Prospect and Customer Targeting

Get your message to the right prospects – ahead of the competition. With NeoCRM you get high personalization with low effort. Quickly segment your target lists using NeoCRM’s smart reporting engine, and leverage information captured from multiple channels and tools to focus your marketing efforts on only the best prospects. Drive deeper engagement and higher conversion rates with every interaction.

Learn more about: Email and Calendar Integration, Search, Filters and Tagging

Campaign Management

Marketers can stay connected and top of mind with your prospects and customers with simple, effective campaign management in NeoCRM. Build multi-channel, multi-touch campaigns with NeoCRM’s intuitive Campaign Wizards, and track every action and conversion across email, text, in-person events, or even via social media. Measure campaign effectiveness based on a variety of lead management attributes, including leads created, new opportunities, closed-won deals, win rate and more.

Learn more about: Campaign Management

Lead Management

Increase lead conversion by engaging the correct individuals with the right message. Identify and reconcile lead activity generated across multiple touchpoints and stored in multiple systems. Convert leads to opportunities in a single click, and seamlessly hand well-qualified leads to the correct sales representative.

Learn more about: Lead Management

Process Automation

Define processes that work the way you do. Capture best practices in a visual process editor powered by a standards-based process engine. Automate decisions and routing with complex business rules. Minimize the delays and confusion that stem from approvals and hand-offs.

Learn more about: Advanced Workflow

Marketing Analytics

Measure the effectiveness of your marketing efforts from initial contact to closed opportunity. Leverage personalized dashboards to monitor progress and inform every decision. Quickly filter leads into targeted lists. Optimize each engagement through rich insight into your leads and contacts.

Learn more about: Dashboards and Reports