Pegasus CRM Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Pegasus CRM is a cloud-based customer relationship management platform built for the financial services industry, created to address sector-specific challenges such as Schedule A handling and varying residual structures. It targets independent agents, ISOs, MLSPs, and both small and larger ISO networks, offering a remedy for workflows unique to these groups. The company is based in Decatur, Georgia, and operates with a small team.

Developed over more than a decade, Pegasus CRM has established a distinct identity centered on robust functionality and ease of use. The platform has a track record of installations, including 70 deployments equating to about 210 seats, with all of CoCard using it and additional installations in progress for other ISOs. Designed from the ground up by an ISO, Pegasus CRM aims to streamline marketing, lead generation, contracts and onboarding, and ongoing client setup and maintenance.

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