CRM makes managing the paperwork for selling your goods and services real easy.

Regardless of your internal selling and billing procedures, Brilliant’s CRM will help you in creating, modifying or sending that paperwork. If you use Tally or QuickBooks, you can have this data pushed into your accounting software (manually or automatically) without having to re-key it.

So regardless of how you sell, be it offline (via phone or email) or purely online (through an e-shopping cart), we take away the double keying of data out and where we can, we automate it.

Every Sales Order, Quote or Invoice can be generated from within the CRM and then sent to a customer.

The advantage of using CRM to manage this activity is that it can be held centrally, meaning it can be shared and is visible against a company record.

This data can also be analysed or be reported on, as part of the sales funnel analysis (i.e. how long it takes for an opportunity to turn into a sale) or as a way of managing outstanding invoices.

• Book Payments.
• Schedule Payment Follow Up.
• Analysis and Reporting.
• Create Invoice From Quotation Or Order.