Customer Relationship Management

Overview

Neo CRM and Project Management software is a solution designed to enhance productivity and customer satisfaction.

It helps to easily manage your projects, clients, teams, and much more in one place. It includes everything needed to run your business effectively! It serves as a central repository of customer data, enabling businesses to track and analyze customer interactions, automate sales and marketing processes, and enhance customer satisfaction and retention. Neo CRM and Project Management is very user-friendly software that can increase your team's performance and grow business relationships with customers. There are lots of features and configuration options which can be used to make it the best tool for your business. Check the demo carefully to discover many more features.

Our Features

A good software can increase your business opportunities

Get leads/customers from estimate request forms. Share the estimate request forms on social media or external websites to collect more opportunities.

Send estimates to your customers and get more work orders.

Send professional invoices to your clients in different currencies. Invoices could be linked with projects as well.

Features

Neo Cloud CRM and Project Management is amazing and meets all of your requirements

Our CRM customer & team satisfaction, and save your time & money as well. No monthly fee... Pay only one time, download the full source code, and get lifetime free updates!

Get online payments via Stripe, PayPal, and Paytm, and automatically capture the status inside Neo CRM and Project Management. Notify your customers via email.

Send messages or chat with customers to expedite the process. Set permissions for those who can communicate with customers.

Check last login info of customers to track their activities.

Share your project time sheets with your customers. Select the projects you allow customers to see the timesheet for.

Manage your leads in a kanban view and move them through different stages. Import leads and customers from other services using excel.

See details of invoices, payments, and dues for each customer. Add notes, log expenses, share files, and events with your customers.

Automatically create support tickets from emails to maintain professionalism in customer support.

List your services/products in an online store and receive orders from customers.

Customize the dashboard for the client portal and set important widgets based on your business. Add different custom widgets for special information. Custom widgets support iframe to display information from external websites.

Other Features

our other features covers:

Check the demo carefully to discover many more features.

Change theme colors to match your brand. Dark and light mode themes are also available.

Add announcements for your team members and customers to share instant notices, advertisements, or offers.

Add files to projects, provide feedback/comments on the files, and receive notifications.

Add tasks and assign them to your team members. Follow-up on activities and stay up to date. You can add multiple collaborators.

Get details of time spent on a task/project and evaluate your team's performance.

Track expenses of projects, team members, or different categories and observe profit/loss.

Contact

Address

Suite C30 & 31 M.I.B Plaza, 1st Avenue,Gwarimpa Estate,
Abuja, Nigeria 900108.

Call Us

+234 (0) 704-455-9944

Email Us

info@techneo.ng
support@techneo.ng

Open Hours

Monday - Friday
9:00AM - 05:00PM

We offer modern solutions for growing your business

Our Customer Relationship Management System includes everything needed to run your Business Effectively!