Company

Company Profile

Neocrm is a leading AI CRM platform designed to support enterprise growth in the digital era. We empower organizations to manage complex customer operations with greater intelligence, efficiency, and scalability.

Built for large and mid-sized enterprises, Neocrm delivers an integrated solution across marketing, sales, and service—helping businesses streamline processes, enhance customer engagement, and drive sustainable revenue growth in increasingly complex and competitive environments.

Recognized for its innovation and product excellence, Neocrm has been named in the Gartner Magic Quadrant for Sales Force Automation for nine consecutive years, standing among the world’s leading CRM providers. This consistent recognition highlights its strong capability in addressing sophisticated enterprise requirements and delivering measurable business impact.

At the core of Neocrm is a powerful AI engine that transforms how enterprises operate. From intelligent lead scoring and opportunity insights to AI-driven forecasting, automation, and next-best-action recommendations, Neocrm enables businesses to make faster, smarter decisions. NeoAgents further enhance productivity by automating routine tasks, generating insights, and supporting sales, marketing, and service teams with real-time guidance.

Neocrm connects the entire customer lifecycle—from marketing acquisition to sales conversion and after-sales service—while seamlessly integrating distributors, partners, and end customers into a unified ecosystem. Its flexible and extensible architecture allows enterprises to adapt the platform to complex workflows and evolving business needs.

Designed for global operations, Neocrm supports multi-language, multi-region, and multi-currency environments, empowering businesses to scale efficiently across international markets.

Trusted by leading global enterprises, Neocrm serves a wide range of Fortune 500 companies, including Schneider Electric, Michelin, Eaton, Volkswagen, Bosch, and Hitachi. With deep industry expertise and proven experience in large-scale deployments, Neocrm continues to help enterprises become truly customer-centric and data-driven organizations.

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Mobile Internet

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Social

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Cloud

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Big Data

What We Stand For

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Customer First

We put customers at the center of everything we do-driving real outcomes and long-term success

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Trust & Expertise

We deliver with integrity, professionalism, and enterprise-grade reliability you can depend on.

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Long-Term Commitment

We focus on sustainable growth-building lasting value for our customers and partners

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Driven to Achieve

We empower ambitious teams to move faster, aim higher, and achieve more.

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Corporate Culture

Our Mission

To transform how enterprises connect with customers-through intelligent, data-driven, and AI-powered experiences.

Our Vision

To shape the future of enterprise growth with AI, where every customer interaction is intelligent, every decision is data-driven, and every business can scale without limits.

Honors and Qualifications

2024

  • Gartner’s 2024 SFA Magic Quadrant: China’s only CRM vendor selected for the eighth consecutive year
  • Internet Weekly – National Typical Case of Empowering New Quality Productivity in Enterprises (Neocrm × ZPMC)
  • Selected for the GEI World Unicorn Companies List 2024
  • Selected for the Chinese Unicorn Companies List
  • Ranked in the Top 100 SaaS Companies 2024, #1 in CRM Industry

2023

  • ToB Headlines – Influence Value Ranking: Leading Enterprises
  • ToB Headlines – Outstanding Case Study of Digital Transformation (Neocrm × Schneider Electric)
  • CCIDnet – Trusted Brand for Digital Services
  • CCIDnet – Top Ten Innovative Figures in the Digital Economy – Shi Yanzhe
  • CCIDnet – Digital Economy Pioneer – Shi Yanzhe
  • Great Wall Strategy Consulting – China Unicorn Companies
  • iResearch – Innovation Award foNeor IT Application Innovation Products & Services
  • Internet Weekly – Top 100 SaaS Companies

2022

  • Gartner’s 2022 SFA Magic Quadrant: China’s only CRM vendor selected for the sixth consecutive year
  • EO Intelligence – China SaaS Top 50
  • Recognized as Leading Enterprises in the B2B Industry
  • Great Wall Strategy Consulting – China Unicorn Companies

2021

  • ISO 20000 / ISO 27001 dual international certification
  • China Software Network – Low-Code Platform Excellent Application Case Award
  • China Software Network – IT Innovation CRM Excellent Enterprise Award
  • Titanium Media – Best Enterprise Service Brand

2020

  • Top 100 Startup Black Horse – “New Infrastructure” Industry Unicorns
  • 36Kr WISE2020 – Enterprise Gold List
  • Entrepreneurship Bang – Outstanding CRM Service Provider

2019

  • Internet Weekly – Leading Brand in Enterprise Services
  • iResearch – Top 50 Chinese Enterprise Cloud Technology Service Providers
  • Gartner – aPaaS Recommended Vendor List

2018

  • IDC – China Internet+ Industry Innovation Top 100
  • IHeima – Recognized as a Chinese Enterprise Service Industry Unicorn

