Bolt-on CRMs make you re-enter everything. Prism’s workflow sits on top of the same client data as your roadmaps and reports — so nothing is duplicated.
Updated 2026-05-30 · Prism Advisor Workspace
Run the book of business
Tasks — assign and track follow-ups against the right client.
Pipeline — move prospects and households through clear stages.
Activity timeline — a chronological record of touchpoints per client.
Cadences — recurring outreach so no client slips through the cracks.
Connected, not bolted on
Because the CRM shares the same data model as the roadmaps, reporting, and audit trail, a task or pipeline change is already tied to the client's full context — no exports, no double entry.
One workspace
Planning, client portal, reporting, compliance, and CRM in a single secure app means your team works from one source of truth instead of stitching tools together.
Frequently asked questions
Does Prism include a CRM?
Yes. Prism has advisor CRM workflow built in — tasks, a client pipeline, an activity timeline, and automated cadences — sharing the same data as your roadmaps and reports.
Do I need a separate CRM with Prism?
No. The CRM is part of the workspace and connected to client roadmaps, reporting, and the audit trail, so you avoid duplicate data entry across tools.
See it before you sign up.
Open a fully populated demo workspace — no account required.