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Portal Users

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.

Portal User Information

Within Brilliance CRM "Portal Users" are authorized access to the CRM platform. Users are the people within an organization or your customers who utilize the CRM system to manage customer information, track interactions, and perform various tasks related to customer management and sales activities. Users can also be your customers who you've given acccess to your system. Here are some key points about users in a CRM:

  1. User Roles and Permissions: CRM systems often have different user roles or profiles with varying levels of access and permissions. These roles define what actions and data users can view, edit, or manipulate within the CRM system. Common user roles in CRM systems include administrators, sales representatives, managers, and customer support agents.
  2. Data Entry and Management: Users in a CRM system are responsible for entering and managing customer-related data. This includes capturing and updating customer information such as contact details, preferences, purchase history, and any other relevant data that helps in building and maintaining customer relationships.
  3. Interaction Tracking: Users track and log interactions with customers within the CRM system. This can include activities such as phone calls, emails, meetings, support tickets, and notes. By recording these interactions, users can have a complete view of the customer's history and ensure consistent and personalized engagement.
  4. Task and Opportunity Management: CRM users often manage tasks, appointments, and to-do lists associated with customer interactions. They can set reminders, schedule follow-ups, and track the progress of sales opportunities or deals within the CRM system. This helps users stay organized and ensures that important activities are not overlooked.
  5. Reporting and Analytics: Users may utilize CRM system features to generate reports and analyze data related to customer interactions, sales performance, marketing campaigns, and other relevant metrics. These insights help users make data-driven decisions and identify areas for improvement.
  6. Collaboration and Communication: CRM systems often provide features for internal communication and collaboration among users. This allows team members to share information, assign tasks, collaborate on deals or projects, and coordinate efforts to provide better customer service.

Overall, users in Brilliance CRM system play a crucial role in managing customer data, tracking interactions, and leveraging the system's features to enhance customer relationships, sales processes, and business performance.

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Assignment

Users can be assigned to an account or completely standalone and not tied to an account

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User Security

Users can be assigned to one, or more, user security groups.

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Details

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

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Documents

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

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Tasks

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. 

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Two Factor Authorization
TFA/2FA

Secure accounts with two factor authorization

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Dark Web Integration

Every email address within the system checks the dark web for their presence. If an email address is found on the dark web the user is alerted and provided with every site that is known to possess their information so that they can correct and secure their account.

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Logging

Log and see all activities related to the information that you are looking at in real-time.