Brilliance CRM Core Modules
Everyone receives the core modules that are part of Brilliance CRM. You will notice you get everything you need to market and truly reach your intended audiences. We've priced this so that any size business can afford it, and there are no user or storage limits.
Accounts
Centralize all your relationship management with the Accounts module. Effortlessly manage customers, leads, and vendors in one unified platform. Gain a holistic view of your interactions, streamlining your sales and customer service processes. This module provides a foundation for organized and efficient relationship management.
Addresses
Organize crucial contact details with the Addresses module. Store and manage phone numbers, email addresses, important dates, and links, alongside custom demographic information. This ensures a consistent and comprehensive view of your contacts. Simplify data management with customizable fields to fit your unique needs.
Communications
Reach your audience effectively with the Communications module. Send targeted newsletters, bulk SMS messages, and generate trackable QR codes for direct marketing campaigns. Enhance customer engagement with versatile communication tools. Track campaign effectiveness and optimize your outreach.
Security
Protect your valuable data with robust security features. Utilize pre-defined or custom security groups to control user access. Benefit from a software-based firewall and an intrusion detection system for enhanced protection. Implement business rules with ease and maintain a secure environment.
Settings
Customize your CRM experience with comprehensive global and module settings. Tailor the system to your specific business requirements with intuitive controls. Adapt workflows and functionalities quickly to meet evolving needs. Gain complete control over your CRM environment.
Tools
Streamline data management with powerful tools for bulk data uploads and document management. Import large datasets into your modules efficiently. Attach relevant documents to records or make them generally accessible. Enhance productivity with tools designed for seamless data handling.
Users
Manage user access and permissions with the Users module. Assign users to accounts, grant specific security rights, and track user interactions. Ensure accountability and maintain a secure environment by monitoring user activity. Control who has access to what is within your CRM.
Additional Brilliance CRM Modules
We understand that businesses have unique business problems to solve that go beyond the basics. This is where our additional modules come into play. We develop them through someone requesting and paying for a custom module, seeing a need/request, or adding new customer requests. This is what makes Brilliance CRM unique. We develop and work with you to solve your problems while keeping everything easy to use and controllable by you.
Accounting
Manage your financial operations within Brilliance CRM. Track expenses, journal entries, bank accounts, and cash flow in one centralized location. Gain real-time insights into your financial health. Simplify financial reporting and improve decision-making with integrated accounting tools.
Content Management System (CMS)
Take control of your website content with the integrated CMS module. Manage blog articles, news, events, and page content with ease. Handle page redirections seamlessly for optimal user experience. Enhance your website's functionality and maintain a dynamic online presence.
Courses
Streamline employee education management with the Courses module. Track training requirements, schedule classes, and manage payments. Generate and print certificates, and export results for compliance. Simplify employee training and development processes.
Drug Testing
Manage drug testing programs efficiently with this specialized module. Track subjects, schedule tests via email or text, and record results. Maintain a full chain of custody and utilize digital signatures for court compliance. Ensure accurate and compliant drug testing processes.
Insights
Gather valuable feedback and track organizational performance with the Insights module. Collect product feedback, enable feature voting, and view release information. Gain insights into your organization's performance through comprehensive analytics. Improve product development and strategic decision-making.
Human Resources
Simplify HR management with tools to track job openings, candidates, payroll, and time information. Ensure compliance with state and federal regulations. Manage employee data efficiently and streamline HR processes. Maintain accurate records and enhance employee management.
Marketing
Boost your marketing efforts with tools for affiliate tracking, lead generation, and local citation building. Manage your digital reputation and create branded short URLs. Enhance your marketing strategies and improve your online presence. Streamline your marketing operations.
Projects
Organize and manage projects effectively with task assignments, document attachments, and time tracking. Assign employees and vendors to projects and ensure timely completion. Improve project collaboration and streamline workflows.
Schedules
Simplify appointment scheduling with customizable calendars for individuals and groups. Allow customers and leads to request meeting times based on availability. Enhance customer service and streamline scheduling processes.
Technology
Manage your company's technology assets with tools for tracking computers, printers, vehicles, and more. Monitor internet-connected equipment and receive alerts for disruptions. Ensure your technology infrastructure is continuously operational.
Time Clock
Accurately track employee time with options for assigning time to accounts, projects, or tasks. Simplify payroll processing and monitor employee productivity. Improve time management and reporting.