NeerSoft CRM

A Lightweight CRM for SMBs

5.0•9 reviews•

14 followers

A Lightweight CRM for SMBs

5.0•9 reviews•

14 followers

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Project management software

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CRM software

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Lead generation software

🚀 Built this CRM after years of juggling spreadsheets, WhatsApp, emails, proposals, invoices, and follow-ups across multiple tools. Designed for agencies, freelancers, consultants, and service businesses, it brings customers, deals, estimates, invoices, renewals, tasks, and services into one simple platform. This is just the beginning. We'd love your feedback, feature requests, and honest thoughts to help shape the roadmap. Thanks for checking it out! 🙌

NeerSoft CRM Reviews

The community submitted 9 reviews to tell us what they like about NeerSoft CRM, what NeerSoft CRM can do better, and more.

5.0

Based on 9 reviews

Review NeerSoft CRM?

Pros

ai assistant (3)

crm tools (3)

quotation to invoice conversion (3)

sales estimates (3)

simple to use (3)

task management (3)

zapier integration (3)

sales growth (2)

Pros

Cons

Fin Startups get Fin free for a year + 93% off Intercom

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Founder Reviews

Other Reviews (9)

•2 reviews

What's great

task management (3)quotation to invoice conversion (3)simple to use (3)sales estimates (3)zapier integration (3)sales growth (2)ai assistant (3)crm tools (3)

I recently used NeerSoft CRM during my internship at a CA firm, and it genuinely made client management much smoother. The platform is clean, easy to navigate, and helped us organize client records, follow-ups, and daily tasks in one place. What impressed me most is that it offers the essential CRM features without being complicated or expensive. If you're a small business, startup, CA firm, or service-based team looking for an affordable and easy-to-use CRM, NeerSoft CRM is definitely worth trying.

What needs improvement

add internal knowledge base for team (1)

One improvement I'd love to see is an internal knowledge base for teams. It would be helpful to store SOPs, client-specific notes, templates, FAQs, and training documents directly inside the CRM. Having this information in one place would make onboarding faster, improve team collaboration, and reduce the need to switch between multiple tools.

vs Alternatives

Google Sheets

Zoho CRM

TeleCRM

We considered alternatives like Zoho CRM, Google Sheets, and TeleCRM. Google Sheets worked for basic tracking but became difficult to manage as client data grew. Zoho CRM offers many powerful features, but it felt more complex than we needed during our internship. TeleCRM was a good option, but NeerSoft CRM stood out because it was simpler to use, more affordable, and covered all our daily needs—client records, follow-ups, task management, and team collaboration. It offered the best balance of ease of use, functionality, and value for a small CA firm.

Ratings

Ease of use

Reliability

Value for money

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11 views6d ago

Thanks for your honest feedback and also suggestion. We will sure consider the internal knowledge base for team. I think the Internal KB is a genuine recommendation. Would request to put this on our public roadmap so more people can also vote https://neersoft.featurebase.app/

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6d ago

•2 reviews