Tasks, Emails, Leads, Reminders, Opportunities, Mailbox keeps track of all your sales activities, making your workflow better and faster than ever before.

NEON | CRM Dashboard

CRM Dashboard


Measure individual or team performance, View Active Tasks, High-level pipeline overview for the entire team, Monthly and Weekly Revenue Stats, Pipeline Summary, Forecasting, Recent Accounts and many more widgets which will help to better manage and improve sales productivity.

Leads


Generate, assign, qualify and convert leads to accounts captured through various sources including campaigns, exhibitions, referrals, phone calls etc.

Accounts


Manage customer and vendor accounts, bilateral commitments and much more.

Contacts


Online contact management. Have one place for all your contacts. Maintain your contacts in a centralized address book.

Tasks


Create and assign tasks to other users at any stage in the funnel. Follow up tasks. Tasks board, so you can simply drag and drop tasks from one stage to another. NEON will automatically send you an email reminding you about the tasks that are assigned to you. This new level of automation helps you drive consistent processes and increased efficiency.

NEON | CRM Tasks
NEON | CRM Opportunities

Opportunities


With NEON simple and visual pipeline, you can easily organize, manage and maintain your sales opportunities. Simply drag and drop your opportunities from one stage to the next. Pipeline management organizes and streamlines your sales process.

Activity Timeline


Timeline shows you every activity and touch point against the Account or Lead including emails, notes, tasks and support tickets

NEON | CRM Activity Timeline

Email Templates


Customized email templates. You can share templates with your entire team, or just keep your templates to yourself until they’ve been tried and tested.

NEON | Email Templates

Tags


Categorize and label contacts, accounts, leads, opportunities on various parameters using Tags.

Emails


Send more emails and faster with our bulk send option. Complete email conversation history visualized. Neon offers IMAP email integration, which allows you to send email from Neon and get replies logged automatically in Neon. By connecting your email account with Neon, you can send emails within Neon. Setup is extremely easy, and Neon will begin to automatically track email threads with any contacts you have in your organization.

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