AI that works where your team already is
Every AI feature is scoped to your tenant's own data — no shared model, no cross-customer context — and degrades gracefully if you choose not to enable it. Nothing sends automatically without a person approving it first.
4 leads are within 6 hours of their SLA window: 2 from the Whitefield project, 1 from Sarjapur, 1 from a partner referral. The Whitefield leads have had no contact in 3 days.
Cited: Lead #4821, #4809, #4790, #4756
Human in the loop, by design
Every AI action — drafting, scoring, next-best-action — follows the same three steps before anything leaves the system.
AI drafts
A reply, a next-best-action, or an automation step — generated, never sent.
A person reviews it
It lands in the inbox approval rail, scoped to your tenant's own data only.
Only then does it go out
Nothing reaches a customer or fires an automation without a human approving it first.
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.
Predictive lead scoring
Per-tenant model
Every tenant trains its own scoring model on its own data, so priority reflects what actually converts for that business.
Next-best-action suggestions
On every record
The AI surfaces the most useful next step on a record — a call to make, a follow-up to send — instead of leaving reps to guess.
Approval-gated automation
Human in the loop
AI drafts an action, a person approves it in the inbox approval rail — automation that never sends anything on its own.
See 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