Brivity Foundations
This training series helps you master Brivity’s core tools—organizing leads, automating follow-ups, and streamlining workflows—so you can focus on what matters: growing your business. No guesswork, just real strategies to make Brivity work for you.
This learning path includes the following courses:
Your First Steps with the Brivity Platform
In this brief introduction, we'll introduce you to Brivity, our founder, and your training path!
Brivity Essentials: Exploring the Platform
Embark on your Brivity journey with this introductory course. Explore Brivity's ins and outs, from basic navigation to our important features, and become a Brivity pro in no time.
Building Your Brivity Presence
In this course, you'll learn how to set up your Brivity profile! This includes establishing an email signature, your profile photo, and more one-time set up tasks to get you ready to use Brivity!
Drive Connections with Brivity’s Built-In Communication Tools
Learn how to use Brivity to email, text, and call your database in this course! This is a perfect course for teams that are just getting started with the Brivity Platform.
Streamline Your Productivity with Filters & Tasks
This Brivity Foundations training course provides a comprehensive overview of the mass actions, filters, and tasks management tools available in the Brivity CRM.
Automating Follow-Ups with People Auto Plans
In this course, we will walk you through the key features and functionalities of people Auto Plans and guide you on customizing your first plan.
Turn Your Website into a Lead Magnet
This course is all about helping you generate leads using your Brivity website. Our goal is to show you the various methods you can use to attract potential clients and grow your business.
Engaging Your Leads with Listing Alerts and Market Reports
This Brivity Foundations course focuses on nurturing leads with drip campaigns. You'll learn to use the Listing Alerts and Market Reports within the Brivity CRM.
Search, Match, Share: Brivity’s Search Listings and Reverse Prospecting
Master Brivity’s MLS Search and Reverse Prospecting tools to simplify property searches and match buyers with the right homes. Learn how to save time, engage clients, and streamline your workflow using these essential features.
Brivity GO: Your CRM in Your Pocket
Discover how Brivity GO keeps you connected to your business wherever you are. This course covers key features like lead mapping, task management, and real-time notifications to help you stay productive and responsive on the go.
Everyday Brivity: 10 Daily Practical Steps to Succeed
In this course, you’ll discover Brivity’s Top 10 Daily Steps—a practical, repeatable system designed to streamline your workflow and maximize your results. Whether you're organizing your leads, following up with contacts, or leveraging automated tool
