01 · CRM
The customer has a record
Contact details, payment terms, price list and emails by role: every team starts from the same information.
Neoo Business: Your teams juggle six tools. Your business fits in one.
Neoo Business connects sales, projects, support and invoicing around the same customer record. Each team picks up the work where the previous one left it, without re-entering anything.
From €199 per month excl. VAT, with 3 users and dedicated S hosting included, then €59 per additional user. Neoo Scheduling included. 30-day free trial.
- Customer record
- Quote
- Order
- Project
- Ticket
- Invoice
- Payment
01 / What gets stuck today
Your business has grown. Your tools still don’t talk to each other.
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“Where are we with this customer?”
TodaySales, support and accounting each keep their own version of the record.
With NeooOne customer record: contact details, payment terms, price list, offers, tickets and invoices.
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“It’s signed. Who takes it from here?”
TodayThe accepted offer is typed again as an order, then as a project, then as an invoice.
With NeooThe signed quote becomes an order, with who confirmed it and when; the project starts with its owner and its next milestone.
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“What do we invoice this month?”
TodayHours and contracts are gathered by hand at the end of the month.
With NeooTime is confirmed every morning; hours, contracts and amounts to invoice wait in pending billing.
Common situations in a service business, shown as examples: they are not testimonials.
02 / From sale to payment
One customer record, from sales to delivery.
Nine real Neoo screens, from the customer record to payment. Choose a step to see it.
02 · Sales
The quote starts from the catalogue
Every line keeps its reference and billing mode; the total separates what is paid once from what is paid every month.
03 · Sales
The offer is accepted
Status, stage and amounts stay visible. The accepted offer is marked converted.
04 · Sales
The order is created
The signed quote is converted into an order, one click from the quote, with who confirmed it and when.
05 · Projects
The project starts
Owner, phase, next milestone and missing information: the team knows what it has to deliver.
06 · Support
The ticket arrives with the record
The request opens with the customer record: information, contact, price list and quick actions.
07 · Time
The day is closed
Every morning, captured time is confirmed and missing time is justified before approval.
08 · Finance
The invoice is issued
Invoices and credit notes are tracked in one list, with their customer, date and the month concerned.
09 · Finance
Payment is tracked
On the customer record, every invoice shows its due date and status: sent or paid. The paid and pending totals show at the top.
Real Neoo screens · customer data anonymised
03 / One view per team
Each team sees its work. The company keeps one shared truth.
Every team has its own screens in Neoo, around the same customers. The modules, views and permissions to deploy are specified in your offer.
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Sales
From lead to order without losing context.
Leads, contacts, opportunities, quotes, orders and history.
Quote → Operations
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Operations & projects
Know what needs delivering, by whom and by when.
Projects, sub-projects, tasks, owners, time and deadlines.
Project → Finance
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Finance
Connect the numbers to the operations behind them.
Invoices, payments, purchasing, subscriptions, margins, budgets and forecasts within the activated scope.
Invoice → Customer
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Support & services
Resolve a request with the customer's context.
Requests, tickets, interventions, service commitments and history.
Ticket → Contract
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Products & subscriptions
From the first sale to renewal, with continuity.
Catalogue, prices, contracts, subscriptions and renewals.
Subscription → Sales
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Documents & knowledge
The team’s know-how stays at hand.
Knowledge base, published and draft articles, categories and documents.
Article → Team
Real Neoo screens · customer data anonymised
04 / NEOO COMMANDER · OPTIONAL AT €99 / MONTH EXCL. VAT
AI that knows the record before it acts.
As a Business option, Neoo Commander can prepare work using the available context. Define the useful actions, access and approvals before activation.
Example · a project deadline is approaching
Context
The customer, project and deadline are connected.
Reason
Neoo Commander puts the delay in the context of the record.
Permission
Permissions and rules determine the allowed action.
Action
A reminder is prepared; sending still needs approval in this example.
Result
The preparation is recorded. The team decides whether to send.
