Every relationship.
One place.
Always connected.

Account & Lead Tracking Module

Capture New Leads, Track Relationships, and Scale Without Limits

Brilliance One'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

• One Unified Profile: Store leads, customers, suppliers and vendors in one master record. No more bouncing between systems everything lives in one, instantly accessible place.
• Automatic Visibility Based on Role: Enable or disable modules for different user roles. Each team member sees only what matters to them improving focus, reducing clutter and lowering training time.
• Intelligent Relationship Mapping: Intelligent Relationship Mapping
• Full Activity View: Every call, email, SMS, task or interaction is logged within the account. You get complete context at a glance no missing histories, no surprises.
• Smart Segmentation & Tags: Label your accounts with tags like "Lead", "Customer", "Supplier", or "VIP". Filter and group easily so you can act fast when it matters.
• Module-Aware Display: If you enable a certain module like Invoicing, Communications or Automations it appears automatically under the account. Everything shows where it should for the users that need it.
• Custom Fields Without Complexity: Add fields your business uses, whether it's "Warehouse Location", "Preferred Vendor", or "Next Renewal Date". Your fields, your rules fully built in.
• Secure Yet Flexible Access: Set permissions and user roles easily. Whether your team is internal or external, they get the access they need and nothing more.
• Search, Filter & Act: Instantly find the account you need. Search by name, tag or custom field. Filter by role, status or relationship type. Then one click to act.
• Designed for Growth: Built to scale with your business. Add new user roles, enable new modules, and expand your account types all without starting over.