It is already in the system your team works in.
We wire agents and automations into the CRM, practice software, calendar and communication tools you already run on — and if you do not have a CRM, we provide one as part of the solution.
What it does
An agent that books an appointment is only useful if the booking appears where your team looks. An automation that qualifies an enquiry is only useful if the record lands in the system that tracks it. Integration is what makes the rest of the work real rather than a parallel set of notes nobody reads.
We connect to what you have rather than replacing it. Contacts and enquiries created and updated in your CRM. Appointments read from and written to your calendars. Confirmations and reminders through your email and SMS. Which specific platforms are involved depends on your stack, and that gets confirmed on the strategy call.
How it works
- Audit your stack — what you use, what talks to what, and what currently does not.
- Map the data — which fields, which records, which direction they flow.
- Connect — built against your live systems with your access, not a sandbox copy.
- Test on real records — before anything touches live traffic.
- Monitor — integrations break when vendors change things, so we watch for it.
What it handles, and where it stops
Where a platform's API does not expose something, we say so plainly rather than promising it and working around it badly.
Neo handles
- CRM contacts, enquiries and appointments
- Calendar read and write
- Practice management and booking software records
- Email and SMS delivery
- Intake forms and website enquiries
- A CRM provided if you do not have one
Routed to your team
- Decisions about data ownership and retention
- Platform changes that need a business decision
- Anything a vendor API does not support
- Access and permissions changes inside your systems
Where it fits
Health & Fitness
Members, trials and class bookings in one system instead of three spreadsheets and an inbox.
Medical Clinics
Appointments and patient enquiries in your practice software, not a side list at reception.
Spas & Aesthetics
Consultations, treatments and client history connected across booking and CRM.
Works alongside
The layer every other service runs on — voice, chat, booking and automation.
Book a strategy call
Twenty minutes. We map where your enquiries are going today and tell you plainly whether this is worth building.