One app to manage your leads and customers
With NeoBiz, you can improve your sales process by digitising your customer and lead data. Store, segregate and access your customer information smartly with the help of labels and tags.
Enhance engagement with your customers
Improve customer retention and create new sales opportunities by sharing offers, updates, and reminders with your customers via WhatsApp, SMS, Phone, or messaging them on the NeoBiz app.
Manage your team more efficiently
Stay connected with your team and organize your daily sales tasks by assigning them to your team members, schedule reminders and messages beforehand to keep your sales running smoothly.
Customer Data Management
Store, access, and manage all the necessary information of your leads and customers easily on a single platform.
Create and assign personalized tags to manage your customer data more efficiently.
Scheduled Messages & Reminders
Set up automatic reminders to stay informed about upcoming tasks.
Communicate with leads and customers through WhatsApp, SMS, or Phone. Pick the channel your customer prefers the most.
Add team members, assign tasks, and keep your conversations going seamlessly over a group chat.
Track Business Growth
Get important and accurate metrics based on your sales performance and customer engagement to track the progress of your business.
NeoBiz: Free, Simple and Secure Sales Management App for SMBs
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How NeoBiz does the work of 5 different apps?
When you manually manage your sales process, the probability of committing errors is high. Chances are that you lose a deal because you didn’t follow up on time, or you forget to send something that the customer
- What is NeoBiz?
NeoBiz is a sales management app for small and medium business owners and agents to help them streamline their sales and customer engagement process.
It lets users store and access customer details in one place, set reminders for upcoming tasks, schedule messages, communicate with team members over a group chat, engage with customers through WhatsApp, SMS or phone, and have all the leads generated from various platforms consolidated in one place.
- How to set up and use NeoBiz?
You can download the NeoBiz app from the Google Play Store or App Store. Once the app is installed, you can create your account using your mobile number.
You can then start adding your customers from your contacts list or add a customer manually.
Once your customers have been added, you can engage with them via various channels like SMS, Phone, WhatsApp, or by sending them a message on the NeoBiz app.
- Who can use NeoBiz?
The app can be used by business owners, entrepreneurs, freelancers, or agents who manage the sales tasks for their business. NeoBiz is most effective for managing leads and retaining customers to increase sales.
- What makes NeoBiz an effective mobile CRM?
Since people are increasingly switching from desktops to mobile devices, the way business is done has changed. The demand for quick access to information is increasing each day.
NeoBiz gives you direct access to your sales data from within the app. You don't need multiple places to keep track of your customer information and team interaction. Also, it’s easy to use and navigate the mobile app.
- In how many languages is NeoBiz available?
NeoBiz is currently available in English and will be available in Hindi, Tamil, Telugu, Kannada and Malayalam soon!
- Is NeoBiz safe and secure?
Your data is securely encrypted and only accessible to you. It is backed up on the cloud on a daily basis, this means, even if you lose your device or it stops working you can restore it anytime.
- How to add customers on NeoBiz?
On successful registration, you will see a popup requesting access to your phone’s contacts.
On allowing access to the contacts, you can then tap on “Add Contacts From Phonebook” to view all your phone’s contacts.
You can then select the contact you want to add as a customer and fill in the required information, or add a customer manually by selecting the “Add Contact Directly” option on the app’s home screen.
- How does NeoBiz help with the sales management for my business?
NeoBiz lets you store, segregate and manage your customer information in one place with the help of personalized tags.
You can connect with new leads, retain or sell more to existing customers by sharing offers and updates via multiple communication channels, and schedule reminders and messages to never miss important tasks.
- Is NeoBiz free?
Yes, it's a 100% free to use app.