Talisma Pricing, Features, Reviews & Comparison of Alternatives

Talisma

CRM suite with marketing and KB (Knowledge Base) tools

3.69/5 (13 reviews)

Talisma overview

What is Talisma?

Talisma is a complete CRM platform that gathers marketing and sales tools in a unique place to monitor and improve customer experience. The solution is available on-premise, hosted or hybrid.

Talisma comes with contact & lead management features to automate sales activities. Sales teams can access and edit customer information, schedule meetings and leverage contact history to build sales plans. With Talisma, managers are able to analyze the sales pipeline and forecast revenue with tracking tools.

Design personalized traditional & digital marketing campaigns with Talisma targeting and automation tools. The software enables performance, costs and ROI tracking of each campaign with visual workflow analytics. Service agents can also use Talisma's communication tools to interact with customers by email, phone, instant messaging, etc. The software provides a cohesive view of all customer communications across every channel with unified records and reports.

Talisma comes with Business Intelligence features (dashboards, data manipulation, graphs, etc.) to provide actionnable insights from sales and marekting data, identify trends and improve processes.
www.talisma.com

Pricing

Pricing options
One time license
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, Australia, India

Supported languages

English
Talisma screenshot: Talisma - Analytics windowTalisma screenshot: Talisma - Contact details on mobileTalisma screenshot: Talisma - Mobile appTalisma screenshot: Talisma - Interaction windowTalisma screenshot: Talisma - Graph on mobile

Talisma reviews

Value for money
Features
Ease of use
Customer support
  3.4
  3.9
  2.7
  3.6
Daniel Burkett

As a scholarship assistant, Talisma made communication and data management a breeze.

Used daily for 2+ years
Reviewed 2018-01-09
Review Source: Capterra

Communicating essential information to large groups of people, and being able to quickly gather information about what a student had been told by various members of the admissions staff made communicating consistently a breeze.

Pros
It is incredibly easy to see what has been said to someone who contacts you by going to their site profile. It was also an essential tool in our office for event registrations. Talisma makes life so easy. Being able to assign interactions to specific staff members also makes communicating consistently easy. As an administrator, I could make sure there was one "go-to" contact for each type of interaction so that communication was consistent.

Cons
Vigilance does need to be exercised if someone will e-mail you with multiple accounts. Linking up information from multiple users can be a bit time-consuming.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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juan karam

Great CRM System

Used daily for 2+ years
Reviewed 2016-12-05
Review Source: Capterra

It's been almost 5 years working with Talimsa, we just upgraded to version 10 which is way better, at the beginning was hard to move from access to this CRM but at the end has many many helpful tools to keep data and track of everything in our company

Pros
Very helpful tool

Cons
Hard to understand at the beginning

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Anonymous

Not bad. But definitely not good.

Used daily for 1-2 years
Reviewed 2019-02-04
Review Source: Capterra

I've been using Talisma regularly for the past year and a half—at least five or six times a day. I've used other similar programs in the past—Raiser's Edge, DonorPerfect. I know Talisma is a smaller CRM, so I don't expect it to be exactly like either of those. The problem is, however, that it's often more of a headache than boon to our non-profit. The tabs in a donor's profile are un-intuitive and un-organized, for one. I often have to hunt down information that should be easy to find. Running a simple report isn't too bad, but once you start adding more variables it's bound to fail. I've also run in to quite a few weird glitches or bugs since I began using Talisma. Still, it does the basics—even with some difficultly—so it's not horrible. Our department received Talisma free as part of a package other department purchased a number of years back. I don't always agree with the "you get what you pay for" maxim, but in this case it's true.

Pros
1) Pricing for Talisma is not bad at all. 2) Logging comments on donor files is easy. 3) Color scheme doesn't give me a headache.

Cons
1) Overall, Talisma is plagued by a clunky interface that is amazingly counter-intuitive. 2) I felt like I needed an additional degree to run some moderately complex reports. 3) Even logging in can be a pain. 4) Almost every aspects that should be easy to deal with is not. At all.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 5/10

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Maria Clara

Great tool but hard to learn to use

Used daily for 6-12 months
Reviewed 2019-08-13
Review Source: Capterra

Pros
I used Talisma for a year and it was a big revolution for the university I worked for. The tool changed the way we planned marketing campaigns, flows, and contact strategies for students and prospective students.

Cons
I had a hard time adapting at first, it was not an easy tool to learn to use, it generated many doubts and with that the results were slow to appear.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 8/10

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Ravi Singh

We had to replace Talisma

Used occasionally for 6-12 months
Reviewed 2019-01-09
Review Source: Capterra

Pros
As far as the functionality and reports are concerned it has in depth options to manage these. However when we reviewed the usability among the multiple team levels, we found that it need highly analytical and attentive approach and the sales team specially being on the field dint show the interest in managing records in the system.

Cons
Multiple workspaces, mobile app's navigation is not user friendly

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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Talisma pricing

Pricing options
One time license
Subscription
Free trial
View Pricing Plans

Please contact Talisma for pricing.

Talisma features

API
Customer Database
Social Media Integration

Activity Dashboard (287 other apps)
Activity Tracking (198 other apps)
Automatic Notifications (239 other apps)
Calendar Management (207 other apps)
Contact Management (164 other apps)
Custom Fields (165 other apps)
Customizable Branding (250 other apps)
Customizable Reporting (188 other apps)
Customizable Templates (210 other apps)
Data Import/Export (224 other apps)
Electronic Payments (168 other apps)
Email Integration (222 other apps)
Real Time Data (155 other apps)
Reminders (209 other apps)
Reporting & Statistics (313 other apps)
Surveys & Feedback (182 other apps)
Third Party Integration (293 other apps)

Additional information for Talisma

Benefits

Social: Engage prospects through social activities with Talisma Social CRM. Build your customer base and your brand from a unique social media platform.

Mobility: Talisma Mobile CRM app enables sales reps to stay connected to up-to-date information (schedules, customer details, etc.) to enhance salesforce efficiency.

Automation: Talisma is a customer experience platform that enables business processes automation such as prospect and lead management to gain efficiency and productivity.

Knowledge base: Talisma KB enables content diffusion and control: PDF, Office documents, HTML, images, etc. can be managed and delivered to different audiences.