Marketing Agencies

Affordable
CRM Software

Everything to keep track of customers, projects, bill, and monitor your customers to provide a high-level of customer service.

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Marketing Agencies Software Features

 

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  • Email is provided if you don't already have email through our HIPAA compatible mail service.

 

Module List

By choosing Brilliance CRM as a Industry you receive more modules for a reduced price. We do this to make it easier for your business to grow. You pay the core and then the industry price. For the latest pricing you can view our pricing page.

 

Accounts

Accounts

Centralize all your relationship management with the Accounts module. Effortlessly manage customers, leads, and vendors in one unified platform. Gain a holistic view of your interactions, streamlining your sales and customer service processes. This module provides a foundation for organized and efficient relationship management.

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Addresses

Addresses

Organize crucial contact details with the Addresses module. Store and manage phone numbers, email addresses, important dates, and links, alongside custom demographic information. This ensures a consistent and comprehensive view of your contacts. Simplify data management with customizable fields to fit your unique needs.

Learn More About Addresses

CMS

Content Management System (CMS)

Take control of your website content with the integrated CMS module. Manage blog articles, news, events, and page content with ease. Handle page redirections seamlessly for optimal user experience. Enhance your website's functionality and maintain a dynamic online presence.

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Communications

Communications

Reach your audience effectively with the Communications module. Send targeted newsletters, bulk SMS messages, and generate trackable QR codes for direct marketing campaigns. Enhance customer engagement with versatile communication tools. Track campaign effectiveness and optimize your outreach.

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Human Resources

Human Resources

Simplify HR management with tools to track job openings, candidates, payroll, and time information. Ensure compliance with state and federal regulations. Manage employee data efficiently and streamline HR processes. Maintain accurate records and enhance employee management.

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Projects

Projects

Organize and manage projects effectively with task assignments, document attachments, and time tracking. Assign employees and vendors to projects and ensure timely completion. Improve project collaboration and streamline workflows.

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Schedules

Schedules

Simplify appointment scheduling with customizable calendars for individuals and groups. Allow customers and leads to request meeting times based on availability. Enhance customer service and streamline scheduling processes.

Learn More About Schedules

Security

Security

Protect your valuable data with robust security features. Utilize pre-defined or custom security groups to control user access. Benefit from a software-based firewall and an intrusion detection system for enhanced protection. Implement business rules with ease and maintain a secure environment.

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Settings

Settings

Customize your CRM experience with comprehensive global and module settings. Tailor the system to your specific business requirements with intuitive controls. Adapt workflows and functionalities quickly to meet evolving needs. Gain complete control over your CRM environment.

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Time Clock

Time Clock

Accurately track employee time with options for assigning time to accounts, projects, or tasks. Simplify payroll processing and monitor employee productivity. Improve time management and reporting.

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Tools

Tools

Streamline data management with powerful tools for bulk data uploads and document management. Import large datasets into your modules efficiently. Attach relevant documents to records or make them generally accessible. Enhance productivity with tools designed for seamless data handling.

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Users

Users

Manage user access and permissions with the Users module. Assign users to accounts, grant specific security rights, and track user interactions. Ensure accountability and maintain a secure environment by monitoring user activity. Control who has access to what is within your CRM.

Learn More About Users