Brivity CRM

Transaction Index 'Card' View

Written by Cory Permack
Updated over a week ago

Text Message Disclaimer & Opt-out/Opt-in

Brivity is required to provide a text message disclaimer on the first text message sent from the CRM. People can opt-out and/or opt-in.

Written by Donna Reed
Updated over a week ago

Reverse Search Look-Up Tool

Brivity CRM has a Reverse Search tool that takes phone-only or address-only leads and looks for additional contact information.

Written by Donna Reed
Updated over a week ago

Apply Team to Roles on a Contact

Assign Teammates to various roles in contacts to help manage your contacts more efficiently. Roles can help!

Written by Donna Reed
Updated over a week ago

Live Training Schedule

Brivity offers a multitude of live training sessions throughout the week.

Written by Donna Reed
Updated over a week ago

Organize your Brivity CRM

Written by Savannah Dowe
Updated over a week ago

Change The Email You Use To Login

Written by Savannah Dowe
Updated over a week ago

Add New User - Platform Checklist

Written by Savannah Dowe
Updated over a week ago

What is the Right User Type or Permissions Level for My User?

Written by Donna Reed
Updated over a week ago

Brivity Password Changes

Written by Donna Reed
Updated over a week ago

Lead Routing

Written by Donna Reed
Updated over a week ago

Set up your Account Time Zone - Platform Accounts

Written by Donna Reed
Updated over a week ago

Agent Websites - Brivity Platform

Written by Donna Reed
Updated over a week ago

Admin Access vs. Agent Access

Written by Donna Reed
Updated over a week ago

Setup Calling & Texting - Brivity Platform

Written by Donna Reed
Updated over a week ago

Two Way Email with Google Email

Connect a Google email or Gmail to Brivity to send and track all communication in one Brivity.

Written by Donna Reed
Updated over a week ago

Why I Should Connect a Google Email?

Written by Donna Reed
Updated over a week ago

Create & Edit your Email Signature

Written by Donna Reed
Updated over a week ago

Set Up your Brivity CRM

Written by Donna Reed
Updated over a week ago

Set Up Your Brivity Profile

Written by Donna Reed
Updated over a week ago

Texting with Brivity Numbers

Easily capture and record all text communications with your Brivity number!

Written by Donna Reed
Updated over a week ago

What is the Brivity Platform?

Written by Donna Reed
Updated over a week ago

Brivity CRM Dashboard

Written by Cory Permack
Updated this week

Brivity Daily- A Day in the Life of Brivity

These are the step-by-steps of time blocking and priorities for working your Brivity database each day.

Written by Donna Reed
Updated over a week ago

Add a Note to a Contact Record

Written by Cory Permack
Updated over a week ago

Email Validation and Email Status

Manage your contacts and time more easily when you can see and edit the status of a contact's email at a glance.

Written by Donna Reed
Updated over a week ago

Make & Track Calls from the Lead or People Index

Written by Cory Permack
Updated over a week ago

Search Listings in Your CRM

Hand select properties to send to customers, customize the message, and those properties are forever saved into the timeline.

Written by Donna Reed
Updated over a week ago

Reverse Search Listings to Match with Buyers

Search your listings in Brivity "Search Listings" page to find all contacts who have viewed similar properties.

Written by Donna Reed
Updated over a week ago

Lead Pond

Written by Cory Permack
Updated over a week ago

Tag others with @mention in notes

Send important updates to your team experience when you use @mention in notes to tag other agents, lenders, ISAs, and admin staff.

Written by Donna Reed
Updated over a week ago

Yellow Sheet- Seller Info Sheet

Be prepared when someone is interested in selling for every call. Ask the right questions. Also called the Yellow Sheet.

Written by Donna Reed
Updated over a week ago

Green Sheet- Buyer Info Sheet

Use the Buyer Info Sheet to find out all you need to know for your buyer leads as you follow up in Brivity. Also called Greensheet.

