CRM
New lead
The request joins the customer record.
The living businessExplore the product ↓
NEOO BUSINESS · MANAGEMENT FOR SMES AND SERVICES
Sell. Deliver. Invoice. In one system.
For SMEs and service companies: connect sales, delivery and invoicing around a shared customer record. Start with one useful team process, then define the features and access you need.
Neoo Scheduling is included. Murphy and Desktop & Apps are options; Forge is chosen separately.
€59 per user / month excl. VAT
Minimum: 1 account.
View pricing and terms- 25 GB per user
- Neoo Scheduling included
- Options and guidance separate
Progress
The customer stays at the centre. Work moves forward.
Customers, teams and operations come together in Neoo Business.
Act
Murphy prepares the next step. You keep the decision.
Actions follow the permissions and approvals you define.
Grow
Your business. In one system.
One workflow today. The capabilities you need as your business grows.
- Progressive deployment
- Modules activated around your priorities
- Connections within the validated scope
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NEOO BUSINESS OS
One customer record, from sales to delivery.
Explore an example handover between teams. This simulation is neither a real customer account nor a list of the modules included in Business.
NEOO BUSINESS
Customer recordACME Industries
One shared context
Sales
Quote accepted
Commercial terms stay attached to the customer.
Operations
Order created
The quote gives the order its context.
Projects
Project started
The team finds what needs to be delivered.
Support
Ticket opened
The request joins the customer history.
Finance
Invoice issued
The invoice keeps its link to the sale.
Finance
Payment received
The payment relates back to the invoice.
Subscriptions
Subscription renewed
The contract and its history stay with the service.
Scheduling
Meeting booked
The next conversation joins the record.
SUBSCRIPTION, OPTIONS AND SERVICES
The Business price. Additions separately.
NEOO BUSINESS
€59
per user / month excl. VAT
- Neoo Scheduling included at no extra cost
- 25 GB storage per user
- Minimum: 1 user account.
- Minimum subscription: €59 per month for 1 account, excluding options and services.
Business brings CRM, sales, projects, support and invoicing together around the same customer. Peppol is built in, through the Neoo gateway or yours. To go further on the numbers, discover Neoo Finance.
Murphy: optional at €99/month excluding VAT. Desktop & Apps is optional; Accounting Apps requires Business and Desktop. Forge and any third-party costs remain separate. None of these additions is automatically selected.
Monthly price excluding VAT. Setup, migration and one-off services are separate from the subscription. Any ongoing guidance has a distinct scope and price. Check commitment, billing and cancellation terms before subscribing.
YOUR FIRST RESULT
One shared process before a full rollout.
Choose one customer record and a handover between two people. The demo helps scope that journey; it does not create a subscription.
- 01
Choose
A salesperson hands an accepted quote to the person responsible for delivery. Define the information to retain.
- 02
Check
Confirm modules, users, options and permissions. Prepare a small test dataset rather than your entire history.
- 03
Validate
In your confirmed workspace, check the handover, responsibilities and result before extending the process.
Neoo Business addresses shared management needs. MSP is for IT service providers, not a compulsory next tier. Guidance remains a separate choice.
CUSTOMERSA shared record.
Define the information each team needs.
PROCESSA clear next step.Agree who takes over and with which information.
MURPHY OPTIONPrepare an action.Explore automation within your needs and permissions.
SEPARATE FORGEBuild what is missing.Extend Neoo or build an independent project.
ONE CUSTOMER · ONE CONTEXT
Everything your company knows about a customer. Finally in one place.
Start with a record several teams need to find. The example shows possible links between sales, projects, support and invoices; confirm the modules, access and connections your process requires.
Customer recordACME Industries
Opportunity
An identified need
The need and contact give the quote its context.
ACME Industries↔Opportunity
Stays connected to
Quote
Shared commercial terms
The quote connects products, the customer and agreed terms.
ACME Industries↔Quote
Stays connected to
Order
What was sold
Teams find the scope they need to deliver.
ACME Industries↔Order
Stays connected to
Project
What needs delivering
Owners and deadlines stay connected to the order.
