START WITH YOUR BUSINESS NEED

CRM and sales: every customer followed, from first contact to quote

A customer calls. Who spoke to them last, which quote is open, who should call back? With Neoo, contacts, history and quotes live in the same customer record. Start with a few real records, without replacing everything.

One practical first result

Example workflow, to adapt to your team.

  1. A request comes in

    You create the customer record: company, contact, request. Everything that follows attaches to it, and everyone on the team sees the same information.

  2. Follow-up has an owner

    With Business, each opportunity has an owner and a dated next action. No more digging through emails to see where a sale stands. With the Murphy option, the agent that keeps watch, a forgotten follow-up is spotted and prepared under your rules.

  3. The quote starts from the record

    You create the quote from the customer record. Once accepted, it becomes an invoice in Starter, or an order and a project for the delivery team in Business.

Choose your plan

Plans that answer this need

Neoo Starter

€0 for 3 months for 2 users, then €22 / user / month, minimum 2 (€44 / month). 10 sales invoices per month, Peppol built in. Extra users and options are charged from the trial.

Explore the plan

Neoo Business

€59 / user / month, minimum 1. Neoo Scheduling included, Peppol built in. Options and onboarding are extra.

Explore the plan

Prices exclude VAT.

Not sure which plan fits? Show us your process in a demo and we will point you to the right one.

Options and connections

Starter covers customers, contacts, quotes and invoices. Business adds advanced CRM: prospects, opportunities, orders and a complete customer history. Is your sales process unusual? Neoo Forge, the workshop that assembles your applications with AI, adapts Neoo to the way you sell. And if you manage IT for your clients, Neoo MSP is the one for you.

Murphy and Desktop & Apps are options for Business and MSP. Accounting Apps requires Business and Desktop & Apps. Forge has separate plans and can also be chosen on its own.

Already using other tools? Tell us which information must move, in which direction and how often: we look with you at the connection that fits.

Before you choose

Should I start with Starter or Business?

Starter if you want customers, quotes and invoices in one place. Business if several teams share the sale: prospects, opportunities, orders, projects and support around the same customer. Not sure? Show us your process in a demo.

Can I import my contacts?

Yes. The standard import of contacts and products is part of our Neoo Launch onboarding package. Bring a sample and the list of fields: we handle duplicates together before the import.

Do I have to give up my current tools?

No. Start with a few real customer records and keep your tools running alongside. You switch when you feel comfortable, and we look at the useful connections with you.

Can Murphy follow up with customers for me?

Murphy is the agent that keeps watch over your business. Within the permissions you define, it spots a missed deadline and prepares the follow-up; every action stays traceable. Murphy is an option for the Business and MSP plans.

Let’s look at your first workflow together.

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