A CRM system for business
Brizo – more than just another CRM. It makes client interaction simple and convenient, and provides efficient financial management and easy-to-understand analytics
Full access for 7 days for free
Easy-to-use sales funnel
Brizo's responsive and transparent interface can be easily mastered in just one day. You can view deals as a kanban board or as a list, display funnel steps and their order however you like, perform bulk operations, create additional sales funnels, and much more.
Financial indicators
Comments indicator
Task indicator
Transaction scheduled for today
Overdue transactions
Overdue transactions
Number of comments
New unread comments
New comments you're tagged in
New unread comments
New comments you're tagged in
No tasks
Overdue tasks
Tasks for today
Future scheduled tasks
Overdue tasks
Tasks for today
Future scheduled tasks
Color-coded transaction record indicators help you visualize task priorities. They also suggest what clients need your attention right now, and what can wait for later.
Smart transaction record
Track financial transactions right in a timeline of your deal
Work with financials directly in the timeline of your deal. All scheduled and already happened transactions are available in the "Financials" tab. Without switching between sections, you can add new transaction, edit existing one, and plan and evaluate margin of every deal.
Organize financial accounting by project, and get detailed information on margin and profit of every deal, client and sales manager.
Organize financial accounting by project, and get detailed information on margin and profit of every deal, client and sales manager.
Financial statistics
Filter transactions by manager, funnel stage or any other parameter, and you'll be able to see all financial summary information for the filtered transactions.
Import and export
Quick and easy data import from MS Excel. Pull transactions, deals, and client’s information into Brizo in a few clicks.
If needed, you can also export data back to Excel to create backup copies, client segmentation, specialized reports, charts, and more.
If needed, you can also export data back to Excel to create backup copies, client segmentation, specialized reports, charts, and more.
Website integration
Integrate your web site with Brizo CRM and receive leads directly into the system in real time. With the simple web form design tool in just a few minutes, you'll be able to create any form you need, place it on your web site and start automatically collect leads in Brizo CRM.
Email integration
Connect your personal or business email to Brizo. Client emails will be automatically syncted to your contacts, deals and financial operations, and you can correspond your clients directly from the CRM without any additional software.
Every communication channel in one place
Brizo combines every client communication tool you need. Websites, social media, messengers, phone, emails — leads from all channels are automatically centralized in the CRM. All client information is stored in a timeline of a deal for a better customer experience.
Full access for 14 days for free
Integrate every service you need with Brizo CRM
We regularly expand the number of external integrations for maximal automation of your business. We constantly work on making your work easier, your business more efficient, and your revenue higher.
Simple and flexible settings
One of the main virtues of Brizo is the intuitive and all purpose interface. But if you need more customized settings, that's not a problem. You can do it all easily by adding customized fields, tasks, transactions and other useful tools.
And much more
Sales management
To-Do List
Contractors
Transaction margin
Multi-funnels
Financial analysis
Website integration
Email integration
To-Do List
Contractors
Transaction margin
Multi-funnels
Financial analysis
Website integration
Email integration
Business accounting
Financial planning
Payment schedule
Cash gaps
Multi-currency support
Budgeting
Billing
Repeated operations
Financial planning
Payment schedule
Cash gaps
Multi-currency support
Budgeting
Billing
Repeated operations
Cash flow report (CF)
Profit and loss report (P&L)
Sales funnel by profit
Setting permissions
Employee's activity
Import from Excel
Bulk operations
Custom and required fields
Profit and loss report (P&L)
Sales funnel by profit
Setting permissions
Employee's activity
Import from Excel
Bulk operations
Custom and required fields
Financial Accounting
Analytics and Automation
Sales Management
Full access for 7 days for free