Features

Everything in Prismara CRM

Prismara CRM brings contacts, companies, deals and activities into one place, hosted in Europe. Enquiries from your website forms land as leads automatically, de-duplicated and matched to the right company, and are never lost if something goes wrong on the way. Lead scoring, reminders and reports keep the team focused on the deals that matter.

Capabilities

What you get

Contacts, companies and deals

People, organisations, opportunities and activities linked together, with a full history on every record.

Automatic lead capture

Website enquiries become leads with the site and consent source recorded, duplicates merged and the company matched by name or e-mail domain.

Never lose an enquiry

If the CRM can't be reached, submissions are queued and retried instead of being dropped.

Embeddable web forms

Signed forms you can embed on any site, plus an inbound lead API for other sources.

Lead scoring and reminders

Scores help the team prioritise, and reminders make sure nobody forgets a follow-up.

Reports

Pipeline and activity reports, with export whenever you need your data elsewhere.

Microsoft 365 sync

Keep mail and calendar in step with Microsoft 365 while you move across.

Security

Secure by design

Post-quantum TLS

Connections use TLS 1.3 with X25519MLKEM768 only.

Signed forms

Embedded forms are signed, so submissions can't be forged on behalf of your site.

Roles and audit

Four roles control who sees and changes what, and every change is recorded in an audit log.

See Prismara CRM for your team

Tell us what you run today and we'll show you the move across.

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Prismara

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Prismara Admin Console

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Every action recorded in the audit trail
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