Enterprise DNA

Instead of Pega Sales Automation

Stop renting Pega Sales Automation. Own your sales system.

Enterprise DNA builds a sales CRM shaped to how your team prospects, qualifies and closes, carries your Pega accounts, contacts, leads and opportunities across, and runs it for you. No edition to upgrade for forecasting, no count of integrations, no platform to keep current.

Pega now quotes Sales Automation privately. The last list prices it published, on its 2021 price sheet, were US$140, $170 and $250 per user a month across its three editions: US$1,680 to $3,000 a user a year, before implementation.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

Where the money goes

A Pega bill pays for an enterprise platform wrapped around a sales pipeline

Underneath, your reps work four things: accounts, contacts, leads and opportunities. Pega delivers them on its own application platform, priced per user by edition, and today the price comes from a sales conversation rather than a price list.

layers

Prediction gated by edition

On Pega's 2021 sheet, predicted win probability, close dates, stage progression and quota attainment start at the Intelligence Edition. The bottom edition gets forecasting and close plans, not the predictions.

extension

Connections counted out

The same sheet lists integration connectors by edition: 3 included on Standard, 6 on Intelligence. Language packs are rationed the same way. Linking your own systems becomes a licensing question.

add_card

Extra licences for the best bits

Customer-specific next best offers need a separate Customer Decision Hub licence. Phone integration and customer-facing knowledge sit only in the top Engagement Edition.

build

A platform to run, not just a CRM

Pega ships dev, test and production environments, a no-code studio and its own case management. That is power a bank wants and overhead a 30-person sales team pays for regardless.

engineering

Specialists for every change

Pega has its own certifications, academy and partner network for a reason. A new field or a changed stage can mean a Pega-trained person and a release.

lock

A price you cannot see

The product page offers a demo, not a price. You negotiate the number, the edition and the term, and your pipeline lives inside a platform you rent for as long as you pay.

What you get instead

The sales system without the platform around it

Pipeline

Deals that cannot quietly go stale

The rules live in the open. Each deal carries a close date, each stage move is recorded, and one list shows what is slipping, worst first.

  • check A deal cannot be marked won without an amount or lost without a reason
  • check Past close dates, missing next steps and stalled deals land on one attention list
  • check Large deals resting on a single contact are flagged before that person leaves
  • check Winning a deal turns the prospect into a customer on its own

Forecast

Quota coverage at every edition, because there are none

Each rep's quarter is closed won plus weighted pipeline against quota, worked out from your own records. Nothing is held back for a higher tier.

  • check The gap to quota in dollars, per rep, with the days left in the quarter
  • check Only deals closing inside the quarter count, so late pipeline stops padding the number
  • check Win rates and cycle times measured from your history, not guessed
  • check Reps below 60% coverage show up while there is still time to act

Leads

Routing and consent in the rules

New leads go to the right territory straight away, untouched leads are counted against a three-day standard, and email consent is enforced rather than ticked.

  • check Unassigned leads routed by territory to whoever has the fewest open
  • check One conversion creates the account, contact and deal together
  • check Email to an opted-out contact is refused, citing the Spam Act 2003 and NZ's Unsolicited Electronic Messages Act 2007
  • check Opt-outs you bring across are locked in from the first day

Ownership

Change it by asking

Your records sit in a database you own, and the rules are yours to rewrite in plain words, with no studio to learn.

  • check Ask for a new field, stage or rule and it is added, with no release window
  • check Account briefs, per-rep forecast pages and a 90-day win and loss review come out with your logo
  • check A compliance check runs seven rules over the records, each citing where it comes from
  • check Connect as many of your systems as you like. Nothing is counted

Make it yours

Design your own Pega Sales Automation replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Pega Sales Automation. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Pega Sales Automation replacement Your version
YB Your business

auto_awesome

Answered from your own database

Build my version

We build it from the open-source base, bring your Pega Sales Automation data across and run it for you.

Switching

How to switch from Pega Sales Automation

The move involves exporting your core sales records, mapping Pega's columns to the new database, checking the import, and running both systems side by side before you switch.

  1. 1

    Export your sales records

    Export your accounts, contacts, leads and opportunities from Pega Sales Automation to spreadsheets. Export what your account allows, usually CSV or Excel, and ask your Pega administrator or partner to pull the records if needed. Check with Pega if you are unsure what your account can export. Ask whether any history you want to keep is available too, since the records listed for export do not specify which history is included.

