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Integrate Zapier with NeerSoft CRM
Last Updated: July 13, 2026NeerSoft CRM can be integrated with Zapier – a very popular automation tool without coding. With NeerSoft CRM and Zapier you can integrate 7000+ apps and automate all tasks. Refer below steps to Integrate NeerSoft CRM and Zapier The Zapier is currently invite only. Sign up now to get started Step 1: Login to to NeerSoft CRM and...
Integrate Your Google Calendar
Last Updated: July 13, 2026In this guide, learn how to how to Integrate Your Google Calendar. Follow below steps. Step 1: Login to NeerSoft CRM Step 2: Click on Setting and then Click on Integration Step 3: Click on Connect Google Calendar Button Step 4: After that, select the right Google Account and Approve it. That’s it, your calendar...
How to Add Recurring Services
Last Updated: July 13, 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: July 13, 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: July 13, 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...
Internship
Last Updated: June 10, 2026Overview The NeerSoft Internship Program is a training-led, project-based internship designed for students, graduates, and career switchers who want practical experience with AI, digital tools, websites, marketing, and modern business operations. Mode: OnlineDuration: 1–3 MonthsCommitment: 2–3 Hours per DaySchedule: Monday to Friday Important Note This is not a stipend-based internship. Participants pay a program fee...
Upload Customers in CSV
Last Updated: July 13, 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: July 13, 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: July 13, 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...