Brilliance One Marketing

Create the opportunity. Keep the customer journey connected.

Manage campaigns, audiences, lead sources, referrals, branded links, local visibility, reputation activity, communications, attribution, and marketing performance inside the same platform as your CRM and business operations.

Brilliance One Marketing connects customer acquisition with Accounts, Communications, Automations, CMS, Insights, Projects, Scheduling, Accounting, and the operational workflows that continue after marketing creates the opportunity.

Explore Marketing View Capabilities
Campaigns • Audiences • Attribution • Local Visibility • Referrals
Brilliance One marketing campaigns attribution and connected CRM software

Connected Growth

Marketing should know what happens after the lead arrives.

Brilliance One connects campaigns, audiences, lead sources, referrals, links, communications, local marketing, and available attribution data with the customer records and downstream workflows behind the result.

Attract

Campaigns & Visibility

Coordinate campaigns, referral programs, local visibility, branded links, landing-page context, listings, reviews, and other supported customer-acquisition activity.

Capture

Leads & Source Context

Preserve available campaign, referral, form, link, listing, communication, and lead-source information when a new relationship enters the CRM.

Continue

Customer Journey + Operations

Continue qualified relationships through sales, communications, scheduling, projects, financial workflows, customer service, and other supported operational processes.

Beyond Campaign Management

Marketing should not stop when the customer converts.

Modern marketing platforms already provide strong campaign, audience, communication, advertising, attribution, social, automation, and lead-generation capabilities. Brilliance One's opportunity is to connect the marketing side with the operational side of the business.

  • Attract the prospect
  • Capture the source
  • Create the lead
  • Continue the conversation
  • Move through the sales process
  • Schedule the customer
  • Create the project or work
  • Generate the invoice
  • Maintain the customer relationship
  • Understand the broader outcome

Marketing → Operations

The conversion should be the beginning of the customer relationship.

Marketing platforms are good at generating attention and leads. Brilliance One is designed so the same relationship can continue into the operational workflows required to serve the customer.

The sale should not be where the customer record ends.

Marketing Capabilities

Coordinate the campaign. Keep the customer context.

Brilliance One Marketing organizes the core records surrounding customer acquisition and connects them with the broader CRM, communication, content, and operational environment.

Campaigns

Marketing Campaigns

Group campaign goals, audiences, messages, links, source information, landing-page context, engagement activity, and related records around a coordinated effort.

Audiences

Lists & Segmentation

Build supported audiences using available customer, lead, relationship, tag, classification, status, interest, source, and business context.

Attribution

Lead & Campaign Sources

Preserve available source, campaign, referral, link, communication, and conversion context to help understand how relationships entered the business.

Links

Branded Short Links

Create supported short or branded links and associate available click activity with campaign, referral, and lead-source context.

Referrals

Affiliate & Referral Context

Track supported affiliates, referral relationships, referral links, incoming leads, and available conversion context around the people or channels generating opportunities.

Local

Local Visibility

Manage supported business information, listing, citation, review, and location-related marketing activity used across local discovery workflows.

Reputation

Review Context

Monitor supported review and reputation activity and connect appropriate customer feedback with the broader marketing and relationship context.

Communications

Email, SMS & Campaign Messaging

Coordinate supported campaign messaging through the shared Communications layer while retaining customer, audience, delivery, and engagement context.

Automation

Marketing Follow-Up

Use supported campaign, form, lead, source, or engagement activity as context for repeatable follow-up and notification workflows.

Campaign Management

Organize marketing activity around a clear objective.

Campaigns provide a shared record for the audience, communication, links, source information, digital experiences, engagement, and customer relationships associated with a coordinated marketing effort.

  • Campaign records
  • Campaign goals
  • Campaign audiences
  • Email activity
  • SMS activity
  • Landing-page context
  • Forms
  • Short links
  • Referral context
  • Lead sources
  • Engagement activity
  • Performance information

Campaign Context

A campaign is more useful when the CRM knows what happened afterward.

