Prism
par 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.
Fonctionnalités de l’application
- Peut envoyer des données via Internet
- Cette application peut lire ou modifier le contenu de tous les éléments dans votre boîte aux lettres, ainsi que créer des éléments. Elle peut accéder aux informations personnelles (le corps, l’objet, l’expéditeur, les destinataires ou les pièces jointes) dans tous les messages et tous les éléments du calendrier. Passez en revue la politique de confidentialité du développeur pour plus de détails sur la gestion et le traitement des informations personnelles.