Neoma automatically captures, enriches, and acts on your sales data — turning customer signals into product recommendations and closed deals.
The problem
Most small and mid-size sales orgs rely on manual CRM updates and fragmented notes across documents and spreadsheets. Reps spend more time managing data than selling — and key customer signals fall through the cracks.
How it works
Connect your quotes, emails, and customer data sources. Neoma includes a native HubSpot connection and structures everything into a unified CRM dataset automatically.
AI builds Ideal Customer Profiles from your historical data and continuously monitors external signals to keep accounts fresh.
Recommendations and alerts surface directly in your sales workflow — so your team closes more with the same effort.
Capabilities
Quotes, emails, and customer interactions are automatically structured into a single, consistent CRM dataset — no manual entry.
The system continuously learns from historical sales patterns to build and refine Ideal Customer Profiles tailored to your top segments.
Scans public data sources for business triggers — new registrations, funding events, hiring signals — and enriches accounts automatically.
Based on account similarity to high-value segments, Neoma surfaces relevant products and upsell opportunities directly in the sales workflow.
Proven results
+18% in sales
In the first three months of deployment, Neoma drove an 18% increase in sales for our first customer through improved lead qualification, outreach timing, and product matching.
Currently in active production use — not a pilot.
We're working with a small number of sales teams to deploy Neoma. Reach out to learn if it's a fit for your workflow.