--- title: Talisma Reviews meta_title: 'Talisma Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 25 reviews by the users' company size, role or industry to find out how Talisma works for a business like yours. aggregate_rating: rating_value: 3.1 review_count: 25 scale: '5' date_modified: '2026-08-07' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Talisma Reviews **Vendor:** Talisma **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 3.1/5.0 **Total Reviews:** 25 ## About Talisma Talisma Sales Force Automation (SFA) is a comprehensive solution designed to streamline and enhance the sales processes of organizations. By automating key business tasks across the sales cycle, Talisma SFA enables sales teams to efficiently manage leads, schedule meetings, monitor performance, and maintain strong customer relationships. Accessible via desktop, web, and mobile platforms, it ensures that sales representatives have the flexibility and mobility required to meet their targets and boost productivity. Key Features and Functionality: - Multi-Platform Accessibility: Available on desktop, web, and mobile clients, allowing sales teams to operate seamlessly across different devices. - Opportunity Management: Facilitates the creation and assignment of opportunities to products and relevant sales branches, ensuring organized and targeted sales efforts. - Real-Time Notifications: Keeps sales representatives informed with up-to-date information on opportunities, contacts, and orders, enhancing responsiveness. - Product Discounts and Offers: Enables the provision of tailored discounts and special offers based on the profile of the opportunity being pursued. - Advanced Search Capabilities: Allows the definition of complex search criteria to perform dynamic searches on data, such as prioritizing opportunities. - Meeting Scheduling: Empowers sales representatives to schedule meetings with clients and colleagues, set reminders via SMS or email, and configure meeting recurrences. - Order Linking and Communication: Links orders to contacts within the system and facilitates personalized communication through email and SMS. - Data Confidentiality: Ensures data security through role-based and product-based access controls, allowing administrators to manage information visibility across the sales hierarchy. Primary Value and Solutions Provided: Talisma SFA addresses the challenges of managing complex sales processes by offering a unified platform that automates and organizes sales activities. It enhances sales productivity by providing tools for efficient lead tracking, activity management, and performance monitoring. The solution's mobility ensures that sales teams can access critical information and perform tasks on the go, leading to faster decision-making and improved customer engagement. By maintaining data confidentiality and offering real-time insights, Talisma SFA empowers organizations to achieve their sales targets and drive business growth. ## Talisma Pros & Cons **What users dislike:** - Users experience **slow loading** , which affects responsiveness and may hinder overall efficiency in Talisma. (1 reviews) ## Talisma Reviews ### 1. Talisma Review **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** August 13, 2019 **What do you like best about Talisma?** One of the main things I like about Talisma is the feature where when someone calls in from a number that is on file, it pulls up the inquiry/file automatically; which is very efficient and professional. I also like the structure design and how interface friendly it is. I also very much like the search criteria / categories. There are plenty of options to can utilize in locating a particular file / account. In addition, the ability to look up a file with partial data is a very nice feature. **What do you dislike about Talisma?** Some of the downsides to Talisma are that it can be slow to respond to commands. It is especially slow when you initially start it up for the 1st time after being shut down. Then as much as I like the auto file pop-up when someone calls in from a number on file, it sometimes does not work for some reason. Which is very frustrating and inefficient. **Recommendations to others considering Talisma:** Talisma has some good and bad things about it. I hope they continue to explore other options and ways to improve their customer experience. **What problems is Talisma solving and how is that benefiting you?** We use Talisma as our main inquiry platform where in which a prospective student would submit a online request for information, and thus a call back where one of our representatives can answer the prospective students questions, concerns, etc. ### 2. I worked as a System Admin during our time with Talisma **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** April 13, 2016 **What do you like best about Talisma?** Talisma, like other CampusManagement products, is designed specifically for higher education institutions. They know their audience and know the information they need to see. Talisma is highly customizable in terms of data and views. **What do you dislike about Talisma?** The information is a little hard to access, even when you know where to look. The information in Talisma is scattered at best, and a mess at worse. **Recommendations to others considering Talisma:** I wouldn't recommend it. **What problems is Talisma solving and how is that benefiting you?** Student Management, lead to contact, and information management. - [View Talisma pricing details and edition comparison](https://www.g2.com/products/talisma/reviews?filters%5Bnps_score%5D%5B%5D=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+07%3A32%3A38+-0500&secure%5Bsession_id%5D=09436bb2-01e4-4a04-a580-ecb7e94d5e4e&secure%5Btoken%5D=6aec87c10b211dca83777cca20bc0e96293edbb6861312b87fa25c7752aa5a59&format=llm_user) ## Talisma Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Talisma Alternatives - [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) - 3.8/5.0 (718 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - 3.8/5.0 (1,464 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,301 reviews)