START WITH YOUR BUSINESS NEED

CRM and sales: from first contact to signed quote

A customer calls. Who spoke to them last, which offer is open, who should follow up? In Neoo, the customer record, its history and its offers are connected: everyone sees the same thing, and every quote is tracked through to signature.

Neoo Start and Neoo Business: 30-day free trial. Not ready yet? Watch the videos or book a demo.

Neoo Start: €22 / user / month, minimum 2 users (from €44 / month), environment included. Neoo Business: from €158 per month excl. VAT, hosting included. 30-day free trial.

Offer list in Neoo: counters per status with their value, conversion rate, active and accepted offers, and a side panel with the current stage and quick actions.
Real Neoo screen · customer data anonymised

IN NEOO

What your team sees, screen by screen.

Four real Neoo screens, from the customer record to its history. Names, amounts and contact details are fictitious; the rest is the application as it works.

Customer record in Neoo: general information, contact and billing, price lists, emails by role and main address.
Real Neoo screen · customer data anonymised

THE CUSTOMER RECORD

The whole relationship on one record.

Contact details, customer type, payment terms and price list: the record gathers what you need to know before you call. Each email address has its role, from billing to reminders.

  • Prospects, direct customers, resellers and individuals kept apart
  • A price list assigned to each customer
  • Separate emails for billing, owner and reminders
Column view of commercial offers in Neoo: drafts, sent, viewed and accepted offers.
Real Neoo screen · customer data anonymised

OFFERS

Every offer has its status and its owner.

Draft, sent, viewed, accepted, signed, converted: your offers are sorted by status, in a list or in columns. Filter by sales rep, status or period, then save the view.

  • The number and value of offers in each status
  • The conversion rate of your offers
  • Send a reminder, mark as accepted or lost from the side panel
Quote in Neoo: catalogue lines with their billing mode, activation fee, and a total that separates the one-off cost from the monthly cost.
Real Neoo screen · customer data anonymised

THE QUOTE

A clear quote, signed online.

Lines come from your catalogue, with their reference and billing mode. The quote separates what is paid once from what is paid every month. Your customer receives it with a signing link, and you see how many times they viewed it.

  • One-off and monthly costs kept apart, excluding and including VAT
  • A signing link for your customer
  • PDF, revisions and history for every quote
Customer history in Neoo: filters by event type and a timeline of requests with their status changes.
Real Neoo screen · customer data anonymised

HISTORY

Everything that happened with this customer.

Requests, invoices, quotes, orders and contracts: the customer’s activity reads on one timeline, filtered by type. Whoever picks up the account knows where the relationship stands.

  • Every event dated, with its author
  • Filters by event type
  • Status changes kept on record

From draft to invoice

Example workflow, to adapt to your team.

  1. Draft

    You prepare the offer from the customer record or from the offer list.

  2. Sent

    Your customer receives the quote and a link to sign it online.

  3. Viewed

    Neoo counts the views: you know when to follow up.

  4. Accepted

    The customer signs, or you mark the offer as accepted. A refused offer moves to lost offers.

  5. Order, then invoice

    The accepted offer is converted into an order, then invoiced without re-entering anything.

Choose your plan

Plans that answer this need

Neoo Start

€22 per user per month, minimum 2 users (from €44 per month), environment included. The essentials for a small business: customers and contacts, products and services, quotes, invoices, documents and a dashboard. 30-day free trial.

Explore the plan

Neoo Business

€59 per user per month, plus your company’s hosting: from €158 per month. Neoo Scheduling included, Peppol built in. Options and onboarding are extra. 30-day free trial.

Explore the plan

Prices exclude VAT.

Not sure which plan fits? Show us your process in a demo and we will point you to the right one.

Options and connections

Neoo Start brings together the essentials for a small business: customers and contacts, products and services, quotes, invoices, documents and a dashboard. Neoo Business covers customers, contacts, offers, quotes and invoices, with advanced CRM: prospects, opportunities, orders and a complete customer history. Is your sales process unusual? Neoo Forge, the workshop that assembles your applications with AI, adapts Neoo to the way you sell. And if you manage IT for your clients, Neoo MSP is the one for you.

Neoo Commander and Desktop & Apps are options for Business and MSP. Accounting Apps requires Business and Desktop & Apps. Forge is free up to 10 credits a month, renewed every month, with no subscription: what you build is priced by its hosting.

Already using other tools? Tell us which information must move, in which direction and how often: we look with you at the connection that fits.

Before you choose

Should I start with Neoo Start or Business?

Neoo Start for the essentials of a small business: customers and contacts, products and services, quotes, invoices, documents and a dashboard. Business when your team works in Neoo: customers, quotes, invoices, prospects, opportunities, orders, projects and support around the same customer. Both plans come with a 30-day free trial. Not sure? Show us your process in a demo.

Can my customer sign the quote online?

Yes. Every quote has its signing link: your customer reads it and signs it online. You see how many times they viewed it, and the accepted offer can be converted into an order.

Can I import my contacts?

Yes. The standard import of contacts and products is part of our Neoo Launch onboarding package. Bring a sample and the list of fields: we handle duplicates together before the import.

Do I have to give up my current tools?

No. Start with a few real customer records and keep your tools running alongside. You switch when you feel comfortable, and we look at the useful connections with you.

Can Neoo Commander follow up with customers for me?

Neoo Commander is the agent that keeps watch over your business. Within the permissions you define, it spots a missed deadline and prepares the follow-up; every action stays traceable. Neoo Commander is an option for the Business and MSP plans.

Launch your first workflow today.

Try it now

Neoo Start and Neoo Business: 30-day free trial. Not ready yet? Watch the videos or book a demo.