Clicks and opens provide engagement information. CRM and operational context can help explain whether the campaign also contributed to a lead, customer relationship, appointment, project, sale, or other business result.

Marketing activity should not stop at the click.

Audience Management

Market to the people the message actually applies to.

Use available CRM and business information to organize audiences instead of treating every customer, lead, contact, partner, or subscriber as part of one universal marketing list.

Customers Build audiences around existing customers, account status, services, products, relationships, or other supported customer information.
Leads Organize prospective audiences around lead status, interest, source, campaign activity, classifications, or sales context.
Segments Use supported tags, classifications, statuses, interests, attributes, and business context to refine marketing audiences.
Lists Create purpose-specific groups for campaigns, promotions, announcements, events, follow-up, or educational outreach.
Referral Sources Analyze or organize relationships around the affiliate, referral, source, or channel that introduced them.
Customer Context Use available CRM and relationship information to help make audience decisions more relevant.

Marketing Attribution

Understand where the relationship began.

Preserve supported campaign, referral, lead-source, link, communication, and digital-interaction information so marketing teams have more context around how new relationships entered the system.

  • Lead source
  • Campaign association
  • Referral source
  • Affiliate relationship
  • Tracked links
  • Form context
  • Communication engagement
  • Conversion context
  • Customer record
  • Downstream relationship history

Attribution Context

Attribution should explain what the system actually observed.

Marketing journeys can involve multiple interactions across channels and platforms. Brilliance One can preserve the campaign and source information it can observe without pretending every customer decision can be perfectly attributed to a single touchpoint.

Good attribution starts with accurate source and relationship data.

Lead Acquisition

Capture the lead. Keep the source attached.

The first marketing interaction can provide useful context to sales and future customer workflows when the source survives after the prospect becomes a CRM record.

1

Generate Interest

A campaign, website, form, referral, listing, short link, communication, or other supported marketing channel produces a customer interaction.

2

Preserve the Source

Store available campaign, referral, link, form, channel, or lead-source information with the resulting prospect or relationship record.

3

Continue the Relationship

Move the lead into CRM, communication, automation, sales, scheduling, project, financial, and other supported workflows as the relationship develops.

Referrals & Affiliates

Know who helped create the opportunity.

Referral and affiliate relationships can provide important acquisition context when customers enter through people, partners, advocates, campaigns, or other referral channels.

  • Affiliate records
  • Referral relationships
  • Referral sources
  • Referral links
  • Lead associations
  • Campaign context
  • Click activity
  • Conversion context
  • Customer history

Referral Context

The referral should remain part of the customer story.

When a lead becomes a customer, Brilliance One can preserve appropriate context around the relationship or marketing source that contributed to the introduction.

That helps the business better understand which partnerships and referral channels are producing opportunities.

Local Marketing

Help customers find the correct business information.

Local marketing workflows can help maintain consistent business and location information across supported listings, citations, review sources, and discovery channels.

Listings

Business Information

Maintain appropriate business name, address, phone, website, hours, location, and other information used by supported local-marketing workflows.

Citations

Directory Consistency

Use supported citation and listing processes to help keep important business information consistent across external platforms.

Reviews

Reputation Context

Monitor supported review activity and connect appropriate reputation information with the customer, location, marketing, and broader business context.

Reputation Management

Reviews affect marketing. Customer experience creates them.

Reputation is not only a marketing metric. Reviews often reflect the customer's broader experience with the business, which makes reputation information more valuable when it remains connected to customer and operational context.

  • Review activity
  • Customer context
  • Location context
  • Reputation trends
  • Review-source information
  • Follow-up opportunities
  • Customer feedback
  • Marketing visibility

Customer Experience

Reputation starts before the review request.

Marketing can help request and monitor reviews, but the experience produced by sales, scheduling, service, projects, communication, billing, and support often determines what the customer ultimately says.

Connecting reputation activity with the rest of the Business Operating System provides broader context around those outcomes.