  2. 2

    Map and load the records

    Pega's columns differ from the new CRM's import, so they need mapping before the records are loaded. The documented import is for Salesforce exports, not Pega spreadsheets. Have Enterprise DNA or Claude Code prepare the mapping for your Pega data, and use a test run first if the import path being used offers one. Do not assume the Salesforce import accepts Pega files as they are.

  3. 3

    Review the import results

    Check the import report and resolve anything it flags before treating the new database as ready. Confirm that the accounts, contacts, leads and opportunities have loaded as expected, and check that the fields important to your team were mapped correctly. Pay particular attention to any consent or opt-out fields you rely on. The documented import carries a Salesforce opt-out field, so check how any Pega equivalent is handled.

  4. 4

    Run both systems side by side

    Keep Pega available while your team starts working from the new database through Claude Code. For a short period, compare the records and pipeline in both systems and make sure the information your team depends on is present and usable. Note any gaps in the mapped fields or rules, and resolve them before you make the new CRM your only system.

  5. 5

    Switch off Pega

    Once you have checked the records and your team is ready to work from the new database, stop using Pega Sales Automation. Keep any exports or other records you need according to your own business requirements. Make sure the team knows where to work from now on, so new sales activity is not split between the two systems.

construction

Where the real effort goes

The main work is usually mapping your own Pega fields and sales rules to the new CRM, then deciding how much history to bring across and confirming it is available in your exports. The spreadsheet transfer is only part of the move. If you have Enterprise DNA run the installation, Enterprise DNA handles the mapping and migration work with you.

Not ready for a call?

Get your Pega Sales Automation switch plan by email

We will send you the step-by-step plan for moving your business off Pega Sales Automation, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Two ways in

Try the free version yourself, or have Enterprise DNA build and run yours

Open source

Run it yourself

Free

  1. 1 Download Enterprise CRM for Claude Code from GitHub
  2. 2 Run the demo and open the folder in Claude Code
  3. 3 Ask which deals need attention this week
  4. 4 Export your accounts, contacts, leads and opportunities from Pega to spreadsheets, then ask Claude Code to map the columns to the import
Get it on GitHub

Omni by Enterprise DNA

Have Enterprise DNA build it

One setup fee, then a monthly retainer

  • check We bring your Pega accounts, contacts, leads, opportunities and opt-outs across and check the counts match
  • check We rebuild the territories, stages and guided steps your reps actually follow
  • check We connect it to your email, calendar and finance system, with screens or mobile access scoped where your reps need them
  • check It runs inside Omni, our managed Command Centre, alongside the rest of your business
Get your version built

Questions

Instead of Pega Sales Automation, answered

Pega is built for banks and insurers. Is a free CRM really in the same league? expand_more

For the selling itself, yes: accounts, contacts, leads, opportunities, stage history and the forecast against quota are the same records. What Pega adds is a platform for case management, robotic automation and industry workflows. If your team uses those, Enterprise DNA scopes them into your version before quoting. If it does not, you are paying for them anyway.

What does Pega Sales Automation cost? expand_more

Pega quotes it privately now, so your number depends on your edition, users and negotiation. Its own 2021 price sheet listed US$140 per user a month for Standard, $170 for Intelligence and $250 for Engagement, before implementation.

How do our records get out of Pega? expand_more

Export accounts, contacts, leads and opportunities to spreadsheets, which your Pega administrator or partner can pull. Pega's columns are not the same as the free version's import, so the columns need mapping: Enterprise DNA does that as part of the move, or you ask Claude Code to do it.

We lean on Pega's predictions for win probability and quota. What replaces that? expand_more

The forecast here is worked out from your own history: real win rates, real cycle times and weighted pipeline inside the quarter, all visible and explainable. If you want scoring on top, Enterprise DNA builds it into your version against your own data.

Who changes it when our sales process changes? expand_more

You do, by saying what you want in plain English: a new stage, a field, a territory rule. In the version Enterprise DNA runs for you, we make the change and keep it running. No studio, no certification and no release window.

Find out what Pega's platform is costing your sales team

Book 30 minutes with Sam. Bring your Pega edition, your user count and your renewal date. We look at which parts of the platform your reps really use, which you pay for regardless, and show what your own version would look like. If it fits, we build it and run it. If not, the free version is yours to keep.

Book 30 minutes with Sam Get the free version

Enterprise CRM for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Pega Sales Automation?

Get your version built