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Talisma CRM

Brand : Talisma Corporation

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₹ 1,875 excl. GST

₹ 2,213 incl. GST

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Talisma CRM Software Pricing, Features & Reviews

What is Talisma CRM?

Talisma CRM is a top-tier online CRM solution, catering to both the Indian and global markets. It is a comprehensive omnichannel platform, equipping sales teams to engage with customers effortlessly across various communication channels like phone calls, emails, live chat, and social media. It simplifies the management of customer interactions by managing them through into a unified platform and providing control over automated responses to common inquiries.

With this powerful software, users can easily prioritize tickets based on their importance and allocate them to the appropriate teams to ensure a smooth process for customers to track the status of their submitted requests. Additionally, the software offers a range of features including CRM, lead management, workflow automation, chatbot, and more. The software plays a significant role in managing every aspect of the sales cycle, from prospect management to customer acquisition and management, loyalty, and other processes. It integrates insights and data from different sales and marketing sources and helps with decision-making.

Why Choose Talisma CRM?

Talisma CRM, is a powerful customer relationship management software which sets itself apart as a premier choice for businesses in both Indian and global markets. With a comprehensive omnichannel approach, it empowers sales teams to engage with customers across various communication channels, including phone calls, emails, live chat, and social media.

Benefits of Talisma CRM

  • Customization: Talisma allows easy customization and hence can be integrated with any tools.
  • Multichannel Support: Talisma CRM incorporates multiple channels of communication like calling, messengers, social media, emails, and text messages.
  • Ticket Management: Users can prioritize, categorize and assign tickets based on their importance so that they do not lose track of them.
  • Automation (Rule Engine): Intelligent ticket assignment, time-triggered automation and automatic mail notifications enhance the team’s productivity.
  • Advanced Reporting and Analytics: Advanced reporting, forecasting, and analytics dashboard offer detailed insights about users' business.
  • Mobile accessibility: This CRM is available as a mobile application for both Android and iPhone platforms. It enables seamless working across platforms. This is useful for the sales team in the field who can access customer data whenever they want. Everyone can collaborate remotely and stay up to date.
  • Customer support: Its users get 24/7 customer support to resolve any issues that might arise while working with its modules.
  • Permission Management: With Talisma CRM, enterprises get access to a set of permissions modules with which they can define access to individual users.
  • Opportunity Management: A detailed overview of team-wise deals is available with the opportunity management module. You can also monitor stages, quotes of any opportunity.
  • Workflow Management: It supports visual workflow management for rapid designing and automation of any business process with drag-and-drop and a few clicks.
  • Case Management: You can monitor multiple cases in queues and define specific escalation and assignment rules for individual teams.
  • Order Processing: Talisma CRM can be used to manage the lifecycle of the entire order.

Talisma CRM  Pricing

Talisma CRM pricing starts from INR 3300 at techjockey.com.

Talisma CRM price in India may vary based on factors like customization, additional features required, number of users, and the deployment type. Please request a call back for subscription-related details and to avail of offers on premium packages.

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Talisma CRM Pricing & Plans

Talisma CRM
  • Workflow Automation and Management
  • Email Marketing
  • Predictive Analytics
    • Users
    • Monthly

Calculated Price (Exclusive of all taxes)

1875

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Talisma CRM Features

Marketing Automation

  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
  • icon_check Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
  • icon_check Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
  • icon_check Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
  • icon_check Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

  • icon_check Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
  • icon_check Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
  • icon_check Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Reporting & Analytics

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
  • icon_check Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

  • icon_check Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
  • icon_check Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
  • icon_check Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
  • icon_check Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.

Collaboration Tools

  • icon_check Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
  • icon_check Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.

Security & Compliance

  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check Audit Trails Maintain a log of all user actions for accountability and security auditing.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
  • icon_check GDPR & Data Privacy Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.

AI & Machine Learning

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).

Others

  • icon_check Chatbot Offers a chatbot to provide real-time assistance and support to improve customer service.
  • icon_check 360° Customer View Offers a comprehensive view of each customer's interactions, preferences, and history for better customer services.

Talisma CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Integration Supported:
  • Windows
  • DesktopMobile
  • Web-Based, Perpetual
  • All Industries
  • All Businesses
  • Medium Business, Enterprises
  • Email
  • In Person
  • English

Talisma CRM Reviews

84%

Have recommended this product

Overall Score

4.6/5
Based on 9 Reviews

Review this product

Your valuable feedback helps others like you make a better decision.

