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Head-to-head · Financial Services CRM Software

Zoho CRM vs Pega CRM

  • Updated Oct 2026
  • Both researched from official sources
  • 1 check side by side
Higher score Zoho CRM #2 in Financial Services CRM Software 9.0/10 Free plan · 15-day trial Free planFree trial✓ 0 of 5 features Visit Zoho CRM
Pega CRM #7 in Financial Services CRM Software 8.5/10 Pricing on request ✓ 0 of 5 features Visit Pega CRM

Zoho CRM leads on 0 checks, Pega CRM on 0, and 1 is even. Who comes out ahead on the 1 yes/no, price and count check where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreZoho CRM · 9.0/10
  • Free planonly Zoho CRM
  • Free trialonly Zoho CRM

Zoho CRM scores higher on our rubric for financial services crm software: 9.0 against 8.5 out of 10; our editors rank them #2 and #7.

Zoho CRM is the better fit for small firms seeking low-cost flexibility. Pega CRM is the better fit for large teams needing configurable sales CRM.

  • Zoho CRM fits best

    Small firms seeking low-cost flexibility

  • Pega CRM fits best

    Large teams needing configurable sales CRM

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Side by side

Feature Zoho CRM 9.0/10 Visit ↗ Pega CRM 8.5/10 Visit ↗
At a glance
Editor score 9.0 8.5
Ranking #2 in Financial Services CRM Software #7 in Financial Services CRM Software
Best for Small firms seeking low-cost flexibility Large teams needing configurable sales CRM
Pricing model Free plan + paid Paid
Starting price $14/user/mo Pricing on request
Free plan ✓ (best) Not checked yet
Free trial 15 days —
Deployment Cloud, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web
Compliance GDPR SOC 2, ISO 27001, GDPR, SSO/SAML
Integrations 1,100+ integrations 2 integrations
Built for Solo, Small business, Mid-market, Enterprise Enterprise, Mid-market
Features Zoho CRM 0/5 · Pega CRM 0/5
Compliance workflows Not checked yet Not checked yet
Opportunity management Not checked yet Not checked yet
Client portal Not checked yet Not checked yet
Audit trail Not checked yet Not checked yet
Email and calendar sync Not checked yet Not checked yet
Specs
Deployment Not checked yet Not checked yet
Our review
Pros
  • Free plan supports up to 3 users
  • Sales, marketing, workflow, and AI features in one CRM
  • Web, iOS, Android, and API access
  • Configurable sales stages, process steps, and guided selling
  • AI lead ranking, opportunity predictions, and next-best actions
  • Offline mobile access with Outlook and Exchange synchronization
Cons
  • Financial-services-specific workflows are limited
  • No verified audit trail or client portal
  • Pricing varies by billing term, region, and currency
  • Pricing uses a contact-sales model rather than published plan tiers
  • Enterprise process configuration may exceed the needs of smaller teams
  • Named email integrations center on Microsoft Outlook and Exchange
Our verdict

Zoho CRM is a cloud-based customer relationship management platform for sales teams and customer-facing organizations. It manages leads, contacts, accounts, deals, activities, pipelines, campaigns, workflows, analytics, and customer…

Read the review →

Pega CRM is an enterprise customer relationship management suite from Pegasystems, combining sales automation, customer service, marketing integration, and real-time decisioning. It is aimed at large organizations that need configurable…

Read the review →
  1. Zoho CRMFinancial Services CRM Software 9.0Free plan · 15-day trial
  2. Pega CRMFinancial Services CRM Software 8.5Pricing on request

Strengths and trade-offs

  • Zoho CRM — where it wins

    • Free plan supports up to 3 users
    • Sales, marketing, workflow, and AI features in one CRM
    • Web, iOS, Android, and API access

    Where it doesn't

    • Financial-services-specific workflows are limited
    • No verified audit trail or client portal
    • Pricing varies by billing term, region, and currency

  • Pega CRM — where it wins

    • Configurable sales stages, process steps, and guided selling
    • AI lead ranking, opportunity predictions, and next-best actions
    • Offline mobile access with Outlook and Exchange synchronization

    Where it doesn't

    • Pricing uses a contact-sales model rather than published plan tiers
    • Enterprise process configuration may exceed the needs of smaller teams
    • Named email integrations center on Microsoft Outlook and Exchange
  • Zoho CRM9.0/10 · Free plan · 15-day trial

    Flexible CRM coverage at a low entry price, with limited financial-services specialization.

    Visit Zoho CRMFull verdict →
  • Pega CRM8.5/10 · Pricing on request

    A configurable CRM suite for large teams managing complex sales and service processes.

    Visit Pega CRMFull verdict →

More comparisons

All financial services CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update