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Business apps · customers and revenue

NeoCRM

From first conversation to renewal, on one record.

Deals, quotes, contracts, collections, subscription renewals and project delivery in one system. An AI assistant reads the same data with your permissions, in the browser or in Feishu.

  • Works inside Feishu, nothing to install on phones
  • Chinese and English interface
  • Each customer workspace isolated
An enquiry email dropped in, AI drafts the deal, it lands in the pipeline after you confirm. A real recording with fictional demo data.

01 / AI assistant

An assistant that knows your business and asks before it acts.

The assistant sits in the top bar of every page and in a Feishu chat. It reads the customers, deals, quotes and contracts you can see, with exactly your permissions, so a plain question gets an answer built from your own data.

The assistant panel, opened from the top bar of any page, with questions you can ask straight away.
The assistant panel, opened from the top bar of any page, with questions you can ask straight away.
Ask in plain words
Which deals stalled, what you promised a customer, what is waiting for your approval.
Read back before it writes
Logging a follow-up or submitting a quote is read back to you first and runs only after you confirm.
Screenshots and voice in
Paste a chat, an email or a price list, or just speak. AI drafts the record; you check it and save.

02 / Deals and forecast

See which deals are really moving.

Every deal carries its stage, win probability, expected close and next step. The pipeline is weighted by stage, quiet deals and deals with no next step are flagged, and a deal reaches "won" only with a final quote and a signed contract.

The new-business board. A deal with no follow-up for 35 days carries a red flag.
The new-business board. A deal with no follow-up for 35 days carries a red flag.
One deal: the stage bar at proposal, amounts and contacts on the left, the follow-up timeline on the right.
One deal: the stage bar at proposal, amounts and contacts on the left, the follow-up timeline on the right.
Weighted forecast
Amount times stage probability, per stage and in total.
Stale alerts
Quiet deals surface on the board, the dashboard and in the assistant.
Three stage sets
New business, renewals and top-ups each have their own stages.
Stage guards
Each stage has an entry condition, so steps are not skipped.

03 / Quote to cash

From quote to cash, on one record.

A quote becomes a contract, the contract raises invoices, and payments are matched against them. Amounts are calculated on the server in the currency of the deal, with tax per product, so sales and finance see the same numbers.

Invoices from contracts: collected, matched, partly matched, and one overdue.
Invoices from contracts: collected, matched, partly matched, and one overdue.
A contract’s three-stage collection plan, the first instalment settled, with cost and margin below.
A contract’s three-stage collection plan, the first instalment settled, with cost and margin below.
Quotes with approval
Lines from your catalogue; discounts above a threshold go through approval along the reporting line, in Feishu.
Contracts from templates
Contracts, sales orders and delivery notes come from your templates, with company and bank details filled in.
Invoices and overdue
Invoice from the contract, track due dates and see overdue items; receivables and prepayments are matched separately.
Several entities and currencies
One workspace can hold several contracting entities, each with its own tax rule (VAT, GST or none); documents keep their currency.

04 / Subscriptions and renewals

Sell subscriptions. Catch every renewal.

Recurring and one-off products share one catalogue. Once sold, each subscription sits in a ledger with its customer, quantity and expiry. Ninety days before expiry a renewal deal opens in its own pipeline.

The subscription ledger by days left; three already have renewal deals.
The subscription ledger by days left; three already have renewal deals.
The renewal pipeline: three subscriptions entered the 90-day window and opened renewal deals.
The renewal pipeline: three subscriptions entered the 90-day window and opened renewal deals.
Subscription ledger
Every active subscription, its owner and the days left.
Renewals open themselves
An expiry alert becomes a renewal deal before the due date.
A separate renewal pipeline
Alert, assess, renewal quote, closing, measured apart from new business.

05 / Delivery and expenses

After the win, delivery and costs live here too.

A won deal becomes a project in one step, with its contract, milestones, a site log with photos and an acceptance check. Expense claims read invoices by OCR, and a duplicate invoice is stopped.

A delivery project: project facts and the site log attached to milestones.
A delivery project: project facts and the site log attached to milestones.
An expense claim linked to a project and contract, at the first approval step.
An expense claim linked to a project and contract, at the first approval step.
Project milestones
Overdue milestones remind the project manager.
Invoice OCR and duplicate check
The same invoice cannot be claimed twice.
Approvals follow the reporting line
Seal use, travel, advances and expenses use configurable approval flows.

06 / Management

See how the team is doing, any time.

The team cockpit shows each person’s pipeline by stage, monthly quota attainment, stale deals and recent activity. Roles decide who sees what, managers see their reporting line, and sensitive actions are logged.

The team cockpit: each person’s stages, pipeline and monthly attainment.
The team cockpit: each person’s stages, pipeline and monthly attainment.
The approval centre: a discount, an expense and a seal request, each at its step.
The approval centre: a discount, an expense and a seal request, each at its step.
Quotas and attainment
Monthly targets per person, updated as payments arrive.
Eight roles
Sales, manager, director, presales, project manager, finance, admin and read-only.
Partner portal
Resellers and delivery partners work through a portal and see only what you share.

Jumborca in mainland China, Two Two everywhere else.

Mainland China

Jumborca (Suzhou Jumborca Software Technology Co., Ltd.) contracts, deploys and supports directly. In mainland China, Jumborca contracts, deploys and supports directly.

Contact Jumborca →

Outside mainland China

Buy through our authorised partner Two Two PTE LTD (Singapore). The same system is sold as Vinera CRM.

Go to onevinera.com →

Questions

Screens are real, taken from a demo workspace. All companies, people and figures shown are fictional.

Can we bring in existing customers and deals?

Yes. Upload a spreadsheet or paste screenshots; AI drafts the records and you confirm them. Our delivery team can also migrate in bulk.

Do we have to use Feishu?

No. Everything works in the browser; connecting Feishu adds notifications, approval cards and mobile access.

Where is our data stored?

Each customer’s data is isolated per workspace at the database level. The hosting location is confirmed in the contract.

How do overseas companies buy?

Overseas customers buy through our authorised partner Two Two PTE LTD (Singapore) at onevinera.com, where the same system is sold as Vinera CRM.

Works with

NeOutterNeOutter: From company knowledge to content and leads AllProducts & Services

See the real workflow first.

Outside mainland China, start a workspace on onevinera.com. In China, Jumborca will walk you through it.