All the features you need

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

Features

Everything your team needs

Built for outbound sales, education enrollment, and support teams that live on the phone.

Call Logging

Log calls in seconds with outcome tagging, notes, and auto-timestamping. Search by phone, email, or student name instantly.

Follow-up Engine

Set due dates, assign ownership, and get reminders that keep leads warm. Never let a callback slip through the cracks again.

Team Workspaces

Multi-tenant by design. Invite unlimited members, organize into groups and batches, and scope access per workspace.

Smart Imports

Upload CSV or XLSX files with intelligent column mapping, duplicate detection, and one-click rollback support.

Analytics & KPIs

Track call volume, conversion rates, and follow-up performance. Scoped dashboards per member, group, or batch.

Roles & Permissions

Define granular custom roles per workspace. Control exactly who can view, edit, or manage each feature and data type.

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