Lead tracking, pipelines and follow-ups for sales teams — a Laravel API and Vue 3 web app today, with a native mobile companion in active development.
Neo CRM tracks leads from first contact through to close: search and filtering, configurable pipelines and stages, follow-up scheduling with overdue/upcoming views, notes, and a full activity timeline for every status change, assignment and note added to a lead.
Access is role-scoped — Owner, Admin, Manager, Sales Agent and Viewer each see and can do different things, right down to which leads a Sales Agent is forced to (their own) versus what a Manager can reassign. Notifications go out across in-app, email and push channels, with per-event-type channel preferences.
A native mobile companion app (React Native / Expo) is being built alongside the web app spec-by-spec: authenticated leads list and detail, activity and notes, follow-ups, push notifications, offline support with a local write queue and conflict detection, and crash reporting — with foundational and core-CRM phases already complete.
The documentation covers the web app, API and the mobile app's current build phase.