Configure actions and approvals · Verify permissions · No messages sent in this simulation
- Detect a delay
- Summarize a situation
- Prepare a reply or reminder
- Create or assign an authorized action
- Flag an anomaly
- Trigger and follow an authorized workflow
Preparation simulation. No message is sent. Illustrative scenario · fictional record · features depend on your offer
05 / What is missing
Your software should not decide how far your business can go.
Missing an approval flow or a business application? Forge offers a separate creation journey: extend Neoo after connections are validated, or build an independent project.
BUSINESS NEED
“We need an approval workflow for this project.”
Neoo Forge
- Module
- Workflow
- Agent
- Connector
INTENDED RESULT
An approval flow to test with the people involved.
Discover what exists. Build what is missing.
Forge is free up to 10 credits a month, renewed every month. Beyond that, credit packs are a one-off purchase (100 credits: €25), never a subscription. Users of a standalone application do not need a Business licence; define the project scope, operation and maintenance separately.
Business to manage. Forge to create.
Have your team work in Neoo, or run your application: start with the outcome you need. An application can live without Neoo Business.
Choosing between Neoo Business and an application built with Forge
On a small screen, scroll the table horizontally. With a keyboard, focus the table and use the arrow keys.
| Your need | Neoo Business | Neoo Forge |
|---|---|---|
| Everyday outcome | Share a process across teams: customer records, projects and invoicing. | Create a business application or website; extend Neoo or build an independent project. |
| Modules and scope | Neoo Scheduling is included. Specify the modules needed for your process in your Business offer. | The features your application uses are defined with the project, not a promise of every Neoo product. |
| Application creation | Forge is available to build what your business is missing. | Build with Cortex, in Neoo. Additional credits can be bought when you need them. |
| Creators and developers | Everyone who uses the Business features has a licence: 3 are included in the starter pack, then €59 per month for each additional user. | Neoo Forge IDE (€25 per developer per month) is optional and independent of Business licences. |
| End users | The number of people working in Neoo determines the licences. | Users of a standalone application do not need a Business licence; you fund the hosting and any consumption. |
| Hosting and execution | One shared hosting environment for the business, from €99 per month, 100 GB included. | Your application runs on Neoo Cloud from €99 per month; a website from €19. No extra charge per application. |
| Creation credits | Forge is free up to 10 credits a month, renewed every month; beyond that, packs (100 credits: €25) are a one-off purchase, outside the subscription. | Free up to 10 credits a month, renewed every month; beyond that, packs as a one-off purchase. One credit is one Cortex instruction, not a token. |
| Maintenance and guidance | Distinguish support, one-off setup and optional ongoing guidance. | Maintenance of your custom application needs a defined scope: hosting is not a maintenance contract. |
| Options and separate costs | Desktop & Apps and Neoo Commander are paid options. Accounting Apps requires Business and Desktop & Apps. | Credit packs are explicit purchases; payment fees and third-party APIs follow their own terms. |
| Integrated or independent | A management offer for the business; MSP serves a different activity, IT services. | An application can run on its own. To extend a Neoo environment, specify the modules and access required for the project. |
| Price and next step | From €199 per month excluding VAT: a 3-user pack with business hosting, then €59 per additional user. Options and services are separate. | From €99 per month excluding VAT for an application, €19 for a website. Additional credits are shown separately. |
Not sure which one fits? Tell us what you need and we will point you to the right use.
06 / Your first result
One shared process before a full rollout.
Choose one customer record and a handover between two people, then try that journey in your workspace before extending the rest.
Choose
A salesperson hands an accepted quote to the person responsible for delivery. Define the information to retain.
Check
Confirm modules, users, options and permissions. Prepare a small test dataset rather than your entire history.
Validate
In your confirmed workspace, check the handover, responsibilities and result before extending the process.
Neoo Business addresses shared management needs. MSP is for IT service providers, not a compulsory next tier. Guidance remains a separate choice.
NO BIG BANG
You do not need to replace everything to begin.
Your transformation can start with a single flow.
- Connect
Link current tools according to their access and APIs.
- Centralize
Gather the data needed for the first flow.
- Automate
Define authorized exchanges and actions.
