moduleDocuments

Documents

POWERFUL & EASY TO USE 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.

Document & Download Information

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.

moduleAccounts

Accounts & More

You can tie documents to any module in the system whether it is an Account, Lead, Project, Task, User, etc.

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Shareable Links

Have a shareable link for all of the files you have marked as public.

Private links are also available that require the recipient of the link to have valid access to the system.

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Encrypted Files

All files are fully encrypted and secured that only those you want access will have access to them.

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Date Controlled

Set the start and end date when documents are available.

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Logging

Track the views, by who, and the edits done to your documents.