The most affordable
ZohoCRM alternative
Leads, deals and contacts#
Leads
Capture and work leads through their own pipeline, from first touch to conversion.
Deals
Track every revenue opportunity through its pipeline until it is won or lost.
Contacts
Keep every person you sell to on record, with their deals, notes and conversations attached.
Companies
Group contacts and deals under one organization to see the full relationship at a glance.
Lead to deal conversion
Creates or reuses the company and contact, and carries all activity across.
Won and lost tracking
Mark deals won or lost, with a saved view for each so results are easy to review.
New label
Highlights recently added records so new leads and deals stand out in every list.
Re-engaged leads
Flags a dormant lead that comes back to life, so your team can follow up while interest is fresh.
Inactivity tracking
Flags records untouched for X days, with a configurable threshold.
Source tracking
Labels each record by origin: NeetoCRM, NeetoForm, NeetoCal, API, import, incoming call or inbound mail.
Lead capture from NeetoForm
Form submissions create leads, with the answers shown on the timeline.
Pipelines and views#
Multiple pipelines
Separate pipelines for leads and deals, as many as you need.
Custom stages
Add, rename, reorder and delete stages per pipeline to match your sales process.
Board and list views
Work in a Kanban board or a table, with drag and drop to move records between stages.
Time in stage
Shows how long a deal has sat at each stage, so you can spot the ones that are stuck.
Saved views
Built-in views with live counts: open, archived, converted, new, re-engaged, inactive, mine, won and lost.
Filters and search
Filter on system columns and custom fields, plus keyword search.
Customizable columns
Choose which columns each table shows, and your selection is saved separately per table.
Sorting
Sort any list by any column, including your own custom fields, in either direction.
Quotes and invoices#
Quotes
Build a quote on a deal with product line items, quantity and unit price.
Per-line tax rates
Apply tax rates from a central library to each line item on a quote or invoice.
Discounts
Add a percentage or fixed discount at document level, reflected in the totals automatically.
Custom numbering
Prefix, suffix, starting number and zero-padding per document type.
PDF generation and preview
Generate the quote or invoice as a polished PDF and preview it before it goes out.
Send by email
Email the quote or invoice straight from the deal, with the PDF attached automatically.
Public accept and reject link
The customer opens a shareable link with no login and accepts or rejects.
Quote statuses
Created, sent, accepted, rejected, expired and converted, with automatic expiry.
Quote to invoice conversion
One click copies customer, line items, taxes, discounts and totals.
Invoices
The same engine inside a deal, with statuses from created and sent through paid, overdue and void.
Products and currency#
Product catalog
Name, description, code, SKU, price, tax, stock and active flag.
Product pricing
Set a price and currency for every product, and deals pick them up automatically.
Products on deals
Attach products with quantity, and the deal value recalculates automatically.
Multi-currency
All currencies supported, with a workspace base currency.
Currency formatting
Control decimals, symbol or code, position and number format, with a live preview.
Tax rates
Maintain named tax rates in one place and apply them to quote and invoice lines.
Tasks and meetings#
Tasks
Attach tasks to any lead, deal, contact or company, so next steps are never forgotten.
Task types and outcomes
Define your own task types, with outcomes recorded when each task is completed.
Priority and status
Priorities from low through urgent, with incomplete, completed and overdue statuses.
Reminders
Get an email reminder ahead of the due time, configured separately per user.
Daily digest
A daily email of overdue and upcoming tasks at your chosen time.
Completion notification
Notifies the task creator when someone else finishes it.
Calendar view
See your tasks laid out on a calendar instead of a list, so busy days are obvious.
Bulk task actions
Update or delete many tasks in one go instead of editing them one at a time.
Online and offline meetings
Schedule with attendees and auto-generate a meeting room.
Meeting invites
Attendees get an email with time, location and join link, resent when the time changes.
Overlap detection
Warns you when a meeting clashes with another one already on your schedule.
NeetoCal booking links
Share a booking link with fields pre-filled from the record, and bookings create leads.
Communication#
Send email from the CRM
Compose, reply and follow up without leaving the record, with the thread kept on its timeline.
Your own email provider
Send through Gmail, Outlook, SMTP or NeetoCRM's service, so mail comes from your domain.
Custom sending domain
Set up DKIM and DNS records with guided verification, so email sends from your own domain.
Gmail sync
Connect your Gmail account and work your email inside NeetoCRM.
Email templates
Reusable templates with merge variables and a test send.
Email signatures
Multiple signatures per user. Pick a default or choose one per email.
Email open tracking
See when an email was first opened and how many times it has been viewed since.
Smart BCC mails
Every record has its own address, so BCC or forward and it lands on the record.
Workspace BCC email
One address that turns an inbound email into a new lead.
Create lead or deal from an email
Turn an incoming email into a lead or deal in one step, with the message kept on the record.
Email threading and visibility
Messages group into threads, and each can be private or public.
SMS
Send SMS from any record, through Twilio or Telnyx, with delivery status.
SMS templates
Save reusable SMS templates with variables, so common messages take seconds to send.
Calling
Click to call from any record, with every call logged. The calling vendor is configured by the Neeto team.
