Affordable Brilliance CRM Pricing Inforamtion

Smart Financial Management Integrated into Your CRM Workflow. Brilliance CRM's Accounting module centralizes and streamlines your financial operations—giving you real-time visibility into income, expenses, inventory, and customer billing without switching platforms.

Key Capabilities & Features

• Expenses: Track business costs, categorize spending, and manage vendor payments.
• Chart of Accounts: Organize financial structure with flexible, industry-standard categorization.
• Journal Entry: Record manual entries for reconciliation, adjustments, and audit trail compliance.
• Payments & Payment Vault: Store customer cards securely (PCI compliant), automate billing, and support multiple gateways (Stripe, PayPal, Square, etc.).
• Product & Inventory Management: Monitor stock levels, SKUs, cost tracking, and supplier data in one place.
• Quotes & Invoices: Create branded proposals, send invoices, and manage receivables effortlessly.
• Benefits: Reduce reliance on third-party accounting platforms.

Get a complete financial view alongside customer data. Stay compliant and secure with enterprise-grade encryption and access control.

Your All-in-One Content Engine for Marketing, Engagement, and Conversion. Brilliance CRM's CMS module empowers businesses to manage web content, drive traffic, and tell their story—all from within the CRM interface. Perfect for companies that want marketing performance without juggling third-party platforms.

Key Capabilities & Features

• Advertisers: Manage sponsor content, ad placements, and partner branding across your web assets.
• Before/After Galleries: Showcase visual transformations to build trust and demonstrate value—ideal for service-based industries.
• Blog Publish: branded articles and thought leadership content with tags, categories, and scheduling tools.
• Case Studies: Highlight client success stories, testimonials, and measurable outcomes to drive sales credibility.
• Content Pages: Create and manage dynamic landing pages, service explanations, and educational material.
• News & Events: Promote upcoming webinars, releases, or local events—complete with RSVP or registration integration.
• Forms: Build lead capture, feedback, and contact forms that feed data directly into your CRM.
• Image Tagging: Organize visual assets with searchable tags for campaigns, categories, or seasonal promotion tracking.
• Redirector: Maintain SEO rankings and user experience by easily configuring page redirects and legacy URL handling.
• SEO Tools: Edit meta titles, descriptions, image alt-tags, and structured data to improve search engine visibility.
• Visitor Tracking: Monitor engagement, clicks, conversions, and referral sources to optimize content and user flow.

Deliver, Monitor, and Improve Training & Educational Content. Brilliance CRM's Course Tracking module empowers businesses to manage learning experiences across staff, clients, or partners. From onboarding to advanced certification, it helps you organize content, track progress, and ensure everyone stays on the path to success.

Key Capabilities & Features

• Course & Curriculum Builder: Create structured learning paths, modules, and lessons.
• Progress Tracking: Monitor individual and team advancement, completion rates, and test results.
• Assessment & Feedback: Built-in quizzes, evaluations, and user feedback collection.
• Certification Management: Automate tracking of completed courses and certificate issuance.
• Multi-Role Access: Customize course visibility and access by user type (employee, customer, vendor).
• Reports & Analytics: Gain insights into participation rates and knowledge retention.
• Benefits for Your Business: Boost employee performance and retention.

Train customers and vendors with standardized tools. Improve compliance and learning outcomes with trackable progress

Automate Compliance & Streamline Employee Screening. Brilliance CRM's Drug Testing module enables businesses to manage employee testing programs with precision, privacy, and ease. From scheduled screenings to randomized selections, you get full control while ensuring documentation stays organized and accessible.

Key Capabilities & Features

• Test Tracking: Log test types, results, dates, and follow-ups in centralized employee records.
• Random Scheduling: Set parameters for unbiased random selections with automated notifications.
• Privacy Controls: Restrict access to sensitive data based on user roles and compliance requirements.
• Audit-Ready Logs: Maintain full records for internal reviews and regulatory checks.
• Integration Capabilities: Optionally link with external testing providers or internal HR workflows.
• Business Benefits: Simplify legal and regulatory compliance.

Reduce administrative load on HR and safety teams. Promote a safe, trustworthy work environment.

Empower Your Workforce with Smart HR Tools—Directly Inside Your CRM. Brilliance CRM's Human Resources module centralizes team oversight, simplifies time tracking, and automates key HR functions—all while keeping records secure and workflows efficient.

Key Capabilities & Features

• Employee Management: Track roles, onboarding status, certifications, documents, and performance history.
• Job Posting: Publish openings to your branded careers page and capture applicants directly into your CRM.
• Time Clock: Let employees punch in/out digitally with location tagging, shift scheduling, and report generation.
• 1099 Payroll Tracking: Manage contractor payments, retain tax documents, and simplify year-end prep.
• Benefits for Businesses: Reduce manual HR tasks and paperwork.

