compared to 89% of Zoho users who would recommend it.

Pega Sales Automation

Read 1 Pega Sales Automation review

99 Views
99 Comparison Views

100% willing to recommend

Zoho CRM

Read 55 Zoho CRM reviews

1,741 Views
296 Comparison Views

89% willing to recommend

Pega Sales Automation

Zoho CRM

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Executive Summary

We performed a comparison between Pega Sales Automation and Zoho CRM based on real PeerSpot user reviews.

Find out what your peers are saying about Microsoft, Salesforce, Five9 and others in Sales Force Automation.

To learn more, read our detailed Sales Force Automation Report (Updated: August 2025).

Buyer's Guide

Sales Force Automation

August 2025

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Helped 866,088 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

Pega Sales Automation

Ranking in Sales Force Automation

13th

Average Rating

8.0

Reviews Sentiment

8.3

Number of Reviews

Ranking in other categories

No ranking in other categories

Zoho CRM

Ranking in Sales Force Automation

4th

Average Rating

8.0

Reviews Sentiment

6.9

Number of Reviews

Ranking in other categories

CRM (6th), Opportunity Management (5th)

Mindshare comparison

As of August 2025, in the Sales Force Automation category, the mindshare of Pega Sales Automation is 1.2%, up from 0.3% compared to the previous year. The mindshare of Zoho CRM is 5.5%, up from 5.4% compared to the previous year. It is calculated based on PeerSpot user engagement data.

Sales Force Automation Market Share Distribution
Product	Market Share (%)
Zoho CRM	5.5%
Pega Sales Automation	1.2%
Other	93.3%

Sales Force Automation

Featured Reviews

Mohammed Tafazal

RPA Lead Architect and Manager at a computer software company with 501-1,000 employees

A scalable low-code platform with an easy initial setup phase

Stability-wise, I rate the solution an eight out of ten. The stability of Pega Sales Automation depends upon how an IT architecture is built, and because of this, I can say that users would experience no downtimes in an IT environment with high-availability servers. With Pega Sales Automation, I haven't seen any downtimes.

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Romani Labib

Director of Information Technology at MASFinancials

Customization options empower workflow management, though support understanding can be enhanced

Currently, I am still working with Azure and I use the Azure products for my current work. I use Azure Active Directory. I don't use products like App Service from Azure or Azure Logic Apps, Front Door, but I think it's very straightforward. Once I take the first step to use Azure, I can track myself to use another application, program, or module in Azure. I use Office 365 because we actually have Exchange mail server 2019 on premises. In the last few months, I upgraded from Exchange on premise to use Office 365, which is faster, easier to troubleshoot, and more secure. I use Remote Desktop Services (RDS) as the best solution because I make a private server in my data center room. I have many users that need to access the internet, so I don't join the server to my domain because if I have any malware or other attacks, I can resolve it easily without any damage to my internal network. Microsoft RDS is more user-friendly and easier to use compared to RDS from Azure Microsoft or another provider. I purchase Microsoft Remote Desktop Services directly from Microsoft. I have had an MCSE and Microsoft account for 15 years. I work with SharePoint and Exchange, which are famous applications through Microsoft and Office 365. For daily tasks, I use Microsoft tools and Linux tools because I have applications like CRM, ERP, and HRM running over CentOS, an operating system by Linux. Regarding CentOS, in Egypt, we have issues paying for things from the internet, especially due to the large margin between US dollars and Egyptian pounds. CentOS is totally free from the internet, so I create ISO and install it on the server to use all features, policies, and security modules. Currently, I use 3CX as voice solutions, and Asterisk is the Linux platform I use, along with firewalls by Linux called pfSense. All data centers in my company have products between Microsoft and Linux systems. For DNS, I use deDNS to make remote access or subdomains from deDNS organization. Sometimes, I pay for a main domain from HostGator and re-route the domain to my data centers. Based on other competitors, I would rate Zoho CRM's price as a five, as it has a middle-range price compared to others. Overall, I rate Zoho CRM a seven out of ten.

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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 initial setup of Pega Sales Automation was easy since it is a tool meant for sales-related activities, and moreover, it is a very low-code tool."

"Zoho CRM handles the entire customer relationship management, from lead generation to workflows, reports, and lead qualification."

"The dashboards and visualizations help us see how different markets perform. I find the dashboard feature most valuable because it's easy to visualize data. I've been trying to use the built-in quotations feature, which could reduce turnaround time. We're not using many automation features for record management and opportunity tracking. I'm trying to integrate Zoho CRM with Zoho Flow for quotation submission workflow."

"I like that it is easy to get data in and out of it. We can export and import CSV files. I also like that the database is hierarchical, which allows me to be able to look at a parent and multiple children."

