Product Feature

Use NeoCRM Campaigns to streamline the development, execution, monitoring and management of your campaigns across multiple channels.

Build detailed views into campaign effectiveness across marketing and sales stages. Define campaign routing and approvals to ensure visibility, alignment and execution across your organization. Benchmark campaign effectiveness to quickly identify what is working and what is not delivering the results.

NeoCRM Campaign Wizard simplifies campaign design, execution and tracking of a campaign. Campaign Wizard gathers granular information so you can measure your campaigns. Get real-time activity updates.

Ensure email and other marketing campaigns are brand consistent and coordinated across channels. Track the email delivery, open, click-through, bounce rate, opt-out stats for email campaigns. Assign generated opportunities to a campaign source to track ROI.

Use NeoCRM’s Web-To-Lead Form to easily capture your website visitors’ information and store them as Leads. Reduces dependency on IT support with the Web-To-Lead form that is easy to use even for a non-technical user.

Quickly identify the hottest leads. Segment leads in NeoCRM based on industry, channel, lead source, geography or other attributes to build offers that appeal.

Automatically capture leads across multiple channels. Convert leads to opportunities quickly. Design business rules to route the lead to the correct salesperson based on territory, team or specialty. Close the loop between marketing and sales by automating the lead hand-off process.

Understand the ROI of marketing programs and their impact on your sales pipeline. Relate opportunities to specific campaigns and track which channel is most/least profitable. Measure campaign effectiveness based on a variety of attributes, including leads created, new opportunities, closed-won deals, win rate and more. Replicate successful campaigns in few simple steps.

NeoCRM’s Activity Streams allows users to view a list of activities performed on records, create, preview, comment on posts and more. Users can easily track the most recent updates across their entire organization via the record and user posts on each activity stream. Activity Streams can be accessed via dashboards, module list and record views, as well as the NeoCRM Intelligence Panel.

Personalize Activity Streams by specifying which records’ posts should appear on your dashboards and list views. Follow the activity across specific records in NeoCRM. Automatically filter content based on items you are interested in.

Leverage Activity Streams to view a list of activities performed in NeoCRM, track updates, as well as post messages to other users in your organization.

Access different Social CRM solutions directly within NeoCRM. The Twitter dashlet allows users to view and access various feeds for specific twitter accounts via the record’s Dashboard and list view’s Dashboard. In addition, users can also view and access twitter feeds via NeoCRM’s Activity Streams as well as the Twitter dashlet on NeoCRM Dashboard.

Use popular email and calendar plugins for Outlook, Google, Lotus to archive emails, contacts, tasks, meetings into NeoCRM. You can also choose from a variety of NeoCRMExchange Extensions for online collaboration, cloud storage and social CRM built by NeoCRM partners.

Schedule, start or join LotusLive, Cisco WebEx or Citrix GoToMeeting online meetings directly from NeoCRM. Associate customer-relevant documents to any record in NeoCRM and store them in the cloud. Get account and contact data using the NeoCRM Cloud Connectors. secure, Leverage cloud-based tools for social collaboration between co-workers, customers, prospects and partners.

Use NeoCRM Studio, Cloud Connectors and Module Builder to easily add additional Social CRM capabilities.

Perform Global Search, use Filters and Tag records to find information fast no matter where it is located.

Users can perform a Global Search or Search at a module’s list view or record view.

Global Search lets users search on select  fields and across Modules. With NeoCRM’s Quick View, you’ll get a preview of search results without leaving the page. View all search results in a separate page with the option of filtering by module and user assignment. Global Search can also be configured to search all Sugar modules or only specific modules.

NeoCRM Administrators can use easy drag and drop interface to designate specific modules, even custom modules, for Global Search. Enable or disable various modules for Global Search as your business requirements change.

Find data with specific criteria using Filters. NeoCRM also allows you to create  and save multiple custom filters for more efficient data retrieval.

