Loading...

Brayson Management CRM

Admin Portal

Forgot Password?

Brayson Management CRM

v2.2.0
Quick Actions
Follow-Up Queue 0 overdue 0 due
Overdue
Loading…
All caught up — no follow-ups due in this window.

Enroll Lead in Sequence

You can copy the lead ID from the Leads tab.

Exit Sequence

Total Leads

-

Total Clients

-

Total Revenue

-

Pending Invoices

-

Audits & Deployments

—

Loading audit history…

Business Analytics

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
Loading...

Outstanding Invoices

Invoice Client Amount Due Date Status Urgency
Loading...

Payment Source Breakdown

Recent Failed Payments

Loading...

Recent Payments

Invoice Client Amount Paid At Source
Loading...

Activity Log

—

Loading activity log…

Last updated: — Showing 0 events  ·  scroll to see more

Lead Management

Name Company Email Status ↕ Priority Agent Client Source Date ↕ Actions
Loading leads...

Lead Details

Click a row to view details

Client Management

Loading clients...

Quote Management

Loading quotes...

Invoice Management

Loading invoices...

Account Settings

Change Password

Minimum 8 characters

Profile Information

Role

Loading...

Bank Transfer Payment Info

When enabled, your bank details appear on every unpaid invoice in the client portal so clients can send a direct ACH/bank transfer — zero processing fees.

Found on the bottom-left of a check

Shown to the client below the bank details

User Management

Name Email Role Status Last Login Actions
Loading users…

My Assigned Leads

Loading your leads…

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

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

Edit Lead

Sales Process Details

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.

Log Activity

Contact Information

Email
Phone
Company
LinkedIn

Timeline

Entry Date
Last Contact
Next Follow-up

Industry

Called Status

Notes

Sales Process Details

Next Action Due
Meeting Date
Proposal Sent
Last Contact
Loss / Objection Reason
Win Reason

Next Best Action

Activity History

Loading activity…

Assigned Agent

Shared with Client Portal

Create Quote

Line Items

Total: $0.00

Quote Details

Create Invoice

A new invoice is auto-generated and sent on the 1st of each billing period. The due date above sets when the first cycle fires.

Recurring invoices are auto-generated on schedule — no manual work needed.

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