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Brayson Management CRM

Admin Portal

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Brayson Management CRM

Total Leads

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Total Clients

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Total Revenue

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Pending Invoices

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Quick Actions

Recent Leads

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Lead Management

Name Company Email Status ↕ Priority Agent Client Source Date ↕ Actions
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Lead Details

Click a row to view details

Client Management

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Quote Management

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Invoice Management

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Business Analytics & Reports

Total Revenue
$0
Paid invoices
Monthly MRR
$0
Recurring revenue
Pipeline Value
$0
Open quotes
Win Rate
0%
Quote acceptance
Invoices Paid
0
Total paid invoices
Outstanding
0
Awaiting payment
Failed Payments
0
Stripe failures logged
Payment Success Rate
—
Paid vs paid+failed

Revenue Trend

Lead Funnel

Client Growth

Sales Pipeline

Top Clients by Revenue

Client MRR Invoices Total Revenue Avg Invoice
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Outstanding Invoices

Invoice Client Amount Due Date Status Urgency
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Payment Source Breakdown

Recent Failed Payments

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Recent Payments

Invoice Client Amount Paid At Source
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Account Settings

Change Password

Minimum 8 characters

Profile Information

Role

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User Management

Name Email Role Status Last Login Actions
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Agent Action Logs

Timestamp Agent Lead ID Action Old Value New Value
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My Assigned Leads

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Sales Training Guide

Everything you need to sell Brayson Management with confidence.

Open Full Screen
🎧
Part 1
Welcome & Defense Industry
🗺️
Part 2
7-Step Brayson Process
💰
Part 3
Pricing & Sales Convo
🛡️
Part 4
Objections & Results
Brayson Management Sales Training Guide Expand
Tip: Tap Open Full Screen above for the best mobile experience

Add New User

Reset Password

Reset Password

Enter your email address and we'll send you a password reset code.

Minimum 8 characters

Assign Lead

The agent will see this lead in their My Assigned Leads tab.

Share Lead with Client

The selected client will see this lead in their portal under the Leads tab.

Reset Portal Password

The client will use this password to log into the portal.

Password reset successfully!

Portal URL https://portal.braysonmanagement.com/portal
Login Email
New Password

Add New Lead

Edit Lead

The assigned agent will see this lead in their My Assigned Leads tab.

The selected client will see this lead in their portal under the Leads tab.

Contact Information

Email
Phone
Company
LinkedIn

Timeline

Entry Date
Last Contact
Next Follow-up

Notes

Assigned Agent

Shared with Client Portal

Create Quote

Line Items

Total: $0.00

Quote Details

Create Invoice

Line Items

Subtotal: $0.00

Tax: $0.00

Total: $0.00

Invoice Details

Add Client

Portal Account Created — Share with Client

URL portal.braysonmanagement.com/portal
Email
Password

Ask the client to change their password after first login.

Client Details