Who is this service for?

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

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

Average rating 3.3/5

Total score
3.3
“Ease of use
2.5
User support
3.5
Features
3.2

Product details

Starting price:

1usd / per month
more about prices

Free trial:

Yes, get demo

Desktop & Mobile Platforms:

Windows

App - Android

Cloud, SaaS, Internet

Training:

Documentation

Online

Support:

Working hours

Online

Software Developer

Campus Management
http://www.campusmanagement.com
Set up in 1994
United States

Features

AI/Machine Learning
Alerts/Notifications
Calendar/Reminder System
Call Management
Campaign Management
Cataloging/Categorization
Channel Management
Commission Management
Contact Management
Contract/License Management
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customizable Scoring

Dashboard
Data Enrichment
Demographic / Firmographic Data
Document Storage
Email Marketing
Email Response Control
Field Sales Management
Internal Chat Integration
Knowledge Management
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Mobile Access
Multi-Channel Data Collection
Multiple Scoring Models
Negative Feedback Management
Opportunity Management
Performance Metrics
Pipeline Management
Predictive Analytics
Prioritization
Process/Workflow Automation
Proposal Generation
Prospecting Tools
Quotes/Estimates
Referral Tracking
Reporting/Analytics
Sales Forecasting
Search/Filter
Segmentation
Self Service Portal
Sentiment Analysis
Social Media Integration
Source Tracking
Survey/Poll Management
Task Management
Territory Management
Text Analysis

Alternatives Talisma CRM


M
Maria C.

« Great tool but hard to learn to use»

Usability

Support

Features

4

Overall rating

Benefits:

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.

Drawbacks:

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.

October 3, 2021
Feedback source: the Internet
j
juan k.

«Great CRM System»

Usability

Support

Features

3

Overall rating

Benefits:

Very helpful tool

Drawbacks:

Hard to understand at the beginning

In sum:

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

September 21, 2021
Feedback source: the Internet
N
Naveen o.

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

Usability

Support

Features

4

Overall rating

Benefits:

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.

Drawbacks:

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

In sum:

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

September 20, 2021
Feedback source: the Internet
m
melissa g.

«slowest CRM we have ever had»

Usability

Support

Features

2

Overall rating

Benefits:

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

Drawbacks:

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

In sum:

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

September 12, 2021
Feedback source: the Internet
V
Verified Reviewer

«Not user-friendly»

Usability

Support

Features

2

Overall rating

Benefits:

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

Drawbacks:

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.

August 29, 2021
Feedback source: the Internet
P
Pranav L.

«Flexibility is the key differentiator of Talisma»

Usability

Support

Features

4

Overall rating

Benefits:

(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

Drawbacks:

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

In sum:

Strongly recommended.

August 22, 2021
Feedback source: the Internet
J
Justin M.

«Good CRM»

Usability

Support

Features

4

Overall rating

Benefits:

Good system with lots of features

Drawbacks:

Non intuitive, Traning is required

In sum:

I would recomend this product

August 18, 2021
Feedback source: the Internet
V
Verified Reviewer

«Database administrator at a Big 10 school»

Usability

Support

Features

2

Overall rating

Benefits:

Call tracking and e-mail flow. They make tracking inbound and outbound correspondence with prospective students very simple and clear.

Drawbacks:

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.

August 14, 2021
Feedback source: the Internet
R
Ravi S.

«We had to replace Talisma»

Usability

Support

Features

4

Overall rating

Benefits:

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.

Drawbacks:

Multiple workspaces, mobile app's navigation is not user friendly

August 8, 2021
Feedback source: the Internet
A
Ashley W.

«Clunky and Outdated»

Usability

Support

Features

3

Overall rating

Benefits:

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

Drawbacks:

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.

In sum:

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.

July 24, 2021
Feedback source: the Internet