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What CRM Features Does Brivity Have?

Brivity has CRM features that allow customers to individually add clients, import and export a database of people and to automatically register leads that come through via our Brivity Valuations pages. 

Within our CRM or People Page, customers can log phone calls, leave notes, send emails, update birthdays and anniversaries, link client social media accounts, record properties and addresses, upload photos, and record descriptions of clients. Brivity also has the ability to email in mass, as well as send drip emails.

There's also features for classifying Clients and Leads into numerous categories to stay organized and on track for follow up. You can also export People by Status or by Primary Agent. Brivity also allows for task lists to be created through our People Action Plans and the ability to create custom tasks for clients and leads.

 


 

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