---
title: Add Services to CRM
description: "Watch video on How to add services in NeerSoft CRM [Add Services in NeerSoft CRM](https://www.youtube.com/embed/tdA-AcU1MiQ?feature=oembed&enablejsapi=1) --- > Services are the offerings you provide to customers. Setting them up lets you quickly attach them to deals and keep your work organized.…"
url: "https://neersoft.com/docs/add-services-to-crm/"
updated: "2026-07-13"
category: Deal Management
---

# Add Services to CRM

Watch video on How to add services in NeerSoft CRM

[Add Services in NeerSoft CRM](https://www.youtube.com/embed/tdA-AcU1MiQ?feature=oembed&enablejsapi=1)

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> Services are the offerings you provide to customers. Setting them up lets you quickly attach them to deals and keep your work organized.

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### Step 1: Open the Services Section

Go to **Services** from the main menu.

### Step 2: Add a New Service

1. Click **Add Service** (or the **+** button).
2. Enter the **service name**.
3. Add a short **description** of what the service includes.
4. Set the **price** (if applicable).

### Step 3: Save

Click **Save** to add the service to your list.

✅ Your service is now ready to be linked to customers and deals.

**Tips**

- Keep service names short and clear so they're easy to pick later.
- Add a price to speed up deal creation.
- You can edit or remove a service anytime from the **Services** list.