Brilliance One Automations

Work smarter.
Respond faster.
Grow effortlessly.

The Automations module helps your business stay connected with customers through perfectly timed emails and text messages without lifting a finger. Whether you're following up on a new lead, confirming an appointment, or nurturing existing clients, Automations ensures every message goes out exactly when it should.

Automations Module

Simple, Powerful, and Built for Real Business Workflows

Brilliance One's Automations module puts your business on autopilot-without the complexity. Instead of drag-and-drop flowcharts, we use email sequences and rule-based triggers that are easier to build, modify, import, and export. This gives users more control, faster setup, and better visibility into what's happening behind the scenes.

Whether you're nurturing leads, sending appointment reminders, updating records, or assigning tasks, automation ensures consistency, speed, and scalability across your entire operation. Every sequence can be tied to modules like Accounts, Leads, Payments, and Communications-so your CRM works exactly how your business does.

No visual clutter. No developer required. Just clean, efficient automation that gets results.

Most CRMs offer automation-but often through drag-and-drop builders that look impressive but can be hard to manage, slow to load, and difficult to export. Brilliance One flips the model: you get clean, rule-based sequences that are easier to maintain, share, and scale.

Key Features

Core Modules for Every Brilliance One 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.

Accounts

Accounts

Automations

Automations

Addresses

Addresses

Communications

Communications

Security

Security

Settings

Settings

Tools

Tools

Users

Users

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