# NeetoCRM > NeetoCRM is an all-in-one CRM software to manage sales, marketing, and support. Capture leads, convert them to deals, and manage pipelines effortlessly. **Full Feature List** **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. **Pricing** **Pro Plan** - Annual pricing is $30/user/year - Remove Neeto branding - Cancel anytime **Highlights** - Unlimited leads - Unlimited deals - Unlimited contacts - Unlimited companies - Unlimited team members **Sales pipeline** - Leads - Deals - Contacts - Companies - Lead to deal conversion - Won and lost tracking - New label - Re-engaged leads - Inactivity tracking - Source tracking - Lead capture from NeetoForm **Pipelines and views** - Multiple pipelines - Custom stages - Board and list views - Time in stage - Saved views - Filters and search - Customizable columns - Sorting **Quotes and invoices** - Quotes - Invoices - Line items - Per-line tax rates - Discounts - PDF generation and preview - Send by email - Public accept and reject link - Quote statuses - Quote to invoice conversion - Custom numbering **Products and currency** - Product catalog - Product pricing - Products on deals - Multi-currency - Base currency - Currency formatting - Tax rates **Tasks and meetings** - Tasks - Task types and outcomes - Priority and status - Reminders - Daily digest - Completion notification - Calendar view - Bulk task actions - Online and offline meetings - Meeting invites - Overlap detection - NeetoCal booking links **Communication** - Send email from the CRM - Your own email provider - Custom sending domain - Gmail sync - Email templates - Email signatures - Email open tracking - Smart BCC mails - Workspace BCC email - Create lead or deal from an email - Email threading and visibility - SMS - SMS templates - Calling - Notes with mentions - Attachments **Customization** - Custom fields - Lookup fields - Field groups - Required fields - Show at creation - Taxonomy - Tags **Bulk actions** - Bulk update - Bulk delete and archive - Bulk convert - Bulk email and SMS - Select all matching a filter **Data** - CSV and Excel import - Field mapping - Duplicate detection - Import history - Sample file - Export - Export history **Automation** - Automation rules - Automation actions - Webhooks - API keys **Integrations** - Zapier - QuickBooks Online - Twilio - Telnyx - Zoom - Daily.co - Gmail - NeetoForm - NeetoCal **Team, roles and permissions** - Custom roles - Groups - Bulk member editing - User scores - Record reassignment - Audit logs - Per-record changelog **Security** - Google sign-in - SSO - Authenticator app - OTP on every login - IP restriction - Session timeout - SSL encryption - Spam and abuse limits **Workspace** - Custom domain - Remove Neeto branding - Custom favicon and name - Multiple workspaces - 25+ languages - Dark mode - Timezone - Keyboard shortcuts ## Pages - [Home](https://www.neeto.com/neetocrm) - [Features](https://www.neeto.com/neetocrm/features) - [Pricing](https://www.neeto.com/neetocrm/pricing) - [Blog](https://www.neeto.com/neetocrm/blog) ## Documentation - [Help Docs](https://help.neetocrm.com) - [Changelog](https://roadmap.neetocrm.com/changelogs) - [Roadmap](https://roadmap.neetocrm.com/product-roadmap) ## Contact - [Email Support](mailto:support@neetocrm.com) - [Twitter/X](https://x.com/neetocrm)