Neocrm NeoAI CRM Platform
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Connecting Every Customer Moment
Empowering the Modern Enterprise
Standard NeoAgents
Sales Assistant Agent
Unlocking Sales Velocity
InfoMaster （Business Intelligence Q&A）
Ask questions in natural language and get instant answersfrom CRM data, Knowledge Base, and website to supportfaster decisions.
Visit Topic Recommendations
Visit Topic Recommendations
Intelligent Data Entry
Allow sales reps to create account, events, log activities using voice-to-text into structured CRM records instantly.
Smart Email Assistant
Generate personalized sales emails and follow-ups inseconds to increase productivity and response rates.
Activity Summaries
Activity Summaries
Upload audio recordings to the Agent for automatictranscription and structured summaries, with key insightsauto-filled into activity records.
Work Report Summaries
Work Report Summaries
Service Agent
Scalable Support Excellence
Customer Service Chatbot
Provide 24/7 automated customer support to resolvecommon issues quickly and improve customer satisfaction.
Service Agent Assist
Support service agents with real-time recommendationsand knowledge to speed up resolution and improveservice quality.
Service Case Summaries
Service Case Summaries
Automatically generate clear case summaries to shortencase handling time and improve handover efficiency.
Intelligent Quality Assurance
Continuously evaluate service interactions to detect risksand improve agent performance and compliance.
Service Agent- Work Order Agent
Intelligent Service Operations
Al Work Order Resolution
Engineers can interact with the Work Order Agent toquickly summarize issues, receive handling suggestions,and retrieve similar historical solutions.
Al Asset & Equipment Insight
Before maintenance, the Agent analyzes work order andasset information to retrieve relevant repair knowledgeand maintenance guidelines.
Al Field Service Guidance
Al Field Service Guidance
During maintenance, the Agent recommendsstandardized repair steps based on the work ordercontent.
Al Service Quality Check
Al Service Quality Check
After service, the Agent reviews engineer operations andparts usage to ensure complete service reports andimproved service quality.
Analyst Agent
Transforming Data into Action
Al Customizable Business Metrics
Tailor metrics to align with personalized business needsfor more relevant insights.
Access Controlled Query
Enable users to quickly retrieve report data whilemaintaining strict permission boundaries.
Intelligent View Generation
Create charts and reports from simple questions to makebusiness data easy to understand and use.
Attribution Analysis
Analyze which factors and touchpoints have the greatestimpact on business outcomes.
Insights & Recommendations
Insights & Recommendations
Turn data into actionable insights and recommendationsto support better business decisions.
NeoAgent Platform: Build Your Own Custom AgentsNeoAgent Platform is an Al-powered enterprise assistant platform that helps businesses automate workflowsmanage customer data, and improve team productivity. It enables natural language interactions, integrateswith multiple data sources, and supports customizable agents, topics, and actions to streamline tasks anddeliver intelligent insights.
Example: Create a Custom Agent - Customer Data ManagerSales Message Neo: "Please Update the Schneider Electric' s Account Status to Active"
Neo automatically identifies the customer "Schneider Electric"
Recognizes the field that needs to be updated: Account Status
Executes a customer Action that triggers a backend workflow to update the CRM data。
NeoAgent Platform Architecture Design
Security and Compliance
NeoAgent- Agentic RAG
NeoAgent- ReAct Reasoning and Planning EngineHybrid orchestration of standard and customActions
Intelligent extraction of Action parametersHuman-in-the-loop collaboration to ensuresecondary manual confirmation for sensitive operations
Custom Actions to ensure business extensibility and scalability
Exception isolation mechanism to ensure highAction execution success rate。
Customer Success Stories1：Global Fortune 500 Company
Challenges
Fragmented product information and low efficiency
Sales teams must navigate across multiple systems (CRM,knowledge base, external sources, etc.), significantly slowingcustomer engagement and deal progression.
Incomplete and inconsistent activity records
Incomplete and inconsistent activity records
Sales activities are often logged later or not recorded at all, leadingto limited customer visibility and reduced management insight.
Lack of standardized quality control
Activity records are not evaluated or reviewed against consistentquality standards, resulting in low data accuracy and diminished analytical value for sales performance improvement.
Business Value of NeoAI
#Faster Sales Operations #Better DataQuality
One interface for all sales intelligence
One interface for all sales intelligence
NeoAl enables natural language access to CRM, knowledge bases,and external data sources, accelerating insight retrieval andcustomer response times.
Effortless activity logging
Sales activities can be recorded through voice or text input,minimizing administrative effort and allowing sales teams tofocus more on customer engagement.
Built-in data quality governance
Automated review and scoring of activity records strengthensdata reliability and enhances management visibility and performance analysis.
Effortless activity logging
Sales activities can be recorded through voice or text input,minimizing administrative effort and allowing sales teams tofocus more on customer engagement.
