Who Uses This Software?

Talisma CRM helps companies in the Banking, Insurance, Financial Services, Mutual Funds, ITES, Travel & Hospitality, Manufacturing & Retail Sector.


Average Ratings

9 Reviews

  • 4 / 5
    Overall

  • 3 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Pricing Details
    Contact Talisma for pricing details.
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - Android Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Talisma
  • www.talisma.com
  • Founded 1994
  • United States

About Talisma CRM

Talisma CRM is leading Customer Relationship Management Software made for Enterprises. Businesses can track and engage customers across communication channels with accuracy, measuring engagement effectiveness and collecting and acting on real-time feedback


Talisma CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management

Talisma CRM Reviews Recently Reviewed!


Capterra loader

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

Jan 09, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Great CRM System

Dec 05, 2016
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Very helpful tool

Cons: Hard to understand at the beginning

Overall: 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

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

Not bad. But definitely not good.

Feb 04, 2019
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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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.

Overall: 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.

We had to replace Talisma

Jan 09, 2019
4/5
Overall

2 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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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

Flexibility is the key differentiator of Talisma

Jul 28, 2010
4/5
Overall

5 / 5
Ease of Use

2 / 5
Customer Support

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.

Overall: Strongly recommended.

Database administrator at a Big 10 school

Jan 18, 2018
4/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Call tracking and e-mail flow. They make tracking inbound and outbound correspondence with prospective students very simple and clear.

Cons: Not user friendly. There is a large learning curve. The training videos were extremely simple and high-level and not exactly "real world" training--more of a glossary to understand the terminology.

Not user-friendly

Jun 19, 2018
3/5
Overall

1 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money

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. I have heard the software as numerous capabilities, but without extensive training, you cannot navigate easily. This is not a program where you can self-teach the system.

Jul 22, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Good CRM

Sep 08, 2011
3/5
Overall

3 / 5
Ease of Use

4 / 5
Customer Support

Pros: Good system with lots of features

Cons: Non intuitive, Traning is required

Overall: I would recomend this product