Manage customers in an organized manner

Capture and Manage Leads

Capture leads with NeetoForm, calls, API and manage them with ease.

Deal Management

Convert quality leads to deals, add pipeline and stage as per deal's progress.

Communications

Email, SMS, Whatsapp, calling are supported.

Tasks

Add task on leads and deals. Use task reminder functionality to never miss a scheduled task.

Gmail Sync

Connect with your Gmail account, send and receive emails directly inside NeetoCRM.

Smart BCC Mails

Use lead or deal specific BCC email if google account is not synced.

Imports

Supports CSV/Excel file import for leads and deals with custom fields.

Calling

Supports third party calling vendor integration.

Products & Currency

Attach a product to a deal and identify deal's business value. All currencies are supported.

Bulk Actions

Perform bulk actions on leads, deals such as adding tags, updating ownership, emails, sms etc.

Online Meetings

Schedule online meeting with leads. Send invite with online meeting link.

Taxonomy

Add taxonomy on leads and deals as per your industry standards

End to End Encryption

Each connection to NeetoCRM is encrypted with SSL for both the agents and the customers.

Google Sign In

Force all your agents to login using google login and make your organization more secure.

Verify OTP Every Time

Security is furthered strengthened by asking agents to enter OTP every time they login.

Ready to get started?