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Why NeoSoft2019-01-09T15:12:36-07:00

The First Big Business CRM, For The Small Business Budget.

Cost Effective

Our low-cost pricing makes it affordable to run your business without sacrificing cool features or needed functionality.

Scalable

Our technology was built from the ground up to scale, growing with you as the needs of your business change.

Automatable

Our features can be fully automated, allowing a small business to accomplish more things with fewer people.

Established

In release for many years, our CRM has undergone continuous improvement in functionality and user-friendliness.

Fortune 500 Features For The Frugal

Our CRM is loaded with useful features, each one with its own specific purpose. We listen to our customers and integrate their feedback daily.

Ready To Go

A powerful, quick and easy CRM that doesn’t require expensive consultants or endless hours to set up.

Safe And Secure

We use state of the art data security and active breach monitoring techniques to reduce cyber-security risk.

Fast And Efficient

We developed built-in workflow automation features that makes us the most efficient CRM on the market.

Client Portal Management

Extend the client life-cycle by providing your customers 24/7 online access to their very own customer/client account fully integrated with your CRM.

Partner Portal Management

Maximize your sales by offering a business referral program. Track thousands of business referrals through your back office, and integrated referral portal.

Affiliate Portal Management

Maximize your sales by offering a tiered affiliate program. Monitor activity and track commissions through your back office, and integrated affiliate portal.

Dual Help Desk

Our integrated dual help desk provides a personalized customer support experience. Track and resolve customer issues in the shortest time with powerful ticketing features.

SMS Text Messaging

Our integrated text messaging feature streamlines and documents your communication with customers. Send and receive text messages date and time stamped from the CRM itself.

Automated Email

Our integrated email is delivered four different ways. Automatically sent by an event, scheduled in a campaign, triggered by customer service, or created by sales executive.

Those Are Just A Few Of Our Awesome Features, Here Are More

  • MARKETING

  • Integrated Affiliate Marketing Portal(s)*

  • Integrated Business Referral Portal(s)*

  • Real-Time Lead & Commission Tracking*

  • Dynamically Created Landing Pages*

  • Single & Tiered Commission Payouts*

  • Affiliate Marketing HTML Email Tool*

  • Business Referral HTML Email Tool*

  • Business Referral Email Autoresponder*

  • SALES

  • Automated Customer Welcome Emails*

  • Sales Calendar & Appointment Setting*

  • Round Robin Lead Distribution*

  • New Prospect HTML Email Tool*

  • New Prospect Email Autoresponder*

  • Integrated Website CMS*

  • Sales, Affiliate, & Referral Reporting*

  • Eliminate Third Party Software*

  • SUPPORT

  • Integrated Customer Service Portal(s)*

  • Unlimited Customer/Client Accounts*

  • Customer Help Desk Ticketing System*

  • Business Support Desk Ticketing System*

  • Customer/Client Email Autoresponder*

  • Canned Response Tool*

  • Demand Draft Payment Feature*

  • User Rights Management*

That’s Cool, What Else ?

How About Custom Social Media Integration To Expand Your Reach!

Free Software Updates

Our purpose as a company is to make a difference in your life. We do that by holding ourselves accountable to the highest development standards, while listening for, and responding to your needs as a business. We do not squeeze our customers for endless software maintenance fees or outrageous upgrade fees. We are continually improving our software, and provide necessary updates free of charge.

Let’s Get Started !
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That’s Not All

Free Software Training

We care about your business success, which is why we offer live one-on-one new customer training. Designed to give you a solid working foundation, our patient and experienced educators will train you on your live CRM system, walking you through every feature step-by-step. When your training is complete, you have access to the best ongoing phone and web-based support via your integrated NeoSoft help desk.

LET’S GET STARTED !
Wait There’s More

Free Data Migration

If you are considering a move to NeoSoft from another provider, we will move your data free! We all know that migrating from one CRM system to another can seem overwhelming. Our methodical data planning and migration process ensure a smooth and worry-free transition. We will plan your migration, review your structures, identify custom fields, purge old records, and validate your data when complete.

LET’S GET STARTED !

And It’s The Only Small Business CRM That Can Be Private Labeled !

From top to bottom, inside and out, our CRM is the only small business software that can be completely modified to reflect your company’s brand.

Learn More About Our Pricing . . .

HOW MUCH IS IT >

Happy Clients

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Our Purpose

Through the collective consciousness of our company, in every aspect of business, our purpose is to make a difference in the world. We exist to improve the lives of others.

Our Mission

We’re on a mission to modernize small business.  We do that by creating easy to use, innovative software that people love, companies depend on, and employees are proud of.

Our Vision

In service to others, our long-term vision is to create exciting new technology that furthers the existence of humanity in profound and compelling ways.

Our Values

The following core values we look for and measure in people. Intention, authenticity, connection, trust, innovation, discipline, accountability, courage, gratitude, humility.