--- title: NeoCRM Reviews meta_title: 'NeoCRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how NeoCRM works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 2 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # NeoCRM Reviews **Vendor:** Neolite Infotech India Pvt Ltd **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 5.0/5.0 **Total Reviews:** 2 ## About NeoCRM NeoCRM is a Software as a Service SAAS base Mobility Platform which fills the space between the field employees & office staff to enable whole visibility on there various field activities like Sales, Service, Mobile, Marketing etc. which works on both the Android & iOS. ## NeoCRM Pros & Cons **What users like:** - Users appreciate the **convenient all-in-one access** of NeoCRM, streamlining their workflow and enhancing efficiency. (1 reviews) **What users dislike:** - Users find the **steep learning curve** of NeoCRM challenging, requiring significant effort to master its features. (1 reviews) ## NeoCRM Reviews ### 1. All-in-One Solution That Meets Our Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Sema H. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2025 **What do you like best about NeoCRM?** Nearly all the services we require are conveniently available in one place. **What do you dislike about NeoCRM?** One drawback is the learning curve involved with this system. It requires considerable effort to study and understand. I still have more to learn before I can fully grasp all its features. **What problems is NeoCRM solving and how is that benefiting you?** Event management, email campaigns, fundraising, membership management, online store, forms, dashboard, and volunteer management are all available in one place, which is very convenient for us. Having all these services integrated streamlines our workflow. The fundraising channel, in particular, helps us maintain a professional brand image. ### 2. The package is reasonably priced and customer service is top-notch. **Rating:** 5.0/5.0 stars **Reviewed by:** Chris D. | Finance Specialist, Construction, Mid-Market (51-1000 emp.) **Reviewed Date:** July 24, 2019 **What do you like best about NeoCRM?** It is a program capable of integrating the best options for fundraising, reports and generation of potential clients. Its additional features for mass mailing and event management are very beneficial tools for any type of task. **What do you dislike about NeoCRM?** I would like you to schedule the delivery of indorms better continuously, so the user would not have to schedule the delivery of each report individually. It is annoying that can be easily fixed. **Recommendations to others considering NeoCRM:** Compared to other types of products with similar capabilities, I would always prefer this because all our employees are satisfied with the performance for the tasks that are imposed, they help our employees to be more productive and the company only benefits from it. **What problems is NeoCRM solving and how is that benefiting you?** He has trained everyone in the company for the best data management we have seen since we worked. his way of organizing things has been very beneficial to carry out rigorous investigations in which archives are urgently needed and are obtained instantly. It has been an incredible help for us. ## NeoCRM Discussions - [What is NeoCRM used for?](https://www.g2.com/discussions/what-is-neocrm-used-for) - [View NeoCRM pricing details and edition comparison](https://www.g2.com/products/neocrm/reviews?open_modal_url=%2Fproducts%2Fneocrm%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fneocrm%252Freviews%26source%3Dsticky_header_pin§ion=pricing&secure%5Bexpires_at%5D=2026-08-06+23%3A20%3A09+-0500&secure%5Bsession_id%5D=801135cd-c3d1-4fcd-ac1f-0b8f48e35143&secure%5Btoken%5D=14094e25e6e57aea90db3f3784224ca46afc7d6984cc60bad51b17e7a21847b9&format=llm_user) ## NeoCRM Integrations - [Constant Contact](https://www.g2.com/products/constant-contact/reviews) - [Eventbrite](https://www.g2.com/products/eventbrite/reviews) ## NeoCRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top NeoCRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,680 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,839 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,242 reviews)