Built-in data quality governance
Automated review and scoring of activity records strengthensdata reliability and enhances management visibility and performance analysis.
xx: Actual Use Cases -Sales Assistant Agent
Common Daily Sales Questions (from EATON Sales Teams)
The following examples are based on real questions from EATON sales teams:
Monthly closed-won revenue
Weekly / monthly new opportunities and orders
Monthly closed-won revenue
Weekly / monthly new opportunities and orders
New industry-specific opportunities and progress overview
Top 10 customers by forecasted pipeline value
Top 10 customers by order revenue
City-Level Sales Intelligence & Map-Based Prospecting
With InfoMaster, sales teams can quickly visualize the distribution of customersand opportunities in a target city, enabling more efficient travel planning andvisit scheduling. This allows them to easily answer questions such as：
Which opportunities are currently in progress in Shanghai?
Which opportunities have been reported by distributors in Shanghai?
Through map-based prospecting, nearby customers can be instantly identified,and converted leads can be accessed with full customer and opportunity detailsfor efficient engagement.
Through map-based prospecting, nearby customers can be instantly identified,and converted leads can be accessed with full customer and opportunity detailsfor efficient engagement.
xx: Actual Use CasesService Quality Inspection
Deep Al-driven understanding of customer interactions
Leverages LLMs to achieve deep understanding of customerinteractions, including intent, context, and emotional signals.
Configurable enterprise-quality evaluation standards
Configurable enterprise-quality evaluation standards
Supports configurable quality dimensions aligned with corporateservice standards and compliance requirements.
Zero-manual-effort automated inspection
Zero-manual-effort automated inspection
Enables end-to-end auditing of customer service interactionswith zero manual review, significantly improving operational
efficiency.
efficiency.
Consistent and objective quality governance
Delivers standardized, data-driven scoring to ensure accuracy,fairness, and repeatability across all evaluations.
Data-driven optimization of customer service performance
Converts assessment results into actionable intelligence,empowering organizations to continuously optimize serviceperformance and customer experience.
Converts assessment results into actionable intelligence,empowering organizations to continuously optimize serviceperformance and customer experience.
Customer Success Stories2：Global Fortune 500 Company
Challenges
Inefficient and error-prone order configuration
Sales teams must build each order from scratch,increasing complexity, manual effort, and the risk of configuration mistakes.
Limited reuse of best practices and past orders
Limited reuse of best practices and past orders
Historical order data and successful configurationsare difficult to access, resulting in duplicated workand slower response times.
Prolonged order-to-approval cycle
Prolonged order-to-approval cycle
Lengthy configuration and approval processes
delaycustomer responses, negatively impact customerexperience, and reduce order conversion rates.
Business Value of NeoAI Agent
Intelligent Customer Engagement
NeoAl prioritizes leads, recommends actions, andoptimizes promotions to drive high-valueopportunities.
Operational & Sales Productivity
Automate workflows and inventory, while Alassistants and visit intelligence convert recordingsinto structured CRM data.
Data-Driven Insights & Decision Support
Dynamic pricing, scenario simulation,conversational BI, and product recommendationsenable faster, smarter decisions.
Operational & Sales Productivity
Automate workflows and inventory, while Alassistants and visit intelligence convert recordingsinto structured CRM data.
Data-Driven Insights & Decision Support
Dynamic pricing, scenario simulation,conversational BI, and product recommendationsenable faster, smarter decisions.
Personalized Customer & RetailExperiences
Tailored recommendations, content, storeassistance, and after-sales optimization enhance engagement and satisfaction.
Tailored recommendations, content, storeassistance, and after-sales optimization enhance engagement and satisfaction.
Customer Success Stories3：A Global Leader in Intelligent Injection Molding and Industrial Solutions
Challenges
Complex and manual order processes
Orders must be configured from scratch, with limited reuse of past
experiences, leading to inefficiencies, errors and slower responses.
experiences, leading to inefficiencies, errors and slower responses.
Slow approval and conversion cycles
Lengthy configuration-to-approval processes reduce order conversionand negatively impact customer satisfaction.
High lead volume and fragmented data
Manual lead screening is time-consuming and inconsistent, while saleslack a unified view of customer data, limiting insights and timelyactions.
Delayed after-sales support
Delayed after-sales support
Reliance on individual knowledge slows issue resolution
and negatively affects the customer experience.
Business Value of NeoAI Agent
Intelligent Order Management - Faster, Smarter Orders
Retrieve past orders with natural language and copy configurations toshorten cycles and enhance customer satisfaction.
NeoAl Lead Scoring - Prioritize High-Value Opportunities
NeoAl Lead Scoring - Prioritize High-Value Opportunities
Automatically identify and focus on leads with the highest potential,boosting conversion efficiency.
Unified Customer Intelligence - Clear Insights, Next-Best Actions
Consolidate customer data to provide actionable insights for confident,data-driven decisions.
Smart Service - Predictive & Efficient Support
Unified Customer Intelligence - Clear Insights, Next-Best Actions
Consolidate customer data to provide actionable insights for confident,data-driven decisions.
Smart Service - Predictive & Efficient Support
NeoAl predicts faults and guides rapid, cost-effective
issue resolution,improving customer experience.
Sales Intelligence Building an Intelligent Sales Partner
Platform Intelligence - Evolving from Dev Tool to AI PartnerSix Core AI Capability Engines
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