--- title: "The most affordable ZohoCRM alternative" description: "Discover the features of NeetoCRM and learn how its functionality can help streamline your processes." canonical_url: "https://www.neeto.com/neetocrm/features" markdown_url: "https://www.neeto.com/neetocrm/features.md" --- # The most affordable ZohoCRM alternative Discover the features of NeetoCRM and learn how its functionality can help streamline your processes. ## 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. ## Links - [Human page](https://www.neeto.com/neetocrm/features)