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

Capture and manage leads

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

Deal management

Stay connected with support for Email, SMS, WhatsApp, and calls.

Communications

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

Tasks

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

Gmail sync

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

Smart BCC mails

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

Imports

Easily connect with your preferred calling vendors using seamless third-party integration.

Calling

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

Products & Currency

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

Bulk actions

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

Online meetings

Add taxonomy on leads and deals as per your industry standards.

Taxonomy

Each connection is SSL encrypted to protect the data integrity.

SSL encryption

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

Google Sign in

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

Verify OTP every time

ZohoCRM alternative.

Security & Access Control

Support

NeetoCRM

NeetoCRM is an all-in-one CRM software to manage sales, marketing, and support. Capture leads, convert them to deals, and manage pipelines effortlessly.

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NeetoCRM

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