Modules

Deep, industry-specific workflows

Every vertical below gets purpose-built pipelines, fields, and automation — not a generic CRM stretched to fit. Click into any module for the full breakdown of what it includes.

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Real Estate

The deepest module on the platform — sales, ops, and compliance in one system

Real estate deals carry financial and regulatory weight most CRMs never model. This is the most built-out vertical on the platform: full lead-to-handover sales operations, RERA-style escrow and TDS compliance, a buyer-facing portal, a partner-facing portal, and a field app for site visits — not just a pipeline with real estate labels on it.

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Sales & CRM

The general-purpose pipeline every team starts from

A configurable core pipeline with automated SLA enforcement, so a lead never goes cold because a rep forgot to follow up. The same engine that powers real estate lead routing is available for any sales-driven business.

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Education

From enquiry to enrollment, with fees tracked end to end

Education businesses live and die by their admissions funnel and fee collection. NeoCRM tracks the full enquiry-to-enrollment journey and keeps fee ledgers attached to the student record, not a separate spreadsheet.

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Loan Broking

Every case, every lender, every document — in one place

Loan broking means juggling parallel processes with different lenders on every case. NeoCRM keeps each case's documents, lender status, and disbursement progress together, so nothing falls through the cracks between handoffs.

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Loan Recovery

Prioritized recovery queues that don't rely on memory

Recovery work is a volume problem — the accounts that need attention today have to surface automatically. NeoCRM prioritizes recovery cases by risk and aging and keeps a full contact history so no two agents duplicate the same call.

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Digital Agency

Every client and campaign, without losing the thread

Agencies run many small businesses at once — each client is its own mini pipeline. NeoCRM keeps client accounts, campaigns, and task ownership organized so account managers can move between clients without losing context.

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Clinics & Support

One inbox for patients, tickets, and everything in between

Patient coordination and customer support both come down to the same problem: keeping every conversation and request visible in one place. NeoCRM's shared inbox and SLA engine apply equally to a support ticket or a patient follow-up.

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Finance

Financial visibility across every module, in one view

Revenue, commissions, and payments generated across every vertical module roll up into one financial view instead of being trapped in each module. Accounts, invoices, receipts, and an approval workflow are already live — a full double-entry general ledger and payroll are what's still on the roadmap as NeoCRM grows into a complete operating system.

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Analytics & Reporting

Every module's own dashboard, plus your website traffic, in one place

Every vertical ships with its own manager-level dashboard — pipeline, workload, and revenue rollups built from the records reps already work in, not a separate reporting project. On top of that, connect Google Analytics 4 once and your website traffic sits inside the same platform as the leads it produces.

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How deep each module actually goes

A live count of the features documented on each module's own page — not marketing copy, just what's actually listed below.

Real Estate20 features Sales & CRM12 features Education12 features Loan Broking11 features Loan Recovery10 features Finance10 features Digital Agency8 features Clinics & Support8 features Analytics & Reporting7 features

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