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Overview
Neoserra helps economic development teams manage client services, training, and funding impact in one platform. It's not designed for typical sales pipelines; however, it fulfils the requirements of public programs and nonprofit missions. If you're focused on outcomes over revenue, Neoserra could be exactly what you need.
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Starting Price
Custom
Neoserra CRM Specifications
- Contact Management
- Customer Communication Tracking
- Email Integration
- Customer Segmentation
What Is Neoserra CRM?
Neoserra is a specialized customer relationship management (CRM) developed by OutreachSystems for economic development and government-funded business support programs. It serves organizations that need to measure impact, streamline program management, and deliver targeted support to small businesses, entrepreneurs, and underserved communities.
Unlike traditional sales-focused CRMs, it is designed to track counseling, training, funding, and outcome metrics essential for public reporting. The platform includes compliance-ready tools, integration with a public-facing portal, and advanced filtering features.
Neoserra CRM Pricing
Neoserra CRM Integrations
Who Is Neoserra CRM For?
Neoserra CRM is suitable for businesses in the following industries and sectors:
- Economic development
- Public sector
- Nonprofit
Is Neoserra CRM Right For You?
If you’re looking for a full-fledged CRM to manage training programs or track economic impact, Neoserra CRM is the right choice. It’s ideal for teams working in public sector initiatives or nonprofit environments where compliance, performance metrics, and targeted outreach matter.
Still doubtful if Neoserra CRM is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Neoserra CRM Features
Built-In Scorecards
Program managers can use this tool to visually track organizational performance against strategic goals. It displays progress through intuitive, percentage-based bar charts, enabling quick assessments of service impact and operational alignment.
Surveys
This feature allows businesses to stay connected with clients by gathering valuable feedback directly through integrated survey tools. With this capability, organizations can easily create and distribute surveys, track responses, and gain insights into client needs and satisfaction.
Bid Matching
This tool helps business advisors deliver relevant government contracting opportunities to clients. It also enables businesses to receive automated bid alerts filtered by industry, region, or agency—enhancing their chances of securing public sector contracts.
Automation
The automation feature streamlines reporting by generating scheduled reports, ensuring teams always have up-to-date insights without manual effort. By automating data collection and delivery, businesses can make informed decisions faster, reduce errors, and stay focused on strategic priorities while maintaining consistent visibility into performance metrics.
Pros And Cons of Neoserra CRM
Pros
Tracks detailed economic impact metrics like capital, jobs, etc.
Integrates with client self-service portal
Supports advanced client and activity filtering
Cons
Not designed for traditional sales or lead tracking workflows
Limited to public and nonprofit economic development use cases
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Frequently Asked Questions
What types of pricing plans does Neoserra CRM offer?
The Neoserra price follows an annual, concurrent user model. Contact us to get a tailored Neoserra CRM cost estimate.
Does Neoserra CRM have a mobile app?
No, it does not have a mobile app.
Does Neoserra CRM offer an API?
Yes, it offers an API.
What other apps does Neoserra CRM integrate with?
Integration details are not provided by the vendor
What language does Neoserra CRM support?
Neoserra CRM software supports the English language.
What level of support does Neoserra CRM offer?
It offers support through email, phone, and a ticketing system.
Who are the typical users of Neoserra CRM?
Typical users who benefit from Neoserra CRM features include businesses in non-profit, economic development, and public sector industries.