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Brivity CRM
Brivity CRM is the powerhouse that manages your contacts from every source!
148 articles in this collection
Written by
Savannah Dowe,
Cory Permack,
and
Donna Reed
Transaction Index 'Card' View
Written by
Cory Permack
Updated over a week ago
Getting Started
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
Daily CRM Managment
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
Automate your CRM
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
Importing & Exporting, Database Management
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
Integrations
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
Tasks & Projects
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
Reporting
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
Answers to FAQs
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
Billing, Pricing and Policies
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