Use Tags to create key words or phrases to group records. Users can easily create and add tags to organize the data.  Users can then visit the Tags module and access the records they’ve grouped together.

NeoCRM’s email and calendar integration streamlines common tasks and promotes effective communication between your users and customers.

View your customer emails in Accounts, Contacts, Leads, Opportunities, or Cases modules. Use the NeoCRM Email Archiving feature to automatically save all your customer communications like emails and meetings to Contact records. Avoid losing key customer emails, attachments, or calendar events.

Leverage out-of-the-box NeoCRM Plug-Ins for Microsoft Outlook and Lotus Notes. Integrate your CRM data with your email clients. With a few clicks,NeoCRM users can sync emails, contacts and calendar information into NeoCRM modules.  Capture important customer communications within NeoCRM and archive emails directly from the Outlook and Lotus Notes email clients into NeoCRM.

NeoCRM’s Calendar module allows users to easily schedule, view, and manage their activities like calls, meetings and tasks, all in one place.  Easily keep track of all your customer meetings and view their history in various Module including Contacts, Opportunities or Cases. Drag and drop appointments into the Calendar Module from popular email applications.

Use NeoCRM Email client to complement your existing email clients or as a full replacement.

NeoCRM Email Client features tight integration with all NeoCRM modules. NeoCRM  Email Client is interoperable with leading email servers.NeoCRM Email Client works with leading email services such as Microsoft Exchange and Gmail.

NeoCRM comes with a wide range of out-of-the-box Google Apps integrations. Easily integrate Sugar with Gmail, Google Docs, Google Calendar, Google Contacts, and Android mobile devices. NeoCRM Administrators can also use NeoCRM Studio for deeper configuration and integration.

Archive your customer emails from your Gmail account  in Accounts, Contacts, Leads, Opportunities, or Cases modules. Use the NeoCRM Email Archiving feature to attach Gmail messages and Google Calendar meetings to Contact records.NeoCRM Administrators can set up NeoCRM to use Gmail as the outgoing mail server.

NeoCRM supports the iCalendar standard for Calendar and Project modules. Synchronize your Google Calendar and NeoCRM Calendar. Update your NeoCRM Meetings, Calls, and Tasks automatically in your Google applications.

Save documents from NeoCRM directly into Google Drive. Relate existing Google Docs files to NeoCRM records. Search functionality within NeoCRM searches your Google Drive and displays your Google Docs files as well.

NeoCRM’s Google Maps integration allows for fully-functional maps. Users can get Google location information and directions right within the NeoCRM Mobile app or desktop client. NeoCRM Administrators can use NeoCRM Studio to add the Google Maps integration to any standard or custom NeoCRM  Modules.

Choose from our strong global community of developers and partners to build custom solutions that suit your specific business needs.

Use NeoCRM’s Project Management to create projects from pre-defined templates for all customer-facing tasks including campaigns, opportunities, accounts, and customer cases.

CRM Project Management Module is integrated with other NeoCRM Modules. Archive emails, attach meeting notes or store call records to build a comprehensive view of your customer activity.

Track activity and dependencies easily with Gantt Charts. Manage upcoming tasks, open cases, meetings, emails and calls in a single location. Ensure your customer facing teams work together to close more opportunities in a shorter period of time.

Project Dashboards and Gantt Charts provide a visual representation of key project information and metrics. Sugar Administrators can configure CRM Project Management Module for managers and users to view the appropriate Dashboards.

NeoCRM’s Advanced Workflow enables NeoCRM Enterprise and Ultimate edition customers the ability to automate complex business processes using a process automation engine based on BPMN standards. Automated processes provides these customers increased productivity, reuse of best practices, and the ability to effectively manage the customer experience.

Anyone can rapidly design and deploy these business processes with a visual design interface. Each process can support complex decision cycles with a powerful rules builder to effectively optimize routing and approvals.

Individuals can receive, analyze, and react to template-driven notifications through any standard e-mail system, wireless devices, or any standard Web browser.

