Serviced Based Business Software Features
Note (optional):
- Email is provided if you don't already have email through our HIPAA compatible mail service.
Module List
By choosing Brilliance CRM as a Industry you receive more modules for a reduced price. We do this to make it easier for your business to grow. You pay the core and then the industry price. For the latest pricing you can view our pricing page.
Accounts
Keep track of your customers, leads, and vendors in a single place.
Addresses
Addresses help you organize phones, emails, dates, links, cards, demographics, and custom fields in a centralized and consistent place.
Artificial Intelligence
Utilize artificial intelligent technology to optimize your workflow, improve your business processes, and get your work done in a timely manner.
Asset Management
Keep track of equipment, warranties, insurance information, and tie to specific locations so you know what you have available.
Content Management System (CMS)
A comprehensive content management solution for managing blog articles, news, events, page content editing, and seamless page redirection handling within your website.
Communications
Send newsletter emails and bulk texts to subscribers, customers, and employees. Generate trackable QR Codes as a direct marketing channel to your customers.
Documents
Attach documents and critical information to Accounts, Courses, News & Events, Projects, Tasks, and Users so they have the information they need to do their job effectively.
Forms
Create forms meeting your business requirements and save the information into the appropriate modules. Submittals are fully archived, and an unlimited number of users are notified via email.
Importing & Exporting
Import Excel files into your system in bulk to speed data entry for inserts or updates. You can export information within every grid that the user has been given access to export.
Invoices & Quotes
Send out quotes and invoices to customers. Quotes can have digiital signatures, automatically convert to invoices, and take payment upon the quote being accepted. Recurring invoices can be sent, and paid, automatically.
Job Postings
List all of the available jobs that a location has, job application, and track the applicant process.
Knowledge Base Articles
Document all of your internal processes for your employees. Document specific actions and information for your customers so that they have information readily available to them and speeding up your customer service process.
Local Citations
Create links on directories and local resources to improve your organic search engine optimization (SEO). Make certain your business has a consistent Name, Address, and Phone Number (NAP) throughout the Internet.
Logging
You can see as much or as little detail as you need to know what's happening within your company software based on your business and industry needs.
Payment / Payment Vault
Record payments to invoices or cash received. Charge to credit card processors to receive the money for the services you've sold.
Products & Inventory Management
Track all products that you are selling. Track the amount of the inventory you have in stock, re-order quantities, categories, and the warehouse the product is stored in. Allow vendors to log in and maintain their own set of products.
Projects
Organize your work into projects with tasks within the project. Assign employees and vendors to a project. Attach documents that pertain to the project and time worked.
Reputation Management
Request reviews from your customers, reply to reviews and display reviews on your website.
Schedules
Create calendars for groups or individuals based on their availability for customers/leads to request meeting times.
Security
Use pre-defined, customize, or create your own security groups. Handle the system's security with our software-based firewall and easy-to-understand business rules and intrusion detection system.
Settings
Global and module settings give you the power and control to manipulate the system quickly and easily for your business needs.
Tasks
Track phone calls, meetings, opportunities, dates, and more activities for Accounts, Leads, Opportunities, Projects, and users. This allows you to see which customers are profitable and those that are taking up your company resources.
Time Clock
Track employee time. This can include accounts, projects, or tasks available to your employees.
Tools
Within the tools, you can upload data in bulk into the modules your business is using and upload documents that are attached to modules or made generally available.
Users
Assign users to your Accounts, allow them access to the system, assign security rights you want them to have, and track all interactions of the users of your Accounts.