Marketing + Communications

Campaigns and messaging should share the same customer context.

Brilliance One Marketing works with the Communications layer so audiences, campaigns, email, SMS, templates, replies, delivery activity, and relationship history can remain connected.

Email

Campaign Email

Send supported campaign and marketing email while retaining appropriate recipient, CRM, campaign, delivery, and engagement context.

SMS

Text Campaigns

Use supported SMS for appropriate promotional, campaign, reminder, announcement, and follow-up communication.

Engagement

Connected Activity

Review available delivery, click, reply, and other supported engagement information alongside campaign and customer records.

Explore Communications

Marketing + Automation

Marketing should create the next appropriate action.

Where supported, marketing activity can participate in Brilliance One Automations so repeatable follow-up and notifications do not depend entirely on someone remembering what happens next.

  • Lead follow-up
  • Form submissions
  • Campaign activity
  • Referral activity
  • Customer segmentation
  • Engagement follow-up
  • Internal notifications
  • Status-based workflows

Connected Follow-Up

Marketing should lead somewhere.

Supported customer-acquisition activity can trigger communication and workflow steps that continue the relationship after the initial marketing interaction.

The goal is not automation for its own sake. The goal is a consistent next step.

Explore Automations

Marketing + CMS

Campaign traffic needs somewhere useful to land.

Brilliance One CMS can provide websites, landing pages, forms, blogs, media, and search-oriented content that feed supported customer and marketing activity into the broader platform.

Landing Pages

Focused Campaign Experiences

Create pages for campaigns, offers, services, events, audiences, promotions, resources, and other customer-acquisition goals.

Forms

Connected Lead Capture

Capture customer information and preserve supported campaign, source, and digital-interaction context when records enter the CRM.

Content

Organic Discovery

Use pages, articles, FAQs, resources, and other useful content as part of SEO, GEO, customer education, and broader demand-generation strategies.

Explore CMS

Search & Discovery

Be easier to discover. Then connect discovery to the relationship.

Organic visibility, local discovery, answer engines, content, listings, reputation, and paid acquisition can all contribute to the customer journey before a prospect becomes known to the business.

  • SEO-oriented content
  • Local search visibility
  • Business listings
  • Reviews and reputation
  • Search-friendly landing pages
  • Answer-engine content
  • Lead-source context
  • Conversion pathways

SEO + GEO + CRM

Visibility has more value when discovery becomes a relationship.

Search and AI-assisted discovery can help a prospect find the business. The website, form, campaign, referral, or contact workflow then needs to turn that discovery into a customer record and a useful next step.

Brilliance One connects those acquisition pathways with the customer and operational systems that continue afterward.

Marketing + Insights

Customers tell you what future marketing should explain.

Customer questions, objections, requests, recurring problems, support conversations, and feedback can provide valuable context for future content and campaigns.

Questions

Content Opportunities

Recurring customer questions can become articles, FAQs, landing-page content, campaign topics, or educational resources.

Requests

Market Understanding

Product and service requests can reveal areas where customer expectations, positioning, or education need additional attention.

Feedback

Customer Language

Customer feedback can help teams better understand how customers describe problems, outcomes, priorities, and the value they are seeking.

Explore Insights

Marketing Performance

Measure what the platform can actually observe.

Use available campaign, communication, click, referral, source, lead, conversion, and CRM information to understand marketing activity without overstating the certainty of attribution.

Campaign Activity

Review supported engagement and outcome information associated with individual marketing campaigns.

Email & SMS

Use available communication-delivery and engagement information within campaign and customer context.

Clicks

Review supported tracked-link activity around campaign, referral, and customer-acquisition workflows.

Lead Sources

Understand which supported channels and sources are associated with incoming opportunities.

Referrals

Review available affiliate and referral activity associated with leads and resulting customer relationships.

Conversions

Associate available marketing context with prospects that progress into customers or other defined outcomes.

CRM Context

Evaluate acquisition information alongside the actual relationship instead of leaving marketing metrics isolated from customer data.

