Every account, contact and deal in one calm workspace
NEO CRM keeps your pipeline, your follow-ups and your reporting in a single fast workspace — built for people who sell on their own or in a small team, without the enterprise bloat.
- Runs in the browser
- Private to your account
- CSV import & export
The essentials, done properly
No modules to license, no setup project. Everything below is already in the app.
Accounts and contacts
One record per company and every person inside it, with roles, priorities, company size and engagement levels.
Leads and pipeline
Capture leads, move them through your own stages, and keep the next follow-up date, value and owner in view.
Calendar and activities
Log calls, emails, meetings, notes and WhatsApp against a record. Overdue follow-ups float to the top of the list.
Reports built from real records
Sales overview, pipeline forecast, activity productivity, lead sources and account health — no figures invented in the background.
Your own lists
Define contact sources, lead stages, activity types, account tiers and industries in Settings, and pick your default values.
Data you can get out
CSV templates, guided import, one-click exports and a guarded reset — your records are never locked inside the app.
See the app itself
These are the real screens you work in every day — not a slide from a sales deck.
Dashboard
Pipeline value, deals closed, revenue this month and the activity that needs attention today.
Accounts
Filter by owner, industry, revenue range and tier, then export exactly what you are looking at.
Reports
Five report tabs computed from your own records, with date, owner and source filters across all of them.
Simple monthly pricing
One price per workspace, every feature of your tier included. Change tier whenever you need to.
Standard
The core CRM
- Dashboard and accounts
- Contacts with roles and priorities
- Leads, calendar and activities
- Sales overview report
- CSV import and export
Pro
Adds pipeline intelligence
- Everything in Standard
- Pipeline and forecast report
- Activity and productivity report
- Lead sources report
- Saved reports and richer exports
Advanced
Adds account health and control
- Everything in Pro
- Account health report
- Configurable sources, stages, types and tiers
- Default values and preferences
- Data tools, templates and guarded reset
Prices are shown for reference while billing is being set up — plans are not charged yet, and the app is free to use in the meantime.
Questions, answered
No. NEO CRM is a web app — sign in from any modern browser on a laptop, tablet or phone and your workspace is there.
