Capture leads with neetoForm, calls, API and manage them with ease.
Convert quality leads to deals, add pipeline and stage as per deal's progress.
Email, SMS, Whatsapp, calling are supported.
Add task on leads and deals. Use task reminder functionality to never miss a scheduled task.
Connect with your Gmail account, send and receive emails directly inside neetoCRM.
Use lead or deal specific mail for communication if gmail account is not synced.
Supports CSV/Excel file import for leads and deals with custom fields.
Supports third party calling vendor integration.
Attach a product to a deal and identify deal's business value. All currencies are supported.
Perform bulk actions on leads, deals such as adding tags, updating ownership, emails, sms etc.
Schedule online meeting with leads. Send invite with online meeting link.
Add taxonomy on leads and deals as per your industry standards
Each connection to neetoCRM is encrypted with SSL for both the agents and the customers.
Force all your agents to login using google login and make your organization more secure.
Security is furthered strengthened by asking agents to enter OTP every time they login.