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Deal history

Stop asking “where are we on this deal?”

Every email, tour and LOI lands on one shared record. Open it and you’re caught up.

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2:14 PM

Mark asks the group.

Tom Alvarez wants to know where Haskell stands. Mark doesn't, so he texts the team.

3:48
8JLDWHaskell deal

Thu, Apr 9 at 2:14 PM

Hey, where are we on Haskell?

2:31 PM

JordanJLDid the landlord counter?

3:05 PM

DanaDWLet me check my email…

3:48 PM

Tom's calling at 4. Anyone know?Delivered
iMessage

3:05 PM

Dana goes digging.

Her inbox has 47 emails about Haskell. The counter is buried in a 14-message thread.

3 people · 1 hr 34 min · still no answer

2:14 PM

Mark opens the record.

The counter is right there: $1.42 NNN, 2 months free, $8/SF in TI.

Same question · answered at 2:14 PM · everyone caught up

Change history

Ask the record, not your coworker.

Who changed the asking rate? When did the deal move to LOI? It’s all in the history.

7915 Haskell Ave
Change history

Apr 10

  1. DWDana Whitfield reverted size3,930 SF39,300 SF11:05 AM Revert

Apr 9

  1. DWDana Whitfield edited listing statusAvailableIn negotiation9:40 AM Revert
  2. Prismia edited asking rate$1.48$1.429:14 AM Revert
  3. Prismia synced owner phone—(818) 555-0147from Outlook8:30 AM Revert

Apr 2

  1. Prismia edited deal stageTouringLOI4:12 PM Revert

Handoffs

Built for the day someone else picks it up.

It stays when they go
A broker leaves, their deal history doesn't.
Your inbox stays yours
Teammates see the note, not your email.
Undo anything
Every edit is tracked and reversible.
Cover any deal cold
Out for a week? Your team picks up right where you left off.
Know where it came from
Every note names the email, tour or doc it came from.
See who said what
Filter to your team's notes, or just what Prismia logged.

More from Prismia.

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Automated email campaignsthat don’t get blocked
Chat with your databaseat your desk or from the car

FAQ

Questions teams ask first.

What happens when a broker leaves?

Their notes, and everything Prismia recorded on their deals, stay on the records with the firm. Their access ends; the history doesn't.

Can my team read my email?

No. Your mailbox is visible only to you. Your team sees the notes Prismia writes from it, so they know what happened without reading your inbox.

Does it include meetings?

Yes. Tours and meetings get a note on the deal they belong to. Your calendar itself stays private to you.

What are the deal stages?

Prospecting, Touring, LOI, Negotiation, Due Diligence, Closing and Closed. Prismia moves a deal along when an email shows it has moved, and links the sentence that did it.

Can I undo a change?

Yes. Every record has a change history showing who changed what and when. Revert any change in one click.

Can I see if something actually went out?

Yes. Emails you send show up on the deal with who sent them, when, and what was attached. Your teammates see Prismia's note about it, not the email itself.

Walk into every deal already caught up.

See how Prismia fits the way your team already works.

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