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What is NeoCEE?

A reliable, user-friendly, and efficient solution specifically designed for managing energy-related projects. This groundbreaking platform combines multiple functionalities, including insulation, heat pumps, VMC, and solar panels, while offering a detailed overview of your customer base. Performance metrics are prominently displayed on a customizable and easy-to-navigate dashboard. Improved teamwork is facilitated through fully integrated enterprise tools, minimizing the chances of expensive mistakes. Maintain a competitive edge by implementing effective procedures and utilizing appropriate resources, ensuring that all business information remains up-to-date and securely stored. You can manage your operations from anywhere! NeoCEE enables you to track every phase, from generating potential clients to the successful conclusion of projects. When both installers and managers leverage NeoCEE, they benefit from the seamless sharing of customer data, and our offerings are crafted to enhance communication among all stakeholders involved. Additionally, we provide options to customize the CRM to align with your unique workflow, drawing on our expertise in digital and process management to enhance your operational efficiency. This adaptability not only boosts productivity but also contributes to a more integrated and efficient workplace, fostering collaboration and innovation among all team members.

What is ClientSuccess?

All your customer success data can be consolidated in one central hub, ensuring that everyone in your organization has access to the necessary information. By having all conversations stored in a single location, you can build and nurture relationships with the right individuals at crucial moments. Thanks to our seamless integrations with Gmail and Office 365, there's no need for tedious copy-pasting or BCCing. Your team will always be updated on the status of each customer, with real-time sharing of any pertinent information. Additionally, by integrating Pulse into your Slack or Microsoft Teams, your leadership can stay informed about significant customer updates as they happen. This structured approach to driving success will guarantee a consistent level of customer service across the board. By coordinating various elements such as subscription renewals and expansions, you can enhance the predictability of your revenue streams. Utilizing customer feedback and health metrics will enable you to create more precise forecasts. Be proactive by alerting your team immediately to any customer issues that arise, thereby mitigating potential challenges before they escalate. Ultimately, fostering a culture of responsiveness and transparency will lead to stronger customer relationships and improved business outcomes.

Media

Media

Integrations Supported

AskNicely
GTM Buddy
InboxCRM by AppEQ
Stackreaction
Wufoo
Zapier

Integrations Supported

AskNicely
GTM Buddy
InboxCRM by AppEQ
Stackreaction
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

NeoCEE

Company Location

United States

Company Website

neocee.ornsoft.com

Company Facts

Organization Name

ClientSuccess

Date Founded

2014

Company Location

United States

Company Website

www.clientsuccess.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

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