Getting Started

Find all the resources, checklists, training and articles needed to get productive using Brivity

Discover 4 main ways of segmenting contacts. Putting them in the Leads Index vs the People Index, Intention, adding custom Tags and Statuses.

Multiply seller leads with local home valuation sites connected to your CRM

Here are 10 things you should do every day to succeed with your BRIVITY account

Find the most proven and effective People and Transaction Auto Plans in our Brivity Auto Plans Library.

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Launch to Brivity Mastery, we have the right training plan for you!

Learn the most important components of your website

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Make it easier for clients, leads, and other agents to find your information.

Save time and convert more leads with the Dialer.

Get through your daily lead-gen time faster with the Brivity Dialer.

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

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

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Agents on your team have the opportunity to capture their own leads while helping the team meet it’s goals.

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

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

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