ACME Industries↔Project
Stays connected to
Tasks
The next action
An owner, a deadline and the origin of the work.
ACME Industries↔Tasks
Stays connected to
Support request
History before the reply
The request connects to the customer, contract and service.
ACME Industries↔Support request
Stays connected to
Contract
Related commitments
Services and terms remain available in the record.
ACME Industries↔Contract
Stays connected to
Subscription
Service continuity
Recurring work keeps its connection to the contract.
ACME Industries↔Subscription
Stays connected to
Invoice
Where the amount comes from
The invoice stays connected to what was sold or delivered.
ACME Industries↔Invoice
Stays connected to
Payment
Financial follow-up
The team can find the related invoice and customer.
ACME Industries↔Payment
Stays connected to
Document
The right attachment
The document stays with the record or action it belongs to.
ACME Industries↔Document
Stays connected to
Appointment
The next conversation
Scheduling brings the booking and customer context together.
ACME Industries↔Appointment
Stays connected to
One well-defined record is a better starting point than migrating your entire history.
FROM LEAD TO RESULT
From first contact to payment, information never starts from scratch.
Explore an illustrative journey. These stages show how information continues; actions and automation are defined during rollout.
Lead
- What Neoo already knows
- The contact and their request.
- What happens next
- Qualify the need.
- Who owns the action
- Sales team
- What Murphy can prepare
- A summary of the request.
- What carries forward
- Customer, contact, origin.
Opportunity
- What Neoo already knows
- The need and sales history.
- What happens next
- Prepare the quote.
- Who owns the action
- Account owner
- What Murphy can prepare
- A summary of the record.
- What carries forward
- Need, contact, history.
Quote
- What Neoo already knows
- Proposed products and terms.
- What happens next
- Confirm the order after acceptance.
- Who owns the action
- Account owner
- What Murphy can prepare
- The next action for approval.
- What carries forward
- Products, terms, customer.
Order
- What Neoo already knows
- The accepted scope.
- What happens next
- Organize the project or delivery.
- Who owns the action
- Operations team
- What Murphy can prepare
- An action to assign within permissions.
- What carries forward
- Scope, owner, terms.
Project / delivery
- What Neoo already knows
- The order, tasks and deadlines.
- What happens next
- Track delivery and prepare invoicing.
- Who owns the action
- Project owner
- What Murphy can prepare
- A signal that work is late.
- What carries forward
- Deliverables, deadlines, billable items.
Invoice
- What Neoo already knows
- What was sold or delivered.
- What happens next
- Track the due date and payment.
- Who owns the action
- Finance team
- What Murphy can prepare
- A draft payment reminder.
- What carries forward
- Reference, customer, due date.
Payment
- What Neoo already knows
- The invoice and its customer.
- What happens next
- Update financial follow-up.
- Who owns the action
- Finance team
- What Murphy can prepare
- A summary of progress.
- What carries forward
- Invoice, status, history.
Renewal
- What Neoo already knows
- The contract and subscription history.
- What happens next
- Prepare for the next due date.
- Who owns the action
- Account owner
- What Murphy can prepare
- A follow-up action.
- What carries forward
- Contract, service, customer history.
A request becomes an action. An action becomes a result. The result stays connected to its origin.
ONE PLATFORM · SHARED REALITY
Each team sees its work. The company keeps one shared truth.
These examples help you select your first process. The views, modules and permissions to deploy are specified in your offer, not inferred from the mock-up.
ACME Industries · Sales
From lead to order without losing context.
Leads, contacts, opportunities, quotes, orders and history.
ACME Industries · Operations & projects
Know what needs delivering, by whom and by when.
Projects, sub-projects, tasks, owners, time and deadlines.
ACME Industries · Finance
Connect the numbers to the operations behind them.
Invoices, payments, purchasing, subscriptions, margins, budgets and forecasts within the activated scope.
ACME Industries · Support & services
Resolve a request with the customer's context.
Requests, tickets, interventions, service commitments and history.
ACME Industries · Products & subscriptions
From the first sale to renewal, with continuity.
