CRM
Never update a property record again.
Prismia reads your email and updates properties, contacts and deals on its own. When it isn’t sure, it asks you.
From Dana’s emailValley availabilities
Plummer is at 92% occupancy. Haskell re-measures at 39,300 SF. Please add 9420 Lurline Ave. Rate may move to $1.38.
How it works
Your inbox does the data entry.
Dana sends her weekly update on Valley availabilities.
It picks out every deal detail: occupancy, square footage, new listings, contacts.
Each change lands on the right property, with the email it came from attached.
About 1 in 100 changes go to Changes to review. Approve or fix them in one click.
Valley availabilities
Hi all, a quick update after this week’s tours.
21605 Plummer is at 92% occupancy now the second unit is signed. 7915 Haskell re-measures at 39,300 SF, not 37,100. And please add 9420 Lurline Ave to the availability list. The landlord says the rate may move to $1.38.
Dana
Accuracy
A record you can trust.
Every value shows where it came from, every change is logged, and anything Prismia isn’t sure about waits for you.
Property
7915 Haskell Ave
Every email, filed for you
Each property, contact and deal has its own Emails tab, and Prismia files every email into it. No more foldering by hand.
Change history
Prismia updated OccupancyOct 18
Valley availabilities
Jordan updated OccupancySep 2
Rent roll, Plummer
Full change history
Every update is logged on the record: what changed, when, and why.
Changes to review1
Valley availabilities2h
7915 Haskell, asking rate
A review queue for the rest
Prismia only asks when it isn't sure, about 1% of the time.
The full CRM
Everything you’d expect from a CRM.
Prismia keeps itself current, but it’s still a complete CRM your whole team works in.
Properties, contacts, companies and groups
Four connected views of your book of business.
Custom views
Filter and save the lists your team works from.
Custom fields
Track the details your brokerage cares about.
Reminders and tasks
Follow-ups that keep deals from going cold.
Calendar
Tours and meetings sync from your calendar onto the deal.
Import done for you
We move your spreadsheets and old CRM over.
Prismia does more than update itself.
FAQ
Questions teams ask first.
Does Prismia change records without asking?
Yes, for routine updates like occupancy, size, contacts and new properties. When Prismia isn't sure about a change, it goes to Changes to review instead. That happens for about 1 in 100 changes.
What if it gets something wrong?
Every change shows the email it came from, so you can check it in a click and correct the value on the record.
Which inboxes does it work with?
Outlook and Gmail, plus files in OneDrive, Google Drive and Dropbox.
Does it read my personal email?
Prismia decides whether each email is work related before doing anything with it. Spam, newsletters and personal mail are skipped and discarded, not stored. Access is read-only, so it can't send, delete or move anything.
Can I bring my existing CRM data?
Yes. We import your spreadsheets and current CRM for you during onboarding.
Built for teams whose real record lives in the inbox.
See how Prismia fits the way your team already works.
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