Prysm

Halden Joinery

haldenjoinery.example

LeadSofia Marin

Activity

  1. CallSofia MarinMar 4, 2026, 9:40 AM

    First call

    Ines wants the site to show commissions, not a catalogue. Their spring fair is the deadline.

    • Ines Halden

  2. Became a leadMar 3, 2026

Halden Joinery

haldenjoinery.example

QualifiedSofia Marin

Activity

  1. MeetingSofia MarinMar 18, 2026, 2:00 PM

    Workshop visit

    Walked the shop with Ines and Jonas. They photograph every piece, so we can use those. Jonas signs off on spend.

    • Ines Halden
    • Jonas Berg

  2. Sofia Marin changed status from Lead to QualifiedMar 18

  3. CallSofia MarinMar 4, 2026, 9:40 AM

    First call

    Ines wants the site to show commissions, not a catalogue. Their spring fair is the deadline.

    • Ines Halden

  4. Became a leadMar 3, 2026

Halden Joinery

haldenjoinery.example

CustomerSofia Marin

Activity

  1. EmailSofia MarinApr 2, 2026, 11:15 AM

    Proposal sent

    Fixed price, six weeks, live before the fair on May 20. Two payments.

    • Jonas Berg

  2. Sofia Marin changed status from Qualified to CustomerApr 9

  3. MeetingSofia MarinMar 18, 2026, 2:00 PM

    Workshop visit

    Walked the shop with Ines and Jonas. They photograph every piece, so we can use those. Jonas signs off on spend.

    • Ines Halden
    • Jonas Berg

  4. Sofia Marin changed status from Lead to QualifiedMar 18

  5. CallSofia MarinMar 4, 2026, 9:40 AM

    First call

    Ines wants the site to show commissions, not a catalogue. Their spring fair is the deadline.

    • Ines Halden

  6. Became a leadMar 3, 2026

Halden Joinery

haldenjoinery.example

CustomerPriya Shah

Activity

  1. NoteSofia MarinOct 23, 2026, 4:30 PM

    Handover

    Ines prefers a call before 10. Jonas pays in two parts. They want a winter update to the gallery.

  2. EmailSofia MarinApr 2, 2026, 11:15 AM

    Proposal sent

    Fixed price, six weeks, live before the fair on May 20. Two payments.

    • Jonas Berg

  3. Sofia Marin changed status from Qualified to CustomerApr 9

  4. MeetingSofia MarinMar 18, 2026, 2:00 PM

    Workshop visit

    Walked the shop with Ines and Jonas. They photograph every piece, so we can use those. Jonas signs off on spend.

    • Ines Halden
    • Jonas Berg

  5. Sofia Marin changed status from Lead to QualifiedMar 18

  6. CallSofia MarinMar 4, 2026, 9:40 AM

    First call

    Ines wants the site to show commissions, not a catalogue. Their spring fair is the deadline.

    • Ines Halden

  7. Became a leadMar 3, 2026

One timeline per customer

Prysm is a CRM for small teams. Every call, meeting, email and note goes on the customer's account, so anyone can see what happened and what comes next.

Create your team

Stop losing customer history

History kept in one person's inbox leaves when they do. Prysm keeps it on the customer, for the whole team.

Three women working at a wall of card index drawers, one pulling a drawer open, another reading a card
Before software, a shared card file: the National Woman's Party headquarters in Washington, D.C., in 1920.
Rows of wooden card catalogue drawers in a library reading room
The copyright card catalogue at the Library of Congress.
  • Activitycalls, meetings, emails and notes, with who was there
  • Statuslead, qualified, customer, lost or past customer
  • Ownerwho looks after it, and every handover
  • Contactsthe people you deal with and how to reach them

Try it on an example customer

This is the account page your team works in. Pick a customer, then log a call or a note and see it land on their timeline.

Halden Joinery

haldenjoinery.example

CustomerPriya Shah

Activity

Who was involved

  1. NoteSofia MarinOct 23, 2026, 4:30 PM

    Handover

    Ines prefers a call before 10. Jonas pays in two parts. They want a winter update to the gallery.

