CRM & Client Relations
Capture, qualify and convert your leads into loyal clients. Kanban pipeline, full activity tracking and email campaigns integrated into your ERP.
Visual Kanban pipeline
Visualise every opportunity in an intuitive drag-and-drop Kanban pipeline. Customisable columns by sales stage, weighted revenue forecasts and real-time conversion rates.
Web & email lead capture
Your website forms automatically feed the CRM. Incoming emails create leads or update existing contacts. CSV/Excel import for your existing databases.
Integrated email campaigns
Create and send targeted email campaigns directly from Neoffice. Open rate, click and unsubscribe tracking. Advanced segmentation by tags, region or purchase history.
Telephony integration
Connect your VoIP phone system. Incoming calls instantly display the client record. Automatic call logging with duration and notes in the contact history.
Conversion reports
Analyse your sales funnel in detail: conversion rate by stage, average sales cycle duration, performance by sales rep and most profitable lead sources.
Contacts & organisations database
Centralise all your contacts and organisations in a complete relational database. Interaction history, shared documents, notes and tags. Instant search and advanced filters.
From lead to client
in 4 steps
Capture & acquisition
Leads arrive from your website, emails or imports. Each lead is automatically recorded in the CRM with its source and contact details.
Qualification & scoring
Qualify your leads according to your business criteria. Assign them to the right sales rep, add tags and track their progress through the Kanban pipeline.
Follow-up & engagement
Schedule calls, emails and meetings directly from the lead record. Every interaction is logged. Automatic reminders ensure no opportunity is forgotten.
Conversion & retention
Convert a qualified lead into a client in one click. Neoffice automatically creates the quote, contact and organisation. Post-sale follow-up continues in the same tool.
A CRM connected to all your activity
Neoffice CRM does not live in a silo — it feeds and is fed by all your business processes.
Quotes and orders generated directly from the CRM — one click converts an opportunity into a sale
Connected to invoicing — track the full journey from lead to payment
Linked to stock and inventory — check product availability before confirming an offer
Unified client history — sales, support tickets, invoices and communications in one place
One simple price, all inclusive
Everything your SME needs to get started, no surprises.
Neoffice Management
The all-in-one cloud ERP for your SME
Monthly billing — no commitment
1 company · 1 user
- Sales & Swiss QR Invoicing
- CRM & Client Relations
- Purchasing & Suppliers
- Stock & inventory management
- Project management & tasks
- Multi-currency accounting & VAT
- Point of Sale (till)
- Website & online sales
- HR & Swiss payroll (SwissDec)
- Helpdesk & Client support
- Nora — Integrated AI assistant
- Document management (DMS)
- Analytics & Dashboards
- Automation & Workflows
- Online training (LMS)
- Communication & Messaging
- Mobile application
- Swiss compliance (nFADP, VAT, QR)
- Swiss cloud infrastructure
- Work sheets & Bookings
- Updates & improvements included
- Standard support included
No commitment · No credit card
Need tailored support?
Explore our complementary services →Why pay for 11 tools when one is enough?
Neoffice replaces the software you are already paying for — at a single price.
11 subscriptions · 11 invoices · 11 logins
tout compris
d'économie / mois
d'économie / an
outils remplacés par un seul
Questions fréquentes — CRM & Client Relations
Is the CRM truly integrated into the ERP?
Can we import our existing contacts?
Do email campaigns comply with the revFADP?
How many sales reps can use the CRM?
Can lead qualification be automated?
Modules complémentaires
ERP & Sales Management
Manage your entire sales cycle — from quote to payment — in a single platform. Swiss QR invoices, orders, deliveries and multi-currency pricing, all connected to your accounting.
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Invoicing & Subscriptions
SIX-compliant QR invoices, recurring invoices, subscriptions, automatic reminders and bank reconciliation. All your Swiss invoicing in a single tool.
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Point of Sale & Payments
A modern touchscreen till, connected to your ERP. Accept card, TWINT or cash payments, manage your restaurant tables and synchronise everything in real time.
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Helpdesk & Client Support
Offer professional client support with a complete ticket system. Client portal, automated SLAs and self-service knowledge base — all integrated into your Neoffice ERP.
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Communication & Messaging
Centralise all your business communications in Neoffice. Internal chat, WhatsApp Business, VoIP telephony and webmail — your teams collaborate effectively from a single platform.
En savoir plusIntéressé par CRM & Client Relations ?
Discutez avec Nora, notre assistante IA, pour nous parler de votre projet.
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- Nous répondons rapidement.
- Vous travaillerez avec les meilleurs.
Propulsé par IA locale — vos données restent en Suisse