NEERSOFT CRM
How to Add Recurring Services
Last Updated: June 10, 2026Recurring services let you bill customers on a repeating basis—like monthly retainers or annual subscriptions—without re-entering the service each cycle. Step 1: Open the Services Section Go to Services from the main menu. Step 2: Add a New Service Step 3: Make It Recurring Step 4: Save Click Save to add the recurring service to...
Add Deal to CRM
Last Updated: June 10, 2026How to Add a Deal Deals help you track opportunities through your pipeline so nothing slips through the cracks. Step 1: Open the Deals Section Go to Deals from the main menu. Step 2: Create a New Deal Step 3: Save Click Save to add the deal to your pipeline. ✅ Your deal is now...
Add Services to CRM
Last Updated: June 10, 2026Watch video on How to add services in NeerSoft CRM Services are the offerings you provide to customers. Setting them up lets you quickly attach them to deals and keep your work organized. Step 1: Open the Services Section Go to Services from the main menu. Step 2: Add a New Service Step 3: Save...
Upload Customers in CSV
Last Updated: June 10, 2026Save time by importing all your customers at once instead of adding them one by one. Watch the Video Step 1: Download the CSV Template Step 2: Fill in Your Data Step 3: Upload the File Step 4: Review & Confirm ✅ Done! Your customers will now appear in the Customers list. Tips
Getting Started
Last Updated: June 10, 2026Getting Started: Sign Up & Complete Your Profile Step 1: Create Your Account Please Note: After sign up process, it will ask to verify your email ID. Check your Inbox and click on link to verify the email. Step 2: Log In After login, you will see the Dashboard as below. Step 3: Complete Your...
About CRM by NeerSoft
Last Updated: June 10, 2026What is CRM by NeerSoft? CRM by NeerSoft is a lightweight customer relationship management tool built for small business teams. It’s designed specifically for lean teams of 4–5 people who need to track customers, manage deals, and stay on top of their services—without the bloat, complexity, or steep learning curve of enterprise CRM platforms. If...