  2. EmailSofia MarinApr 2, 2026, 11:15 AM

    Proposal sent

    Fixed price, six weeks, live before the fair on May 20. Two payments.

    • Jonas Berg

  3. Sofia Marin changed status from Qualified to CustomerApr 9

  4. MeetingSofia MarinMar 18, 2026, 2:00 PM

    Workshop visit

    Walked the shop with Ines and Jonas. They photograph every piece, so we can use those. Jonas signs off on spend.

    • Ines Halden
    • Jonas Berg

  5. Sofia Marin changed status from Lead to QualifiedMar 18

  6. CallSofia MarinMar 4, 2026, 9:40 AM

    First call

    Ines wants the site to show commissions, not a catalogue. Their spring fair is the deadline.

    • Ines Halden

  7. Became a leadMar 3, 2026

From first call to customer

Each customer has a status that says what to do next, beside a timeline of everything that already happened. Lost deals and past customers keep their history.

A lead comes in.

Halden JoineryLead
Owner
Sofia Marin
Last interaction
Not contacted yet
Activity
1 entry

Became a lead

Every conversation is logged.

Halden JoineryQualified
Owner
Sofia Marin
Last interaction
Mar 18
Activity
4 entries

Meeting: Workshop visit

The lead becomes a customer.

Halden JoineryCustomer
Owner
Sofia Marin
Last interaction
Apr 2
Activity
7 entries

Status from Qualified to Customer

A colleague can take it over.

Halden JoineryCustomer
Owner
Priya Shah
Last interaction
3 days ago
Activity
8 entries

Note: Handover

Built for teams

Halden Joinery

haldenjoinery.example

CustomerPriya Shah
Money

Revenue

€7,200.00

2 income entries

Acquisition cost
€310.00
  • Spring trade fair · allocated over 9 leads€310.00
Net
+€6,890.00
About
Furniture workshop, commissions only. Ines runs the shop and Jonas handles the money.

  1. Sofia Marin logged income of €2,400.00May 28, 2026

  2. Sofia Marin changed status from Qualified to CustomerApr 9

Everyone sees the same history.

Every teammate can open every customer and read the whole timeline. Owners, admins and finance also see the money, income on the timeline included; members never see an amount.

See what each customer has paid you.

Log a payment on the customer and it adds up to their revenue. Logging the first payment on a lead can mark it as a customer too.

Know what each customer cost to win.

Record what a campaign cost, like a trade fair or an ad, and Prysm splits it over the leads it brought in and tracks what they bring back in their first year. Pick one to see the net change.

Hand a customer to a colleague.

Change the owner and the whole history goes with the customer. Owners and admins can look up who handed it over, and when, in the team's activity log.

What's built, what's next

Create your team
  • AccountsAccounts listAll, Leads, Customers and Archived, with counts, owner and last interaction.Everyone
  • AccountsAccount pageDetails, status, owner, About and contacts beside the timeline.Everyone
  • TimelineCalls, meetings, emails and notesBackdate them, tag who was involved, edit or delete your own.Everyone
  • TimelineHistory written for youThe acquisition and status changes show up on their own, on the day they happened. Owners, admins and finance also see income there.Everyone
  • TeamMembers and invitationsInvite by email, change roles, remove members.Owners and admins
  • TeamA finance roleMoney access without team management: a Finance member sees and manages the money and works accounts like a member.Owners and admins grant it
  • FinanceIncome and expensesOne currency per team, categories, filters by month.Owners, admins and finance
  • FinanceCampaigns, cost per lead and ROIWhat each campaign cost per lead, and what its leads brought back in their first year.Owners, admins and finance
  • FinanceOverviewIncome, expenses and net by period, with charts.Owners, admins and finance
  • Sign-inEmail and password, or GoogleWith email verification and password reset.Everyone

Set up your team

Sign up, confirm your email, and you land on this screen with the name filled in. You're the team's owner, and you invite the others from Members when you're ready.