Brilliance CRM Settings

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Control every aspect of the system through easy-to-understand screens. Turn features on/off with a simple checkbox to improve the functionality so your team can finish their work.

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Application Settings

Within Brilliance CRM, you have over 3,000 settings. That may seem overwhelming, but it isn't. The core, over-everything settings are shown to the right. Each module has its own settings. By putting the settings within each module, we make it easy for you to know where the settings are and simplify the overall layout of the information.

No Code, Yet Code Is Available

You will notice a unique feature within Brilliance CRM. We do promote that you don't need to know how to be a programmer to utilize the system. This is true. We allow you to customize the system with your own custom code so that you can truly have control over everything that your business needs. Even when you have access to settings, you won't see the Code tabs unless you have enabled the Show Code option within your user settings. This allows regular users to access the settings for the items that are controlled by simple text or checkboxes, while those advanced users can control the more advanced functions.

App Setup Screen Screenshots

Click on the thumbnails to see a full version of the module screen shots. (best viewed on tablet/desktop)

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Module Settings

A sample of settings that you will see within each module is shown here. We're not showing all of the modules, as there is much repetition. This is what makes Brilliance CRM genuinely brilliant as a CRM. We've given you a consistent look-and-feel that allows you to quickly navigate the system without having to learn something new. The modules themselves are genuinely similar in that they gather information and only present it in a way that is unique to each module.

Account Setting Screen Screenshots

Click on the thumbnails to see a full version of the module screen shots. (best viewed on tablet/desktop)

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Site Wide Code Sections

Below are all of the site-wide code sections. The images to the right are the core application settings, but they don't stop there.

  • AI Settings: (Consumable) Setting and choosing which AI settings, if any, you want to be enabled.
  • App Setup: These images are shown here to allow you to set the basic information, like your business information.
  • Application Settings: The advanced version of App Setup where you get complete control, the ability to add custom code, etc., to any of the 3,000+ settings in the system.
  • Categories: Choose the categories that your business wants. By default, there are over 3,000 categories that match and align with the default categories that are available within Google Business Pages.
  • Dashboard Design: Create as many unique customer dashboards as you need. Display charts, grids, custom text, and more.
  • Icons: Easily change the icons within the system so that you can have your own company look and feel if the default icons don't work for you.
  • Languages: All settings for the labels used within the system are controlled here.
  • Payment Providers: (Consumable) Whether you are using PayPal, Stripe, payment providers, or other payment gateways, this is where you configure them for your business.
  • Reports: All of the available reports. These reports are shown in each module but may also be used throughout the system. They are in a central repository so that you can have your report administrator have a convenient central location to access their reports.
  • Screens: Random images are displayed on the login, registration, logout, and change password screens.
  • SMTP Servers: (Consumable) Set the SMTP servers your company uses. In most cases, you will have only one, but some will want to have others for specific communication channels and usage limits.
  • System Alerts: Display alerts on the public (not logged-in side) and the portal (logged-in side) of the site.
  • Table Grids: This allows you to turn on the columns and display the order for every grid used within the system. This gives you a centralized place and provides company-wide settings for overall brand consistency and improved training by requiring everyone to have a consistent look and feel.
  • Themes: Allows setting the theme colors. These colors are for the front-end website, the default (white theme), the dark theme, and other created themes.

Consumables

Anything marked with (Consumable) is an item that costs more as it utilizes third-party solutions. You have the option of using our license or your license if you already have one. This allows you to go with the best price and save your business money.

You can see the pricing page for the current list of available consumables. Like everything within Brilliance, you can pick and choose which consumables you want to purchase yourself or the ones that you want to use that are provided directly within Brilliance.