Talisma CRM

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Talisma CRM

What is Talisma CRM?

Talisma CRM is a full-featured CRM software that brings together marketing and sales features in one good place to track and improve customer experience. The system is available on-premises, in the cloud, or in a hybrid configuration.

To automate sales tasks, Talisma has contact and lead management functions. To create sales strategies, sales teams can access and change customer information, schedule meetings, and use contact history. Managers can use Talisma’s tracking tools to analyze the sales pipeline and forecast revenue.

Talisma’s targeting and automation technologies help you create customized traditional and digital marketing campaigns. With visual workflow analytics, the program allows each campaign’s performance, costs, and ROI to also be tracked. Talisma’s communication tools allow service agents to communicate with customers via email, phone, instant messaging, and other methods. With integrated records and reports, the program delivers a unified view of all customer communications across all platforms.

Talisma includes Business Intelligence tools (dashboards, data manipulation, graphs, and so on) to help you gain actionable intelligence from your sales and marketing data, identify trends, and enhance processes.

Talisma CRM Pricing

  • Free Plan: Not Available
  • Free Trial: Available
  • Starting Price: Not Provided

View Full Pricing and Plans of Talisma CRM ⮞

Deployment & Support


  • Cloud, SaaS, Web-Based
  • Desktop – Windows
  • Mobile – Android


  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • 24/7 (Live Rep)


  • In-Person
  • Live Online
  • Webinars
  • Documentation

Talisma CRM Features

  • Task Management
  • Territory Management
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Proposal Generation
  • Prospecting Tools
  • Referral Tracking
  • Reporting/Analytics
  • Sales Forecasting
  • Segmentation
  • Self Service Portal
  • Social Media Integration
  • Source Tracking

View Full Features of Talisma CRM ⮞

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