Run the business
from one place.
CRMs, dashboards and internal tools built around how your business actually runs, so your leads, jobs, customers and numbers live in one place instead of scattered across six spreadsheets.
Most businesses run on a dozen disconnected tools and a lot of copy-paste. A system built around your workflow replaces the copy-paste with software.
NeoCRM. Built by Neo Matrics.
NeoCRM helps your team keep enquiries, sales progress and follow-up work in one place. Designed and built by Neo Matrics.
Lead tracking
Keep enquiries organised so your team can see which opportunities need attention.
Sales pipeline control
Follow leads through your sales process, with a clearer view of where each opportunity stands.
Workflow automation
Reduce repetitive sales admin and connect the steps between an enquiry and its next action.
What the engagement covers.
Workflow mapping
We follow a lead, a job or an order through your business as it works today, then design the system to match — and to remove the manual steps.
CRM & pipeline
A CRM shaped to your sales process, not a generic one you bend to fit — so the team actually uses it instead of working around it.
Dashboards & reporting
The numbers that run the business, live and in one view, instead of assembled by hand at the end of every month.
Automation & integrations
The repetitive steps automated and the tools you keep connected, so information stops being re-typed from one system into another.
The positions we hold.
The tool should fit the process
Generic CRMs make you work their way. Build one around your actual process and people use it, because it saves them time instead of adding admin.
One source of truth
When the same customer sits in four systems, all four are a bit wrong. Getting it into one place isn't about being tidy — it's whether you can trust your own numbers.
Automate the copy-paste
Every time someone re-types data from one tool into another, work stalls and mistakes creep in. The whole point of the system is to stop that.
A system rarely lives on its own.
Business systems usually connect to a custom application, a marketing automation flow, or both. If you are fixing one, the others are often close by.
Fix the system before you add people to it.
A lot of 'we need to hire' is really 'our tools make simple things slow.' Often the right system frees the hours you were about to pay for. We will tell you which it is.