neos
CRM intelligence
Free CRMWhatsApp · iMessage · SMS · Telegram · Slack

Ask your CRM anything.
From anywhere.

Neos is an intelligent agent with complete knowledge of your CRM. Ask anything over WhatsApp, iMessage, or SMS — real answers from real CRM data, whether you're a 3-person startup or a 200-person sales org.

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Neos
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Neos
online

Works on every channel your team already uses

💬 WhatsApp
✈️ Telegram
💬 iMessage
📱 SMS
💼 Slack
🌐 Browser
How it works
From first message to your pipeline
in 60 seconds.
No signup form. No sales call. Just start talking.
1

Try it live

Message the AI analyst right here. See a sample pipeline, deals, and warm intros — with your own eyes.

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2

Continue on your phone

Enter your number. Neos messages you on WhatsApp, SMS, or iMessage.

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3

Connect your CRM

Tell Neos what you use — HubSpot, Salesforce, Pipedrive — or get a free one.

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4

Message your pipeline

Your real data. Your real deals. From your pocket, forever.

Who it's for
Vibe Closing: Manage your Relationships not your CRM.
You're on the go and inspiration can strike anywhere at any time. You'd rather be nonstop selling, building, pitching, or investing — not babysitting a database.
🚀

Founders

You're selling, fundraising, and hiring at the same time — on the go. Get investor context, deal status, and follow-up drafts without opening a dashboard.

"Prep me for my Greylock meeting in 20 minutes."
📈

Growth Teams

Product-market fit lives in conversations, not spreadsheets. Track signals across every customer and partner touchpoint.

"What do the prospect conversations from the past two weeks show for common customer pains and feature requests?"
⚡

Operators

Board prep, investor updates, portfolio reporting — one voice note while you're walking to coffee.

"Draft the Q2 investor update with ARR and burn."
💰

Investors

Get visibility into your portco sales pipelines. Track deal flow, monitor growth metrics, and prep for board meetings — from your pocket.

"Show me the Q3 pipeline snapshot for my AI portcos and project their exit MRR."
What can you ask
Neos knows your data.
GraphRAG — graph database + vector search + LLM reasoning.
📊

Pipeline intelligence

Real-time numbers, deals at risk, closing this month.

📱 "Pipeline report for Q1"
→ 12 active deals, $2.1M weighted, 3 closing this month
🔗

Relationship mapping

Graph-powered path finding through your network.

📱 "Who can intro me to the CTO at Stripe?"
→ 2 warm paths found: via Nina Chen (2nd degree) or via your Greylock contact
✉️

Draft & send emails

Neos writes, you approve, it sends from your inbox.

🎯

Deal coaching

Velocity, sentiment, champion engagement signals.

📱 "Why is the Acme deal stalling?"
→ No champion activity in 12 days. Last email opened but no reply. Suggest re-engaging VP of Sales.
📋

Meeting prep

Background, interactions, overlap — one message.

📱 "Prep me for the Greylock meeting"
→ Attendee backgrounds, deal history, talking points, warm intro paths
🎤

Voice-first

Send a voice note, get a text answer.

📈

Reports on demand

Generates and sends to inbox or Slack.

🔔

Proactive alerts

Texts you when deals go cold.

🔄

CRM sync

HubSpot, Salesforce, Pipedrive, Attio — or standalone.

What makes it cool?
Graph-powered. Not just keyword search.
Neos uses GraphRAG — graph relationships, vector search, and LLM reasoning — to find warm intros, detect stalling deals, and connect dots across your entire pipeline.
Relationship graph

Maps every connection between contacts, companies, and deals. Finds warm intro paths automatically.

Vector memory

Searches meeting transcripts, email threads, and notes by meaning — not just keywords.

LLM reasoning

Synthesizes data from multiple sources into real answers, not raw database rows.

What makes it smart?
Bring Your Own Intelligence (or use ours)
Access the GraphRAG index from your choice of frontier model — or use our default open-source US-hosted DeepSeek model for free. Just plug in an API key, or host your own model if you prefer.
What CRMs does it work with?
Bring Your Own CRM (or use ours)
API key or database string to connect. Your CRM stays your system of record. No migration required. If you don't have a CRM or you want to migrate away from your current vendor, we can save you money and eliminate vendor lock-in by migrating you to our hosted open-source Twenty CRM.
1

Add your API key or DB string

Paste your CRM credentials once. That's it.

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2

Neos syncs your data

Contacts, deals, and pipeline — indexed in seconds.

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3

Start messaging your pipeline

Ask anything from WhatsApp, SMS, or iMessage.

Pricing
Simple pricing.
14-day free trial. No credit card required.
Free Trial 14 days
Try everything — no commitment
FREE
14 days · Full access
  • ✓Unlimited AI queries
  • ✓Voice notes & transcription
  • ✓GraphRAG relationship intelligence
  • ✓Warm intro path finding
  • ✓Deal coaching & predictions
  • ✓Meeting prep briefings
  • ✓Connect any supported CRM
  • ✓WhatsApp, SMS, iMessage, Slack
Start free trial
Neos AI Popular
The full AI analyst for your pipeline
$49
Per user / month
  • ✓Unlimited AI queries
  • ✓Voice notes & transcription
  • ✓GraphRAG relationship intelligence
  • ✓Warm intro path finding
  • ✓Deal coaching & predictions
  • ✓AI email drafting & sending
  • ✓Meeting prep briefings
  • ✓Proactive alerts & notifications
  • ✓Connect any supported CRM
  • ✓Priority support
Start free trial
Open Source CRM
We host Twenty CRM for you.
Custom
Tailored to your team
  • ✓Everything in Neos AI
  • ✓Full Twenty CRM — hosted & managed
  • ✓Data migration from your current CRM
  • ✓Open source (AGPL-3.0) — no vendor lock-in
  • ✓REST & GraphQL API
  • ✓Custom integrations
  • ✓Dedicated support
Call us
What happens to my data?
Connects to everything. Locks in nothing.
We built connectors to every major CRM — including rare ones like Attio and Twenty. Your data stays yours. We add intelligence on top.
Your CRM stays your system of record

We replicate and index your data for AI. Your CRM remains the source of truth.

Open-source CRM option

Don't have a CRM? We host Twenty (AGPL-3.0) for you — fully open source, no lock-in.

Open-source DeepSeek option

Don't have a favorite AI Model or API Key? We host Open Source DeepSeek R1 in the US so your data doesn't even go to AI providers.

Export everything, always

Cancel anytime. Your CRM and all your data remain exactly where they were.

# Neos connects to your existing CRM $ neos connect \ --crm=hubspot \ --api-key="hapi_xxx..." # Or spin up a free Twenty CRM $ neos connect \ --crm=twenty \ --db-url="postgres://..." $
Get started

CRM intelligence, on speed dial.

Universal CRM connectors. GraphRAG intelligence. From your pocket.
Start free in 60 seconds.