Operational Outcomes

Where supported, continue the customer record into scheduling, projects, accounting, service, and other workflows after conversion.

Customer Journey

From unknown prospect to ongoing customer relationship.

Brilliance One is designed so customer acquisition can become the beginning of a connected journey rather than the endpoint of the marketing platform.

1

Attract

Use content, campaigns, referrals, local visibility, reputation, communication, links, and other acquisition channels to generate interest.

2

Convert

Capture the customer relationship, preserve available source context, follow up through CRM and communication, and move the opportunity through sales.

3

Operate

Continue the relationship through scheduling, projects, products, documents, invoices, payments, service, and other business workflows.

Connected Marketing Platform

Growth becomes more valuable when the rest of the business can see it.

Marketing can participate in the same CRM, communication, automation, website, project, scheduling, financial, knowledge, document, and operational environment used throughout Brilliance One.

Accounts

CRM & Lead Context

Connect leads, customers, contacts, sources, referrals, campaign history, and other marketing context with the underlying relationship record.

Communications

Email & SMS

Coordinate supported campaign communication, lists, templates, delivery activity, replies, and customer history from the shared communication layer.

Automations

Follow-Up Workflows

Use supported campaign, lead, form, referral, or engagement activity to begin communication and repeatable follow-up workflows.

CMS

Websites, Forms & Landing Pages

Connect digital content, public forms, websites, landing pages, and search-oriented experiences with customer acquisition.

Insights

Customer Feedback

Use recurring customer questions, requests, feedback, and interests as additional context for marketing and content planning.

Projects

Campaign Execution

Coordinate campaign deliverables, responsibilities, deadlines, assets, and work through supported project workflows.

Scheduling

Appointment Conversion

Continue appropriate marketing and sales interactions into appointments, consultations, demonstrations, events, or other scheduled customer activity.

Accounting

Revenue Context

Continue customer relationships into supported quotes, invoices, payments, revenue, and financial workflows after marketing and sales create the opportunity.

Documents

Marketing Assets

Associate appropriate campaign documents, resources, creative assets, research, and supporting information with the work they support.

Marketing Platform Strategy

Marketing platforms connect acquisition. Brilliance connects acquisition to operations.

Modern marketing platforms can provide sophisticated campaigns, ads, email, SMS, audiences, automation, attribution, referrals, reputation, social media, content, and lead-generation tools. Brilliance One's larger opportunity is connecting those customer-acquisition workflows with the business processes required after the customer converts.

Attract

Marketing & Visibility

Use campaigns, content, local presence, reputation, referrals, links, audiences, communication, and supported acquisition channels to create opportunities.

Convert

CRM & Follow-Up

Preserve source context, manage the lead, communicate, automate follow-up, and continue the relationship through the customer-acquisition process.

Operate

Business Operations

Continue customers into scheduling, projects, inventory, financial workflows, documents, service, reporting, and the broader Business Operating System.

Marketing Standards

Keep growth activity connected, attributable, and maintainable.

Marketing becomes easier to understand when campaigns, audiences, communications, source information, local visibility, links, referrals, CRM relationships, and downstream customer activity participate in the same broader platform.

CRM

Connected Relationships

Keep supported marketing activity associated with the customers, leads, contacts, organizations, and relationships behind the campaign.

Attribution

Observable Sources

Preserve the source information the platform can observe while avoiding claims that marketing attribution always explains every influence behind a customer decision.

Local

Structured Local Marketing

Maintain appropriate location, listing, citation, business-information, review, and local-discovery context where supported.

Links

Branded Tracking

Use supported short links and available click information while retaining campaign, referral, or source context.

Consent

Responsible Outreach

Use applicable communication preferences, opt-in context, suppression, unsubscribe, and audience controls when conducting email or SMS marketing.

Operations

Continue Beyond Conversion

Allow the customer relationship to continue into the operational modules responsible for delivering the product or service.

