Sector specialist CRM for lenders, brokers and training providers
Our cloud CRM software makes everyday challenges simple. With routine processes automated and everything in one place, you can focus on making your business brighter.
Your sector-specific CRM with everything in one place
Our sector-specific CRM knowledge provides you with competitive advantage.

Automate workflows
Manage tasks and processes – create trigger events and improve efficiencies throughout.

Full audit trail
Track performance and meet your regulatory requirements with a fully auditable process trail.

Document storage
Store correspondence and linked documents in the cloud, accessible to your team wherever they are.

Reporting & analysis
Full reporting suite with charts and graphs. Dig deeper and integrate with external tools like Microsoft Power BI.

Securely cloud-hosted
Meet your data security obligations. We are CyberEssentials Plus certified and data is backed up regularly for your peace of mind.

Powerful integrations
Our software integrates with with market leading apps and software to increase flexibility and functionality.
Powerful seamless integration with industry-leading apps
Through our open-ended API, we've established successful integrations with industry leaders such as Credit Safe, TransUnion, Experian, UK Land Registry, and Microsoft Power BI, enhancing the efficiency and depth of your data sharing and analytics. And that's not all – consider integrating your current website and web forms with our system to eliminate duplication when loading inquiries.
Software that runs your business and gives you back your time
See how BrightOffice could work for you and your business with the help of one of our product experts.
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