NEO CRM

NEO CRM is a clean, intuitive customer relationship management platform designed to help teams manage accounts, contacts, and leads in one centralized dashboard

Data types

  • Transaction
  • Account
  • Investment
  • Goal
  • Budget
  • Contact
  • Lead
  • Opportunity
  • Activity
  • CalendarEvent
  • ContactSource
  • LeadStage
  • ActivityType
  • AccountTier
  • Industry
  • DefaultSettings