Marketing Module Pricing

Add marketing to the same platform managing the customer.

Marketing participates in Brilliance One's modular pricing model. Start with Core, add Marketing, then combine it with CMS, Communications, Projects, Scheduling, Accounting, or other modules according to how your organization acquires and serves customers.

  • Brilliance One Core required
  • Marketing available as a business module
  • No per-user platform pricing
  • Connected campaign and CRM context
  • Communications and automation foundation
  • CMS included with qualifying configurations
  • Usage-based communication priced separately
  • Founders 400 alternative available

Standard Configuration

Core + Marketing. Add the customer journey from there.

Under current standard pricing, Brilliance One Core starts at $147 per month and Marketing is $135 per month before applicable module-volume adjustments and usage-based services.

Use the pricing estimator to combine Marketing with the operational capabilities your organization needs after customer acquisition.

Build Your Estimate Explore Founders 400

Business Modules

Add the capabilities you need. Keep the platform connected.

Expand Brilliance One with connected modules for financial operations, content, compliance, training, industry workflows, workforce management, reporting, marketing, commerce, projects, scheduling, and technology operations.

Financial Operations

Accounting

Manage quotes, invoices, payments, expenses, vendors, banking activity, journals, and financial reporting while keeping the numbers connected to the customers, projects, products, and business activity behind them.

Explore Accounting

Websites & Content

CMS

Build and manage websites, pages, forms, landing pages, blogs, digital assets, public experiences, and lead capture while connecting the digital experience directly to business operations.

Explore CMS

Governance & Controls

Compliance

Support compliance-conscious operations with identity controls, permissions, logging, security protections, data governance, administrative oversight, and specialized operational workflows.

Explore Compliance & Security

Training & Learning

Courses

Manage courses, curriculum, lessons, assessments, instructors, participants, completion, certifications, renewal requirements, and training history in one connected system.

Explore Courses

Testing Program Operations

Drug Testing

Manage testing pools, random selections, collections, specimens, chain of custody, laboratory workflows, results, documents, and testing-program history.

Explore Drug Testing

FFL Operations

Firearms

Manage serialized firearms, acquisitions, dispositions, bound book records, e4473 workflows, inventory, customers, documents, point of sale, and connected firearms operations.

Explore Firearms

Workforce Operations

Human Resources

Manage employees, onboarding, documents, attendance, leave, training, certifications, reviews, workforce history, responsibilities, and the operational context surrounding your people.

Explore Human Resources

Reporting & Visibility

Insights

Turn customer, marketing, financial, workforce, scheduling, project, and operational information into connected reporting and clearer business visibility.

Explore Insights

Growth & Engagement

Marketing

Manage campaigns, audiences, lead sources, referrals, reputation, local visibility, communications, attribution, and customer acquisition while keeping marketing connected to CRM and operations.

Explore Marketing

Connected Commerce

Point of Sale

Connect customers, products, inventory, transactions, payments, receipts, accounting, purchase history, and specialized retail workflows through the same business platform.

Explore Point of Sale

Work & Delivery

Projects

Manage projects, phases, milestones, tasks, employees, time, documents, costs, customer relationships, communication, and delivery history from one connected operational record.

Explore Projects

Appointments & Resources

Scheduling

Manage appointments, services, attendees, employees, availability, locations, resources, capacity, customers, and the operational workflows surrounding scheduled work.

Explore Scheduling

Assets & Infrastructure

Technology

Manage technology assets, equipment, vehicles, software, subscriptions, assignments, maintenance, warranties, vendors, documents, lifecycle history, and supported monitoring.

Explore Technology

Brilliance One Marketing

Create the opportunity. Keep the customer journey connected.

Manage campaigns, audiences, referrals, short links, local visibility, reputation, lead sources, communications, automation, attribution, and available performance information while keeping marketing connected to the CRM and the operational workflows that continue after conversion.

Build Your Estimate Discuss Marketing

Brilliance One • Marketing • Campaigns • Attribution • CRM + Operations