Getting Started
Find all the resources, checklists, training and articles needed to get productive using Brivity
Get Started Resources
Jumpstart Checklist
Discover 4 main ways of segmenting contacts. Putting them in the Leads Index vs the People Index, Intention, adding custom Tags and Statuses.
Contact Management Cheat Sheet
Multiply seller leads with local home valuation sites connected to your CRM
10 Things to Do In Brivity Daily
Here are 10 things you should do every day to succeed with your BRIVITY account
Auto Plans Library
Find the most proven and effective People and Transaction Auto Plans in our Brivity Auto Plans Library.
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Brivity Training Options
Launch to Brivity Mastery, we have the right training plan for you!

Download Brivity GO
Learn the most important components of your website
Get Ready for Business

Set Up Your Brivity Profile

Set Up Calling & Texting

Your Brivity Phone Number (Dialer)
Get through your daily lead-gen time faster with the Brivity Dialer.

People and Leads
In your Brivity CRM, you have the option to list your database in Leads and/or in People.

Custom Tags
Tags provide details about an item and make it easy to locate related items that have the same tag.

Agent Websites (Sub-Domain)
Agents on your team have the opportunity to capture their own leads while helping the team meet it’s goals.

Edit Your Email Signature
Your signature will be automatically applied to every email sent via Brivity.

Admin Access vs. Agent Access
As users are added to a CRM, there will be a choice to assign them one of two access levels.

Lead Routing
Set up Lead Routing rules to ensure leads are distributed to your agents based on your business rules.