All the features you need

Build reliable outreach workflows, keep data clean, and scale with confidence.

Essential capabilities

Everything you need to run outreach at speed.

Students & Calls

Search by phone/email and log calls in seconds.

Follow-ups

Due dates, ownership, and reminders that keep leads warm.

Imports

CSV/XLSX mapping with duplicate detection.

Dashboards

KPIs, trends, distributions, and scoped filters.

Advanced features

Controls and capabilities for growing teams.

Role-based permissions

Granular access by role, group, and workspace.

Team pipelines

Coordinate stages, SLAs, and handoffs across teams.

Email templates

Standardize outreach with shared, versioned templates.

Audit logs

Trace critical actions for compliance and reviews.

Use cases

How teams put BrainScale CRM to work.

Admissions outreach

Qualify leads, track follow-ups, and maintain contact history across channels.

Sales ops

Centralize pipelines, enforce SLAs, and get visibility on team performance.

Support & success

Log calls, triage requests, and automate next steps for faster resolutions.

Typical workflow

From import to insights in a few steps.

  1. 1
    Import & dedupe

    Bring CSV/XLSX, map columns, and detect duplicates automatically.

  2. 2
    Engage & follow up

    Call, email, and assign owners with reminders and due dates.

  3. 3
    Report & optimize

    Track KPIs, trends, and distributions to improve outcomes.

Security & compliance

Enterprise-grade controls from day one.

  • • At-rest and in-transit encryption
  • • Role-based access control
  • • Audit logs and export
  • • SSO/SAML (Business)
  • • Data residency options
  • • Regular backups