CRM
Manage the Relationship
Accounts, leads, contacts, communications, marketing, customer history, follow-up, and relationship information share a connected foundation.
Brilliance One Modules
One business operating system. Add the capabilities you need.
Connect CRM, ERP, CMS, communications, automation, accounting, workforce, scheduling, projects, commerce, technology, security, and specialized industry workflows through one modular platform.
Start with Brilliance One Core, then expand into accounting, marketing, projects, scheduling, HR, point of sale, firearms, content, technology, reporting, training, operational tools, and other business capabilities without rebuilding your technology foundation.
CRM • ERP • CMS • Automation • Connected Operations
The Brilliance One Platform
More than CRM. More connected than a software stack.
Brilliance One is a modular Business Operating System designed to connect customer-facing technology with the internal systems required to actually run the business.
ERP
Run the Business
Extend customer management into accounting, projects, scheduling, point of sale, technology, workforce operations, products, specialized workflows, and the work required after the sale.
CMS
Connect the Digital Experience
Connect websites, content, forms, public experiences, lead capture, and digital customer interactions with the same business platform.
Modular by Design
Add capability. Not another silo.
Brilliance One modules build on the same customer relationships, users, permissions, communications, automation, configuration, security, and operational foundation wherever practical.
Shared Data
One Business Context
Customer, employee, financial, project, scheduling, transaction, document, asset, and operational information can remain connected rather than being recreated in another independent application.
Shared Security
One Access Foundation
Users, roles, permissions, security groups, authentication, administrative controls, and organization configuration can support the broader platform.
Shared Automation
Workflows Across the Business
Supported communication, notifications, follow-up, tagging, delays, scheduling activity, and operational actions can participate in connected workflows.
Brilliance One Core
Everything begins with one shared foundation.
Core provides the common CRM, communication, automation, users, security, settings, tools, administration, and platform services used throughout Brilliance One.
- Accounts, contacts and leads
- Email, SMS and communications
- Workflow automation
- Users and identity
- Roles and permissions
- Security foundation
- Platform settings
- Administrative tools
- API-first architecture
Core Platform
Build the foundation once. Use it throughout the business.
Additional modules extend Brilliance One without requiring the organization to recreate its users, security, customer relationships, communications, and administrative foundation every time another capability is added.
Complete Module Directory
Choose the capabilities your business needs.
Explore every current Brilliance One module and platform capability.
Financial Operations
Accounting
Connect estimates, quotes, invoices, payments, expenses, banking, vendors, journals, financial records, and reporting with customers and operations.
Explore AccountingCRM
Accounts
Manage customers, prospects, leads, organizations, contacts, vendors, suppliers, partners, relationships, history, and connected business activity.
Explore AccountsLocations
Addresses
Maintain billing, shipping, service, business, employee, customer, vendor, and operational locations as reusable business records.
Explore AddressesWorkflow Automation
Automations
Automate supported email, SMS, tagging, notifications, delays, follow-up, and repeatable business processes across connected records.
Explore AutomationsDigital Experience
CMS
Build and manage websites, pages, landing pages, forms, content, blogs, digital assets, public experiences, and connected lead capture.
Explore CMSCustomer Communication
Communications
Connect email, SMS, MMS, campaigns, templates, lists, replies, delivery activity, and communication history with business records.
Explore CommunicationsPlatform Foundation
Core
Establish the shared CRM, users, communications, automation, security, settings, tools, administration, and platform foundation.
Explore CoreTraining
Courses
Manage courses, curriculum, lessons, assessments, participants, instructors, training history, completion, certifications, and renewal requirements.
Explore CoursesWorkforce Compliance
Drug Testing
Manage testing pools, selections, collections, specimens, chain of custody, laboratory workflows, results, documents, and program history.
Explore Drug TestingFFL Operations
Firearms
Manage serialized firearms, acquisitions, dispositions, bound book records, e4473 workflows, inventory, customers, documents, and connected FFL operations.
Explore FirearmsWorkforce
Human Resources
Manage employees, onboarding, documents, attendance, leave, training, certifications, reviews, workforce history, and operational responsibilities.
Explore Human ResourcesBusiness Intelligence
Insights
Turn customer, marketing, operational, financial, workforce, scheduling, and workflow information into connected reporting and business visibility.
Explore InsightsGrowth
Marketing
Manage campaigns, audiences, referrals, local visibility, reputation, lead sources, communications, attribution, and customer acquisition context.
