Talisma CRM Features

Talisma CRM

CRM suite with marketing and KB (Knowledge Base) tools

3.69/5 (13 reviews)

Competitor Feature Comparison

API
Calendar/Reminder System
Call Management
Campaign Management
Cataloging/Categorization
Channel Management
Collaboration Tools
Commenting/Notes
Contact Management
Content Management
Customer Database
Customer Experience Management
Customer Service Analytics
Customer Support
Document Storage
Email Management
Email Marketing
Email Response Control
Field Sales Management
Forecasting
Interaction Tracking
Internal Chat Integration
Knowledge Base Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Mobile Access
Multi-Channel Communication
Opportunity Management
Performance Metrics
Pipeline Management
Proposal Generation
Prospecting Tools
Real Time Notifications
Referral Tracking
Reporting & Statistics
Reporting/Analytics
Request Escalation
Routing
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Task Management
Territory Management
Visual Analytics
Workflow Management
Learn moreCompare App
API
Calendar/Reminder System
Call Management
Campaign Management
Cataloging/Categorization
Channel Management
Collaboration Tools
Commenting/Notes
Contact Management
Content Management
Customer Database
Customer Experience Management
Customer Service Analytics
Customer Support
Document Storage
Email Management
Email Marketing
Email Response Control
Field Sales Management
Forecasting
Interaction Tracking
Internal Chat Integration
Knowledge Base Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Mobile Access
Multi-Channel Communication
Opportunity Management
Performance Metrics
Pipeline Management
Proposal Generation
Prospecting Tools
Real Time Notifications
Referral Tracking
Reporting & Statistics
Reporting/Analytics
Request Escalation
Routing
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Task Management
Territory Management
Visual Analytics
Workflow Management
Visit WebsiteCompare App
API
Calendar/Reminder System
Call Management
Campaign Management
Cataloging/Categorization
Channel Management
Collaboration Tools
Commenting/Notes
Contact Management
Content Management
Customer Database
Customer Experience Management
Customer Service Analytics
Customer Support
Document Storage
Email Management
Email Marketing
Email Response Control
Field Sales Management
Forecasting
Interaction Tracking
Internal Chat Integration
Knowledge Base Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Mobile Access
Multi-Channel Communication
Opportunity Management
Performance Metrics
Pipeline Management
Proposal Generation
Prospecting Tools
Real Time Notifications
Referral Tracking
Reporting & Statistics
Reporting/Analytics
Request Escalation
Routing
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Task Management
Territory Management
Visual Analytics
Workflow Management
Learn moreCompare App

Mobile apps

Android App


29 reviews

Talisma CRM Feature Reviews

10 reviewers had the following to say about Talisma CRM's features:

Ravi S.

We had to replace Talisma

2019-01-09

Pros

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

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Naveen o.

Best CRM and Experience Management product for Banks and Financial services Industry

2020-06-01

I extensively used the Lead management , contact management as well the Campaign response management tool.

Pros

One think i liked was during a decade back only they pioneered the fact of OMNICHANNEL and experience management in India.

Cons

On-premise in Nature with no pure cloud version not being available, UI needs to improve, Speed and performance .

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Pranav L.

Flexibility is the key differentiator of Talisma

2010-07-28

Strongly recommended.

Pros

(1) Web Client is very effective for the Sales Force dispersed across geographical locations (2) Rich in Functionality and the Product features are best in class. 90% of customer requirements can be handled through parameterisations (3) Customisable Product where additional features such as customised SQL Reports etc. can be built with minimum time to market (4) Customer focussed management which understands the (5) Flexibility to interface with as may systems as possible with significant ease

Cons

(1) Effective Support and Root Cuse Analysis is severely lacking in Talisma Support.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Ashley W.

Clunky and Outdated

2019-03-20

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.

Pros

The basic features are fine and they do what you need them to do.

Cons

I spend so much time trying to figure out how to run reports that it just doesn't seem worth it to me.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Higher Education company, 201-500 employees)

Not bad. But definitely not good.

2019-02-04

I know Talisma is a smaller CRM, so I don't expect it to be exactly like either of those.

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.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Higher Education company, 51-200 employees)

Not user-friendly

2018-06-19

Pros

I like that you can customize your home screen to your most commonly used reports, although not very easy to do.

Cons

The software is not very user-friendly. Reports are difficult to work through to get the answers you are seeking.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Maria C.

Great tool but hard to learn to use

2019-08-13

Pros

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

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
juan k.

Great CRM System

2016-12-05

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Talisma CRM

you can implement almost everything related to a database but it will cost you a lot of money

Source: Capterra
Helpful?   Yes   No
Read more
melissa g.

slowest CRM we have ever had

2020-07-15

It started out great, but over the last year or so it has gone completely downhill...useless piece of software

Pros

There are useful features to help our team keep organized and find things.

Cons

We cant function successfully with this CRM

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Daniel B.

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

2018-01-09

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.

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

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more