logoBrillianceCRM

A Powerful, Yet Easy To Use CRM

Brilliance CRM is a full-featured Customer Relationship Management (CRM) platform that offers a comprehensive range of features in a 'no code' environment. With Brilliance CRM, you can leverage all necessary functionality without coding. And if you require any customizations or additional features that are not included, we provide them at no extra cost.

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Accounts & Leads

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Asset Tracking

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Communication

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Documents

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Projects

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Tasks & Activity Tracking

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Time Clock

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Users & Security

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...and more

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Core Modules

Everything builds off the core modules and is available to all users no matter what.

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Accounts

Keep track of your customers in a single place and one area of truth.

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Communications

Send emails, newsletters, and text messages (SMS and MMS) to your customers.

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Tasks

Log all activities and interactions with your customers.

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Documents

Offer secured and timed document downloads to your customers

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Invoices & Quotes

Send invoices, and quotes (proposals), and receive payments from your customers.

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Projects

Track your projects/jobs, budgets, and assign tasks to users and outside vendors.

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Time Clock

Track employee time, GPS tracking, track against projects, and more.

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Users

Give access to your system and lock them into the module(s) that you want them to have access to.

All Software Development Is Included At No Additional Cost!

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Numbers Speak

We have spent the time and energy to take our internal system that serves hundreds of customers and made it available as we had requests from clients to migrate from big systems, like Salesforce, that needed the functionality but not the cost.

10+

Years

Brilliance CRM started as an internal project to track our agency clients, improve operations, and be more efficient on a daily basis.

8,000+

Active Users

Thousands of users use the system daily as an internal customer portal, customer support, secure document sharing, and more.

20+

Modules

Every module is consistently designed to provide a fast and efficient "get in and get out" mentality. We want you not to be stuck behind a keyboard (unless you want/need to be).

Key Differentiators That Separate Brilliance CRM From Other CRM Vendors

  • Consistency: You will find each module has a consistent look-and-feel making it so that after you know one module all of the other modules will be easier. This consistency is what makes the system so powerful and easy to use.
  • Control: Brilliance CRM doesn't require any developer experience. Yet, yes, there's always a "yet." You have full control over the look and feel. As you make changes the changes are consistently changed throughout the system. This provides a consistency even as you customize the system.
  • Database: Brilliance CRM utilizes a single database to store all of your data. This information is fully encrypted with the AES 256. AES 256 (Advanced Encryption Standard with a key size of 256 bits) is considered a strong and secure encryption algorithm. It is widely used and trusted in various industries, including government, finance, healthcare, and information technology.
  • Data: Being that you have your own database you are not shared with 1,000+ of your "closest friends." Your data is your data. There is no chance of crossover or anyone seeing your data that you do not wish to see. This data is equally backed up, securely, daily with AES 256 encryption.
  • Privacy: Brilliance CRM doesn't have access to your data unless you provide access to the data. Other providers have "God level" access to your data, can copy it, can use it for their own, etc.
  • Development: All development is included. If you need features that don't exist, you submit them, and we do it for you. This different model saves your business money and benefits the entire Brilliance CRM community.
  • Pricing: We believe in pricing everything fairly. We believe that you should be able to have as many employees and customers use the system. We feel that the more you use it, the more your business will grow.
  • Web-Based: Everything is built on Internet standard technologies and works with all major browsers (Google Chrome, Mozilla Firefox, Microsoft Edge, and more). Everything works on desktop, tablet, and mobile devices. You have everything at your fingertips.
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Sales

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Marketing

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Service

Why Brilliance CRM?

Overwhelming, expensive, and frustrating, we hear daily about CRMs. We heard that. We also know we're not for everyone. Wow! Horrible sales pitch. We're honest!

Brilliance CRM is designed for those that want that "get in, get out" mentality. We want you to create your lead, create an invoice or quote (proposal), send it off, track client communications, and get out.

We took on a very old model of keeping things looking consistent, giving people what they want/need, pricing affordable, and being there to enhance and grow the product without hiring developers, as only the largest customers have dedicated developers. Even the developers wish they didn't have to learn hundreds of programs.

Accounts & Leads

Keep track of your customers in a single place and one area of truth.

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    Accounts, Leads, & Opportunities

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    Addresses

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    Invoices

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    Email

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    Documents

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    Assets

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    Tasks

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    Users

Communications

Send emails, newsletters, and text messages (SMS and MMS) to your customers.

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    Emails

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    Newsletters

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    Texts (SMS & MMS)

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    Unlimited Subscribers

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    Unlimited Groups

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    Schedule

Tasks

Log all activities and interactions with your customers.

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    Attach to Accounts, Users, & Projects

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    Unlimited Documents

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    Built-in Workflow

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    Track Accounting Information

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    Internal & External Notes

Documents

Offer secured and timed document downloads to your customers

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    Security Controlled Files

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    Anonymous Download Option

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    Track Views

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    Assign To Modules

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    Define Availability

Invoices & Quotes

Send invoices, and quotes (proposals), and receive payments from your customers.

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    Quotes, Invoices, or Templates

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    Auto Charge Recurring Invoices

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    Documents

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    Discount $ or % per line item

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    Discount $ or % entire invoice

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    Automatic Quote To Invoice Conversion

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    Accept Online Payments

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    Accept Partial Payments

Users

Give access to your system and lock them into the module(s) that you want them to have access to.

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    Unlimited Users per Account

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    2FA Authentication

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    Dark Web Monitor

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    Full Self Service

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    Tasks