Notes with mentions
Rich-text notes, and mentioning a teammate emails them.
Attachments
Upload files against any lead, deal, contact or company and keep them on its timeline.
Customization#
Custom fields
12 field types, from text, dropdown and multi-select through date, money and lookup.
Lookup fields
Link a record to another company, contact, deal, lead or product.
Field groups
Organize custom fields into named sections you can reorder to match how your team works.
Required fields
Make fields mandatory, optionally only at specific pipeline stages.
Show at creation
Choose which fields appear on the create form, keeping it short for fast data entry.
Taxonomy
Rename lead, deal, contact, company, product, meeting, won and lost to your own vocabulary.
Tags
Per-module tags with create, rename, delete and merge, kept tidy as your data grows.
Feature toggles
Switch whole modules on or off for your workspace, so the CRM shows only what you use.
Bulk actions#
Bulk update
Owner, stage, status, tags, value, contact details and any custom field.
Bulk delete and archive
Remove or archive many records at once to keep your pipeline clean without repetitive clicks.
Bulk convert
Convert many leads to deals in one go, each following the full conversion flow.
Bulk email and SMS
Message many records at once over email or SMS instead of sending one by one.
Select all matching a filter
Act on the whole filtered set, not just the visible page.
Import and export#
CSV and Excel import
Import leads, deals, contacts and products from CSV or Excel files in a guided flow.
Field mapping
Map columns to fields including custom fields, with fuzzy auto-suggest, and create new fields mid-import.
Duplicate detection
Match on name or your own field set, then skip, merge or create.
Import history
Status, created, merged, skipped and invalid counts, an error report, and resume a draft.
Sample file
Download a ready-made template per module so your import file has the right columns.
Export
Export leads, deals and contacts to CSV or Excel, with chosen fields and current filters.
Export history
See who exported what and when, with the generated file available to download.
Automation and API#
Automation rules
Trigger on record created or updated, name, status or owner changed, or lead re-engaged.
Automation actions
Add notes or tasks, set tags and owners, archive leads, send email or SMS, or move the pipeline stage.
Webhooks
Push events to your own endpoints, with signing, versioning and delivery logs.
Public REST API
v1 and v2 for leads, deals, companies, contacts, tasks and notes.
Integrations#
Zapier
Connect to thousands of apps, with new leads, deals and products broadcast to your Zaps.
QuickBooks Online
Imports your product catalog, pushes customers and invoices, and syncs payments back automatically.
Twilio
Send SMS through your Twilio account, with delivery status on every message.
Telnyx
Send SMS through Telnyx as an alternative SMS provider, with delivery status on every message.
Zoom
Auto-generate Zoom rooms for online meetings, with the join link included in every invite.
Daily.co
Auto-generate Daily.co video rooms for online meetings.
Gmail
Connect your Gmail account and work your email inside NeetoCRM.
NeetoForm
Form submissions create leads, with the answers shown on the timeline.
NeetoCal
Share booking links pre-filled from the record, and bookings create leads.
Team, roles and permissions#
Unlimited team members
Add your whole team, with no cap on the number of members in your workspace.
Custom roles
44 granular permissions spanning every module, from members and deals to quotes and invoices.
Groups
Group team members to manage access and assignment from one place.
Bulk member editing
Update several team members at once, changing roles or settings in a single action.
User scores
Round-robin lead assignment that balances new leads based on each rep's load.
Record reassignment
Deactivating a user reassigns their records, so nothing is left without an owner.
Audit logs
An org-wide record of who did what and when, ready whenever you need to check back.
Per-record changelog
Every tracked field change on a record, attributed to a user or source.
Security and access#
Google sign-in
Require everyone to log in with their Google account, one less password to manage.
SSO
Single sign-on through your identity provider, so access follows your company policy.
Authenticator app
Add two-factor login with any TOTP authenticator app for an extra layer of security.
OTP on every login
Require a one-time code on every login for accounts that need the strictest protection.
IP restriction
Limit workspace access to allowed IP ranges, such as your office or VPN.
Session timeout
Sessions expire automatically, so unattended logins never stay open forever.
SSL encryption
Every connection is SSL encrypted, keeping your customer data safe in transit.
Spam and abuse limits
Hourly sending limits protect your deliverability and keep your domain reputation safe.
Workspace#
Custom domain
Run the CRM on your own domain, so your team and customers see your brand in the URL.
Remove Neeto branding
White-label the workspace by removing Neeto branding across the interface.
Custom favicon and name
Set your own favicon and workspace name so the CRM matches your brand everywhere.
Multiple workspaces
Create separate workspaces for different teams or businesses and switch in a click.
25+ languages
The interface is available in over 25 languages, so everyone works in their own.
Dark mode
Switch the interface to a dark theme, easier on the eyes during long sessions.
Timezone
Every user gets their own timezone, with an option to lock one org-wide.
Keyboard shortcuts
Get around the CRM faster with keyboard shortcuts for common actions and navigation.
NeetoCRM is
competing on price
Most companies charge users and spend heavily on Google ads to find more. NeetoCRM does the opposite—we keep prices as low as possible and grow through word of mouth, not ad budgets.
Pricing Philosophy
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