Account & Lead Tracking Module
Capture New Leads, Track Relationships, and Scale Without Limits
Brilliance CRM's Account & Lead Tracking module helps businesses organize prospects, manage customer details, and monitor interactions—all from one centralized dashboard. Built for scalability, it supports unlimited accounts, leads, custom fields, and portal users—so your growth never hits a ceiling.
Key Features
- Lead Capture: Collect leads via forms, SMS, email, and third-party integrations—automatically routed into your CRM.
- Unlimited Customization: Add unlimited custom fields, addresses, email addresses, and tags to every account.
- Account Profiles: Store rich business or individual data with full activity history and segmentation.
- Interaction Timeline: View every touchpoint—calls, emails, texts, notes—in a searchable, chronological format.
- Lead Staging & Scoring: Prioritize follow-ups with customizable statuses, pipeline stages, and scoring logic.
- Customer Portal Access: Grant unlimited users secure login access to view or update their account details.
- Integration Ready: Seamlessly sync with marketing, scheduling, and automation modules for a unified workflow.
Benefits
- Align sales, support, and service teams with unified customer records.
- Personalize outreach and reporting with flexible segmentation and scoring.
- Empower customers with secure portal access—no extra fees or user limits.
See It in Action—Real Screenshots from Brilliance CRM Modules
Explore sample images from this module to get a firsthand look at features, layouts, and workflows. Click any image to enlarge and experience the interface details up close. Whether you're evaluating CRM tools or training your team, this gallery gives you a visual edge.
Core Modules for Every Brilliance CRM User
The Brilliance Core System isn't just the starting point—it's your all-in-one command center for business success. You get a dedicated database, encrypted infrastructure, HIPAA-ready protection, SMS/email marketing capabilities, lead and customer tracking, unlimited users, and storage—all for one affordable price. No hidden fees. No limits. Just clarity and control from day one.