Questions teams ask first.
Product
What does Prismia do?
Prismia keeps your team’s deal database current automatically, built from the emails and documents you already have. Ask it anything about your deals, typed or out loud, and it answers from those records.
Does my team have to stop working in Outlook?
No. You keep working the way you do now; Prismia captures from your inbox in the background.
How is this different from our current CRM?
A traditional CRM only knows what someone types into it, so it drifts out of sync with your inbox. Prismia builds from the inbox itself, so nobody has to do data entry.
How do I find things?
Ask in plain language (“who toured the Ontario building last month?”) and get an answer with links to the source.
Email access and IT
What access does Prismia need to my email?
Prismia connects through standard Microsoft or Google sign-in (OAuth). Mailbox access is read-only: Prismia cannot delete, move or edit messages. Your IT admin can revoke access at any time. Our Security page lists every permission.
My IT team needs to approve this. What do they need?
Send them our Security page. It covers the exact permissions, how to approve Prismia in Microsoft Entra or Google Workspace, and where your data goes.
My firm controls my email. Can I still use Prismia?
It depends on your firm’s IT policy. Book a call and we’ll work through the options with you.
Security and privacy
Is our data used to train AI models?
No, never. Customer data is never used to train or fine-tune any AI model.
Is our data sent to OpenAI or other AI companies?
No. Our AI models run inside our own AWS environment with no internet access.
Can other teams see our data?
No. Your team’s data is visible only to your team, and kept separate from every other customer’s.
What happens to our data if we cancel?
You get 14 days to export your data, and everything is deleted within 30 days. Backups age out within 10 days. The details are in our Privacy policy.
Getting started
How long does setup take?
About 30 minutes. You sign in with your work email and approve access, and Prismia starts filling in your records from there.
Can you import our existing spreadsheet or CRM?
Yes, from Excel or an export from your current CRM. We do the import for you, so years of contacts come with you.
Can I try it myself before bringing in my team?
Yes. Start on your own inbox, then bring your team in when you’re ready.
Pricing
How much does it cost?
Assistants are always free, and brokers are $99 a month each. Brokerages get custom pricing. See Pricing, or book a call to talk it through.
Built for teams whose real record lives in the inbox.
See how Prismia fits the way your team already works.
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