Neocrm Recognized in the 2026 Gartner® Magic Quadrant™ for CRM Sales Platforms, Marking 10 Consecutive Years of Recognition

Neocrm Recognized in the 2026 Gartner® Magic Quadrant™ for CRM Sales Platforms, Marking 10 Consecutive Years of Recognition

Neocrm ranks No. 1 in Mobile and Voice, No. 2 in Face-to-Face Field Sales, and among the top vendors across multiple sales use cases in the 2026 Gartner Critical Capabilities report.

August 2026 — Neocrm has once again been recognized in the 2026 Gartner® Magic Quadrant™ for CRM Sales Platforms, marking the company’s 10th consecutive year of inclusion in Gartner’s Magic Quadrant research for the CRM sales market.

This year’s recognition comes at a pivotal moment for the CRM industry. Gartner defines CRM sales platforms as AI-driven systems that orchestrate end-to-end sales workflows, embedding predictive, generative and agentic AI into areas such as lead qualification, opportunity progression and forecasting.

For Neocrm, the 2026 recognition goes beyond continued inclusion in the Magic Quadrant. In the accompanying Gartner Critical Capabilities for CRM Sales Platforms, Neocrm demonstrated competitive performance across mobile selling, AI and platform capabilities, analytics, and several of the most important sales use cases evaluated.

From CRM Systems to AI-Driven Sales Platforms

The CRM market is undergoing a fundamental shift.

Traditional CRM has largely focused on capturing customer information, managing sales processes and maintaining a system of record. In the AI era, the role of CRM is expanding from simply recording what has happened to helping sellers understand what to do next — and increasingly, taking action within the workflow.

According to Gartner, CRM sales platforms now combine connected customer, activity and transaction data with predictive, generative and agentic AI to automate and augment sales actions.

Gartner also recommends that organizations look beyond broad AI feature claims and evaluate how AI moves from insight to action— whether it can reason over business context, trigger workflow steps, update CRM records, guide sellers and preserve human control.

This evolution closely aligns with Neocrm’s product strategy.

Through NeoAgent, Agent Studio, Neo BI and AI capabilities embedded throughout the sales process, Neocrm is building toward an AI-native CRM in which intelligence is not simply an add-on, but an integral part of how sellers interact with customers, make decisions and execute work.

No. 1 in Mobile and Voice: Bringing AI Into the Field

One of Neocrm’s strongest results in the 2026 Gartner Critical Capabilities assessment is **Mobile and Voice.

Neocrm received a score of 3.1 — the highest among all 13 vendors evaluated, ahead of Salesforce at 3.0.

This reflects a long-standing focus at Neocrm: CRM should work wherever selling happens, not only at a desk.

Gartner identifies mobile and voice execution as one of Neocrm’s strongest capabilities. Sellers can use Neocrm on mobile devices to invoke an AI agent, access business data, surface opportunity cards, create activities, update CRM records and work offline across common field-selling objects.

This mobile-first experience enables sales teams to move seamlessly from customer preparation to on-site engagement and post-visit follow-up, while keeping customer and opportunity data connected to the broader CRM process.

For organizations with field-intensive sales models — including manufacturing, automotive, healthcare, high tech and other complex B2B industries — this turns CRM from a back-office system into a frontline productivity platform.

Strong Platform and AI Capabilities

Neocrm also achieved a 2.7 score in Platform Depth and AI Composition, placing it among the leading vendors evaluated in this capability.

Neocrm combines multiple layers of AI across the CRM experience, including predictive intelligence, generative AI and agentic capabilities.

These capabilities support scenarios such as:

* AI-powered sales forecasting

* Lead assessment and qualification

* Opportunity risk identification

* AI-generated explanations and recommendations

* Account and opportunity briefings

* Agent-driven task execution

* Configurable AI workflows and actions

With NeoAgent and Agent Studio, organizations can further configure AI agents around their own business context, processes, APIs and actions — helping enterprises move from general-purpose AI assistance toward AI that understands and participates in real business workflows.

The timing is particularly significant as Neocrm continues to advance its AI-native strategy with NeoAgent 2.0, expanding the role of agents from individual AI assistants toward enterprise-level digital workers capable of reasoning, using tools and executing business tasks.