Explore MarketingConnected Commerce
Point of Sale
Connect customers, products, inventory, transactions, payments, receipts, accounting, purchase history, and specialized retail workflows.
Explore Point of SaleDelivery
Projects
Manage projects, phases, milestones, tasks, employees, time, costs, documents, communication, customer context, and delivery history.
Explore ProjectsAppointments & Resources
Scheduling
Manage appointments, attendees, employees, services, availability, locations, resources, capacity, customers, and connected scheduling workflows.
Explore SchedulingPlatform Protection
Security
Protect business data with authentication, authorization, permissions, data separation, encryption, session controls, monitoring, and audit visibility.
Explore SecurityConfiguration
Settings
Configure organization defaults, branding, permissions, providers, module behavior, integrations, AI preferences, and shared business settings.
Explore SettingsAssets & Infrastructure
Technology
Manage technology assets, equipment, vehicles, software, subscriptions, assignments, maintenance, warranties, vendors, and supported monitoring.
Explore TechnologyData Operations
Tools
Import, export, map, validate, review, migrate, clean, and manage supported business data through controlled administrative workflows.
Explore ToolsIdentity & Access
Users
Manage identities, roles, permissions, security groups, profiles, relationships, module access, and operational responsibilities.
Explore UsersCustomer + Operations
The sale should not be where the customer record ends.
CRM helps attract, understand, communicate with, and sell to the customer. Brilliance One extends that relationship into the operational work required after the customer says yes.
- Acquire the lead
- Manage the customer relationship
- Communicate with the customer
- Schedule the appointment or work
- Assign employees and resources
- Manage the project
- Complete a point-of-sale transaction
- Track products and operational assets
- Manage specialized firearms workflows where applicable
- Create financial activity
- Store related documents
- Maintain customer history
- Report on the broader lifecycle
Business Operating System
Connect the customer journey to the work required to serve the customer.
A customer may begin as a lead, communicate with sales, schedule an appointment, purchase products or services, participate in a project, complete a retail transaction, receive invoices and documents, and continue interacting with the organization long after the original conversion.
Brilliance One is designed to bring more of that lifecycle into one connected operating environment.
Customer Platform
Attract, understand, communicate, and grow the relationship.
These modules support the customer-facing side of Brilliance One.
CRM
Accounts
Manage customers, organizations, contacts, leads, vendors, partners, and relationship history.
Explore AccountsLocation
Addresses
Connect billing, shipping, service, business, and operational locations to the records that use them.
Explore AddressesMessaging
Communications
Connect email, SMS, MMS, templates, campaigns, replies, and communication history.
Explore CommunicationsGrowth
Marketing
Manage campaigns, audiences, referrals, lead sources, local visibility, reputation, and attribution context.
Explore MarketingDigital
CMS
Connect websites, pages, forms, content, landing pages, blogs, and public experiences to the business.
Explore CMSWorkflow
Automations
Automate supported communication, tagging, notifications, delays, follow-up, and business processes.
Explore AutomationsAppointments
Scheduling
Let customers and employees coordinate appointments, services, availability, attendees, locations, resources, and operational follow-up.
Explore SchedulingOperations
Manage what happens after the customer says yes.
Connect scheduling, delivery, transactions, finances, assets, workforce activity, and operational work with the customer relationship that created them.
Scheduling
Appointments & Resources
Coordinate appointments, employees, attendees, locations, resources, availability, capacity, and customer scheduling.
Explore SchedulingFinance
Accounting
Connect estimates, quotes, invoices, payments, expenses, vendors, banking, journals, and financial reporting.
Explore AccountingDelivery
Projects
Plan and deliver customer and internal work using projects, tasks, milestones, employees, time, costs, documents, and financial context.
Explore ProjectsCommerce
Point of Sale
Connect customers, products, inventory, transactions, payments, receipts, accounting, and purchase history.
Explore Point of SaleAssets
Technology
Manage technology, equipment, vehicles, software, subscriptions, assignments, maintenance, warranties, vendors, and infrastructure records.
Explore TechnologyData Operations
Tools
Import, export, validate, map, migrate, review, and maintain supported business information.
Explore ToolsReporting
Insights
Bring customer, scheduling, operational, financial, marketing, workforce, and workflow information into connected business visibility.
Explore InsightsPeople
Connect the people to the work they perform.
Workforce identity, access, scheduling, training, responsibilities, and operational participation can share the same platform.
