Pega Sales Automation
Pega Sales Automation: An enterprise sales platform pairing workflow automation with AI-guided selling. Ranked #12 of 23 in Customer Relationship Management - Enterprise Software by our editors (8.2/10); pricing: Pricing on request · 30-day trial; best for enterprise sales teams prioritizing AI-guided selling.
At a glance
- Editor score8.2 / 10
- PricingPricing on request · 30-day trial
- Best forEnterprise sales teams prioritizing AI-guided selling
- Free planNo
- Sales automationYes
- Founded1983
- Facts checked24 Sep 2026
Where it wins
- Ranks and scores leads with AI and surfaces opportunity insights.
- Combines forecasting, pipeline dashboards, and next-best-action guidance.
- Offers cloud or self-hosted deployment plus mobile offline activity updates.
Where it doesn't
- Pricing is provided through a sales inquiry rather than a public price list.
- Trial availability may be affected while the Sales Automation trial is upgraded.
- Its listed integrations center on Microsoft, Pega, and LinkedIn products.
Our verdict on Pega Sales Automation
Pega Sales Automation supports enterprise sales representatives, managers, and sales operations teams across lead management, opportunity progression, fulfillment, and forecasting. Its workflow automation covers the sales process, while AI-based ranking, opportunity insights, and next-best-action guidance help teams prioritize activity. The product is available for web, iOS, and Android, with cloud and self-hosted deployment options for organizations with different deployment requirements.
The standout fit is its combination of process management and guided selling. Teams can route and score leads, track opportunities through stages, view win-probability and progression insights, and monitor pipeline dashboards and forecasts. Next-best actions and offers add recommendations to this workflow. Mobile access includes sales records and offline activity updates, which may suit representatives working away from a connection. Microsoft Exchange email and calendar synchronization is supported, and listed integrations also include Microsoft Outlook, Pega Customer Decision Hub, and LinkedIn Sales Navigator.
Pricing is handled through a sales inquiry rather than a published price list, so buyers should expect to discuss requirements with Pegasystems. The vendor advertises a 30-day trial, but says the Sales Automation trial is currently being upgraded, so availability may be affected. Documentation and community are the listed support channels. Choose Pega when enterprise sales teams want configurable workflows, AI-guided prioritization, and deployment choice in one system. It may be a weaker fit for buyers who need transparent self-serve pricing, or whose evaluation depends on a broad set of named integrations beyond those listed.
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Pega Sales Automation pricing
Pega Sales Automation fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Deployment options | Both |
| Sales automation | Yes |
| Service management | No |
| Maximum users | Not verified |
| API access | Not verified |
| Data residency | Regional-choice |
| Free trial | 30 days |
| Deployment | Cloud, Self-hosted, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, ISO 27001, GDPR, HIPAA, PCI DSS, SSO/SAML |
| Support | Docs, Community |
| Built for | Enterprise (editorial estimate) |
| Integrations | 4 integrations: Microsoft Exchange, Microsoft Outlook, Pega Customer Decision Hub, LinkedIn Sales Navigator |
| Pricing | Pricing on request · 30-day trial |
| Website | pega.com |
| Facts checked | 24 Sep 2026 |
Pega Sales Automation integrations
Pega Sales Automation lists 4 integrations on its own site.
- Microsoft Exchange
- Microsoft Outlook
- Pega Customer Decision Hub
- LinkedIn Sales Navigator
Alternatives to Pega Sales Automation
- Salesforce Sales CloudA broad sales CRM with mobile access, integrations, and plans from free to enterprise tiers.9.4
- Microsoft Dynamics 365 SalesAn enterprise CRM that combines sales management with Microsoft collaboration and AI.9.3
- Creatio CRMA configurable CRM suite that connects customer data, sales, marketing, and service workflows.9.2
See all Pega Sales Automation alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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