Unowned
Nobody's name is on the lead
Everyone assumes someone else has it, and nobody called.
CRM for small, midsize, and large teams
From First Enquiry to Closed Revenue, Tracked in One CRM
Neome CRM is small business CRM that also fits midsize and large teams from about 10 to 10,000 people. Capture leads, assign an owner and a dated next step, convert to accounts and opportunities, and track pipeline on one dashboard. Work from WhatsApp, chat, Excel, and web so field and office stay on the same CRM. Start on Standard with a 15-day trial, or book an Enterprise demo for custom workflows, integrations, and SLA.
- Live in hours
- Fully customizable
- Role-based access
AI lead generation & scoring
An agent sources prospects and scores them before you call.
Email, WhatsApp & LinkedIn
Reach a lead on the channel they actually answer.
Team chat built in
Talk it through beside the deal, with @mentions.
Follow-up reminders
Every next step is dated, raised as a task and chased.
The workspace
One screen, no app switching
Leads, deals, activities, tasks, team chat and dashboards are one application, not a folder of separate tools. Assign a lead and its owner hears about it where they already work; close one and the pipeline total updates itself. Nothing is exported, emailed or re-keyed to move a deal along.
Deals rarely die loudly. They just go quiet.
Three gaps account for most of what a growing business loses, and none of them is a selling problem.
Unrecorded
The deal lives in someone's head
The price was discussed. None of it was written down.
Unforecastable
You can name deals, not the number
What the pipeline is worth is a guess, not a figure.
Neome CRM closes all three by making one record carry the lead all the way to the revenue.
Capture
Every lead lands in one place, whoever sends it
One form, six labelled sections, and the company and contact carry straight through to the account when the lead converts. Account type and industry come from your own master lists, and you can add a missing value without leaving the form.
- Attach the enquiry or visiting card
- Source and campaign tracked
- Assign in the same send
Follow-ups
Never lose a follow-up to someone's memory
Log the call, the meeting or the site visit with one line of outcome. The date and the person are filled in for you and cannot be backdated. Answer two questions and the lead gets a dated next step and a Pending task, both raised in the same send.
- 7 activity types
- Dated next step
- Task raised automatically
Conversion
One send writes three records, with nothing retyped
Mark the lead Converted and pick the route. Neome writes the account, the contact person and the opportunity together, carrying the type, industry, phone and email across. Attach the deal to an existing account or let it create a new one.
- Account + contact + opportunity
- Or account and contact only
- Lead id stays traceable
Pipeline
The whole pipeline on one board
Deals sit as cards under the stage they have actually reached, with the value and the owner on the face of each one. Drag a card to move the deal. Every column totals what it is holding, so the forecast updates itself.
- Your own stages
- Kanban or sheet view
- Won, or a recorded lost reason
AI
Most CRMs wait to be filled. This one helps fill itself
An AI agent sources prospects that match the customers you already sell to, turns genuine inbound enquiries into leads, completes the detail that came in half-blank and scores the list. Then run an email campaign against those leads, once or on a schedule.
- Tagged with the AI Agent source
- Scored before anyone calls
- One-time or scheduled sends
Enquiries arriving on WhatsApp can feed the same queue. WhatsApp Inquiry Management syncs the groups and chats you choose and tells a real enquiry from chatter.
Migration
Bring the spreadsheet you already have
Pick your Excel file and map its headers onto CRM fields. Anything already named the same maps itself, mandatory fields are flagged before the import runs, and the row count in the sheet header confirms exactly what landed.
- Column mapping
- Mandatory fields flagged
- Bulk-assign owners after import
Reporting
Turn what your team entered into a forecast
Set a date range and every figure below it is bounded by those dates.
Lead Dashboard
Are leads moving?
New, open, follow-up and converted counters, the funnel by status, lead ageing, which channels convert, and how loaded each owner is.
Sales Executive Performance
Is each person productive?
One executive's leads, conversions, opportunities, open pipeline and revenue won, plus their activity mix and a worklist sorted by days open.
CRM Performance
Is the pipeline healthy?
Open pipeline, revenue won, conversion rate, value at every stage, value carried by each executive, ageing deals, and why deals were lost.
All the features, done right
Lead sheet
Search, filter, sort and page through every lead.
Ownership
Assign to an active employee; they are told instantly.
Activity log
Call, email, meeting, site visit, WhatsApp, SMS, video.
Tasks
Raised from a follow-up, with an id and a status.
Accounts
Many contacts per account, one flagged primary.
Opportunities
Stage, expected value, closure date, payment terms.
Sales talk
Team chat with @mentions, inside the CRM.
Bulk update
Filter, select many rows, set one field across all.
Integrations
Email, WhatsApp and LinkedIn against the record.