Written by Donna Reed
Updated over a week ago

Leads vs People - What's the difference?

In your Brivity CRM we have 2 main sections for contacts. One is Leads and the other is People. What's the difference?

Written by Donna Reed
Updated over a week ago

Mass Actions

There are times that you need to perform actions with your contacts in bulk. Brivity can help!

Written by Donna Reed
Updated over a week ago

Set Appointments and Send to Google Calendar

Set appointments in your Brivity CRM and send the appointment to your Google Calendar.

Written by Donna Reed
Updated over a week ago

Brivity Database Standards

Written by Donna Reed
Updated over a week ago

Schedule Appointments

Written by Cory Permack
Updated over a week ago

Add a video to a blog post

Written by Donna Reed
Updated over a week ago

Using Brivity CRM with a Lender

Written by Donna Reed
Updated over a week ago

Set Up Listing Alerts

Written by Donna Reed
Updated over a week ago

Make a Task Contingent on a Date

Written by Savannah Dowe
Updated over a week ago

Mass Apply Tags

To help make the process of tagging your database as easy as possible, Brivity allows you to apply tags to multiple contacts.

Written by Donna Reed
Updated over a week ago

Using Custom Tags

Written by Donna Reed
Updated over a week ago

Use Smart Filters to Create Contact Lists

Written by Donna Reed
Updated over a week ago

Default Smart Filters in Your Account

Written by Donna Reed
Updated over a week ago

The Brivity Dialer

Written by Donna Reed
Updated over a week ago

Warning: Mass Holiday/Newsletter/Other Emails

Written by Donna Reed
Updated over a week ago

Manually Send an Email

Written by Donna Reed
Updated over a week ago

What to do with a New Lead

Written by Savannah Dowe
Updated over a week ago

Images in Email Signature or Email Templates

Written by Donna Reed
Updated over a week ago

Smart Email Placeholders

Written by Donna Reed
Updated over a week ago

Make & Track Calls from a Contact Record

Written by Donna Reed
Updated over a week ago

Starred Notes

Written by Donna Reed
Updated over a week ago

Log Appointment Type, Time, & Outcome

Written by Donna Reed
Updated over a week ago

Log an Interaction

Written by Donna Reed
Updated this week

Timeline of a Contact Record

Written by Donna Reed
Updated over a week ago

Timeline of a Contact Record

Written by Savannah Dowe
Updated over a week ago

Mass Update Agent Access

Written by Donna Reed
Updated over a week ago

Change the Primary Agent on a Contact

Written by Savannah Dowe
Updated over a week ago

Lead Visibility

Written by Savannah Dowe
Updated over a week ago

Manually Add a New Contact

Written by Savannah Dowe
Updated over a week ago

Status Cheatsheet

Brivity makes finding the right contacts easily with segmenting by tags, status, intent, and more.

Written by Donna Reed
Updated over a week ago

Brivity Message Center (Beta)

Written by Savannah Dowe
Updated over a week ago

Adding Statuses via Import

Written by Donna Reed
Updated over a week ago

Top 10 Daily Agent Activities to Succeed with BRIVITY

Optimize how you Brivity so you can make more money, you may be sitting on a gold mine of leads!

Written by Donna Reed
Updated over a week ago

Send Videos in Emails & Text Messages

Engage more and connect on a deeper level than through text-only with videos in text and email messages.

Written by Donna Reed
Updated over a week ago

Set Up Auto Plans for People

Automate emails, text messages, and tasks overtime to manage the life of your contact database- not just when new leads hit your account.

Written by Savannah Dowe
Updated yesterday

Create & Edit People Action Plans *CRM ONLY*

Written by Savannah Dowe
Updated over a week ago

Ben Kinney's 66-Touch Auto Plan

Written by Savannah Dowe
Updated over a week ago

Share Auto Plans with Other Accounts!

