Leads
Leads come in by form, import or forwarded email. Dedupe by primary email, email-pattern detection and bulk merge keep the list clean, so nobody works the same lead twice.
← All verticals
Pipeline and people
CRM with the rest of the business attached.
PrismAMS CRM is the core of the platform: leads, opportunities, contacts, cadences and pipeline, on the same records the AMS, the planning tools and the association modules use. Close a deal and the client record already exists. Nobody re-keys anything.
- Drag-drop
- Kanban pipeline
- Bulk
- Cadence enrollment
- AI
- Drafts and summaries
- tRPC
- Plus REST + webhooks
What's included
What comes with CRM.
Opportunities + pipeline
A kanban board for every deal. Drag a card between stages, capture the lost reason, revert to lead when it stalls, set a probability per stage, and convert won to client in one click.
Cadences
Multi-touch email and task sequences. HTML or visual editor, merge fields, suppression, bounce handling, and bulk enrollment of the next N leads in one click.
Contact 360
One timeline per contact: every email, SMS, call note, meeting, document and AI summary. Phone and email sit at the top of the screen, where you look for them.
Tasks + workflows
Tasks, recurring rules, multi-step playbooks and the AI assistant all run through one queue. Turn a set of AI meeting notes into assigned tasks in one click.
AI assist
Draft a reply, summarize a thread, suggest the next step, or build a report by describing it. It runs on the model your tenant picks, and you can change vendors without changing CRMs.
CallIntel
Plug in your VoIP. An inbound call pops the matching contact, logs itself to the timeline and comes back with AI call insights. The rep talks; the CRM types.
Who it's for
If your team lives in a CRM, this is the one that keeps up.
- Producers and account execs who want a live pipeline instead of a spreadsheet they update on Fridays
- Sales ops and marketing who need cadences, suppression and bounce handling that hold up at volume
- Owners who want one record of every conversation, across every rep
- Solo founders and small teams that need a CRM today and an AMS, a planning practice or an association module later, on the same data
Day-to-day workflows
The repetitive work, finally automated.
- 01
Capture, enroll, close
A new lead lands by form, import or forwarded email. It gets deduped, assigned, enriched and enrolled in a cadence before anyone on your team touches it.
- 02
Drag a deal across stages
Move a deal by dragging its card. Stage history, probability and the forecast update on their own.
- 03
Reply in one click
The AI drafts a reply in your voice from the full thread and the contact's history. You skim it, fix a word, send. Usually under 30 seconds.
- 04
Convert to client
When the deal closes, one click turns the opportunity into a client record. Every conversation and document comes along with it.
FAQ
Common questions.
+Is the CRM a separate product from the AMS, wealth or association tools?
No. The CRM is the core every PrismAMS tenant runs on. The other verticals add modules on top of it, so there is nothing to sync.
+Can I import from another CRM?
Yes. CSV import is built in. For the bigger systems we build a custom importer on request.
+What about email deliverability?
Cadences send through the provider your tenant picks: Resend, Microsoft 365, Google or Power Automate. Suppression and bounce handling are wired in, and every send carries RFC 8058 List-Unsubscribe headers.
+Can I extend it with my own logic?
Every record and action is available through tRPC inside the app and REST + OpenAPI outside it. Webhooks fire on every state change.
Off-the-shelf is for cereal.
Give us 30 minutes and we'll walk through your real workflows in a tenant set up for your agency. No slides.