BriteBiz helps companies revolutionize their business processes, increase conversion rates, cut down on costly admin and improve customer service. We do this by replacing disconnected software and awkward paper-based processes so that you can bring your customers from initial inquiry to final payment in the blink of an eye.
Sales Process Management
Sales process, sales cycle, sales funnel…no matter what term your business uses, we understand that efficiency and speed are king. That’s why BriteBiz makes managing your sales process easier than you ever imagined possible.
Manage Leads & Inquiries
Gather leads straight from your website through integration with your webform.
Easy-to-navigate database where you can access all the important information.
Track tasks and outstanding items for each new inquiry with a straightforward dashboard.
Quotes & Contracts
Easily create and track quotes, instantly e-sign, then attach contracts and send invoices.
From initial contact to signing contracts, cut the time and energy it takes to communicate with clients while continuing to provide best-in-class customer service.
Customers can access sale details easily online through customer specific portals, viewing outstanding action items.
Email Templates & Integration
Send configurable email templates to save you valuable time, automating & streamlining your client communications.
Track Calls, Meetings & Tasks
All correspondence between your team and clients kept in one central system for maximum insight into your sales.
No more struggling with maintaining your schedule with this intuitive calendar for effective management of your time.
Payments & Accounts
Make it easier for your clients to do business with you by streamlining your payment process.
Invoices & Receipts
Request and receive payments, enabling clients to download receipts at the click of a button.
Make it easier than ever before to process payments with Britepay, saving you time.
Track balances due and send payment reminders for a simple, effective credit control tool.
Integrates with accounting software so that you stay on top of your accounts & sales tax.
Improve your team’s performance through a work management and collaboration functions that allow you to improve internal communication and insight.
Reports & Dashboards
Automatically generated dashboards such as individual pipelines and closed deals for immediate insights.
See the status of individual documents and sales deliverables, providing an inbuilt project management tool.
Track internal location or external locations where deals are being delivered.
Easily delegate and collaborate on inquiries and existing opportunities with your team internally.