Invoices & Quotes
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.
Invoice & Quote Information
Brilliance CRM provides the ability to create invoices, quotes, and proposals for customers to help you drive your business, collect payment, and grow.
- Invoices: Invoices are documents issued by your company to its customers requesting payment for products or services rendered. CRM users can create and manage invoices within the CRM platform, associating them with specific customers, sales transactions, or accounts. Invoices typically include item descriptions, quantities, prices, taxes, payment terms, supporting documents, and applicable discounts.
- Quotes: Quotes, also known as quotations or estimates, are documents that provide customers with pricing information for products or services they are interested in. In Brilliance CRM, users can create and manage quotes to generate personalized offers for potential customers. Quotes typically include item details, prices, quantities, terms, supporting documents, and any special conditions or discounts. CRM users can send quotes to customers for review, negotiate pricing, and convert accepted quotes into sales orders or invoices. The CRM system may track quote status, and provide analytics to measure the effectiveness of quoting processes.
- Proposals: Proposals are comprehensive documents that outline the details of a proposed solution or project for a customer. They are often used in business-to-business (B2B) sales cycles or for complex sales scenarios. In Brilliance CRM, users can create and manage proposals, which typically include detailed descriptions of the customer's needs, suggested solutions, pricing, timelines, terms and conditions, and any additional supporting information. Proposals are often customized to address the specific requirements of each customer. CRM users can track proposal status, collaborate on proposal creation, and monitor the progress of proposal negotiations.
By incorporating invoices, quotes, and proposals into your business process you can streamline your sales processes, track communications with your customers, maintain accurate financial records, and improve customer relationship management. These features help to centralize sales and financial data, enhance collaboration, and provide insights into sales performance and revenue generation.
Accounts, Projects, or Users
Tie your invoices and quotes to accounts, projects, and users.
Take full or partial payments online. Using direct API's for credit cards or NMI.
Addresses for the overall invoice or quote. Ability for a separate address for each line item of the invoice or quote.
Add as many line items that you need with or without discounts. Discounts can be percentage, a dollar amount, or both.
Internal & External notes
Add internal only notes that only you see. Add external notes that show on the customer invoice.
Preview of the invoice or quote is available wiht the overall look-and-feel controlled by you.
Accounting information which covers the sync information to an outside accounting system.
A great way of tracking is the ability to securely store documents in a centralized location tied to each of your customers.
Make it when a quote is accepted that they digitally sign the quote. The quote then will be automatically converted to an invoice for immediate payment. You can also include that the customer has to include a ID as well to prove they are the one accepting.