Not for Profits

Brilliance CRM is an invaluable tool for not-for-profit, offering robust features to enhance communication, member tracking, and donation management. Effortlessly manage email and text communications, ensuring that important messages, event updates, and inspirational content reach their donors promptly and effectively.

Churches`

Business Directory 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.

Automations

Automations

Central repository for all outbound emails and texts within the system to your customers, employees, and vendors.

Calendar of Events

Calendar of Events

Show a list of calendar of events within your site. Allow users, if enabled, the ability for users to submit calendars of events.

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.

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.

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.

Site Monitor

Site Monitor

Ping your equipment on the internet, check your website for unauthorized changes, and see how your overall systems are performing.

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.

URL Shortener

URL Shortener

Take a URL and shorten it to a more memorable URL. Attach QR Codes to these URL's so that people can quickly scan and go. Track the usage.

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.