2017

Ernst & Young × Fudan University – China’s Most Promising Companies Award

2016

Metis Award – Mobile CRM Innovation

Honors and Qualifications

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2024

  • Gartner’s 2024 SFA Magic Quadrant: China’s only CRM vendor selected for the eighth consecutive year
  • Internet Weekly – National Typical Case of Empowering New Quality Productivity in Enterprises (NeoCRM × ZPMC)
  • Selected for the GEI World Unicorn Companies List 2024
  • Selected for the Chinese Unicorn Companies List
  • Ranked in the Top 100 SaaS Companies 2024, #1 in CRM Industry

2023

  • ToB Headlines – Influence Value Ranking: Leading Enterprises
  • ToB Headlines – Outstanding Case Study of Digital Transformation (NeoCRM × Schneider Electric)
  • CCIDnet – Trusted Brand for Digital Services
  • CCIDnet – Top Ten Innovative Figures in the Digital Economy – Shi Yanzhe
  • CCIDnet – Digital Economy Pioneer – Shi Yanzhe
  • Great Wall Strategy Consulting – China Unicorn Companies
  • iResearch – Innovation Award for IT Application Innovation Products & Services
  • Internet Weekly – Top 100 SaaS Companies

2022

  • Gartner’s 2022 SFA Magic Quadrant: China’s only CRM vendor selected for the sixth consecutive year
  • EO Intelligence – China SaaS Top 50
  • Recognized as Leading Enterprises in the B2B Industry
  • Great Wall Strategy Consulting – China Unicorn Companies

2021

  • ISO 20000 / ISO 27001 dual international certification
  • China Software Network – Low-Code Platform Excellent Application Case Award
  • China Software Network – IT Innovation CRM Excellent Enterprise Award
  • Titanium Media – Best Enterprise Service Brand

2020

  • Top 100 Startup Black Horse – “New Infrastructure” Industry Unicorns
  • 36Kr WISE2020 – Enterprise Gold List
  • Entrepreneurship Bang – Outstanding CRM Service Provider

2019

  • Internet Weekly – Leading Brand in Enterprise Services
  • iResearch – Top 50 Chinese Enterprise Cloud Technology Service Providers
  • Gartner – aPaaS Recommended Vendor List

2018

  • IDC – China Internet+ Industry Innovation Top 100
  • IHeima – Recognized as a Chinese Enterprise Service Industry Unicorn

2017

Ernst & Young × Fudan University – China’s Most Promising Companies Award

2016

Metis Award – Mobile CRM Innovation

History

Timeline

2025

2025

In August, Neocrm was selected for Gartner’s SFA Magic Quadrant for the ninth consecutive year, and its AI capabilities have received international authoritative recognition!

In March , Neocrm launched NeoAgent, China’s first AI CRM, propelling China’s CRM into the intelligent era!

2025

2024

2024

The Engage2024 Neocrm User Conference, themed “Intelligent Creation of New Opportunities, Prosperous Future,” was held in Shanghai in September . At the conference, the company launched the COP Intelligent Customer Management Platform and four industry-specific cloud platforms: manufacturing, software and internet, automotive, and consumer goods. It also unveiled NeoAI, a groundbreaking intelligent platform representing the highest level of CRM and AI integration technology in China.

In August, Neocrm was included in Gartner’s SFA Magic Quadrant for the eighth consecutive year. It ranked among the top 4 globally in supporting three major business models: B2B, B2C, and channel management. Its mobile and collaborative capabilities, as well as its complex product configuration and pricing (CPQ) capabilities, ranked first globally.

In July, Neocrm was included in the “GEI World Unicorn Companies List 2024”.

In June, Love’s Decibel officially launched its CRM system, marking the first time that CRM capabilities were used for philanthropy, leveraging professional expertise to drive change in the field.

In March, Neocrm was deeply integrated with Lark, streamlining the sales process and making business opportunity follow-up more efficient!

In February , Neocrm CRM integrated with Outlook was launched in China for the first time, making global business easier.

2024

2023

2023

In December , Neocrm released a one-click CRM migration solution.

The Engage2023 Neocrm User Conference, themed “Trust and Innovation: A Harmonious Future,” was held in Shanghai in October , where the brand-new Neocrm user experience platform, “NEOUI,” was officially launched.

In May, the “Digital Customer Space” product was launched to help businesses use mini-programs as a platform to provide one-stop services for the entire customer lifecycle and facilitate efficient business collaboration between businesses and channel partners.

In September, Neocrm was included in Gartner’s SFA Magic Quadrant for the seventh consecutive year, with its capabilities in Complex Product Configuration Quotation (CPQ) and Visual Analytics remaining number one globally.

