Neo - Sales Companion - CRM

Sales Companion Neo helps authorized organization users efficiently manage clients, opportunities, activities, and revenue from anywhere. Whether you're managing a large client portfolio, tracking deals through the pipeline, or staying on top of daily tasks Neo App keeps everything unified, accessible, and actionable from your phone. Smart Client Management: Get a complete view of every client in one place. Track tier status, monthly revenue, sentiment scores, and account managers across your entire portfolio. Task & Activity Tracking: Never miss a follow-up again. Manage calls, meetings, reviews, and presentations with clear status labels. Opportunity Pipeline: Move deals forward with confidence. View all opportunities by stage from Need Analysis to Closing — with upgrade and renewal data, associated revenue, and one-tap update actions. Revenue & Portfolio Dashboard: Stay on top of your numbers with a powerful dashboard. See monthly revenue, pipeline summaries broken down by actual sales, preliminary sales, and pipeline-in-closing, along with portfolio trends. Client Detail Pages: Dive deep into any client with full detail views, including tier levels, assigned account managers, sentiment scores, and monthly revenue. Powerful Search & Filters Find any client, task, or opportunity in seconds with smart search and multi-filter controls designed for teams managing large, complex portfolios. Sales Companion Neo is purpose-built for sales professionals who need a reliable, fast, and intelligent companion to manage their day from first call to closed deal. Download Sales Companion Neo App and take control of your sales pipeline today.