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Streamline Operations, Boost Productivity and Enhance the Client Experience
Stay aligned and organized by centralizing case management and task assignments within a single, user-friendly platform.
PrismHR ClientSpace is a purpose-built Customer Relationship Manager (CRM) platform that is designed to optimize operations, support business growth and reduce risks.
Drive accountability and efficiency by linking tasks to larger cases or projects, then automating their creation and tracking. Set deadlines, assign ownership, prioritize tasks and trigger real-time alerts or customized notifications based on updates or activity—keeping teams aligned and work moving forward.
Build and manage custom forms to collect the data that matters. Apply conditional logic, modify layouts and organize data relationally to support transparency and long-term tracking.
Find what you need quickly using global search, saved filters and personalized dashboards. Navigate cases, tasks and contacts efficiently while keeping critical work easily accessible.
“We use ClientSpace in so many different ways. I don’t know if we could run our business without it. It is such a customized-type program for us to build our own data forms and track internal progress and work volume.”
Dante DiLella
VP, Applications & Analytics
ExtensisHR
Empower your HR service teams to log, manage and resolve cases efficiently. With categorized case types, SLA tracking and role-based access, nothing falls through the cracks.
Maintain comprehensive client histories with built-in CRM features designed for service teams. Track interactions, assign account ownership and manage relationships more effectively.
Enable smarter decision-making with robust reporting and dashboards. Customize views, apply filters and generate reports easily—keeping teams focused with role-specific dashboards and saved filters.
PrismHR has changed the game for HR outsourcers and their clients by creating a new Unified Employee Experience. Learn how the intuitive UEX can help you and your clients.
Download White Paper
We’ve compiled a list of 25 payroll and HR-related legal developments to look out for in 2025. Find out what should be on your radar in this white paper.
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The right technology can streamline operations, enhance efficiency and provide a competitive edge. Learn how to choose the best solution for you—and your clients.
Download Buyer’s Guide
Discover how PrismHR ClientSpace can help streamline operations, enhance communication and elevate client satisfaction.