"The most valuable aspect of CRMs, including Zoho CRM, Salesforce, and Microsoft Dynamics, is automation capabilities—without requiring a large team or manual intervention, the system can execute entire business flows in seconds through proper configuration and automation setup."

"The login and logout times of each employee of our company are recorded by Zoho CRM for productivity calculations"

"The initial setup is pretty fast."

"What I appreciate about Zoho CRM is the customization."

"The user interface, especially the dashboard, offers good navigation."

More Zoho CRM pros

Cons

"I want Pega Sales Automation to provide users with more predictive and adaptive models and on how to get a forecast of upcoming leads since these two are areas where the solution lacks."

"There should be easy access to feature recommendations in the solution"

"Adding a new contract to the solution is quite complicated."

"I have issues with the tool's scalability."

"Zoho CRM has a rule engine or a place where you can set certain rules. That's not evolved very much. They could improve this within the platform."

"The main improvement needed for Zoho CRM is introducing SQL code for reports, similar to what's in Zoho Analytics."

"The only thing I noticed was that it does not support multi-country operations. In Canada, for example, we do not use the term "state," but rather "province," and we do not use zip codes, but rather "postal codes.""

"The reporting for developers should be improved."

"They should provide an option to customize modules."

More Zoho CRM cons

Pricing and Cost Advice

Information not available

"We have an annual license fee that costs $12,000."

"We consider it a good value and found it to be cost-effective."

"Compared to other solutions, I would say Zoho CRM is very, very affordable because we can use different applications with one license."

"Compared to other CRMs, it is very cheap."

"I rate the product a four out of ten. The cost for Zoho CRM is not fixed; different editions are available, and the features depend on the edition chosen. Some capabilities, such as integrating with workflows, might incur additional costs, but these are well-documented and not hidden."

"The product costs $35 per user per year."

"Zoho CRM is an expensive tool."

"There is a license required for this solution."

More Zoho CRM pricing and cost advice

See which vendors are best for you

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866,088 professionals have used our research since 2012.

Top Industries

By visitors reading reviews

No data available

Manufacturing Company

Computer Software Company

University

Financial Services Firm

Company Size

By reviewers

Large Enterprise

Midsize Enterprise

Small Business

No data available

By reviewers
Company Size	Count
Small Business	42
Midsize Enterprise	6
Large Enterprise	9

Questions from the Community

What do you like most about Pega Sales Automation?

The initial setup of Pega Sales Automation was easy since it is a tool meant for sales-related activities, and moreover, it is a very low-code tool.

See all answers

What needs improvement with Pega Sales Automation?

I want Pega Sales Automation to provide users with more predictive and adaptive models and on how to get a forecast of upcoming leads since these two are areas where the solution lacks.

See all answers

What is your primary use case for Pega Sales Automation?

I have not worked full-fledged with Pega Sales Automation. In my company, we use Pega Sales Automation during presale phases with clients. Pega Sales Automation is used in our company because we us...

See all answers

What do you like most about Zoho CRM?

Zoho CRM integrates easily with customer service workflows.

See all answers

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

I rate the pricing as a five out of ten, as it offers good value for money.

See all answers

What needs improvement with Zoho CRM?

The UX for the product in general is probably below standard compared to some of the other CRMs.

See all answers

Comparisons

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Compared 100% of the time

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Compared 37% of the time

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Compared 7% of the time

monday.com for Enterprise vs Zoho CRM

Compared 6% of the time

Salesforce Sales Cloud vs Zoho CRM

Compared 6% of the time

Microsoft Dynamics CRM vs Zoho CRM

Compared 5% of the time

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Product Reports

Buyer's Guide

Sales Force Automation

August 2025

Download Pega Sales Automation product report

Buyer's Guide

Zoho CRM

August 2025

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Overview

Pega is delivering a new kind of sales force automation that combines artificial intelligence and digital process automation. With a built-in AI engine that dynamically presents content and offers you’ll see increased production from your sales reps.

Integrated call telephony, email, mobile app, and social collaboration features complement more than 50 out-of-the-box dashboards. On top of all that, Pega’s industry-leading digital process automation platform streamlines forecasting, opportunity management, lead assignment, and territory and quota assignments across multiple geographies and sales teams.

Pega

Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management.

Zoho

Sample Customers

nissha, ocbc bank, telecom, bny mellon

JetHub, Anderson Sales Advantage, ActionCoach, Milagro Advisory Group, TECO Pneumatic, Proteomics Consult

Buyer's Guide

Sales Force Automation

August 2025

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We monitor all Sales Force Automation reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. We validate each review for authenticity via cross-reference with LinkedIn, and personal follow-up with the reviewer when necessary.