Organise your contacts, notes, activities and bill your clients.
Email & SMS Timeline Reporting Batch processing Activities
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Organisation made simpleBrightpearl lets you customise you own colour schemes, statuses and tags so your contacts are organised however you like. Our higher pay plans allow you to create your own "custom fields" to capture any information that you need to collect from leads and clients. You can generate reports by searching or organising contacts using your custom fields. Really simple data import and export from Excel and MS Outlook. |
Easy contact managementBrightpearl records all the information you need about your leads, clients and suppliers. Everyone in your company has the same information. Brightpearl stores your contact notes, emails, activities, opportunities so that your collegues can all see the latest interaction with your clients. SMS, Email and on-screen alertingSend SMS & bulk emails straight from CRM to stay in touch with exiting clients and to help you win more business. SMS and email alerting lets you know when new leads are generated and reminds you when activities are due. On-screen messages help you make sure none of your leads or clients are negleted by listing which contacts are overdue a call/email. Streamline your workflows» Automatically create contacts from your Brightpearl website Online access anywhere, any timeYou and the rest of the company can work on one, up to date version of your customer, lead and supplier database. It's all hosted for you on our secure servers. |


