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What is Talisma CRM?

Solutions aimed at enhancing productivity enable faster and more efficient customer interactions. Creating a centralized information repository significantly improves the quality of responses given to customers. Our tools are specifically engineered to identify customer characteristics that suggest interest in products and likelihood of purchase. By employing comprehensive multi-step omnichannel marketing strategies, businesses can increase their return on investment. We serve a diverse range of industries, such as banking, insurance, mutual funds, and securities, providing flexible deployment options that include on-premise, private, or public cloud solutions customized to meet your requirements. This level of adaptability guarantees that you can choose the deployment strategy that aligns perfectly with your organization's objectives, ultimately enhancing overall efficiency and effectiveness in customer engagement.

What is Claritysoft?

Clarity CRM, the premier offering from Claritysoft, seamlessly blends simplicity, usefulness, and adaptability. This platform provides robust tools for marketing automation, sales management, and customer support, all within an intuitive and fully customizable interface. With a keen emphasis on user experience, Clarity CRM aims to enhance user engagement and boost overall satisfaction. Notably, it delivers enterprise-level capabilities and features without the hefty price tag typically associated with such powerful software. As a result, businesses of all sizes can leverage its advantages to drive growth and efficiency.

Media

Media

Integrations Supported

AllayPay
Gmail
Google Calendar
Ion
Kixie PowerCall & SMS
Kuebix
Microsoft 365
Microsoft Outlook
QuickBooks Online

Integrations Supported

AllayPay
Gmail
Google Calendar
Ion
Kixie PowerCall & SMS
Kuebix
Microsoft 365
Microsoft Outlook
QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$39.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Talisma

Date Founded

1994

Company Location

United States

Company Website

www.talisma.com

Company Facts

Organization Name

Claritysoft

Date Founded

2010

Company Location

United States

Company Website

www.claritysoft.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation

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

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Force Automation

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

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

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