Analytics That Turn CRM Data Into Sales Decisions

Another area highlighted by Gartner is Visualization and Analytics, which Gartner identifies as one of Neocrm’s strongest capabilities.

Through Neo BI Shared Space, sales teams can use spider charts, deal anatomy views, comparison tables and trend analysis to explore business performance.

Neocrm’s Analyst Agent further brings AI into the analytics experience, generating charts, Smart Insights and AI-powered forecast views, including confidence, rescue and commit suggestions.

Rather than requiring managers to manually navigate dashboards and interpret disconnected metrics, these capabilities are designed to help teams move more quickly from: 

Data → Insight → Decision → Action.

For sales leaders, this creates a more intelligent way to understand pipeline health, identify risks and focus management attention where it matters most.

No. 2 in Face-to-Face Field Sales

The Gartner Critical Capabilities report also evaluates vendors across five common selling use cases.

Neocrm achieved particularly strong results in Face-to-Face Field Sales, receiving a score of 2.89 — second only to Salesforce at 2.96 among the vendors evaluated.

This result reflects the combination of Neocrm’s mobile execution, customer and opportunity context, activity management and AI-assisted selling capabilities.

A field seller can prepare for a customer visit with relevant account and opportunity context, interact with AI through mobile and voice, update customer information and activities during or after the visit, and continue working even in offline scenarios.

The result is a more connected field-selling experience in which CRM supports the seller throughout the customer journey rather than becoming an administrative task after the meeting.

Competitive Across Five Core Selling Use Cases

Neocrm demonstrated competitive performance across all five sales use cases, including Face-to-Face Field Sales, High-Velocity Inside Sales, Account Manager, and Complex Enterprise Deals, placing it among the leading vendors evaluated.

The breadth of these results is important. Modern enterprises rarely operate with a single selling motion. They may simultaneously manage field sales teams, strategic accounts, inside sales operations and complex enterprise opportunities.

A CRM platform therefore needs not only individual feature depth, but the flexibility to support different sales models on a common customer and data foundation.

Built for Complex Enterprise Selling

Neocrm also performed strongly in the Complex Enterprise Deals, a use case that places significant emphasis on opportunity orchestration, analytics and pipeline management.

Gartner highlights Neocrm’s account and contact insight as another of its strongest capabilities.

Neocrm supports relationship maps, stakeholder roles, organizational hierarchies, activity timelines and engagement context — helping sellers understand not just the account itself, but the people and relationships that influence a complex buying decision.

Combined with opportunity intelligence, predictive scoring, AI-generated explanations and historical deal analysis, these capabilities help sales teams identify risk, understand buying dynamics and make more informed decisions across long and complex sales cycles.

For enterprises operating in industries where deals involve multiple stakeholders, long decision cycles and sophisticated account structures, this represents an increasingly important dimension of CRM.

A Decade of Recognition — and a New Chapter for AI CRM

Ten consecutive years of Gartner Magic Quadrant recognition represent more than continuity for Neocrm.

Over that decade, CRM has evolved from cloud-based sales automation to mobile-first customer engagement, intelligent analytics and now AI-native, agent-driven business execution.

Neocrm has evolved with it.

Today, the opportunity ahead is even larger.

Gartner predicts that by 2028, at least 60% of enterprise B2B sales operations leaders will evaluate CRM sales platforms primarily based on natural-language interfaces and workflow-native user engagement rather than traditional application interfaces. By 2029, Gartner predicts that more than 50% of CRM sales platform content will be added through supervised automation — including agents and workflow orchestration — rather than through manual human entry.

The next generation of CRM will therefore not simply be a system sellers use.

It will increasingly become a system that understands context, reasons alongside people and helps execute work.

With NeoAgent 2.0, Neo BI, a mobile-first CRM experience and a deeply extensible enterprise platform, Neocrm will continue investing in this future — helping organizations bring AI closer to real business processes and turn intelligence into measurable productivity and growth.

Ten years of recognition mark an important milestone. For Neocrm, they also mark the beginning of the next chapter.

Make AI Real. Make Growth Visible.

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