A customer promise
The quote context and commitments stay inside the sales process.
NEOO PLATFORM
Neoo connects your tools, data and teams in a living representation of the business. Understand what is happening, decide with the right context and turn approved decisions into action.
Start with one concrete need. Then expand without starting over.
Neoo Platform
Your data, your teams and your tools in one living view.
Today
Sales knows the promise. The project knows the progress. Finance knows the invoice.
The shift
Customers, projects, contracts and invoices become connected objects that share the same context.
Illustrative example
The Nova project slips. Neoo proposes an adjustment. Once the owner approves, the team is informed.
Neoo Platform
Start with one concrete need. Then expand without starting over.
Neoo Platform
A silent preview, then watch with sound at your own pace.
The problem is not a lack of tools
Sales knows the promise. The project team knows the progress. Finance knows the invoice. Management still has to rebuild the story by hand.
The quote context and commitments stay inside the sales process.
Dependencies, workload and blockers live somewhere else.
The invoice reflects the result, rarely the full situation behind it.
People must search, reconcile and validate before they can act.
Neoo does not replace reality with another dashboard. It connects the elements that explain that reality.
A business map everyone can understand
Customers, contacts, opportunities, projects, contracts, invoices, assets and teams become connected objects. Each keeps its role; their relationships provide the context.
Connected business objects
Teams discuss the same situation with the information authorised for their role.
An invoice can connect to the project, contract, customer and actions that came before it.
Events form a readable timeline instead of a collection of isolated rows.
Simple by design
Four steps form a clear operational loop. The business can start small and enrich it as needs evolve.
Bring together useful data from your tools and Neoo without forcing an all-at-once change.
Place every signal in the context of customers, operations, commitments and ownership.
Present the situation, options and consequences to the right people.
Once approved, start the workflow, update teams and preserve the trace.
Illustrative scenario
In this example, a sales commitment changes. Neoo links the project, team capacity and financial milestone using the connected data.
The request, original promise and owner remain connected to the customer.
Affected milestones, dependencies and availability are identified.
The owner compares the schedule change with other priorities.
Approved actions, communications and financial items follow the same context.
One decision, coordinated actions, one shared trace.
A view for every role
Neoo organises complexity behind the scenes and gives each team what it needs to move forward.
Connect goals, risks, capacity and consequences in one concise view.
Understand capacity, commitments and history before confirming.
Connect billing, contracts, projects and events that shape the result.
See blockers, ownership and customer impact in the same flow.
Access the customer, assets, commitments and actions already taken.
Evolve without a big-bang project
Neoo unfolds as a progression: one useful flow, a first shared map, then more connected domains when the organisation is ready.
Choose a slow decision, a hand-off between teams or duplicate entry that consumes time.
Connect only the objects, people and rules required for that first outcome.
Add processes, teams and applications on the same foundation without rebuilding the starting point.
Your existing tools can stay in place while Neoo progressively organises continuity between them.
Governed intelligence
The example below illustrates human approval. For your project, define access, approvals and the records to retain according to the capabilities of your plan.
Authorised context
Click to simulate approval. Holding is optional. No real action is executed.
A meaningful signal is detected in the available context.
An option and its impacts are presented clearly.
The accountable person accepts, adjusts or rejects it.
Authorised actions run in the right order.
The context, decision and result remain available.
Data, access and operations
Check hosting, access, support and exit arrangements for the plan you choose. A feature listed in a Forge plan is not automatically included in Business, Starter or MSP.
Have your proposal specify the hosted services, data locations, access, backups and support. A plan name alone does not establish support hours, an availability target or a retention period.
Compare business management plansThese rows reproduce the commercial scope of Forge plans. They are not a certification, an audit of your environment or a shared service commitment for every Neoo offer.
On a small screen, scroll the table horizontally. With a keyboard, focus the table and use the arrow keys.
| Capacity / feature | Discovery | Starter | Builder | Pro | Scale | Enterprise |
|---|---|---|---|---|---|---|
| Hosting and deployments | Included | Included | Included | Included | Dedicated, fixed IP | VPC or dedicated |
| Security and access | Not specified in this plan | Not specified in this plan | Not specified in this plan | Roles (RBAC) | RBAC, SSO/SAML, audit logs | By agreement |
| GitHub and exports | Not included | Not included | Included | Included | Included | By agreement |
| Support | Community | Priority email | Priority + onboarding | Account manager + SLA | Dedicated Neoo architect |
“Not specified” means neither included nor unavailable. An SLA listed without figures does not define an availability target or response time. Listed exports alone do not establish that an entire application can be migrated.
View the full Forge comparisonUse this checklist to define your proposal and each party’s responsibilities. These are points to verify, not services added to your subscription by default.
Identify the services used, hosting and backup locations, the parties involved and any transfers to third-party services.
Define roles, access administrators and required approvals. Check which authentication mechanisms are available in your plan.
Agree the frequency, retention, backup scope, restoration tests and recovery objectives suited to your business.
Specify the events retained, retention periods, who can access them, the incident contact, support hours and escalation process.
List the data sent, permissions and exchange directions. Review how the services concerned process, retain and use that data.
Define the data and files you can retrieve, formats, deadlines, any assistance, costs, and retention or deletion arrangements after exit.
This reference helps you choose a plan. For information about data collected on neoo.io and requests sent to the team, read the privacy policy. Commitments specific to your environment need to be set out in your offer and contractual documents.
One foundation, several paths
The foundation stays common. Each product keeps a clear mission, avoiding a confusing assembly of features.
A foundation for connecting data and processes, with access and governance to be defined for the chosen plan.
Essential processes to run customers, sales, operations and teams.
The environment for creating applications and workflows around a business need.
The catalogue for finding solutions, connectors and expertise around Neoo.
Frequently asked questions
Not necessarily. The platform can first connect the tools and data needed for one specific scenario. Any later replacement is decided according to value and priorities.
No. Start with a few business objects and one concrete flow, then enrich the map progressively.
Define who may view, edit and approve data. Check the mechanisms available in your plan and test access before going live; the simulation on this page does not configure any real permissions.
Agree permitted actions, human approvals and the records to retain according to your plan’s capabilities. The example here is a simulation, not automation activated for your business.
Platform is the common foundation. Business provides ready-to-use processes, Forge enables application building and Exchange helps people discover extensions and expertise.
Yes. The model is designed to add new objects, processes, teams and applications progressively on the same foundation.
Your business is already a system
Choose a first concrete scenario and see how Neoo can connect context, decision and action.