Catalogue, prices, contracts, subscriptions and renewals.
ACME Industries · Documents & collaboration
The right document stays attached to the right action.
Documents, approvals, comments and requests in context.
CUSTOMER SERVICE · WITH CONTEXT
A ticket is never just a ticket.
Before replying, the team can find who is asking, what was sold, what is in progress and the related commitments. Support belongs to the same system as the rest of the business.
Support requestTo review
ACME Industries
Preparing the service launch
“We are preparing the next project stage. Could you confirm the follow-up covered by our contract?”
- Request linked to customer
- Contract and project available
- Team to prepare the reply
- Customer
- ACME Industries
- Contract
- Service guidance
- Subscription
- Recurring service
- Project
- Service launch
- Responsible team
- Support & operations
- Service level
- According to contract
- Related invoice
- Project invoice
- Related document
- Agreed scope
MURPHY · OPTIONAL AT €99 / MONTH EXCL. VAT
AI that knows the record before it acts.
As a Business option, Murphy can prepare work using the available context. Define the useful actions, access and approvals before activation.
MURPHYIllustrative scenario · fictional record · features depend on your offer
Example · a project deadline is approaching
01 · CONTEXT
The customer, project and deadline are connected.
02 · REASON
Murphy puts the delay in the context of the record.
03 · PERMISSION
Permissions and rules determine the allowed action.
04 · ACTION
A reminder is prepared; sending still needs approval in this example.
05 · RESULT
The preparation is recorded. The team decides whether to send.
Preparation simulation. No message is sent.
- Detect a delay
- Summarize a situation
- Prepare a reply or reminder
- Create or assign an authorized action
- Flag an anomaly
- Trigger and follow an authorized workflow
Configure actions and approvals · Verify permissions · No messages sent in this simulation
AI works within your business context.
Discover MurphyNEOO FORGE · BUILD WHAT IS MISSING
Your software should not decide how far your business can go.
Missing an approval flow or a business application? Forge offers a separate creation journey: extend Neoo after connections are validated, or build an independent project.
BUSINESS NEED
“We need an approval workflow for this project.”
Neoo Forge
- Module
- Workflow
- Agent
- Connector
INTENDED RESULT
An approval flow to test with the people involved.- Identity
- Permissions
- Data
- Multi-tenant
- Workflows
- Billing
- Infrastructure
Forge has its own plans. Choosing it does not establish an included Business licence or end-user rights. Define the project scope, operation and maintenance separately.
Discover what exists. Build what is missing.
Discover Neoo ForgeBusiness to manage. Forge to create.
A management offer for your team, or a creation workspace for your project: start with the outcome you need. Forge can also be chosen on its own.
Choosing between Neoo Business and Neoo Forge
On a small screen, scroll the table horizontally. With a keyboard, focus the table and use the arrow keys.
| Your need | Neoo Business | Neoo Forge |
|---|---|---|
| Everyday outcome | Share a process across teams: customer records, projects and invoicing. | Create a business application or website; extend Neoo or build an independent project. |
| Modules and scope | Neoo Scheduling is included. Specify the modules needed for your process in your Business offer. | Customers, Suppliers, Invoicing, Payments·PayPal and Neomat: access depends on the Forge tier, not a promise of every Neoo product. |
| Application creation | A specific requirement can be addressed through a separate Forge project. | Build with Cortex. Project counts and capabilities depend on the tier. |
| Creator access | Business is billed per user. That price does not define a Forge creator allowance. | Each plan lists a user allowance. Have editor access specified in your offer. |
| End users | The number of Business users determines the subscription. | The creation allowance alone does not establish the rights or number of application end users. |
| Hosting and execution | 25 GB per user. Operational commitments and service levels are defined by your contract. | Hosting and deployments in the Forge plan, according to the tier. Third-party services remain separate. |
| Creation credits | Cortex credits are listed in the Forge plans, separately from the Business subscription. | Monthly credits depend on the tier. One credit is one Cortex instruction, not a token. |
| Maintenance and guidance | Distinguish support, one-off setup and optional ongoing guidance. | Maintenance of your custom application needs a defined scope: hosting is not a maintenance contract. |
| Options and separate costs | Desktop & Apps and Murphy are paid options. Accounting Apps requires Business and Desktop & Apps. | Credit packs are explicit purchases; payment fees and third-party APIs follow their own terms. |
| Integrated or independent | A management offer for the business; MSP serves a different activity, IT services. | Forge can be chosen on its own. To extend a Neoo environment, specify the modules and access required for the project. |
| Price and next step | €59 per user per month, excluding VAT, from 1 user. Options and services are separate. | A separate Forge plan. Monthly prices, annual billed totals and credits are detailed in Forge pricing. |
Not sure which one fits? Tell us what you need and we will point you to the right plan.