Pros

pros_icon “Helps to track interactions, process & progress in work in detail also assignments is an added feature. Very helpful application for internal communication.” Mohammed Asif Shaikh - Nov 28, 2023

pros_icon “Talisma is working smoothly till now. If any issue is faced, then the same has been rectified within less time.” Anita Manikumar - Nov 28, 2023

pros_icon “It enhances user satisfaction through a more streamlined UI, improved data integration, reduced downtime, and a comprehensive audit trail of interactions.” POMPY GHOSH - Nov 27, 2023

Cons

cons_icon “It is helpful. However, a lot of enhancements can be done to better this.” Mohammed Asif Shaikh - Nov 28, 2023

cons_icon “Lack of shortcut keys: The absence of shortcut keys can hinder user productivity and make repetitive tasks more time-consuming.” Girish Sahadeo Naik - Nov 25, 2023

Talisma CRM Video Reviews

youtubeVideoId

“Talisma Powers 80% Digital Transactions at Bharti AXA”

4.8

Review by: Nitin Mehta

youtubeVideoId

“33% Decrease in time to serve customers| Talisma x Bharti AXA Life Insurance's Success Story”

4.8

Review by: neelakshi shalla

youtubeVideoId

“Talisma Drives Bharti AXA’s 360-degree Digital Shift!”

4.8

Review by: Pankaj Gupta

R

Ragavendan

Verified reviewer:linkedin_verify

Digital Marketer, IT

501-1000 Employees

Reviewed on: Oct 19, 2023

5/5

“A comprehensive, user friendly and highly customizable CRM”

Talisma CRM is a comprehensive CRM, with all the features required for a Sales & Customer Service CRM. It is user-friendly and very easy to use. Talisma's implementation is very customizable for customers, ensuring that clients get a CRM that integrates perfectly with their organization's IT infrastructure and business processes. Also, Talisma's customer support is top notch, providing quick fixes for any issues clients face. The product is regularly upgraded and evolves dynamically over time, based on changing market requirements and customer feedback. The product upgrade process is very agile, with enhancements coming quickly for customer requirements.

Pros :

Cons :

Reason to switch : Talisma CRM ensures easy access to all customer and lead information from multiple channels, on a single platform.

Features

5/5

Value for Money

5/5

Customer Support

5/5

Ease of Use

5/5

Likely to Recommend

10/10
PG

POMPY GHOSH

Verified reviewer:linkedin_verify

Executive, IT

Software user since: 6-12 months

Reviewed on: Nov 27, 2023

4.3/5

“It is a one stop solution for all interactions created from all platforms.”

While it serves as a centralized hub for managing interactions across various platforms, there's still room for improvement.

Pros :

Cons :

Reason to switch : It helps to resolve the queries within TAT and also helps to record day-to-day productivity.

Features

4.5/5

Value for Money

4/5

Customer Support

4.5/5

Ease of Use

4.5/5

Likely to Recommend

8/10
GS

Girish Sahadeo Naik

Verified reviewer:linkedin_verify

Manager, Construction

101-500 Employees

Software user since: 6-12 months

Reviewed on: Nov 25, 2023

4.6/5

“The platform's core functionalities are well-established and readily accessible”

It streamlines case management by facilitating seamless transfers to relevant departments, ensuring swift customer support. Additionally, the contact-based search feature enables users to effortlessly locate past interactions."

Pros :

Cons :

Features

4.5/5

Value for Money

5/5

Customer Support

4.5/5

Ease of Use

4.5/5

Likely to Recommend

8/10

Talisma Corporation Company Details

Brand Name Talisma Corporation
Information A wholly owned subsidiary of Anthology Inc., Talisma Corporation Pvt. Ltd is the leading provider of Customer Relationship Management (CRM) software solutions for a wide range of industries.
Founded Year 1999
Director/Founders Talisma
Company Size 501-1000 Employees

Talisma CRM FAQ

A Talisma CRM is compatible with windows operating systems.
A Talisma CRM app is available for android and iOS mobile devices.
A Talisma CRM supports cloud deployment.
A Talisma CRM pricing is available on request at techjockey.com.
A Talisma CRM is typically used by enterprises, small and medium businesses for managing customer relationships.
A Talisma CRM demo is available for free with techjockey.com.
A Talisma CRM offers a free trial. However, the premium plan with advanced features is available at techjockey.com with exciting deals.
A Talisma CRM can be installed on-premise or on cloud.
A Talisma CRM works by centralizing customer data and interactions onto a single, digital platform. It empowers sales and customer service teams to engage with prospects and customers across multiple channels, such as phone calls, emails, live chat, co-browse, and social media. Additionally, the software offers a range of features like workflow automation, CRM, dashboards, chatbot, and more.

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