Modules

Everything within Brilliance CRM is built off of Modules. This allows us to give your business the tools it needs and none that it doesn't. Modules can be turned on/off for the entire organization or by users so they only see what they need to stay focused in their daily activities.

Modules
Accounting

Accounting

Organize your expenses, journal entries, bank accounts, business ownership, and cash flow in a single place.

Accounts

Accounts

Keep track of your customers, leads, and vendors in a single place.

Addresses

Addresses

Addresses help you organize phones, emails, dates, links, cards, demographics, and custom fields in a centralized and consistent place.

Affiliates

Affiliates

Enable your business to manage and track affiliate marketing programs within the company or given to external affiliates to earn commissions based on sales or referrals generated through their marketing efforts.

Asset Management

Asset Management

Keep track of equipment, warranties, insurance information, and tie to specific locations so you know what you have available.

Automations

Automations

Central repository for all outbound emails and texts within the system to your customers, employees, and vendors.

Chambers

Chambers

Keep track of your chamber members and paid advertisers, synching with our national business yellow pages and allowing your members to easily post updates for their businesses.

CMS

Content Management System (CMS)

A comprehensive content management solution for managing blog articles, news, events, page content editing, and seamless page redirection handling within your website.

Communications

Communications

Send newsletter emails and bulk texts to subscribers, customers, and employees. Generate trackable QR Codes as a direct marketing channel to your customers.

Construction

Construction

Track your projects, tasks, vendors, documentation, employee time, and construction budget.

Courses

Courses

Track your employee education requirements within a single place. You can print certificates, schedule in-person classes, take payments for those classes, and export the results for your state and local requirements.

Documents

Documents

Attach documents and critical information to Accounts, Courses, News & Events, Projects, Tasks, and Users so they have the information they need to do their job effectively.

Drug Testing

Drug Testing

Track your clients/subjects, organize them into groups, schedule required drug testing via email, text, or manual checks, and record the results of the drug tests. Full chain of custody tracking and digital signing for courts.

Feedback

Feedback

Keep track of product feedback, allow voting for features, see product release information, and see insights into your organization's performance.

Forms

Forms

Create forms meeting your business requirements and save the information into the appropriate modules. Submittals are fully archived, and an unlimited number of users are notified via email.

Human Resources

Human Resources

Track available jobs, job candidates, their pay information, time information, and key State and Federal information to be in compliance.

Importing and Exporting

Importing & Exporting

Import Excel files into your system in bulk to speed data entry for inserts or updates. You can export information within every grid that the user has been given access to export.

Invoices

Invoices & Quotes

Send out quotes and invoices to customers. Quotes can have digiital signatures, automatically convert to invoices, and take payment upon the quote being accepted. Recurring invoices can be sent, and paid, automatically.

Information Technology

Information Technology

Monitor the uptime of all websites, servers, mail servers, or equipment connected to and publicly available on the Internet.

Knowledge Base Articles

Knowledge Base Articles

Document all of your internal processes for your employees. Document specific actions and information for your customers so that they have information readily available to them and speeding up your customer service process.

Local Citations

Local Citations

Create links on directories and local resources to improve your organic search engine optimization (SEO). Make certain your business has a consistent Name, Address, and Phone Number (NAP) throughout the Internet.

Logging

Logging

You can see as much or as little detail as you need to know what's happening within your company software based on your business and industry needs.

Marketing

Marketing

Create local citations on key internet directories. Ask customers for reviews, respond to them, and display their responses on your website. Create a shortened trackable URL with or without a QR code for further tracking.

Merchant Services

Merchant Services

Gather all the necessary information needed for credit card processing so that you can share that information with any credit card merchant. Be notified of any chargebacks and send an email/text so the business owner can quickly respond promptly.

Paid Ad Software

Paid Ad Software

Create AI (Artificial Intelligence) paid ads that convert browsers into customers. These ads are available on all major social media and search engine platforms. Note: this is for the software and not the ad spend.

Payments

Payments

Record payments to invoices or cash received. Charge to credit card processors to receive the money for the services you've sold.

Products and Inventory Management

Products & Inventory Management

Track all products that you are selling. Track the amount of the inventory you have in stock, re-order quantities, categories, and the warehouse the product is stored in. Allow vendors to log in and maintain their own set of products.

Projects

Projects

Organize your work into projects with tasks within the project. Assign employees and vendors to a project. Attach documents that pertain to the project and time worked.

Reputation Management

Reputation Management

Request reviews from your customers, reply to reviews and display reviews on your website.

Schedules

Schedules

Create calendars for groups or individuals based on their availability for customers/leads to request meeting times.

Security

Security

Use pre-defined, customize, or create your own security groups. Handle the system's security with our software-based firewall and easy-to-understand business rules and intrusion detection system.

Settings

Settings

Global and module settings give you the power and control to manipulate the system quickly and easily for your business needs.

Service Based Businesses

Service Based Businesses

Track your equipment and schedule your employees through a centralized digital dashboard.

Site Monitor

Site Monitor

Ping your equipment on the internet, check your website for unauthorized changes, and see how your overall systems are performing.

Tasks

Tasks

Track phone calls, meetings, opportunities, dates, and more activities for Accounts, Leads, Opportunities, Projects, and users. This allows you to see which customers are profitable and those that are taking up your company resources.

Time Clock

Time Clock

Track employee time. This can include accounts, projects, or tasks available to your employees.

Tools

Tools

Within the tools, you can upload data in bulk into the modules your business is using and upload documents that are attached to modules or made generally available.

URL Shortener

URL Shortener

Take a URL and shorten it to a more memorable URL. Attach QR Codes to these URL's so that people can quickly scan and go. Track the usage.

Users

Users

Assign users to your Accounts, allow them access to the system, assign security rights you want them to have, and track all interactions of the users of your Accounts.