Maintain compliance with U.S. employment standards and tax documentation. Keep staff data organized, accessible, and secure within a dedicated database.

Turn Customer Feedback and Team Knowledge into Scalable Success. Brilliance CRM's Insights module helps you capture, organize, and act on critical information—boosting service quality, operational improvement, and team efficiency. It connects real-world experiences with your internal knowledge library to create smarter workflows and more informed decisions.

Key Capabilities & Features

• Feedback Collection: Gather customer reviews, ratings, and internal suggestions to identify trends and areas for improvement.
• Knowledge Base Articles: Create searchable how-to guides, troubleshooting tips, and best practices for employees or customers.
• Organized Publishing Tools: Categorize content by department, product, or use case for faster access.
• Smart Search Integration: Allow users to find answers quickly with NLP-powered content indexing.
• Engagement Metrics: Track article usage, helpfulness ratings, and feedback loops to continuously improve resources.
• Benefits for Businesses: Improve customer satisfaction and reduce support load.

Empower teams with centralized answers and ongoing training. Evolve with confidence using actionable, data-informed feedback.

Amplify Visibility, Generate Leads, and Strengthen Brand Reputation. Brilliance CRM's Marketing module equips businesses with the tools to attract attention, convert leads, and stay ahead of their competitors—whether online, locally, or through affiliate networks.

Key Capabilities & Features

• Affiliates: Track referral partners, manage payouts, and expand reach through performance-based marketing.
• Lead Search: Discover new prospects by targeting criteria like industry, location, and engagement history.
• Local Citations: Sync and publish your business info across directories like Google, Yelp, and Bing to boost local SEO.
• Reputation Management: Monitor reviews, respond directly, and encourage satisfied customers to share positive feedback.
• URL Shortener: Create branded, trackable links to monitor engagement and optimize campaigns across channels.
• Business Benefits: Improve search rankings and local visibility.

Drive quality traffic through strategic affiliate and lead targeting. Build trust with reputation insights and response tools. Simplify campaign tracking with smart link shortening.

Organize Deliverables, Track Tasks, and Manage Contracts in One Central Hub. Brilliance CRM's Projects module helps businesses execute client work with clarity and control. From planning to delivery, every project stays on track—and tied directly to customer records and communication.

Key Capabilities & Features

• Projects Dashboard: Create and track internal or client-facing projects with milestones, timelines, and status indicators.
• Contract Management: Store signed documents, service agreements, and renewal terms securely within project records.
• Task Tracking: Assign tasks by team member, set due dates, receive updates, and automate notifications.
• Business Benefits: Boost operational transparency and accountability.

Keep project data and contracts aligned with customer CRM profiles.

Simplify Appointments, Manage Teams, and Stay On Time. Brilliance CRM's Scheduling module helps businesses coordinate calendars, client appointments, and internal activities—all from a centralized, intuitive dashboard.

Key Capabilities & Features

• Scheduling Dashboard: View upcoming events, tasks, and time blocks by user, department, or resource.
• Integrated Calendar: Book appointments, set reminders, and sync schedules across the team with role-based access.
• Automated Notifications: Send confirmations, reminders, and rescheduling alerts via SMS or email.
• Custom Time Blocks: Create recurring availability, blackout periods, or segmented calendars based on business needs.
• CRM Integration: Link appointments directly to contacts, projects, or case records for full visibility.
• Business Benefits: Reduce missed appointments and manual coordination.

Improve team productivity and customer responsiveness. Customize scheduling workflows for sales, support, and service delivery.

Monitor Systems, Track Assets, and Stay Ahead of Tech Risks. Brilliance CRM's Technology module helps businesses manage their digital footprint and equipment inventory with precision. It's designed to protect critical infrastructure while providing full transparency into system uptime and hardware tracking.

Key Capabilities & Features

• Asset Management: Track hardware, licenses, serial numbers, purchase dates, locations, and status—all within secure CRM records.
• Site Monitor: Monitor website uptime, performance, and outages in real time with alert systems to notify the right team members instantly.
• Secure Recordkeeping: Log device assignments, maintenance, warranties, and vendor links for every asset.
• Performance Tracking: Identify trends in downtime, usage, and service needs to inform future tech investments.
• Custom Alerts & Notifications: Trigger proactive messages for expired warranties, inactive devices, or site errors.
• Benefits for Your Business: Increase operational reliability with real-time monitoring.

Prevent service interruptions through early alerts. Maintain accountability with centralized tech records.