Serviced Based Businesses

Everything to keep track of customers, projects, bill, and monitor your customers to provide a high-level of customer service.

Serviced Based Businesses

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

Accounts

Keep track of your customers, leads, and vendors in a single place.

Addresses

Addresses

Addresses help you organize phones, emails, dates, links, cards, demographics, and custom fields in a centralized and consistent place.

Artificial Intelligence

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

Asset Management

Keep track of equipment, warranties, insurance information, and tie to specific locations so you know what you have available.

CMS

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

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

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

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 and Exporting

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

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

Job Postings

List all of the available jobs that a location has, job application, and track the applicant process.

Knowledge Base Articles

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

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

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

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 and Inventory Management

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

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

Reputation Management

Request reviews from your customers, reply to reviews and display reviews on your website.

Schedules

Schedules

Create calendars for groups or individuals based on their availability for customers/leads to request meeting times.

Security

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

Settings

Global and module settings give you the power and control to manipulate the system quickly and easily for your business needs.

Tasks

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

Time Clock

Track employee time. This can include accounts, projects, or tasks available to your employees.

Tools

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

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.