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PrismHR ClientSpace (Basic)

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.

Streamline Operations With Efficient Workflow and Data Management

Connect Tasks and Automate Workflows

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.

Capture Key Data With Flexible Forms

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.

Navigate With Ease

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.

Hear From Our Clients

“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

Learn how PrismHR ClientSpace can improve efficiency across your organization and enhance customer management and satisfaction.

Enable Your Team With Smart Tools for Case Management and Reporting

Simplify Case Management

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.

Track Client Records With CRM Essentials

Maintain comprehensive client histories with built-in CRM features designed for service teams. Track interactions, assign account ownership and manage relationships more effectively.

Turn Data Into Insights

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.

Improve Efficiency Across Your Organization While Driving Better Customer Outcomes

Discover how PrismHR ClientSpace can help streamline operations, enhance communication and elevate client satisfaction.