--- title: "Talisma CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Talisma CRM Software - reviews, pricing plans, popular comparisons to other Intellectual Property Management products and more." source_url: "https://www.capterra.com/p/1342/Talisma-CRM/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Talisma CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Talisma CRM ## What is 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 ## What is Talisma CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Lead Management](https://www.capterra.com/lead-management-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/) Top alternative Featured Overall rating Based on 15 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Talisma CRM?[Manage this product listing](https://www.g2.com/products/talisma/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Talisma CRM 3.7 (15) VS. [4.6 (6,132)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price Contact vendor Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 2.7 (15) Ease Of Use 4.5 (6,083) Value For Money 3.3 (12) Value For Money 4.3 (4,700) Customer Service 3.5 (13) Customer Service 4.4 (4,492) ## Talisma CRM alternatives [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (18,834)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.2 (1,009)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.5 (4,492)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars ## FAQs about Talisma CRM Overview ### Which roles and teams benefit most from Talisma CRM? Talisma CRM is most used by admissions, enrollment, and recruitment teams to track prospective students, manage inquiries, and coordinate outreach. Advancement and donor relations staff use it to maintain supporter records and engagement history, while database and systems managers oversee data quality, reporting, and CRM administration. Marketing teams monitor campaign responses and recruitment activity. Answer based on 14 reviews Overview ### What company size and specific industries is Talisma CRM built for? Talisma CRM is designed for companies in the banking, insurance, financial services, mutual funds, ITES, travel and hospitality, manufacturing, and retail sectors. It is suited for businesses in these industries that need a CRM system to manage customer relationships and sales activities. Features and Usability ### What are the key features of Talisma CRM? Talisma CRM offers CRM and dashboard tools, plus contact management, customer database, and lead management. It also includes email management, call management, live chat, and self service portal capabilities. Sales teams can use pipeline management, opportunity management, forecasting, workflow management, reporting/analytics, and mobile access. Getting Started and Support ### What training and onboarding options does Talisma CRM offer? Talisma CRM provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online options support guided instruction, webinars provide group learning, and documentation offers written reference material for setup and ongoing use. Getting Started and Support ### What customer support options does Talisma CRM offer? Talisma CRM offers Email/Help Desk, Knowledge Base, Phone Support, and 24/7 Live Rep. No reviewer feedback on support experience is available in the catalog data, so no claims can be made about response speed, helpfulness, or common frustrations. ## Features AI summary Based on 14,838 Intellectual Property Management reviews Capterra reviewers highlight these as the top priorities buyers look for in CRM software: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Talisma CRM includes **Customer Database**, giving teams a central place to store and manage customer information. However, it does not offer **Data Security** or **Real-Time Data**. Instead, it provides **Contact Management** (**44%**), which can still help businesses organize customer records and maintain ongoing communication, helping teams keep customer details accessible and support more consistent relationship management. Interaction Tracking 2.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Lead Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process API Application programming interface that allows for integration with other systems/databases Calendar/Reminder System Notifications/alerts for upcoming events or tasks Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Channel Management Manage various distribution channels, build relations with channel partners, and track their performance Talisma CRM 45 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Support: Provide online support for your customers through live chat or help desk functionality - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Field Sales Management: Manage or track sales completed by field teams/employees - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Live Chat: Ability to chat online in real time - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Referral Tracking: Log and store the source of contacts/leads - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.8 (13) 3.8 Based on 13 reviews ## Pricing Value for money 3.3 (12) ### Starting price Free trial available Value for money 3.3 (12) 3.3 Based on 12 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.5 (13) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.5 (13) 3.5 Based on 13 reviews ## User reviews Overall rating 3.7 Based on 15 reviews Filter by rating Counts reflect reviews available in this feed. 5(4) 4(4) 3(5) 2(2) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Graduate Assistant Used the software for: 3-5 years ### "As a scholarship assistant, Talisma made communication and data management a breeze." 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 10, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Admissions Counselor Used the software for: 1-3 years ### "Great CRM Tool!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 26, 2023 If you are a team that has lots of communications, you should be using a CRM! Especially like Talisma. Being able to see past cases has helped a lot with conversations when folks contact you again, but more importantly, being able to see the case loads of each staff member has helped us advocate for more staff and compensation. Pros Talisma is a great CRM. I think the interface has improved significantly since I began to use it earlier on in my higher education career. It has a bit of a learning curve to learn at first, but eventually we rolled it out to our student workers as well! They would log calls, emails and other leads. IT made it so much more effective to analyze their value in the office and the work we all did to recruit the next class! Cons It just has a bit of a learning curve, but what doesnt! I think it took me a good two months to feel really comfortable with it and now I'm the trainer for our team! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Bethany C. Owner Used the software for: 1-3 years ### "Super hard to learn and use, and very outdated CRM" 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 November 6, 2024 When I worked on a team using Talisma, we were completely reliant on our database manager to do almost 100% of our database related work. No one else on the team could even figure out how to run reports. I absolutely do not recommend it! Although I believe it is being discontinued. Pros Very little - the product is overwhelming and incredibly difficult to use. Cons Confusing and incredibly difficult to learn. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JK Juan K. Marketing & Recruitment Management Used the software for: 3-5 years ### "Great CRM System" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 May 17, 2017 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Database Manager Used the software for: Less than 1 year ### "Database administrator at a Big 10 school" 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 January 20, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Donor Relations Officer Used the software for: 1-3 years ### "Not bad. But definitely not good." 3.0 February 5, 2019 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Naveen O. VP Used the software for: 3-5 years ### "Best CRM and Experience Management product for Banks and Financial services Industry" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 June 17, 2020 It has been great if not greatest because modern day CRM's do a great job. I extensively used the Lead management , contact management as well the Campaign response management tool. It was good but can not be compared with today's breed of tools. It satisfied the expectations of very specific industries. I still would like to see room for an improvement Pros Features and functionalities. One of the oldest software built out of India from Greatest Product minds. One think i liked was during a decade back only they pioneered the fact of OMNICHANNEL and experience management in India. they aquired pretty much all of BFSI Customer base in the region. bespoke to BFSI companies and processes. Cons On-premise in Nature with no pure cloud version not being available, UI needs to improve, Speed and performance . Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Ashley W. Coordinator Used the software for: 3-5 years ### "Clunky and Outdated" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 3/10 March 22, 2019 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. Pros The basic features are fine and they do what you need them to do. Cons The overall layout is complicated to figure out and just feels very outdated. It's not intuitive at all. I spend so much time trying to figure out how to run reports that it just doesn't seem worth it to me. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Enrollment Used the software for: 3-5 years ### "slowest CRM we have ever had" 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 2/10 July 23, 2020 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 Never experienced consistent sluggishness. Completely ruins the productivity for our teams here. So glad our company is looking elsewhere. We cant function successfully with this CRM Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Director of Institutional Advancement Used the software for: 3-5 years ### "Not user-friendly" 3.0 Overall Rating 3.0 3.0 Ease of Use 1.0 1.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 June 20, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Marketing Analyst Used the software for: Less than 1 year ### " Great tool but hard to learn to use" 4.0 August 14, 2019 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Used the software for: 3-5 years ### "" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 22, 2017 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Porgram Manager - Direct Channels ### "Flexibility is the key differentiator of Talisma" 4.0 November 24, 2013 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Manager Used the software for: Less than 1 year ### "We had to replace Talisma" 4.0 Overall Rating 4.0 4.0 Ease of Use 2.0 2.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 January 10, 2019 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Systems Manager ### "Good CRM" 3.0 September 11, 2011 I would recomend this product Pros Good system with lots of features Cons Non intuitive, Traning is required Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.