Talisma Pricing, Features, Reviews & Comparison of Alternatives


CRM suite with marketing and KB (Knowledge Base) tools

3.9/5 (10 reviews)

Talisma overview

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.


Business size



United States, Asia, Australia, Canada, Europe and 3 other markets, India, Latin America, Middle-East and Africa

Supported languages

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
Ease of use
Customer support
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.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.

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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 Very helpful tool

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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.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.

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Ashley Watson

Clunky and Outdated

Used daily for 2+ years
Reviewed 2019-03-20
Review Source: Capterra

Currently, we are in the process of switching over to another education management system because of all of the issues that we have had with Talisma over the past few years. While learning new software is never fun, we are excited to leave Talisma behind. The basic features are fine and they do what you need them to do.

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Ravi Singh

We had to replace Talisma

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

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.

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Talisma pricing

Pricing options
Free trial
One time license
View Pricing Plans

Please contact Talisma for pricing.

Talisma features

Customer Database
Mobile Integration
Social Media Integration

Activity Dashboard (188 other apps)
Activity Tracking (138 other apps)
Automatic Notifications (174 other apps)
Automatic Reminders (165 other apps)
CRM Integration (121 other apps)
Calendar Management (160 other apps)
Contact Database (115 other apps)
Custom Fields (135 other apps)
Customizable Branding (160 other apps)
Customizable Reporting (139 other apps)
Customizable Templates (138 other apps)
Data Import/Export (152 other apps)
Electronic Payments (119 other apps)
Email Integration (162 other apps)
Reporting & Statistics (188 other apps)
Third Party Integration (181 other apps)

Additional information for Talisma


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.