Written by Savannah Dowe
Updated over a week ago

Auto Plan Dashboard

Written by Savannah Dowe
Updated over a week ago

Filter by Auto Plan Applied

Written by Savannah Dowe
Updated over a week ago

View Auto Plan Steps in a Contact Record

Written by Savannah Dowe
Updated over a week ago

Preview an Auto Plan Before Application

Written by Savannah Dowe
Updated over a week ago

Mass Apply Auto Plans (or Mass Texting)

Written by Donna Reed
Updated over a week ago

Preview an Auto Plan Before Application

Written by Savannah Dowe
Updated over a week ago

Manually Apply Auto Plans

Written by Savannah Dowe
Updated over a week ago

Set Auto Plan Triggers

Written by Donna Reed
Updated over a week ago

Mass Apply Market Reports

Written by Donna Reed
Updated over a week ago

Mass Apply Listing Alerts

Written by Donna Reed
Updated over a week ago

Add a Source to Brivity

Written by Savannah Dowe
Updated over a week ago

Preparing Your Import File

Written by Cory Permack
Updated over a week ago

Export Contacts from Follow Up Boss

Written by Savannah Dowe
Updated over a week ago

Brivity Default Lead Sources

Written by Savannah Dowe
Updated over a week ago

Add Relationships in Brivity

Written by Savannah Dowe
Updated over a week ago

Export Leads from Chime

Written by Savannah Dowe
Updated over a week ago

Status Definitions

Status helps identify how soon someone wants to move. It allows you to prioritize your leads by their urgency.

Written by Donna Reed
Updated over a week ago

Export Contacts

Written by Donna Reed
Updated over a week ago

Brivity Types

Written by Savannah Dowe
Updated over a week ago

Export Contacts from CINC

Written by Savannah Dowe
Updated over a week ago

Fields Included in Export Options

Written by Donna Reed
Updated yesterday

Adding Tags via Import

Written by Donna Reed
Updated over a week ago

Agent Assignments via Imports

Written by Donna Reed
Updated over a week ago

Import Contacts

Written by Donna Reed
Updated over a week ago

Prepare Contact Import Files

Written by Donna Reed
Updated over a week ago

Sync Brivity Contacts using API Nation

BETA SYSTEM: Sync contacts to keep contacts updated between Brivity and Google Contacts, iCloud, KW Command, and other systems.

Written by Donna Reed
Updated over a week ago

Find Your Brivity ID or Auth Code

Your unique Brivity User ID is used behind the scenes in many ways. There are times you also might need to know how to find it.

Written by Donna Reed
Updated over a week ago

Join Brivity Masterminds Group on Facebook

Written by Donna Reed
Updated over a week ago

Adding Leads to Brivity via the API (Incoming)

Written by Donna Reed
Updated over a week ago

Send Leads from Brivity via the API (Outgoing)

Written by Savannah Dowe
Updated over a week ago

Dave Ramsey ELP Lead Capture

Written by Savannah Dowe
Updated over a week ago

Zillow Lead Capture

Written by Savannah Dowe
Updated over a week ago

Integrate 1,000s of systems using Zapier

Any systems that don't connect directly to Brivity, you may be able to find a connection using Zapier.com.

Written by Donna Reed
Updated over a week ago

Realtor.com Lead Capture

Written by Savannah Dowe
Updated over a week ago

Connect Facebook Lead Ads & Brivity

Written by Savannah Dowe
Updated over a week ago

Homes.com Leads Capture

Written by Savannah Dowe
Updated over a week ago

Send Leads to Brivity via Email Parsing

Automatically receive leads from third-party lead sources like Realtor.com to follow up, apply listing alerts, and market reports.

Written by Donna Reed
Updated over a week ago

Integrate Lead Sources Using Zapier Email Parsing

Written by Savannah Dowe
Updated over a week ago

What is Zapier? FAQ

Written by Savannah Dowe
Updated over a week ago

Lead Capture via Email Parsing

Bob Stewart shares how to get leads from other sources into your Brivity CRM.

