CRM

Manage Customers, Track Opportunities, Close Faster - All in One CRM

Start managing leads, follow-ups, and your customer pipeline in just hours — fully customizable, zero training required.

Neome CRM dashboard preview
CRM workflow preview

Why Choose Our CRM

  • Centralized customer database with full lifecycle visibility
  • Structured opportunity tracking with intelligent forecasting
  • Built-in follow-ups and automation workflows
  • Role-based access for secure collaboration
  • Real-time dashboards and performance analytics

Designed for sales teams that want clarity, speed, and measurable results.

Key Capabilities

Everything a revenue team needs to manage customers, pipeline, and governance from one command center.

Complete Customer Management

Maintain a single source of truth for every customer.

Customer Master Includes:

  • Customer details, type, and industry
  • GST, PAN, and compliance data
  • Contact information and addresses
  • Payment terms per opportunity
  • Territory and assigned sales executive

Track multiple contacts per customer with clear ownership and hierarchy.

Structured Opportunity & Pipeline Management

Move deals efficiently through every stage.

Features Include:

  • Configurable pipeline stages with probability tracking
  • Expected value and closure forecasting
  • Clear status visibility (Open, Won, Lost)
  • Loss-reason tracking for better insights

Built for predictable pipeline growth and stronger decision-making.

Interaction Tracking & Follow-ups

Never miss a conversation or commitment.

Track Every Interaction:

  • Calls, meetings, emails, and follow-ups
  • Tasks and attachments
  • Next follow-up reminders
  • Executive activity history

Ensure continuity across your sales team.

Role-Based Access & Governance

Secure collaboration with defined controls.

  • Sales Executives - Manage their own accounts
  • Sales Managers - View and approve team activities
  • Organization Admin - Full system access

Built-in rule: No self-approval on "Won" opportunities for better governance.

Typical onboarding

5-10 days

Deal visibility

100% pipeline

Team productivity

+30% follow-ups

Built for businesses that need speed & simplicity

Deployment time: within hours

Launch your CRM the same day. Neome skips the usual delays-no need for weeks of setup or IT support. From signup to sending your first message, you're ready to roll in just a few hours. Perfect for fast-moving teams that need immediate results.

The only business platform that speaks your language

Neome allows users to create leads, orders, and accounts through WhatsApp. Send invoices, reports, purchase orders, and generate dashboards using simple text or voice commands in any language.

Customisation: 100% tailored

Don't change your process for the tool - Neome changes for you. Customize every field, status, view, and workflow to match your exact business needs. Build a CRM that feels like it was made just for you.

Setup: zero training

If your team can chat, they can use Neome. There's no steep learning curve or mandatory onboarding. It works intuitively out of the box-just plug in your flow and start managing leads instantly.

Interface: chat, excel, email

Neome meets you where you work. Chat with your CRM, update data via Excel, and get alerts right in your inbox. No app-switching or juggling tabs-just one CRM that fits naturally into your daily tools.

Integration: seamless

Connect Neome with your existing tools like calendars, spreadsheets, and communication platforms. It plugs into your workflow with minimal effort and zero disruption-making it easy to stay in sync and efficient.

Ready to implement this service?

Talk to our team and get a rollout plan aligned to your business process.