Win More Deals
|Empower your sales teams with tools that teach them more about your customers, make them more efficient, and help them build lasting customer relationships from anywhere in the world.|
Contacts and other records in neoCRM are easy to search for and modify. Open a contact and see all contact information, related notes, call and email communications, campaign engagement histories, documents and beyond in an easy to read and modify view. Additionally, find any associated records linked on the right for easy access.
Be prepared for every appointment
Integrated calendar, activity, and notification management ensure that you’ll never miss another appointment, and with built-in record associations you can rest assured that you’ll always have everything you need to succeed when the time comes
Automate repetitive tasks
Save time by automating even complex repetetive tasks. Whether it’s sending an email, creating a record or appointment, or updating a field, if there’s a set of standard conditions that can trigger for the task, then neoCRM’s powerful workflows engine can automate it.
The tools you know and trust
From Outlook, to Google Apps, to Office, Exchange and beyond, neoCRM integrates with tools that enhance functionality, so that no matter what business calls for, you have it covered.
As mobile as you are
Whether in the office, or around the world, neoCRM is accessible on demand, ensuring that you have access to your data wherever an internet connection is available – and for those moments without internet connection, neoCRM Mobile for iPhone and Android work offline, so that your data is never out of reach.
Slice and dice data and compile extensive reports that filter on anything in neoCRM from deal flow to employee performance. Use that information to drive insightful decision-making that closes the loop on your business’s processes.