We are Passionate About Building Tools for Growth
Manage your Sales Pipeline
Simplify and automate your sales cycle, allowing you to close more sales in less time.
Gather leads straight from your website through an easy-to-configure integration with your website. Our smart social integration allows you to learn more about your prospects and outstanding items for each new lead with a straightforward dashboard.
You can also create email and task workflows which save you time and free up your salespeople to focus on more challenging and productive tasks. Manage your pipeline with ease.
BriteBiz’s digital documents will save your company time and help you close more sales, faster.
Send proposals, quotes, contracts and invoices with three clicks directly from BriteBiz.
Not only can you open contact portals for tasks such as onboarding or sharing documents, you can automate configurable email templates in order to save you valuable time. You can also automate surveys or forms in order to receive valuable information or feedback quicker.
Xero & Quickbooks Integration
BriteBiz is the only CRM in the marketplace that has a full two-way live integration with Xero & Quickbooks
Automatically sync contacts, create line item invoices using product codes and tax rates, process payments and have them automatically reconciled, manage credit control and provide a secure client portal for client login and payment.