Neon CRM

What is Neon CRM?

Neon CRM is a Customer Relationship Management software that is a great fit for almost any company, business, freelancer or many other uses. With its clean and modern design, Neon CRM can help you look more professional to your customers and help improve business performance at the same time.

Features That Best Describes The System

  • Project Management

    Manage projects | Invoice projects | Track expenses & time spent on tasks | Bill your customers. Assign multiple staff members on task | Track time logged by assigned project member.

  • Invoice Creation

    Create invoices | Attach files with email | Send directly to your clients with invoice PDF | Set different item tax |Apply Over tax | Give Discounts | Create recurring invoices | Recurring invoice regenerated automatically (Every X month/year)

  • Create Estimates

    Create estimate | Sent to your customers | See approval status | Convert estimate to invoice when customer accepts | Permission to customer to view estimates | View invoice.

  • Create Proposal

    Create proposals | Include images, tables, you tube vides Proposals comments permission | Discussion with the customer.

  • Support System

    Support ticket system | Auto response | Private ticket | Staff notes | Ticket assignments | Attachments | Predefined ticket replies | knowledge base | Ticket priorities | Ticket statuses.

  • Manage Contracts

    Make contracts. Create PDF documents | Email contract | Send customer reminders before contracts expiry.

  • Surveys

    Create surveys | Add | question | Get answers | Send surveys | Lead generation | Server reports.

  • Detailed Calender

    Clear view of all your company events | Invoice expiry dates | Contracts expiration | Estimate expiration | Tasks finish date

  • Reports

    Sales Item reports | Income reports | Leads conversions | Expense reports | Date filter for reports.

free trial

10 Days Free Demo

free training

Free Training Sessions

support

24 / 7 Support

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