Workforce
Human Resources
Manage employee records, onboarding, documents, attendance, leave, training, certifications, reviews, and workforce history.
Explore Human ResourcesAvailability
Scheduling
Connect employees with availability, appointments, services, locations, resources, attendees, and scheduled operational responsibility.
Explore SchedulingTraining
Courses
Manage courses, lessons, assessments, participants, instructors, completion, certifications, renewals, and training history.
Explore CoursesIdentity
Users
Manage platform identities, roles, permissions, security groups, relationships, profiles, modules, and responsibilities.
Explore UsersSpecialized Industry Workflows
Purpose-built processes. Shared platform underneath.
Some industries require specialized records, workflows, scheduling requirements, controls, terminology, documents, or operating procedures that general-purpose CRM software does not address well.
Firearms
FFL & Firearms Operations
Manage serialized firearms, acquisitions, dispositions, bound book records, e4473 workflows, inventory, customers, documents, and connected firearms operations.
Explore FirearmsDrug Testing
Testing Program Operations
Manage testing pools, selections, collections, specimens, chain of custody, laboratory workflows, results, documents, and history.
Explore Drug TestingScheduling
Industry-Specific Appointments
Coordinate people, customers, services, locations, rooms, equipment, range lanes, capacity, and other resources required by industry-specific appointments and events.
Explore SchedulingPlatform Administration
Configure, secure, and operate the platform.
Shared administrative capabilities help Brilliance One remain manageable as organizations add users, modules, integrations, data, and operational complexity.
Foundation
Core
Establish the shared CRM, communications, automation, users, security, settings, tools, and platform foundation.
Explore CoreSecurity
Security
Protect business data with authentication, authorization, permissions, data separation, encryption, sessions, monitoring, and audit visibility.
Explore SecurityConfiguration
Settings
Manage organization defaults, branding, providers, permissions, module behavior, integrations, AI preferences, and shared platform configuration.
Explore SettingsAdministration
Tools
Manage imports, exports, mappings, migrations, validation, cleanup, and other supported data-administration workflows.
Explore ToolsIdentity
Users
Connect identity with roles, permissions, security groups, business relationships, modules, profiles, and operational responsibility.
Explore UsersVisibility
Insights
Bring information from across the operating system into connected reporting and business visibility.
Explore InsightsThe Platform Difference
Customer platform. Plus business operations.
Brilliance One connects customer acquisition and relationship management with the operational systems responsible for scheduling work, delivering products and services, managing projects, completing transactions, recording financial activity, coordinating workforce operations, and supporting specialized industry workflows.
Customer
Attract, Sell & Communicate
Accounts, Communications, Marketing, CMS, Automations, and Scheduling help manage the customer journey and ongoing relationship.
Operations
Schedule, Deliver, Manage & Operate
Scheduling, Accounting, Projects, Point of Sale, Technology, HR, Courses, Firearms, Drug Testing, and other capabilities help manage what the business does after acquisition.
Platform
Connect Both Sides
Core, Security, Settings, Tools, Users, and Insights provide shared platform services across customer-facing and operational workflows.
Connected Workflows
The modules matter. The connections matter more.
The value of a Business Operating System becomes clearer when the same records continue through multiple stages of the organization.
Customer Journey
Marketing → CRM → Operations
Marketing can create the opportunity, Accounts can maintain the relationship, Communications can continue the conversation, and operational modules can manage what happens after conversion.
Scheduling
Customer → Appointment → Work
Connect the customer with a service, employee, location, resource, appointment, project, communication, and the operational history surrounding the scheduled work.
Field Service
Customer → Address → Employee → Appointment
Coordinate customer relationships, service locations, employee availability, scheduled work, communication, and project or service context.
Commerce
Customer → POS → Accounting
Connect the customer with products, transactions, payments, purchase history, and the financial workflows created by the sale.
Firearms Retail
Customer → Firearm → POS → Records
Connect the customer, serialized firearm, point-of-sale transaction, e4473 workflow, bound book activity, payment, documents, and financial context.
Firearm Range
Customer → Scheduling → Lane → Training
Connect the customer with range availability, lanes, capacity, instructors, scheduled sessions, communication, courses, and broader firearms operations.
Workforce
HR → Users → Scheduling → Technology
Connect the employee record with application access, availability, appointments, roles, permissions, equipment, training, and operational responsibility.
Training
Course → Instructor → Session → Completion
Connect learning requirements with scheduled sessions, instructors, participants, locations, capacity, and training history.
