Brivity CRM

Brivity CRM is the powerhouse that manages your contacts from every source!

Savannah Dowe avatar Cory Permack avatar Donna Reed avatar
125 articles in this collection
Written by Savannah Dowe, Cory Permack, and Donna Reed
Daily CRM Managment

Set Appointments and Send to Google Calendar

Set appointments in your Brivity CRM and send the appointment to your Google Calendar.
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Written by Donna Reed
Updated yesterday

Brivity Database Standards

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Written by Donna Reed
Updated yesterday

12 Smart Filter and Actions/Scripts

Use smart filters and actions or scripts to ignite your database!
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Written by Donna Reed
Updated yesterday

Schedule Appointments

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Written by Cory Permack
Updated yesterday

Add a video to a blog post

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Written by Donna Reed
Updated yesterday

Using Brivity CRM with a Lender

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Written by Donna Reed
Updated yesterday

Make a Task Contingent on a Date

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Written by Savannah Dowe
Updated yesterday

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.
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Written by Donna Reed
Updated yesterday

Using Custom Tags

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Written by Donna Reed
Updated yesterday

Default Smart Filters in Your Account

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Written by Donna Reed
Updated yesterday

Use Smart Filters to Create Contact Lists

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Written by Donna Reed
Updated yesterday

The Brivity Dialer

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Written by Donna Reed
Updated yesterday

Warning: Mass Holiday/Newsletter/Other Emails

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Written by Donna Reed
Updated yesterday

Manually Send an Email

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Written by Donna Reed
Updated yesterday

Images in Email Signature or Email Templates

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Written by Donna Reed
Updated yesterday

Smart Email Placeholders

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Written by Donna Reed
Updated yesterday

Make & Track Calls with Brivity Numbers

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Written by Donna Reed
Updated yesterday

Following up with your Contacts

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Written by Donna Reed
Updated yesterday

Starred Notes

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Written by Donna Reed
Updated yesterday

Log Appointment Type, Time, & Outcome

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Written by Donna Reed
Updated yesterday

Log an Interaction

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Written by Donna Reed
Updated yesterday

Timeline of a Contact Record

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Written by Donna Reed
Updated yesterday

Timeline of a Contact Record

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Written by Savannah Dowe
Updated yesterday

Mass Update Agent Access

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Written by Donna Reed
Updated yesterday

Change the Primary Agent on a Contact

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Written by Savannah Dowe
Updated yesterday

Lead Visibility

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Written by Savannah Dowe
Updated yesterday

Manually Add a New Contact

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Written by Savannah Dowe
Updated yesterday

Contact Management Status Cheatsheet

Brivity makes finding the right contacts easily with segmenting by tags, status, intent, and more.
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Written by Donna Reed
Updated yesterday

Brivity Message Center (Beta)

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Written by Savannah Dowe
Updated yesterday

Top 10 things to do succeed with BRIVITY

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Written by Savannah Dowe
Updated yesterday

Adding Statuses via Import

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Written by Donna Reed
Updated yesterday

Top 10 things to do succeed with BRIVITY

Optimize how you Brivity so you can make more money, you may be sitting on a gold mine of leads!
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Written by Donna Reed
Updated yesterday