Role-based access
Executive, manager and admin see different scopes.
Automation
Inactivity nudges, reminders and auto-raised tasks.
Mobile apps
Android and iOS, with the same records.
Organisation admin
Every module plus master data and all three dashboards. Sets up the reference lists, imports and assigns in bulk, reads the company numbers.
Sales executive
Their own leads, opportunities, activities and tasks, plus the CRM chat that delivers their notifications. Sales managers add team visibility and reassignment.
Built-in governance: a Won opportunity cannot be approved by the person who raised it.
Who it is for
Small, midsize, and large teams run the same CRM
The difference is not the product. It is whether you start it yourself on Standard or have the workflows scoped with us on Enterprise.
Founders and ops heads at growing teams
About 10 to 200 people, wanting chat-first CRM without a long admin project.
Directors, plant and sales heads at midsize companies
Needing one shared pipeline across the field and the office.
Ops and IT leaders at large organizations
Wanting chat-first CRM with Enterprise workflows, integrations, and an SLA.
Manufacturing and field teams
Already working in WhatsApp, chat, Excel, and email.
Not the right fit
Teams whose system of record is a custom Salesforce build
If the project is that implementation, Neome is not what you are shopping for.
Neome vs SalesforceNot the right fit
Teams that want a static contact list
No ownership, no dated next step, no pipeline. A spreadsheet already does that.
Customer proof
Used by real field and ops teams
260 Brands
FMCG field sales and distribution digitized attendance, beat plans, visits, orders, stock, and collections on one platform.
Maniarr's Khakhra
FMCG manufacturing and field distribution digitized attendance, beat planning, visit logging, orders, and inventory.
HCD India
Electric two-wheeler rental and fleet ops connected rider onboarding, fleet, payments, and IoT on one platform.
Configuration
Eight lists, and you own all of them
Every lead, account and opportunity picks its values from these. An admin edits them directly, which is what makes the dashboards worth reading.
| Master list | What it controls | Values it ships with |
|---|---|---|
| Account type | How a lead or an account is classifiedDistributor, Dealer, Retailer, Stockist, Trader, Manufacturing, Partner, Enterprise, Direct Customer | Distributor, Dealer, Retailer, Stockist, Trader, Manufacturing, Partner, Enterprise, Direct Customer |
| Industry type | The industry tagged on every lead and accountConstruction, Pharmaceutical, Dairy & Food, Chemicals & Petrochemicals, Logistics & Supply | Construction, Pharmaceutical, Dairy & Food, Chemicals & Petrochemicals, Logistics & Supply |
| Territory | City, state and country used for sales coverageYour own sales geography | Your own sales geography |
| Payment terms | Credit terms offered on an opportunityAdvance, 7 days, 30 days, 60 days, 90 days credit | Advance, 7 days, 30 days, 60 days, 90 days credit |
| Opportunity stage | The pipeline your deals move throughQualification, Requirement Study, Demo / Presentation, Quotation Sent, Negotiation, Order Confirmation | Qualification, Requirement Study, Demo / Presentation, Quotation Sent, Negotiation, Order Confirmation |
| Activity type | How an interaction was madeCall, Email, Meeting, Site Visit, WhatsApp, SMS, Video Call | Call, Email, Meeting, Site Visit, WhatsApp, SMS, Video Call |
| Employee | Users, their role, their manager and active statusYour sales team | Your sales team |
| Lost reasons | Why a deal did not closeBudget, Competitor, Timeline, No response | Budget, Competitor, Timeline, No response |
Before you move your pipeline across
The questions sales teams ask before they put their first lead into Neome CRM.
What it costs
One price, and CRM is already in it
₹299/ user / month$9.99/ user / month
There is no separate charge for this module. The same per-user price covers CRM and the other 25+ modules, so adding a second or third one costs nothing extra.
- 15-day free trial
- No credit card to start
- Billed monthly · Minimum 5 users
Or Enterprise
When the workflows have to fit you
Larger teams run CRM on Enterprise: custom workflows, integrations with the systems you already have, and an SLA. It is scoped on a call rather than sold from a page, because the answer depends on how your teams actually work.
- Custom workflows
- Integrations
- SLA
Related Modules
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Learn moreWhatsApp Inquiry Management for SMEs
Neome connects to the WhatsApp groups you choose, tells a real inquiry apart from small talk, and lets you reply straight back without opening the app.
Learn moreQuotation & Order Management Software
Build quotations that price themselves, hold discounts to a limit per role, and turn an accepted quote into an order in one step with nothing retyped.
Learn moreReady to run CRM on WhatsApp, chat, Excel, and web?
Start a 15-day Standard trial, or book an Enterprise demo.