No Code CRM Solution

Brilliance CRM offers document management within almost every module. Documents can be for internal use or shared externally with defined start/end dates.

1. Documents: In Brilliance CRM, documents refer to various files or resources relevant to customer relationships, sales processes, or other business activities. These files can include product brochures, sales presentations, contracts, proposals, marketing collateral, support documentation, and any other useful files for managing customer interactions. CRM users can upload, store, and associate documents with specific customers, opportunities, or other relevant records. The CRM system may provide features for organizing documents into folders, categorizing them with tags or metadata, and allowing users to access and share them within the CRM environment.
2. Downloads: Downloads in Brilliance CRM refer to the ability for CRM users or customers to retrieve or access files or resources stored within the CRM system. For example, within the customer portal, customers can log in and download documents or files related to their accounts, such as invoices, product guides, or service manuals. CRM users may also have the ability to download files or resources shared by colleagues or partners within the CRM platform. Downloads help facilitate the exchange of information and resources between CRM users and customers or other stakeholders.

Managing documents and downloads within Brilliance CRM allows for centralized storage, easy access, and efficient sharing of important files and resources. This functionality promotes collaboration, enables quick retrieval of relevant information, and enhances customer relationship management, sales processes, and customer support effectiveness.