Their record, their history and their offers are connected in Neoo. The whole team sees the same thing, and every quote is tracked through to signature.
Neoo Lite: €9 / company / month, Lite Pro: €19 / company / month, hosting included. Neoo Business: €199 per month excl. VAT for 3 users with a dedicated Cloud S, 30-day free trial.
01 / What costs you sales
“Who spoke to them last?”
TodayThe answer sits in the mailbox of a colleague who is away.
With NeooThe history is on the customer record: every event dated, with its author.
“The quote went out… and then?”
TodayNobody knows whether it was opened, or when to follow up.
With NeooNeoo counts the views: you follow up at the right time, from the offer’s side panel.
“It’s signed. When do we invoice?”
TodayThe accepted offer is typed again as an order, then as an invoice.
With NeooThe accepted offer becomes an order, then an invoice, without re-entering anything.
Common situations in a small business, shown as examples: they are not testimonials.
02 / IN NEOO
Four real Neoo screens, from the customer record to its history. Names, amounts and contact details are fictitious; the rest is the application as it works.
THE CUSTOMER RECORD
Contact details, customer type, payment terms and price list: the record gathers what you need to know before you call. Each email address has its role, from billing to reminders.
OFFERS
Draft, sent, viewed, accepted, signed, converted: your offers are sorted by status, in a list or in columns. Filter by sales rep, status or period, then save the view.
THE QUOTE
Lines come from your catalogue, with their reference and billing mode. The quote separates what is paid once from what is paid every month. Your customer receives it with a signing link, and you see how many times they viewed it.
HISTORY
Requests, invoices, quotes, orders and contracts: the customer’s activity reads on one timeline, filtered by type. Whoever picks up the account knows where the relationship stands.
03 / One practical first result
You prepare the offer from the customer record or from the offer list.
Your customer receives the quote and a link to sign it online.
Neoo counts the views: you know when to follow up.
The customer signs, or you mark the offer as accepted. A refused offer moves to lost offers.
The accepted offer is converted into an order, then invoiced without re-entering anything.
Example workflow, to adapt to your team.
04 / Choose your plan
To get started
€9/ company / month with Neoo Lite, €19 with Lite Pro and 3 users; Neoo Free to get started
Neoo Free to get started, Neoo Lite at €9 / company / month, Neoo Lite Pro at €19 / company / month with 3 users included. The essentials for a small business: customers and contacts, products and services, quotes, invoices and Peppol, hosting included in a shared environment.
Explore the planFor the whole team
€199per month for 3 users and a dedicated Cloud S, then €59 per additional user
The Neoo Business pack: €199 per month with 3 users and a dedicated Cloud S, then €59 per additional user. Neoo Scheduling included, Peppol built in. Options and onboarding are extra. 30-day free trial.
Explore the planPrices exclude VAT.
Not sure which plan fits? Show us your process in a demo and we will point you to the right one.
Neoo Free, Lite and Lite Pro bring together the essentials for a small business: customers and contacts, products and services, quotes, invoices and Peppol. Neoo Business covers customers, contacts, offers, quotes and invoices, with advanced CRM: prospects, opportunities, orders and a complete customer history. Is your sales process unusual? Neoo Forge, the workshop that assembles your applications with AI, adapts Neoo to the way you sell. And if you manage IT for your clients, Neoo MSP is the one for you.
Neoo Commander and Desktop & Apps are options for Business and MSP. Accounting Apps requires Business and Desktop & Apps. Forge is free up to 10 credits a month, renewed every month, with no subscription: what you build is priced by its hosting.
Already using other tools? Tell us which information must move, in which direction and how often: we look with you at the connection that fits.
Neoo Free, Lite or Lite Pro for the essentials of a small business: customers and contacts, products and services, quotes, invoices and Peppol, up to 5 users. Business when your team works in Neoo: customers, quotes, invoices, prospects, opportunities, orders, projects and support around the same customer, on your dedicated Cloud. Neoo Business comes with a 30-day free trial. Not sure? Show us your process in a demo.
Yes. Every quote has its signing link: your customer reads it and signs it online. You see how many times they viewed it, and the accepted offer can be converted into an order.
Yes. The standard import of contacts and products is part of our Neoo Launch onboarding package. Bring a sample and the list of fields: we handle duplicates together before the import.
No. Start with a few real customer records and keep your tools running alongside. You switch when you feel comfortable, and we look at the useful connections with you.
Neoo Commander is the agent that keeps watch over your business. Within the permissions you define, it spots a missed deadline and prepares the follow-up; every action stays traceable. Neoo Commander is an option for the Business and MSP plans.