Prism
Advisor CRM
Prism
Welcome — Set Your Password

Setting up

Prism
⚠ Supabase disconnected — changes are saving to your browser only and may be lost.
Candidates
Sorted by priority ↑
Select a contact to view outreach history

Candidate Pipeline

Drag cards between stages
🤖 Collect JD with AI
Simple job pages fill instantly. Some job boards and LinkedIn (JS-rendered, login-walled) get queued — tell Claude "run the AI task queue" and it'll open the page in your Chrome session and pull the JD.
Select a job to view details
Name Type State Title Company Stage Touches Last Activity Added Actions
Partner Network
Coming soon.
Marketplace
Coming soon.
Off Platform
Coming soon.
Select a record to work it

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Campaigns

Where you build and edit outreach campaigns — the canvas, the step inspector, and the draft → validate → active publish flow.

The engine underneath is already built and running: per-step gates, do-not-contact, daily and weekly send caps, the schedule window, and the rule that stops a campaign the moment someone replies. What is missing is this screen. Until it exists, a campaign can only be authored by hand in SQL. Canvas rendering is S7.9.2, the step inspector S7.9.4, publishing S7.9.6.

Campaign Templates

Reusable campaign starting points. Save any campaign as a template, then create a new campaign from one whenever you need the same shape again.

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Responses

Replies across every channel in one place, in the shape of the existing Inbox. Built in S7.8.2; it lives here as a peer tab rather than as a separate screen nobody finds.

Today

Actions due today

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📞 Make Calls
📞 Softphone
📱
Set up in-browser calling
Enter your RingCentral Embeddable Client ID to enable browser calling — no desktop app needed.
How to get your Client ID ↗
📋
Select a group to load your call queue
Contacts in the group will appear here in priority order
Call Queue
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📞 Phone Numbers
Last Activity
—
Call Outcome
Notes from this call
Contact:
Status:
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💬
Select a conversation
Choose a thread from the left to view messages

Delete Folder

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Contacts in the Delete folder are permanently deleted after 30 days. Purge runs every Sunday at 3am UTC.

Add Contact

Log Activity —

⚠ Daily limit reached for this activity type
Outcome: change

Select Outcome

⬆ Import Contacts from CSV

Required columns: name or first_name + last_name
Optional: classification (e.g. potential-candidate) or legacy type (candidate/client/partner/vendor), title, company, linkedin, email, phone, notes
First row must be column headers. Duplicates (same name + company) will be skipped.
Applied to every row that doesn't carry its own classification or type column. Intent is captured here, at the point of decision — it cannot be recovered afterwards.

Add Job

AI Import — Paste JD or URL ⚠ No API key — Add in Settings
You must be logged into the job platform in your browser for private listings to load.
Role Overview
Compensation & Benefits
Role Details
Why Join / Value Prop
Requirements
Ideal Candidate Profile
Sourcing Targets
Interview Process
Hiring Manager Insights
Full Job Description
Internal Notes

Enrich Contact

Contact Detail

Job Detail

Call this number?