Written by Savannah Dowe
Updated over a week ago

Delete, Complete, Reassign and Update Multiple Tasks at Once

Written by Savannah Dowe
Updated over a week ago

View Instructions and Notes On a Task

Written by Savannah Dowe
Updated over a week ago

Editing and Completing Tasks

Written by Savannah Dowe
Updated over a week ago

Setup and use Recurring Tasks

Written by Savannah Dowe
Updated over a week ago

Prioritize Tasks Based on Importance

Written by Savannah Dowe
Updated over a week ago

Receiving SPAM Calls/Texts on Brivity Number

Written by Savannah Dowe
Updated this week

Call activity report - Admins

Track the number of calls made per agent. Another way to help you “inspect what you expect” for your team!

Written by Savannah Dowe
Updated over a week ago

Reporting- the Tasks Report

Article for Admin access users.

Written by Savannah Dowe
Updated over a week ago

Reporting- the Lead Source Report

Brivity offers a Lead Source Report for at-a-glance views of KPIs (key performance indicators) to help track your ROI.

Written by Donna Reed
Updated over a week ago

Reporting- the Agent Activity Report

Brivity offers Agent Reports for at-a-glance views of key performance indicators of your real estate business and team accountability.

Written by Donna Reed
Updated over a week ago

Send Mass Emails

Brivity has the ability to send out mass emails.

Written by Donna Reed
Updated over a week ago

Auto Plan Library

Never let another lead, sphere, or past client fall through the cracks when you have Auto Plans automating tasks, emails, and text messages.

Written by Donna Reed
Updated over a week ago

Delete Leads or Contacts from Brivity

Written by Donna Reed
Updated over a week ago

Phone Number Only Call-in Leads

Make and track calls with your Brivity phone number. It can create number-only Call In leads for use with advertising.

Written by Donna Reed
Updated over a week ago

Document Storage in Brivity

Written by Donna Reed
Updated over a week ago

Enable Cookies in Safari

Written by Donna Reed
Updated over a week ago

Remove Users From Your Account

Written by Donna Reed
Updated over a week ago

Open Up a Private Window

Written by Donna Reed
Updated over a week ago

Email Reputation & Deliverability

Emails ending up in an Inbox vs a SPAM folder is no accident. Every email you or your team sends out affects your future deliverability.

Written by Donna Reed
Updated over a week ago

Brivity Number Sends as "Possible Spam"

Written by Donna Reed
Updated over a week ago

Photo and Document Storage Info

Written by Donna Reed
Updated over a week ago

Why Aren't My Photos Uploading?

Written by Donna Reed
Updated over a week ago

Leverage Your Brivity Virtual Assistant

Written by Savannah Dowe
Updated over a week ago

Success tips for using an ISA or VA

Written by Savannah Dowe
Updated over a week ago

Deactivating Users

Learn what happens when you deactivate a user in Brivity CRM

Written by Savannah Dowe
Updated over a week ago

Does Brivity Work in All Browsers?

Written by Savannah Dowe
Updated over a week ago

Brivity CRM vs. Brivity Platform

Written by Donna Reed
Updated over a week ago

Request a Feature

Do you have an idea for a feature that would make life a little easier?

Written by Savannah Dowe
Updated over a week ago

What Are Brivity's Support Hours?

Written by Savannah Dowe
Updated over a week ago

Updating Billing After Adding/Removing Seats

Written by Donna Reed
Updated over a week ago

Upgrade to the Brivity Platform

Written by Donna Reed
Updated over a week ago

Brivity Billing Questions

Written by Donna Reed
Updated over a week ago

Terms of Service

Written by Donna Reed
Updated over a week ago

Update Your Payment Method

Written by Donna Reed
Updated over a week ago

Brivity's Privacy Policy

Written by Donna Reed
Updated over a week ago

Vulnerability Disclosure Policy

Written by Donna Reed
Updated over a week ago

Brivity VA Client Services Agreement

Written by Donna Reed
Updated over a week ago