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What is Pega CRM?

Boost engagement and optimize automation at every stage of the customer journey. Shift away from traditional CRM platforms and embrace a holistic, journey-centric customer engagement solution. Whether you're looking to replace your current system or enhance your existing framework, Pega is ready to support you. The performance of your agents plays a vital role in your overall success, so it's important to keep your team connected, efficient, and productive, regardless of their location. Customers want to feel appreciated and cared for; provide them with proactive, personalized, and seamless experiences across all platforms. In the current competitive environment, having all-encompassing capabilities is crucial. Cut costs and enhance the effectiveness of your channels through smart automation and streamlined case management. Enable the integration and automation of tasks between teams and systems to speed up the handling of customer queries. Pega's AI-driven case management adjusts to diverse customer service demands, while predefined microjourneys based on industry best practices act as rapid deployment templates. This approach empowers you to initiate projects swiftly and effectively, ensuring your organization remains agile and responsive to evolving customer needs. By leveraging these tools, you can elevate your customer engagement strategy and drive meaningful outcomes.

What is LeadSquared?

Manage all your products, teams, and workflows seamlessly on a single platform, whether it's driven by digital interactions, call centers, or field agents. Ensure that you capitalize on every sales opportunity, as the journey from prospect to customer in B2C markets can often be complex. With numerous paths leading to a successful closure, various sales journeys may involve diverse channels, processes, and teams. LeadSquared integrates all these elements—processes, geographically dispersed teams, and customer touchpoints—into one cohesive platform for effective sales execution. This includes support for your digital teams, call center representatives, and on-ground sales and partner onboarding teams, along with operational staff. By minimizing distractions, LeadSquared empowers your teams to focus on their next tasks, ultimately enhancing their efficiency and boosting sales. Moreover, with a no-code sales process creator at your disposal, you can design optimal sales workflows tailored to your products and teams. This flexibility ensures that your sales processes can adapt to the ever-changing market demands, providing a robust foundation for growth.

Media

Media

Integrations Supported

AiSensy
Anantya.ai
Chat Agents
Conext
Creatrix Campus
Gmail
Google Cloud Anti Money Laundering AI
Livestorm
Microsoft Outlook
NeverBounce
Outdoo AI
Perfect Doc Studio
Quickwork
Ringg AI
Shift
Wufoo
X (Twitter)
Xoxoday
Zipteams
astTECS

Integrations Supported

AiSensy
Anantya.ai
Chat Agents
Conext
Creatrix Campus
Gmail
Google Cloud Anti Money Laundering AI
Livestorm
Microsoft Outlook
NeverBounce
Outdoo AI
Perfect Doc Studio
Quickwork
Ringg AI
Shift
Wufoo
X (Twitter)
Xoxoday
Zipteams
astTECS

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$25 per user per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Pegasystems

Date Founded

1983

Company Location

United States

Company Website

www.pega.com/es/products/crm-applications

Company Facts

Organization Name

LeadSquared

Date Founded

2012

Company Location

India

Company Website

www.leadsquared.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Lead Capture

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

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