EVENT → CONTEXT → ACTION
Business events can become actions.
A defined rule can trigger the next step. Murphy can prepare the work. Your company decides what requires approval.
- Automatic
- Execution of a configured, authorized rule.
- Prepared by Murphy
- A proposal or draft ready for review.
- Approval required
- A decision waits for the responsible person.
- Quote accepted→Prepare the orderApproval required
- Payment overdue→Prepare a reminderPrepared by Murphy
- Ticket waiting→Alert the responsible teamAutomatic, if configured
- Renewal approaching→Prepare a follow-up actionPrepared by Murphy
- Milestone completed→Prepare the next stepApproval required
Examples of rules to scope, not automation enabled by default.
NO BIG BANG
You do not need to replace everything to begin.
- 01
Connect
Link current tools according to their access and APIs.
- 02
Centralize
Gather the data needed for the first flow.
- 03
Automate
Define authorized exchanges and actions.
- 04
Improve
Identify what still slows teams down.
- 05
Replace when useful
Change what delivers real value.
Your transformation can start with a single flow.
Connections listed in the Neoo directory
Availability, licences, APIs and permissions must be confirmed for your environment.
Explore integrationsBEFORE DEPLOYMENT
Conditions to verify, not implicit guarantees.
- Data and hosting
- Confirm the location, backups and data processing applicable to your offer.
- Access and approvals
- Test what each role can see and do on your first record.
- Support and exit
- Confirm channels, hours, services, export formats and exit terms before subscribing.
FREQUENTLY ASKED QUESTIONS
Your questions, before the first process.
Who should choose Business rather than Starter?
An SME or service company that needs to coordinate people around a shared process. Start with the features and access required; the Business pricing minimum is 1 account.
What does the Business price include?
€59 per user per month excluding VAT, with at least 1 account, 25 GB per user and Neoo Scheduling included. Specify other modules, options and services in your offer.
Are Murphy, Desktop and Forge included?
Do not treat them as included in the base price. Murphy is an option at €99/month excluding VAT; Desktop & Apps is optional. Forge has its own plans and can be chosen independently.
Do Business and Forge provide the same rights?
Do not infer identical rights from overlapping features. The comparison distinguishes management from creation, but creator and end-user access, modules and environments must be confirmed in your offer.
Are Peppol and accounting included?
Yes for Peppol: it is built into Neoo from Starter, through the Neoo gateway or yours. Business gives you financial oversight of your activity. For your accounting software, Accounting Apps is an option requiring Business and Desktop & Apps.
Must we replace every tool?
Start with one process and a small dataset. An integration catalogue entry does not guarantee an active connection: APIs, licences, access and exchanged objects need checking.
How do we start with our team?
Choose a test record, responsible people and the expected handover. Verify permissions and the result in your workspace before importing more data or expanding usage.
Where is our data hosted and what support do we receive?
Location, backups, support channels and hours, exports and exit terms must be specified for your offer. This public page does not replace those commitments.
Does a demo book us into a subscription?
A demo booking is neither a confirmed registration nor a paid subscription. Check price, options, services and terms before subscribing.
START WITH ONE FLOW
You do not need to transform your whole company tomorrow.
Bring a process that slows your team down. Define the features, access and costs, then choose the first useful deployment.
30 minutes to start with a real process in your business.