Building, Tracking & Growing Relationships

A Word From Our Founder

Power, Consistent, & Easy to Use

The goal of Brilliance CRM is not to automate everything but to give you a solution that eliminates the human factor. We want the human factor. AI is truly a fantastic technology, and we feel it should be used to assist, not replace, our jobs.

 

Brilliance CRM is a full-featured Customer Relationship Management (CRM) platform that offers a comprehensive range of Sales, Marketing, and Customer Service features that are easy to learn for all. With Brilliance CRM, you can take your business to new levels of automation. Your employees can all be on the same sheet and get quickly up and running.

The Base Modules

Follow the lines to see the foundational parts of what makes Brilliance a consistent, reliable, and result driven Customer Relationship

Management (CRM) system. Brilliance CRM is a tool for your business to bring more productivity to your business processes.

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Dashboard

Once you're logged into the system you'll be presented with a dashboard designed based on your security level and how you are expected to use the system.

 

This sample shows the user logged in with their available documents, time clock punches, and work they have assigned to them. They can see the weather and their profile information.

 

At the top they have the ability to quickly add tasks/activities to log phone calls, meetings, and log important information.

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Accounts

Seamlessly organize and manage your customers (we call them Accounts) and Leads (potential customers), and Vendors, to streamline communication and relationship building efforts.

 

The information shown is based on the modules your business needs. You'll never have to pay for a module you don't need. If your business needs change and you don't need a module you can easily have it turned off, the tabs will go away.

 

The retention of information is maintained as long as you need with the defaults being to keep everything for seven (7) years.

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Communications

Communications is truly one module we love. We can quickly send an email/newsletter/text (SMS and/or MMS) blast to users, subscribers (all or group based), accounts, or a combination of them.

 

Additionally, you can do keyword texting so that you can build up a membership to help increase sales with your customers. If you actively capture customer text numbers, you can reach out to them about specials to keep them active or if you notice the day is running slower than normal you can send out a quick special to try and increase your daily sales.

 

In 2024, like previous years, text messages are read 90% of the time in the first minute. 95% of the time in the first three minutes. This is a great way to help drive revenue and get a solid return on your investment (ROI) with Brilliance CRM.

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Documents

A key feature to any system is having document storage. The documents need to be able to be tied to each individual record in the system. With Brilliance CRM, the information can be connected to each individual record in every module. Most modules will have Documents available to them.

 

You can specify the Start Date/Time and End Date/Time that a document is available within the system.

 

Documents can be made so they are only available within the module system itself and to approved users or made to be available to users outside of the system (e.g., anonymous downloads).

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Users

Having the ability to have an unlimited number of users is truly a blessing for any business. You can have all of your employees and customers within the system. You can make specific logins for your vendors to have access as well.

 

The Users module is unique in that your users can find out if their login exists on the dark web and have a list of all the sites, they have that have been compromised. This allows them to better protect themselves.

 

Your customers can create accounts as well. This way you give your primary contact access and then they can self-service and give access to their account level where needed. This is beneficial for those that need to be able to see invoices/quotes, make payments, see documentation, and create customer support tasks. Of course, this can be easily turned off too!

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Security

Within Brilliance CRM you have a full software-based firewall to protect your users and prevent unauthorized access. You have full logging within each module, including HIPPA level logging.

 

The entire security of the system meets, and/or, exceeds the requirements of HIPPA. Whether you need it today, tomorrow, or never you can be assured that your data is secured.

 

Within Security you have:

  • Intrusion Detection
  • Log File
  • Modules
  • Session Security
  • User Security
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Settings

One of the most powerful features that give you control is Settings. With settings you can make the system do what you need without having to write code.

 

Within every module you'll have settings to control the aspects and defaults of each module. Our goal has always been to give you the power, while keeping the defaults to what most will need.