Stop losing leads to a follow-up nobody sent.
NeoCRM is the CRM built for how your industry actually works — real estate, education, loans, agencies, clinics, and sales teams — with automatic follow-ups, a unified inbox, and an AI copilot, so nothing falls through the cracks between reps.
We'll set you up with a personal walkthrough on your own data — no cost, no pressure to buy.
- Live on your own tenant in days, not months
- No credit card, no obligation to see a demo
- AI built in, not bolted on
Built on a modern, proven stack
0
Industry verticals supported
0+
Purpose-built frontend modules
0
Surfaces: Web, iOS & Android
0%
Tenant-isolated data schemas
What happens to a lead, start to finish
The same four steps run underneath every module — this is the shared core doing its job.
A lead comes in
From your site, WhatsApp, a referral, or a bulk import — captured the moment it arrives.
It's auto-assigned
Round-robin, territory, or pool rules route it to the right rep — no manual triage queue.
Follow-ups happen on their own
Email and WhatsApp land in one inbox; a task is auto-created the moment a stage goes overdue.
Managers see it live
Pipeline, SLA status, and ownership roll up to a dashboard that's current the moment you open it.
What running on spreadsheets and WhatsApp actually costs you
It works, until it doesn't — until a lead goes cold because nobody followed up, or a manager finds out a deal died three weeks too late.
Follow-ups on leads
Where conversations live
Reporting
Team visibility
Access on the move
Industry-specific rules
Most teams see every row above resolved within their first week on NeoCRM — the onboarding walkthrough is built around exactly this list.
See the switch checklistWhat are missed follow-ups costing you?
A rough, directional estimate — adjust the numbers to match your business.
Leads slipping through the cracks
45 / month
Estimated revenue at risk
₹3,37,500 / month
Directional estimate assuming a 15% close rate on properly followed-up leads. Not a guarantee — your numbers will vary.
Nine verticals. One shared core.
Every industry gets deep, purpose-built workflows — powered by the same permissions, pipelines, automations, and reporting engine underneath.
The platform underneath every vertical
Instead of forking a new product for every industry, NeoCRM generalizes the core: pipelines, permissions, SLAs, and search become configuration — so new workflows ship in days, not months.
Unified inbox & timeline
Email, WhatsApp, and every change on a record collapse into one flat triage list or a threaded conversation view — no more tab-switching between channels.
Configurable pipelines & SLA
Pipeline stages and follow-up SLAs are per-tenant, per-source configuration — not hardcoded logic that needs an engineer to change.
Granular permissions
Role, module, permission, and feature-level authorization is resolved on every request, with an action ladder from view to manage to approve.
Lead capture forms
Embeddable web forms that feed straight into the right pipeline stage — no manual copy-paste from a form tool into the CRM.
Email sequences
Automated, multi-step email drip campaigns that keep a lead warm between human follow-ups.
Configurable lead scoring
Rule-based scoring you control directly, alongside the AI model — set the weights that match how your business actually qualifies a lead.
Browser-based calling
Click to call straight from a lead record — no desk phone, no separate softphone app, with live call state so you know when it connects.
Two-way SMS
Bulk SMS campaigns with delivery tracking, plus a threaded two-way SMS inbox per contact — not just one-way blasts.
Google Calendar sync
Connect a Google account once and every meeting created in NeoCRM can sync both ways — no double-booking between two calendars.
AI that works where your team already is
Every AI feature degrades gracefully when unset and stays scoped to your tenant's own data — no shared model leaking context across customers.
Ask NeoCRM
Ctrl + Shift + A
A retrieval-augmented copilot that answers questions about your own data with citations back to the source record — not a generic chatbot.
AI message drafting
Email & WhatsApp
Drafts replies inside the email and WhatsApp composer and the unified inbox, so reps start from a first draft instead of a blank box.
Semantic Cmd+K search
Global shortcut
Search finds records by what you mean, not just what you typed — powered by embeddings generated automatically as records change.
Natural-language list filters
Any list view
Type a plain-language description of the records you want on any list, and the AI turns it into a working filter — no query builder.
Your business, everywhere your team is
One tenant, one login, three ways in — the dashboard for deep work, the app for the field, and an API for everything you want to connect.
Web dashboard
Open leads
128
SLA breaches
0
Booked (MTD)
34
Weekly trend
- Full-featured Next.js dashboard for every module
- Global Cmd+K semantic search across records
- Real-time metrics rollups and reporting
- Works fully in the browser — no install required
Native mobile app
- iOS & Android app built with Expo and React Native
- Same tenant login, same data, on the go
- Push notifications for follow-ups and approvals
- Built for field teams: sales reps, agents, and technicians
Public REST API
{
"data": [{ "id": "LD-4821", ... }],
"meta": { "tenant": "acme-realty", "rate_limit_remaining": 942 }
}
- Versioned API v1, authenticated with tenant API keys
- Scoped and rate-limited per key
- Reads and writes on every core dataset
- Every write attributed in the record's timeline
Engineered to be trusted with your data
A NestJS API backend, continuous static audits, and a schema-first discipline mean the platform is verified on every push — not just at launch.
JWT + 2FA authentication
15-minute access tokens, rotating 30-day refresh tokens stored only as a SHA-256 hash, and TOTP-based two-step login — reusing a stolen refresh token revokes the entire token family.
Runtime authorization
Role, module, permission, and feature checks are evaluated on every request — missing tenant context fails closed, not open.
From CRM to full business operating system
NeoCRM's roadmap isn't breadth for its own sake — each phase generalizes the core first, so every new vertical becomes configuration, not a forked product.
Stabilize the foundation
Committed schema baselines, zero DDL in request paths, and CI-enforced drift detection across every module.
Generalize the core
Configurable pipelines and SLA policy are live; permission granularity and automation are extending to every vertical.
Componentize & scale
Speed budgets enforced in CI, indexed global search, and large client views split for faster loads.
From first email to live in about a week
No implementation consultant, no months-long rollout — here's what actually happens after you reach out.
We set up your tenant
Tell us your industry and team size. We provision an isolated tenant and configure the modules you actually need.
Your data comes in
Bring your existing leads, contacts, and spreadsheets — we help import them so you're not starting from zero.
Your team gets a walkthrough
A short, focused session on the modules relevant to your workflow — not a generic tour of every feature.
You're running on NeoCRM
Pipelines, SLAs, and automations are live. Your team starts working from one inbox instead of five tools.
Questions before you try it
The things most teams ask before switching over.
Most teams are live on their own tenant within a few days. We handle the initial setup and walk your team through the modules relevant to your industry — you don't need an implementation consultant.
Yes. Every tenant gets its own database schema, not just a filtered view of shared tables. Your data never mixes with another tenant's, and it's continuously audited to prove it stays that way.
Yes — we help import your existing spreadsheets and contact lists as part of onboarding, so you're not starting from a blank pipeline.
Start with the one vertical that matters most — sales, real estate, education, whichever fits your business — and add others later. You're not paying for or configuring modules you don't use.
Pricing depends on your team size and which modules you need. Tell us a bit about your business on the contact form and we'll put together a plan that fits.
NeoCRM is built so a non-technical team can run it without an implementation consultant — configurable pipelines and automations are set up for you, not built by your team from scratch.
Still have questions?
Talk to us directlySee it running with your own data
Tell us your work email and we'll walk you through the modules that fit your business — no generic demo, no pressure to buy.
- No credit card
- Live in days
- No obligation