June 22nd, 2026

The Zapier is currently invite only. Sign up now to get started
NeerSoft CRM have finally integrated with Zapier.
Step 1: Click on Open Zapier

Step 2: Accept the Invitation. After clicking on Accept Invitation, you may redirected to login page. Just login and start using.

Step 3: Find NeerSoft CRM in Trigger / or Action.

Please note: To connect NeerSoft CRM with Zapier at the time building Zap, it will ask to add API Token Key. See below image

June 20th, 2026

Custom form builder is currently available for Enterprise plan only.
Now build a custom for any use cases for example;
Application for in any educational orgnization.
Client onboarding form
And so on.
June 14th, 2026

Weβve finally introduced one of our planned core features: Estimate and Invoice.
You can now create Estimate and convert estimated to invoice.
Send Estimate and Invoice directly to client from CRM itself.
June 12th, 2026
New
π New Feature: Google Calendar Integration

You can now schedule meetings with your clients directly from the CRM.
No need to switch between multiple toolsβsimply create and manage client meetings within the CRM for a smoother workflow and better organization.
β
Schedule meetings directly from client records
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Keep meeting details organized in one place
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Save time and reduce manual work
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Improve client follow-ups and communication
Start scheduling client meetings directly from your CRM today!

June 11th, 2026
New

Now you can create tasks/to do list for each tasks. Assign task to staff and get things done on time.
June 11th, 2026
New
Improved

Weβve introduced Renewal modules. This module gives you a list of subscription with easy to track matrix like;
Overdue
Due this week
Due this month
Total MRR
Donβt wait to suggest a feature. Click here and write a feedback
June 11th, 2026
New
You can now attach recurring services directly to customers. Set up services that bill on a repeating cycleβmonthly, quarterly, or yearlyβso retainers and subscriptions renew automatically without re-entering them each time.
