Customer Relationships, Across Your Business
BRAD doesn't have one big "CRM" module. It has the right tool for every part of the customer journey — and they all talk to each other. Capture leads in Sales, send a follow-up from Marketing, answer a ticket in Support, see it all in one customer profile.
From First Visit to Lifelong Customer
Five places where customer relationships live in BRAD: four modules you turn on as you need them, plus the customer profile they all share.
Visitor Monitor
See who's on your site right now — which page they're reading, how long they've been there, whether they're a returning visitor. Spot serious interest before they even reach out.
Sales
When a visitor shows real interest, your team adds them as a lead. Track each lead from first inquiry to sale — status, internal notes, and conversion to an order.
Marketing
Send the right message at the right time. SMS campaigns to a curated list or your whole audience, plus social posts drafted and previewed for you to publish.
Support
When something needs attention, customers open a ticket from their portal. Your team replies, escalates, and tracks every conversation through to resolution.
Customer Profile
Every interaction in one place — orders, invoices, tickets, appraisals, even chat history. Spot your best customers, reward loyalty, keep them coming back.
One Customer. One Story.
Because every module lives in the same platform, the customer who bids in your auction is the same customer you invoice, the same customer who opens a support ticket, and the same customer you reach with an SMS campaign next month. No syncing between tools. No duplicate records. No missed context.
Customer Relationships, Without the CRM Subscription
No separate CRM tool. No syncing. No duplicated data. Just one platform where your customers and your business naturally live in the same place.