Leads
Capture, dedupe, route, and enroll. Email-pattern detection, dedupe by primary email, and bulk merge keep the database clean.
← All verticals
Pipeline + people
CRM the layer every PrismAMS tenant runs on.
Leads, opportunities, contacts, cadences, and pipeline — all wired to the rest of the platform from day one. The CRM isn't a feature module; it's the spine that every other vertical hangs off of.
- Drag-drop
- Kanban pipeline
- Bulk
- Cadence enrollment
- AI
- Email + summary drafts
- tRPC
- + REST + webhooks
What's included
Built for crm, not a re-skin.
Opportunities + pipeline
Drag any deal between stages on the kanban board. Won → Client conversion, lost-reason capture, revert-to-lead lifecycle, and per-stage probabilities.
Cadences
Multi-touch email + task sequences with HTML/Visual editor, merge fields, suppression, bounce handling, and bulk enroll-next-N.
Contact 360
Every email, SMS, call note, meeting, attached document, and AI summary on one timeline. Phone and email above the fold — no buried custom fields.
Tasks + workflows
Tasks, recurring rules, multi-step playbooks, and the AI assistant all share one execution surface. Bulk-assign from AI notes in one click.
AI assist
Draft replies, summarize threads, suggest next-best actions, build reports from natural language. Powered by your tenant's chosen model — not a single locked-in vendor.
Who it's for
If your team lives in a CRM, this is the one that doesn't fight back.
- Producers + account execs who want a real pipeline, not a static spreadsheet
- Sales ops + marketing who need cadences, suppression, and bounce handling that actually work
- Leadership who want a single source of truth for every conversation, not a screenshot from each rep
- Solo founders and small teams that need CRM today — and an AMS, planning practice, or association tomorrow on the same data
Day-to-day workflows
The repetitive work, finally automated.
- 01
Capture → enroll → close
New lead lands by form, import, or email forward. Auto-deduped, assigned, enriched, and enrolled in a cadence — no human step required.
- 02
Drag a deal across stages
Move opportunities through the pipeline by dragging the card. Stage history, probability, and forecast roll up automatically.
- 03
Reply with one click
AI drafts a reply in your voice based on the full thread + contact context. You skim, edit, send — usually in under 30 seconds.
- 04
Convert to client
When the deal closes, the opportunity becomes a client record with one click — every conversation and document moves with it.
FAQ
Common questions.
+Is this a separate product from the AMS / wealth / association tooling?
No. The CRM is the core every PrismAMS tenant runs on. The other verticals add modules; they don't replace this layer.
+Can I import from another CRM?
Yes. CSV import is built in, and we can stand up a custom importer for the bigger systems on request.
+What about email deliverability?
Cadences send through your tenant's chosen provider (Resend, Microsoft 365, Google, or Power Automate). Suppression and bounce handling are wired in, and we stamp RFC 8058 List-Unsubscribe headers on every send.
+Can I extend it with my own logic?
Every record and action is exposed through tRPC internally and REST + OpenAPI externally. Webhooks fan out on every state change.
See PrismAMS for your agency.
30 minutes. We'll walk through your real workflows in a tenant set up for you. No slideware.