Sales CRM

See a 360-degree view of leads, contacts, and deals. Create reminders, send emails, or place recorded calls in a single click. Forecast and report on the sales pipeline.

 Invoicing & Inventory

Build a database of products, services, and price books. Use it to create quotes, invoices, and sales orders. Sync with popular accounting software.

Marketing Automation

Run traditional, email, and social marketing campaigns. Track attributed revenue, report on campaign performance, and other trends.

Project Management

Convert deals into projects with assignable tasks and subtasks. Attach documents and related quotes and invoices. Monitor progress.

Support & Helpdesk

Convert calls, emails and other service requests into support cases. Assign them to reps and monitor to completion. Report on customer service bottlenecks.

+ More

Attach documents to any CRM record. Automate email sending, pop-up reminders, and field updates. Request and accept payments, and much more.

For Sales

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.

Contact management

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.

Comprehensive reporting

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.

For Marketing

Drive Better Results

Whether it’s managing marketing program ROI at a high level, or nurturing specific lead segments with targeted email campaigns, let neoCRM help you segment, communicate with, and record campaign performance and engagement down to who opened what email, so that you have the information you need to make better decisions.

Powerful contact management

Keep leads separate from sales-ready contacts, building profiles, interaction data, and launching targeted nurture campaigns. When they’re ready to interact with sales, hand them off and automatically create an opportunity in a single click, while keeping those that still need education in your lead nurture cycle.

Campaign tracking

Use neoCRM to build campaign portfolios, tracking campaign information, setting budgets, attaching documents, and associating leads to see a comprehensive view of all of your campaigns, associated leads or contacts, and performance at any time.

Email marketing campaigns

Building targeted campaigns is as easy as building a list from your leads and contacts, designing a template, and then scheduling it to run. Individual campaign engagement data is stored with each contat for sales to leverage in discussions, while aggregate analytics are available to close the loop and build higher performing campaigns.

Automatic lead capture

Where your leads come tells a lot about who they are. Design and embed forms on your web properties that automatically capture lead information in neoCRM, and use the workflows engine to enroll them in drip email campaigns, create records, or to assign them to team members for follow-up.

Reporting as deep as your data

Build and export reports that organize and filter on virtually any data in neoCRM. Use it to close the loop on marketing and sales activities, improving the productivity of your business.

For Support

Delight More Customers

Great customer service means staying on top of customer requests in various stages, across a number of channels. Provide a great customer experience by using neoCRM tools to aggregate and track all your requests, access and update them from anywhere, and to professionalize the face of your customer service organization.

Support case management

Whether you handle customer service or support cases via email, over the phone, or directly through neoCRM, neoCRM’s ticket management system gives you a single place to collaborate and keep track of the issues that matter most to your customers. Additional features allow you to automatically create tickets from emails, and to notify your team and update records as changes occur.

Self-service customer portals

Impress your customers with a professional, tailored self-service portal where they can see recent deals and documents, communicate, and submit requests for support, enabling a more personal relationship that fosters customer loyalty.

Manage items and contracts sold

Track customer purchase histories down to uniquely identifiable items and services. Use that information in targeted up-sale or cross-sale activities, or for tracking support or warranty requests.

Project management

Ensure that account owners have visibility into customer projects by using neoCRM to build and track projects and details including budgets, milestones, tasks, and resource assigments. neoCRM’s document management systems and workflows also integrate seamlessly to allow for automatic notices and the attachment of files to project tasks.

FAQ creation

Eliminate repeat customer questions and empower your team to provide better, faster service by building aknowledge base that customers can access through the customer portal, or your team can access directly in neoCRM.

Performance reporting

Identify trends and drivers in your support organization, building reports that show tickets by their state, priority, and much more. Close the loop on your entire business’s operations by using support reports to improve your support organization’s performance, or your business’s product and service performance.

Real-Time CRM Statistics

Today's Sales
Estimated Sales
Lost Sales
Marketing Campaign

Advanced Reporting

With neoCRM you have advanced reporting at your finger tips.  As soon as you open neoCRM you will be displayed with your uniquely customized Dashboard that will display your desired real-time Reporting.  Find out how your accounts payable vs your accounts receivable is doing or simply find out how many sales were sucessfully completed today/yesterday/last month etc.  The possibilities are endless.

Accounts Payable


Accounts Receivable


Today Sales


Last Month Sales


Sales Campaign