The BRIX CRM system solution is built on on the BRIX platform and extends its capabilities. It includes workspaces, apps, pages, widgets, business processes, and scripts, all integrated to perform tasks related to sales.
BRIX CRM use cases
BRIX CRM brings together tools for sales, marketing, and email integration to help you tackle the following tasks:
- Lead generation.
Every call or website response is captured in the system. You can track leads through the pipeline and analyze marketing performance. - Customer communication.
Team members can schedule calls, meetings, emails, and other activities, and communicate with customers through the built-in mail interface. Telephony integration enables handling calls directly in the system, while marketing tools support bulk and triggered campaigns. - Deal management.
The deal page provides information about the responsible sales rep, current deal stage, product, tasks, customer company, and contacts. You can also view the interaction history, budget, incoming payments, and attached documents. - Sales pipeline management.
You can configure multiple sales pipelines, track the status of each deal, and monitor task completion. - Deal performance analysis.
Users have access to reports on deal dynamics and conversion rates, revenue forecasts, and sales team results. - Product catalog management.
You can build a hierarchical product catalog, define simple and configurable product attributes, and set rules for filling them in. - After-sales support.
Integration with telephony and email enables seamless interactions with customers after the sale.
BRIX CRM components and features
Workspaces for working with sales
BRIX CRM solution includes the following workspaces for managing sales:
- CRM: contains the Leads and Deals apps, reports and dashboards for sales managers and team members, as well as directories and widgets for sales work.
- Product Catalog: you can create a catalog of simple and configurable products, use directories for grouping, configure product attributes, and set up product selection in app items using a dedicated widget.
- Email: lets users integrate their email account to BRIX to send or reply to messages directly from the system.
- Telephony: lets you connect IP telephony so sales teams can make calls and analyze call data without leaving the system.
- Marketing: lets you manage customer base and marketing communications using bulk and triggered campaigns.
Customer and deal management features
- CRM tasks.
The solution includes preconfigured CRM tasks: call, meeting, webinar, and email. You can also create custom CRM tasks, work with them in the Tasks workspace, trigger event handlers, and track actions by both the employee and the customer. - Activity log.
You can configure activity log, create custom activities, add activity records from a business process, and display the log in an object page. - Nurturing stages.
Team members can track customer readiness for a sale. To do this, nurturing stages are configured and displayed using a dedicated widget. - Duplicate detection.
The solution supports duplicate detection in the CRM workspace as well as in any other apps in the system, using an event handler and a widget to display duplicates. - Web forms.
Team members can use web forms to collect and process customer data. - Additional interface elements.
The solution includes a Hierarchy widget, which displays related items of a single app as a hierarchical structure. For example, you can create a company branch structure and display it as a tree in an object page.
Extend BRIX CRM with additional features
To enhance BRIX CRM, you can use it together with other system features:
- BRIX Service: a system solution for managing live chats with email and messenger integrations.
- Customer Service: a business solution for supporting external customers while meeting SLA requirements.
- Service Desk: a business solution for managing IT incidents and service requests from a single interface. Requires a separate license.