Neocrm NeoAI CRM Platform_Sales Opportunity & Lead Management Tool

Neocrm NeoAI CRM Platform

Neocrm NeoAI CRM Platform is a reliable Sales Opportunity & Lead Management Tool and AI Customer Management System. It streamlines sales workflows, tracks leads effectively and optimizes full-lifecycle customer management for modern enterprises

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数字化产品

客户关系管理（CRM）

Neocrm NeoAI CRM Platform

Connecting Every Customer Moment icon

Empowering the Modern Enterprise icon

Standard NeoAgents icon

Sales Assistant Agent

InfoMaster（Business Intelligence Q&A）

Visit Topic Recommendation

Intelligent Data Entry

Smart Email Assistant

Activity Summaries

Work Report Summaries

Service Agent

Customer Service Chatbot

Service Agent Assist

Service Case Summaries

Work Order Assist

Intelligent Quality Assurance

Analyst Agent

Access Controlled Query

Intelligent View Generation
Attribution Analysis & Insights

Sales Assistant Agent icon

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

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

Upload audio recordings to the Agent for automatictranscription and structured summaries, with key insightsauto-filled into activity records.
Work Report Summaries

Service Agent icon

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

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 icon

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

During maintenance, the Agent recommendsstandardized repair steps based on the work ordercontent.
Al Service Quality Check

After service, the Agent reviews engineer operations andparts usage to ensure complete service reports andimproved service quality.

Analyst Agent icon

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

Turn data into actionable insights and recommendationsto support better business decisions.

NeoAgent Platform: Build Your Own Custom Agents icon

NeoAgent 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 Manager icon

Sales 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 icon

Security and Compliance icon

NeoAgent- Agentic RAG icon

NeoAgent- ReAct Reasoning and Planning Engine icon

Hybrid 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 icon

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

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

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.

xx: Actual Use Cases -Sales Assistant Agent icon

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

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.

xx: Actual Use CasesService Quality Inspection icon

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

Supports configurable quality dimensions aligned with corporateservice standards and compliance requirements.
Zero-manual-effort automated inspection

Enables end-to-end auditing of customer service interactionswith zero manual review, significantly improving operational
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.

Customer Success Stories2：Global Fortune 500 Company icon

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

Historical order data and successful configurationsare difficult to access, resulting in duplicated workand slower response times.
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.

Personalized Customer & RetailExperiences
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 icon

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.

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

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

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

NeoAl predicts faults and guides rapid, cost-effective

issue resolution,improving customer experience.

Sales Intelligence Building an Intelligent Sales Partner icon