Name: Prism CRM
Price: 49 USD
Rating: 6 (1 reviews)
Author: Code5 Yazilim

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Enterprise Content Management

Payment Facilitation

Visitor Management

Enterprise

Accounting

CTRM

Travel Management

Finance and Accounting

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Application Server

Cloud Storage

Container Security

Data Center Backup

Data Preparation

Embedded Database

Enterprise Service Bus

Fraud Detection

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

LAN Switches

Message Oriented Middleware

Mobile Data Security

Mobile Identity

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Storage as a Service (STaaS)

Value-Added Resellers (VARs)

Virtualization Management

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Advocacy

Ecommerce Personalization

Email Marketing

Marketing Attribution

Marketing Automation

Mobile Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Sales Content Management

Sales Performance Management

Sales Training

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Virtualization Security

Security

Aviation

Fleet Management

Hospital Management

Intelligent Document Processing

Online Ordering

Online Voting

Practice Management

Veterinary

eDiscovery

Vertical-Specific

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Improved Information Infrastructure: Several users have stated that the collaboration with Code5 and the implementation of Prism CRM have significantly improved their information infrastructure. They feel that Prism CRM has enhanced the overall functionality of their organization by providing a systematic structure for analyzing relevant data.

Enhanced Decision-Making: Users mention that Prism CRM enables them to make quick and informed decisions during their sales processes. By having access to comprehensive control over all business processes, ranging from marketing to after-sales to financing, they are able to gather valuable insights and take appropriate actions.

Efficient Reporting Systems: Reviewers appreciate the reporting systems offered by Prism CRM, particularly highlighting the convenience of automatic report delivery. They find it beneficial that desired reports can be automatically sent to their mobile phones and email addresses, allowing them to stay updated on important information without manual effort.

Lack of Mobile Accessibility: Some users have expressed that they would appreciate the ability to access the full platform through the mobile version of Prism CRM. 

No Video Conference Features: Several reviewers have mentioned their anticipation for the inclusion of video conference features in future versions of the software.

Limited Customization Options: A number of customers have stated that they found the customization options in Prism CRM to be lacking, and wished for more flexibility in tailoring the software to their specific needs.

PRISM CRM has proven to be an invaluable tool for managing large-scale projects, such as a housing development with thousands of homes. Users have found that the software effectively organizes and manages customer data throughout the project, ensuring that no details are overlooked. With PRISM CRM, customers can easily track and manage customer interactions, ensuring efficient communication and follow-up. The software's ability to streamline and automate processes, such as lead generation and sales tracking, has been highly appreciated by users. Furthermore, PRISM CRM facilitates collaboration among team members involved in the project, improving overall efficiency. Users have also found great value in the comprehensive customer profiles and history provided by PRISM CRM, allowing for personalized and targeted marketing efforts. Overall, this software has been praised for its ability to handle complex requirements and generate insightful reports, aiding in decision-making and strategy development for large-scale projects.

Basic

Free Forever

CRM Bundle

ActiveCampaign helps small teams power big businesses with a platform for intelligent marketing automation. It provides email marketing, marketing automation, and CRM tools that help businesses to create incredible customer experiences.

Starter

Plus

ActiveCampaign

Prism CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Code5 Yazilim

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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