Brilliance CRM Modules & Key Information

The 30,000-foot overview of all the modules in Brilliance CRM.


The goal of Brilliance CRM is not to automate everything but to give you a solution that eliminates the human factor. We want the human factor. AI is truly a fantastic technology, and we feel it should be used to assist, not replace, our jobs.

Brilliance CRM

Brilliance CRM (Customer Relationship Management) has "modules" with distinct functional components or sections that handle specific aspects of customer management, sales processes, and business operations. CRM modules are designed to provide specialized functionality tailored to different areas of the CRM system.

We believe in outlining the specific solutions that Brilliance CRM provides. We know we also need to cover the modules at a generalized level. Here are the standard modules found in CRM systems:

  1. Contact/Account Management: The contact/account management module is at the core of a CRM system. It allows users to create, store, and manage customer and contact information. This module typically includes fields for capturing details like name, address, phone number, email, company affiliation, job title, and other relevant data.
  2. Sales/Opportunity Management: The sales/opportunity management module focuses on managing the sales pipeline, tracking opportunities, and monitoring the progress of sales deals. It enables users to create and manage sales opportunities, associate them with specific customers or accounts, track stages, forecast revenue, and generate reports related to sales performance.
  3. Lead Management: The lead management module is dedicated to capturing, nurturing, and converting leads into sales opportunities. It allows users to track and manage leads generated through various channels, such as marketing campaigns, website inquiries, or referrals. Users can qualify leads, assign them to sales representatives, track interactions, and monitor the conversion of leads into opportunities.
  4. Marketing Automation: The marketing automation module facilitates the planning, execution, and tracking of marketing campaigns. It includes features such as campaign management, email marketing, lead scoring, lead nurturing, and analytics to measure the effectiveness of marketing efforts. This module enables CRM users to automate marketing processes, segment customer lists, create personalized campaigns, and track campaign performance.
  5. Customer Service/Support: The customer service/support module focuses on managing customer inquiries, tickets, and support interactions. It allows users to log and track customer issues, assign them to support agents or teams, prioritize tickets, and provide timely responses and resolutions. This module may include features like a knowledge base, ticketing system, service level agreement (SLA) management, and customer satisfaction surveys.
  6. Reporting and Analytics: The reporting and analytics module provides tools for generating reports, analyzing data, and deriving insights from the CRM system. Users can create custom reports, dashboards, and visualizations to monitor key performance indicators (KPIs), track sales metrics, measure marketing campaign effectiveness, and gain a deeper understanding of customer behavior and trends.

These are just a few examples of CRM modules, and the actual modules available may vary depending on the CRM system's design and configuration. The modules within a CRM system work together to support customer management, sales processes, marketing efforts, and customer service, providing a comprehensive solution for optimizing customer relationships and business operations.



A list of system-wide features that Brilliance CRM offers to your business.


Accounts & Leads

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



Keeping track of your customer's locations and an unlimited number of custom fields is critical.



The ability to track referrals to your site or track sales of your sales team members.


Asset Management

Track all of the equipment related to a specific account, project, or user. Use this information for insurance purposes or just to keep track of what you have.



Email and marketing automation to speed your communications with employees, customers, and leads.



A full-featured Content Management System (CMS).



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



Schedule and track educational hours for your business.



The central landing page for your employees and for your customers.



Offer secured and timed document downloads to your customers


Drug Testing

Set random drug testing schedule with company-defined rules, adhere to defined holidays per account, and report the results through a centralized, secure customer portal.



An extension to Tasks where you can assign bugs in your software products, and up/down vote feature requests.



Create forms and surveys to gather information and autosave the information into the module(s) that the form applies to.


Invoices & Quotes

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


KB Articles

Create an online repository for your internal team or your customers.


Local Citations

Create local citations on the Internet based on your business industry.


Merchant Services

Electronically onboard your merchants, provide alerts, and streamline the chargeback process.



Securely keep track of payment methods of accounts and users that can be tied to invoices.


Portal Users

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



Let your team know of all the products that are available to be sold, the location, and how much you have in stock.


Projects / Jobs

Keep track of your projects/jobs and have as many task steps within the project. Tasks can be assigned to one or more users / vendors.


Reputation Management

Request reviews from your customers, reply to those reviews, and monitor your brand reputation.



Brilliance CRM adheres to all significant security compliance rules in the United States and European Union. 


Site Monitor

Make sure your websites are up and running, your TLS/SSL certificates have no errors and are not expired, and check for domain expirations.



Track all interactions with a customer. Whether it be a meeting, phone call, or task we've got you covered.


Time Clock

Easily track your employee time, time related to projects, and adhere to your business standards.



Manage files within the CRM, import data using Excel, and export information based on your business needs.


URL Shortener

Take a URL and create a dynamic URL. Attach a QR Code. Track the number of Clicks. Change the URL at a later date.