Process monitoring and audit tools provide for faster issue troubleshooting. Configurable user dashboards capture snapshots of ongoing workflows and monitor process status.

Advanced Workflow can also be integrated with external systems to break down organizational boundaries and ensure cross-departmental effectiveness.

NeoCRM Dashboards show real-time for various modules like Leads, Opportunities and Accounts. Customize charts and reports or filter on CRM reports to analyze sales performance.

See information as it happens with real-time sales performance Dashboards. Personalize your NeoCRM Homepage to display multiple NeoCRM Dashlets and see the most relevant information at a glance. Customize your Dashlet to display data in a variety of formats.  Create Dashboards in the Intelligence Panel to provide contextual information in the List and Record Views

NeoCRM Dashboards automatically consolidate data from various teams so management can focus on the analysis and decisions to drive their business.  Monitor account progress, pipeline by sales stage and sales performance including closed and expected revenue for the quarter. Monitor how your sales reps and teams are performing.

Gain deeper understanding of your customers through Reports.  Monitor performance across your business including marketing analytics, sales trends, case reports, and customer profiles. Users can create real-time Reports and Dashboards on any metric and manage access, without having to rely on Administrators.

Integrate NeoCRM with complex data modeling tools and view their calculations as Dashlets or fields in a Record within NeoCRM.

Reports and Dashboards show customer profiles by industry, geography, company size, product assets, revenue and other important attributes. Understand your customer base and how it is changing over time.

Get comprehensive and detailed view of your pipeline and make data-driven decisions. Easily view sales quotas at the individual, team, and sales organization level.

Use NeoCRM’s Forecasts to model best case, likely, and worst cases scenarios. Users can see in real-time how they are performing against their quotas and adapt quickly.

Get real-time visibility and track your top performers. Sales managers can use NeoCRM’s drill down capabilities to track and guide their sales reps. Easily track team progress from a single forecast worksheet and assign quotas easily. Use what-if scenarios and build better predictability.

NeoCRM’s Forecasts incorporates revenue line item records to build forecasting worksheets and predict sales. With NeoCRM Enterprise, you can drill down to the revenue line item level, across single or multiple time periods.

Track even your most complex sales with Sugar Forecasts. Customize NeoCRM to build forecasting for your customers who buy a variety of products or services in recurring, extended, or staggered purchase cycles.

NeoCRM Mobile works on phones or tablets you already use, and setup is so simple you’ll be productive in no time. Like NeoCRM on the desktop, it works the way you do so you’ll get more done with less effort.

The mobile clients quick create, dynamic search, quick summary, filters, and favorites let you personalize your NeoCRM experience, so you can locate and use key information to easily manage your sales, marketing, and support activities.

Native device integrations such as click-to-call, click-to-text, and GPS mapping allow you to get the most out of every customer interaction by engaging your customers quickly and effectively from the device you have at hand.

Market-leading offline sync capabilities ensure that the information you need most is available from your mobile device even when the network isn’t.

Customize the NeoCRM Mobile application’s user interface with a few clicks using NeoCRM Mobile Application Configuration Service (MACS). Deliver a unique brand-building experience and increase mobile user adoption.

Maximize productivity by configuring access according to role and applying custom actions to reflect common actions.

Easily integrate your NeoCRM Mobile application with a Mobile Device Management (MDM) solution and distribute via public or private mobile application store.

Customizations can vary from custom fields, custom modules, code customizations, to 3rd party plug-ins.NeoCRM provides you with various tools to make NeoCRM your own.

Create custom fields, layouts, relationships, and fields – all of these without writing a line of code. Use NeoCRM Studio to customize your NeoCRM  instance as well as the Self-service Portal. NeoCRM Administrators can also use NeoCRM Studio to easily customize NeoCRM Mobile app layouts.

Use Sugar Module Builder to create custom modules to meet your business needs. Administrators and developers can use Module Builder to create, deploy, and export custom modules .