- Improve
Identify what still slows teams down.
- Replace when useful
Change what delivers real value.
Connections listed in the Neoo directory
Availability, licences, APIs and permissions must be confirmed for your environment.
Explore integrations07 / Pricing
A full price for your team. Additions separately.
Neoo Business
€199per month excl. VAT · 3-user pack, hosting included
Included
- Neoo Scheduling included at no extra cost
- 3 users and business hosting S included in the starter pack, 100 GB included
- Forge free up to 10 credits a month, renewed every month
Conditions
- 30-day free trial.
- The starter pack, at €199 per month, includes 3 users and a dedicated Cloud S; it also applies to one or two accounts, at the same price.
- Each additional user has a licence at €59 per month (€54 with annual billing).
- A larger hosting size replaces S: M, L or XL add €60, €200 or €440 per month.
Business brings CRM, sales, projects, support and invoicing together around the same customer. Peppol is built in, through the Neoo gateway or yours. To go further on the numbers, discover Neoo Finance.
Options, never selected by default
Neoo Commander: optional at €99/month excluding VAT. Desktop & Apps is optional; Accounting Apps requires Business and Desktop. Additional Forge credits: €25 for 100, one-off purchase. Neoo Forge IDE: €25 / developer / month, optional. Any third-party costs remain separate. None of these additions is automatically selected.
Monthly price excluding VAT. Setup, migration and one-off services are separate from the subscription. Any ongoing guidance has a distinct scope and price. Check commitment, billing and cancellation terms before subscribing.
A small business that mainly needs to invoice? Neoo Lite starts at €9 per month and Neoo Lite Pro at €19 for 3 users, hosting included. Discover Neoo Lite
08 / BEFORE DEPLOYMENT
Conditions to verify, not implicit guarantees.
- Data and hosting
- Confirm the location, backups and data processing applicable to your offer.
- Access and approvals
- Test what each role can see and do on your first record.
- Support and exit
- Confirm channels, hours, services, export formats and exit terms before subscribing.
Your questions, before the first process.
Who should choose Business rather than Neoo Lite?
Neoo Lite (€9 per month, one user) and Neoo Lite Pro (€19 per month for 3 users) cover the essentials of invoicing in a shared environment, hosting included. Choose Business as soon as a team works in Neoo around a shared process, or for Neoo Commander and Forge modules, which need a dedicated environment: the pack costs €199 per month with 3 users and a dedicated Cloud S, even if there are only one or two of you. Only Neoo Business comes with a 30-day free trial. Already a Neoo Start customer? Your subscription stays unchanged until you accept a migration.
What does the Business price include?
The starter pack, at €199 per month excluding VAT, includes 3 users and a Cloud S dedicated to your business (100 GB included); Neoo Scheduling is included. Each additional user adds €59 per month. Other modules, options and services are specified in your offer.
Are Neoo Commander, Desktop and Forge included?
Neoo Commander (optional at €99/month excluding VAT) and Desktop & Apps are not included in the base price. Forge is free up to 10 credits a month, renewed every month. Beyond that, credit packs are a one-off purchase.
Do Business and Forge provide the same rights?
Do not infer identical rights from overlapping features. The comparison distinguishes management from creation, but creator and end-user access, modules and environments must be confirmed in your offer.
Are Peppol and accounting included?
Yes for Peppol: it is built into Neoo, through the Neoo gateway or yours. Business gives you financial oversight of your activity. For your accounting software, Accounting Apps is an option requiring Business and Desktop & Apps.
Must we replace every tool?
Start with one process and a small dataset. An integration catalogue entry does not guarantee an active connection: APIs, licences, access and exchanged objects need checking.
How do we start with our team?
Choose a test record, responsible people and the expected handover. Verify permissions and the result in your workspace before importing more data or expanding usage.
Where is our data hosted and what support do we receive?
Location, backups, support channels and hours, exports and exit terms must be specified for your offer. This public page does not replace those commitments.
Does a demo book us into a subscription?
A demo booking is neither a confirmed registration nor a paid subscription. Check price, options, services and terms before subscribing.