Prism
durch Datazoic Inc
Sell-side CRM inside Outlook. Track email campaigns, log interactions, and sync contact activity.
Prism is a sell-side CRM add-in for Microsoft Outlook that gives capital markets teams a connected view of client engagement, email campaign performance, and contact activity — without leaving the inbox.
Designed for research, sales, and trading teams in sell-side capital markets, Prism connects email distribution to CRM contact records automatically.
Every send is tracked. Every interaction is logged. All activity syncs back to Prism in real time — no separate login, no manual data entry, no duplicate records.
Key capabilities:
- Send personalized, templated email campaigns to contact lists directly from Outlook
- Track opens, click-throughs, and email engagement at the contact and institution level
- Use Smart Send and Smart Meetings to log emails and meeting invites to the CRM automatically
- Access a library of pre-built, branded email templates from within Outlook
- Sync all contact activity back to your sell-side CRM in real time
- Available across desktop and mobile Outlook environments
Prism for Outlook is built for enterprise teams that need accurate CRM data, tracked email distribution, and client engagement logging — from within Microsoft Outlook, without adding steps to the workflow.
Appfunktionen
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