Overview

Pipedrive is one of the most affordable and user-friendly CRMs available. It was designed by sales reps for sales reps and includes a full suite of sales tools to help you close deals faster. The user-friendly Kanban-style interface lets you view your sales performance at a glance. It also provides an AI assistant to keep users on task and ensure no client or deal slips through the cracks.
Talisma is a large, enterprise-level CRM solution known as the “Salesforce of higher education.” The software can be tailor-made for your business and offers unique, customized versions for many verticals, from manufacturing to hospitality and beyond. Talisma includes both onsite and cloud-based solutions. It operates like most CRMs with contact management, sales management, and marketing features. The difference is in its advanced capabilities, which include AI and detailed reporting.

Ease of use

Pipedrive's ease of use sets it apart from other CRM systems. The intuitive interface requires little to no training to navigate. If you do get lost, Pipedrive's AI assistant is there to guide you through the platform. The dashboard gives you a visual overview of your sales data, divided into categories such as products, services, and sales reps. You can design your pipelines using drag and drop tools and watch your sales cycle in real-time. It also provides an AI assistant that sifts company data and guides the sales team to their next best step.
Talisma is a fully customized solution, so the end product is built around your needs. This translates into easier navigation, as you don’t have to weed through a lot of options you don’t need. However, Talisma is an enterprise-level CRM and the wide breadth of features may take time to learn. Training is necessary to implement Talisma. You can choose from cloud-based or onsite deployment. The onsite option still gives access to new releases and upgrades of Talisma software. However, this requires ongoing maintenance. The cloud-based system’s updates are virtually instantaneous. Users also report lags with the onsite software suite.

Support

All plans offer 24/7 email and chat support. In addition, Pipedrive provides you with an online knowledge base containing FAQs and informative articles. If you are looking for training videos and tutorials, look to the online Pipedrive Academy. Then there's the Pipedrive community which offers advice from experienced users. Phone support is only available for Enterprise subscriptions.
Talisma Service enables enterprises to integrate front-office and back-office customer service across the Omnichannel platform to improve customer experience.

Who is it for?

Thanks to the affordable price tag and easy onboarding, thousands of small organizations and freelancers use Pipedrive CRM. It is also well-suited to larger companies that are focused on sales. Any business that wants to manage leads and speed up its sales cycle can benefit from Pipedrive CRM. However, if you're looking for a more comprehensive tool that includes marketing and service departments, Pipedrive is probably not the CRM for you.
Talisma CRM helps companies in the Banking, Insurance, Financial Services, Mutual Funds, ITES, Travel & Hospitality, Manufacturing & Retail Sector.

Ease of Use

3.7
2.7

Support

3.5
3.6

API Access

yes
yes

Free Trial

yes
yes

Free Version

no
no

Contact Management

yes
yes

Molile Access

yes
yes

Task Management

yes
yes

Social Integration

yes
yes

Email Marketing

yes
yes

Analytics & Dashboard

yes
yes

Lead Management

yes
yes

Marketing Automation

yes
yes

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison