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Sales & Customer Operations

NeoGen Enterprise CRM

A unified sales and management console. Build custom Kanban pipelines, log communication records automatically, track deals, and review conversions using intuitive metrics.

Setup CRM Domain
NeoGen Kanban Deal Pipeline
Leads Sourced (2)
Acme Corp Integration
Value: $15,000
Delphi Retail Custom Portal
Value: $8,400
In Contact (1)
NextCloud App Dev
Value: $12,500
Proposal Sent (1)
FinacPlus AWS Setup
Value: $22,000

Unify Sales Operations

Stop hopping between scattered email clients, Excel sheets, and note logs. Our CRM integrates your sales mailboxes, voice call transcripts, and document sign-offs inside one unified client portal.

Customizable Kanban Stages

Model pipelines around your unique B2B sales cycles with drag-and-drop deal movement animations.

Integrated Email & Voice Sync

Send emails and initiate calls directly from lead cards, syncing conversations automatically to history log folders.

Sales Forecasting Metrics

Interactive metric calculators that review monthly conversion rates, team closures, and expected ROI parameters.

Technical Specifications

Security Enforcements

AES-256 data-at-rest encryption, TLS 1.3 transfer security, and strict Role-Based Access Control (RBAC) layers.

Data Sync frequency

Real-time updates via WebSocket loops, syncing email exchanges within 30 seconds of execution.

REST API Interfaces

Full REST API interfaces with structured JSON endpoints, enabling seamless syncs to your billing tools.

Frequently Asked Questions

Can we import our existing customer Excel data?

Yes. The tool features an automated CSV/Excel mapping importer that formats and creates contacts in bulk during account initialization setups.

Does it support sending automated emails?

Yes. You can configure automation rules that send template emails automatically whenever a deal moves to a new pipeline stage (e.g. sending a pricing PDF on "Proposal Sent").

Is there a mobile application?

The system is accessible via a responsive mobile web interface, and native iOS and Android apps are scheduled for release in Q4 2026.

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