Accounts & Leads


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.

Account, Lead, & OpportunitY Information

In a Customer Relationship Management (CRM) system like Brilliance CRM, you will have "leads," "opportunities," and "customers" (Accounts) that typically represent different stages in the sales process. While the exact definitions and usage may vary depending on the specific CRM implementation and business context, here's a general understanding of these terms:

  1. Leads: a lead refers to a potential customer or contact who has shown some interest in your products or services. CRM Leads are often collected through various channels, such as website forms, marketing campaigns, referrals, or networking events. They are individuals or organizations that have shown initial interest but have not yet been qualified as sales opportunities. Leads usually require further evaluation and nurturing to determine their potential as customers.
  2. Opportunities: Opportunities represent potential sales deals or prospects that have progressed beyond the lead stage and are deemed more likely to result in a successful sale. Opportunities arise when a lead has been qualified and meets certain criteria, such as having a specific need, budget, or timeline for purchasing. They typically involve active engagement with the prospect, such as sales conversations, product demonstrations, negotiations, and proposal submissions. Opportunities are usually tracked and managed through the CRM system to monitor the progress of the sales pipeline.
  3. Customers (Accounts): The prospect becomes a customer once an opportunity is successfully converted into a sale or a deal. Customers are individuals or organizations that have purchased and established a business relationship with your company. CRM systems often include features for managing and maintaining customer data, tracking their interactions, managing accounts, and providing ongoing support or services.

General Information

The essential information you need to know related to the business is on a single screen. From here, you'll learn all the basics related to the customer.



Forensic information, secure tracking, HIPPA logging, reports, and court ready.


Invoices & Quotes

An essential part of any business is the ability to charge your customers for services rendered as well as provide quotes to them for work that is being proposed. Your customers can approve a quote, convert the quote to an invoice, and pay with no intervention on your part.



A great way of communicating with a customer is to send a message directly from their account. The information is logged and saved to their account with full accountability of the work being done.



A great way of tracking is the ability to securely store documents in a centralized location tied to each of your customers.



Businesses own equipment, vehicles, and other core items that need to be tracked for both tax purposes as well as insurance reasons. You have a centralized place for all this information to facilitate an efficient business operation.



Tasks exist for customer service as well as projects. Tasks cover all aspects within the system from tracking work done, daily activities (meetings, phone calls, etc.), and all work being done on a client. 



A powerful feature is the ability to add unlimited users to a specific account. This allows users to log into the system, and see only the items related to their account.


Custom Fields

We know that not every system has every field your business needs. This is where custom fields will come into play. You can add the areas that pertain to each customer. Each customer can have its own set of unique fields for its industry and special needs.


Projects & Jobs

Businesses operate with projects and jobs. Often, you'll have more than one project happening at a given time. Here you can track the projects, and assign sub-projects to team members and outside contractors.


Time Clock Punches

If you are utilizing the time clock module, you can see all the punches for your organization. The time clock module is a great tool for tracking your employees and staying in compliance with your company rules and any industry-specific criteria.


Merchant Services

Whether you sell credit card processing to businesses or utilize a credit card processor, the merchant services module lets you see what is happening within your account.

  • For ISO merchants, you can create new accounts.
  • For businesses, you can handle chargebacks and see what is happening within your account,