Overview
Prism CRM centralizes communication, sales tracking, and post-sale coordination for real estate firms. While some users mention the lack of video conferencing tools, the platform’s robust analytics, automated reporting, and integrations with tools like Mailchimp and Salesforce provide practical value for teams seeking greater control, visibility, and streamlined sales workflows.
Overall Rating
Based on 2 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Prism CRM Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Prism CRM?
Prism CRM is a cloud-based customer relationship management (CRM) software tailored for real estate developers, sales offices, and project-based businesses. It simplifies operations by centralizing project oversight and streamlining sales processes. The system features a visual sales interface that maps sold and available units across project sites, helping teams make faster decisions. Its appointment reminder system supports timely follow-ups, reducing missed opportunities, and boosting client engagement. Prism CRM is ideal for mid to large-scale businesses managing multiple property projects.
Prism CRM Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Prism CRM Integrations
The software supports integration with multiple third-party applications, such as:
- Facebook Lead Ads
- Google Sheets software
- Mailchimp software
- HubSpot CRM software
- Zoho CRM software
- Salesforce
Who Is Prism CRM For?
Prism CRM software is designed for small to medium-sized real estate development firms, operating in various industries and sectors, such as:
- Real estate
- Construction
- Property rental
- Customer support
Is Prism CRM Right For You?
Are you managing real estate or construction projects that require transparent sales tracking and seamless post-sales coordination? Prism CRM offers visual unit mapping, mobile access, and automated reminders to eliminate communication gaps and reduce missed follow-ups. It also addresses document management challenges by centralizing files for easy retrieval.
With targeted campaign tools and features tailored to property workflows, the platform supports scalable operations and helps project teams stay aligned from inquiry to closure, ultimately improving efficiency and client satisfaction.
Still have questions about Prism CRM? Call (661) 384-7070 for more details and personalized assistance.
Prism CRM Features
Prism CRM software provides centralized control over multiple project sites and sales offices. This allows management teams to oversee real-time activity across locations, maintain consistency in sales operations, and respond quickly to on-ground developments, improving coordination and reducing delays in decision-making.
This software offers visual interfaces with interactive 2D site maps and block-level unit representations. Sales teams can instantly identify available and sold units, enhancing transparency and streamlining the sales process for property buyers with a more intuitive and informative selection experience.
The built-in calendar and reminder system ensures sales representatives stay on top of follow-ups and meetings. By automating appointment tracking, this feature minimizes missed opportunities and supports consistent engagement throughout the pre-sales and post-sales lifecycle.
Prism CRM features bulk messaging tools that support integration with third-party bulk SMS and email services. Users can execute targeted communication campaigns, deliver alerts, or maintain customer touchpoints at scale, making it easier to manage outreach efforts without relying on separate communication tools.
Beyond the sale, the software tracks delivery timelines, complaint handling, and service requests. Teams can monitor and resolve customer concerns post-handover, offering a structured after-sales framework that boosts customer satisfaction and strengthens long-term client relationships.
Top Recommended Software