Delivery
Customer → Scheduling → Project → Accounting
Connect appointments and customer work with projects, tasks, employees, time, documents, costs, billing, payments, and ongoing relationship history.
Why Modular
Start focused. Expand without starting over.
Choose the capabilities the organization needs today while keeping the same platform foundation available as requirements expand.
Start With Core
Establish the shared CRM, communication, automation, user, security, configuration, tools, and platform foundation.
Add Business Capability
Add financial, scheduling, operational, workforce, marketing, commerce, content, technology, training, reporting, or industry modules as required.
Connect the Work
Let supported modules participate in shared relationships, schedules, security, communications, automation, reporting, and operational context.
Built to Scale
Grow the team. Keep the platform connected.
Brilliance One is designed so organizational growth does not automatically require another disconnected application or another platform fee for every employee who needs access.
- No per-user platform pricing
- Shared platform foundation
- Role-based permissions
- Security groups
- Expandable module selection
- Connected customer relationships
- Connected scheduling and operational workflows
- API-first architecture
- Industry-specific expansion
Team Growth
Access should follow responsibility. Not seat cost.
Brilliance One standard platform pricing is based on Core and business capabilities rather than traditional per-user platform licensing.
Roles, permissions, security groups, and other access controls still determine what each user should be able to see and do.
API-First Architecture
Use the platform. Extend it when necessary.
Brilliance One is designed around APIs so supported business capabilities can participate in websites, portals, applications, calendar integrations, partner systems, external services, and custom experiences.
- Internal application APIs
- Website and portal integration
- External application connectivity
- Calendar integration architecture
- Partner integrations
- Secure authentication and authorization
- Automation integration
- Industry-specific extensions
- Custom customer experiences
Extensible by Design
The platform should not become a dead end.
No business platform can replace every specialized system or anticipate every future requirement.
API-first architecture gives Brilliance One room to integrate with outside technology when connection makes more sense than replacement.
Why One Modular Platform
Fewer disconnected systems. More shared business context.
Shared Customer Context
Customer information can support communication, marketing, scheduling, projects, transactions, financial activity, and operational workflows.
Shared Workforce Context
Connect employees with users, schedules, projects, training, technology assets, responsibilities, and operational activity.
Shared Scheduling
Connect appointments with customers, employees, locations, attendees, services, resources, capacity, projects, and communication.
Shared Security
Use common authentication, permissions, security groups, and administrative controls across the platform.
Shared Automation
Coordinate supported communication and workflow actions across customer-facing and internal business processes.
Less Integration Overhead
Reduce the number of independent point solutions requiring separate synchronization, maintenance, administration, and troubleshooting.
Modular Adoption
Start with current priorities and add capabilities as the organization grows or requirements change.
No Per-User Platform Pricing
Add appropriate users without turning each additional employee into another recurring platform seat charge.
Industry Expansion
Add specialized workflows such as Firearms or Drug Testing while retaining the same shared business foundation.
API Extensibility
Connect external systems when replacing them does not make operational or technical sense.
Modular Pricing
Start with Core. Pay for the capabilities you need.
Standard Brilliance One pricing begins with Core. Add Scheduling and the other business modules required by your organization, then estimate applicable usage-based resources separately.
- Core begins at $147 per month
- Scheduling is $135 per month
- Business modules begin at $135 per month
- No per-user platform pricing
- Volume module pricing
- Transparent usage estimates
- Founders 400 alternative available
Build Your Configuration
See what your platform could cost.
Use the Brilliance One pricing estimator to select Core, Scheduling, and the additional modules your organization needs, estimate applicable usage, and build the platform configuration that matches your operation.
Choosing Modules
Start with the workflow. Not the software category.
You do not need to understand every Brilliance One module before deciding where to begin. Start with the business process creating the most friction.
Identify the Problem
Determine where customer information, scheduling, internal work, communication, finances, workforce operations, transactions, data, or specialized processes are creating friction.
Map the Workflow
Understand which people, customers, appointments, resources, records, systems, decisions, documents, and handoffs participate in the process today.
Choose the Capability
Select the Brilliance One modules that address the current requirement while keeping the broader platform available for future expansion.
Brilliance One Modules
Start with one foundation. Build the operating system your business needs.
Begin with Brilliance One Core and add the customer, scheduling, financial, workforce, commerce, content, project, technology, security, reporting, training, data, and specialized industry capabilities your organization needs.
Brilliance One • CRM + ERP + CMS • Modular Business Operating System