One core. Every vertical builds on it.
Rather than forking a new product for every industry, NeoCRM generalizes the core: pipelines, permissions, SLAs, and search become configuration. That's what lets a new workflow ship in days instead of months, and it's what every module below is built on.
One core. Nine verticals built on top of it.
Pipelines, permissions, SLAs, and search aren't rebuilt per industry — every module below configures the same core instead of forking it.
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.
Automations engine
Trigger-to-action automation reassigns overdue leads, escalates priority, and notifies the right person — the same engine that powers SLA enforcement.
True multi-tenancy
Every tenant gets an isolated schema, audited and reconciled against a committed baseline — no cross-tenant data leakage, ever.
Webmail, built in
Connect a mailbox and send, receive, and thread email directly against a record — no separate email client required.
WhatsApp integration
Two-way WhatsApp conversations live in the same inbox as email, attributed to the right lead, student, or patient record automatically.
Notes, tasks & visitor tracking
Lightweight notes and tasks stay attached to every record, and public visitor and lead-capture forms feed straight into the pipeline.
Scheduled jobs & metrics rollups
Idle-lead automation and daily metrics rollups run on a schedule in the background, so dashboards are current without anyone triggering a refresh.
Indexed global search
Trigram-indexed search across every record keeps lookups fast even as a tenant's data grows into the hundreds of thousands of rows.
Public REST API
A versioned, tenant-scoped API lets you read and write records from your own tools, rate-limited and fully attributed in the timeline.
Security headers & rate limiting
CORS and CSRF origin checks, security headers, and per-key rate limiting are enforced at the request layer by default.
The sales & growth toolkit underneath
Beyond the core platform — the day-to-day tools that turn a pipeline into a team that actually hits its numbers.
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.
Leaderboards
Rep and team performance rankings, visible to the whole team — turns pipeline activity into something people actually check.
Goals & targets
Set targets per rep, team, or tenant and track progress against them without rebuilding a spreadsheet every month.
Custom reports
Build the report your business actually needs instead of working around whatever dashboards shipped by default.
Pipeline forecasting
A forward-looking view of the pipeline — sales, real estate, and loan modules each get a forecast tuned to how that vertical closes deals.
Duplicate detector
Flags likely duplicate leads and contacts automatically, so your pipeline numbers reflect real prospects, not the same lead logged twice.
Bulk record import
Bring existing spreadsheets in directly — the same import path used during onboarding is available any time you need it.
Integrations hub
Manage third-party integrations and credentials from settings, without an engineer touching environment variables.
Team management
Structure your organization into teams with their own ownership and visibility, not just a flat list of users.
Built-in support ticketing
A ticketing system in the same platform as your pipeline — customer support doesn't need a separate tool and a separate login.
Sales operations, communication & integrations
The tools that come up once a team outgrows the basics — calling, quoting, scheduling, and connecting the CRM to everything else you run.
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.
Meeting scheduler & booking links
Each rep sets their own availability and gets a bookable link — prospects pick a slot without an email back-and-forth.
Quotes & cost sheets
Build line-item quotes with live totals and track payment status, from first draft to signed — no separate quoting tool.
Product & price catalog
A shared catalog of products, SKUs, and pricing that quotes pull from directly, so numbers stay consistent deal to deal.
Campaign analytics
Sent, opened, clicked, bounced, and delivered — one funnel view across both email and SMS campaigns.
One-click contact enrichment
Fill in a name or company automatically from just an email or phone number, pulled from a live enrichment provider.
Automatic lead assignment
Round-robin, territory-based, or random-pool rules route a new lead to the right rep the moment it arrives — no manual triage queue.
Outbound webhooks
Push CRM events to your own systems in real time, with signed payloads and a full delivery history to debug against.
Executive command center
A cross-module view for leadership: a finance cockpit, live alerts, and weekly trend snapshots in one screen instead of five reports.
Standalone contacts & companies
A dedicated contacts and companies layer with tags, attachments, and ownership — separate from any one vertical's lead pipeline.
Search performance, in the CRM
Connect Search Console and see organic impressions, clicks, and top queries next to the leads they actually turned into.
In-app help center
Searchable, module-specific quick-start guides built into the product, so onboarding a new hire doesn't mean a separate wiki.
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