AI
AI Co-pilot
Let AI handle the boring work. Create invoices, projects, and contacts instantly using natural language commands.
What it does
- Talk to your CRM
- Create many items at once
- Smart data reading
- Multi-model support
What we offer
Everything You Need to Grow Your Business
Simple tools to help you manage your work, automate your sales, and grow faster.
Sales
Lead Scoring
Focus on the right customers. Identify high-value opportunities based on engagement and company fit.
What it does
- Sales predictions
- Engagement tracking
- Customer matching
- Sales prioritization
Analytics
Revenue Forecasting
See your future income. Analyze pipeline stage patterns and historical data to forecast monthly and annual growth.
What it does
- Risk-based estimates
- Trend detection
- Sales health check
- Growth projections
Projects
Project Management
Streamline your team collaboration. Use kanban boards and task lists to organize work and keep projects on track.
What it does
- Kanban boards
- Task assignments
- Progress tracking
- Team collaboration
Finance
Financial Suite
Professional invoicing and expense tracking. Create quotes, send invoices, and monitor your cash flow in one place.
What it does
- Fast invoicing
- Quote generation
- Expense tracking
- Payment status monitoring
Automation
Workflow Automation
Save time by automating repetitive tasks. Create custom triggers and actions to streamline your business processes.
What it does
- Trigger-based actions
- Multi-step logic
- Automated outreach
- Third-party integrations
CRM
Contact Management
A 360-degree view of your customer relationships. Track interaction history, company links, and deal stages for every contact.
What it does
- Contact history
- Company management
- Activity timelines
- Relationship tracking
Insights
Proactive Insights
Stay ahead with smart notifications. Get alerts about overdue tasks, high-value leads, and business trends before they happen.
What it does
- Daily digests
- Urgent alerts
- Spotting issues early
- Finding new deals
Ready to Grow?
Join the teams already using BrightCRM to grow their revenue and streamline their business.