In September, Neocrm showcased its CRM+AIGC technology achievements for the first time, integrating large-scale model capabilities across five major business scenarios throughout the marketing, sales, and service processes, helping enterprises improve overall efficiency.

2023

2022

2022

In December , Neocrm was named one of the “2022 China Unicorn Companies”.

In December, Neocrm launched a new customer refinement operations suite (Neo BI, intelligent tagging engine, customer segmentation).

In November, Neocrm launched two new data intelligence capabilities: Intelligent Customer Acquisition and Neo Suggest (Best Next Action).

In October, Neocrm launched new service mini-programs and channel mini-programs.

In September, Neocrm was included in Gartner’s SFA Magic Quadrant for the sixth consecutive year, with its Complex Product Configuration Quotation (CPQ) and Visual Analytics capabilities ranking first globally.

2022

2021

2021

In September, Neocrm launched three new products in the consumer (B2C) sector: YiDian, Neocrm, and E-commerce Cloud.

In September , Neocrm announced that it had secured a new round of financing of US$70 million.

In July, Neocrm was included in Gartner’s Magic Quadrant for Global SFA for the fifth consecutive year, and its mobile capabilities jumped to second place globally.

In April, Neocrm updated its corporate slogan to “Empowering Businesses with a Customer-Centric Approach.”

2021

2020

2020

In November , Neocrm held its Engage 2020 brand strategy launch event in Beijing, themed “A Fresh Start.” At the event, Neocrm launched a dual-platform CRM and a consumer insight experience suite for the B2C industry, and unveiled its new brand logo “Neocrm” and official mascot Neo.

In July, Neocrm was included in Gartner’s Magic Quadrant for Global SFA for the fourth consecutive year, surpassing international vendors in multiple capability metrics and becoming one of the CRM vendors with the highest revenue growth rate in this quadrant globally in 2019.

In July , the third season of “Sales Manifesto” aired, offering an innovative breakdown of CRM, a professional sales management tool, from theory to practical tools, making it a unique “CRM encyclopedia” in China.

In March, Neocrm launched a CRM “Fighting the Epidemic” edition to help customers remotely monitor business progress and efficiently achieve sales growth during the pandemic.

2020

2019

2019

In December, Neocrm, in partnership with WeChat Work, released industry solutions for the automotive, education, and home furnishing sectors, creating a connector for enterprise customers.

In December, Neocrm became the first CRM vendor to integrate Tencent Meeting, enhancing enterprises’ refined sales management by combining different online business scenarios.

In October, Tencent launched the “Sailing Plan” for its SaaS ecosystem, and Neocrm became a member of the Tencent Cloud SaaS Ecosystem Alliance and was selected as one of the first SaaS Premium Partners.

In September , Neocrm held its third annual user conference, Engage 2019, in Beijing, themed “Customer Digitalization under Industrial Internet.” At the conference, Neocrm announced a $120 million Series E funding round exclusively from Tencent and jointly launched a “Customer Digitalization Platform” with Tencent to empower enterprises to connect with their customers.

Being included in Gartner’s 2019 aPaaS Recommended Vendor List in April signifies that Neocrm’s PaaS platform has met top international industry certification standards.

2019

2018

2018

In September , Neocrm held its second annual user conference, Engage 2018, themed “Customer-Centric.” At the conference, Neocrm proposed the arrival of the CT (Customer Technology) era and launched the Engage suite product application suite.

In July , a marketing cloud was launched to help businesses improve lead quality and conversion rates through marketing automation.

In March, Neocrm secured RMB 100 million in Series D+ funding from Tencent.

In January , an intelligent analytics cloud was launched to help businesses make smarter decisions and drive business growth.

2018

2017

2017

In September , Neocrm held its first User Conference, Engage 2017, with over 2,000 participants including Neocrm users, partners, SaaS colleagues, media representatives, and analysts from across the country. At the conference, Neocrm proposed the ABCD theory of CRM intelligence and launched intelligent products based on it.

In July, Neocrm was the only Chinese CRM company to be included in Gartner’s 2017 Magic Quadrant for Global Sales Automation.

In July, the second season of “Sales Insights” was launched, bringing together numerous leading sales management experts to discuss management science and best practices in the new economic landscape.

In May, Neocrm, with its mission of “reshaping the connection between enterprises and customers and achieving high-quality customer relationships,” launched three new products based on its PaaS platform: Partner Cloud, Customer Service Cloud, and Field Cloud. Together with Sales Cloud, these products help enterprises achieve internal and external connections between sales, customers, services, and products.

In January , Neocrm completed a RMB 280 million Series D funding round led by Tencent, and simultaneously released five industry solutions based on its PaaS platform, covering education, wealth management, home improvement, media, and healthcare.

 
2017

2016

2016

In July, Neocrm launched its flagship version and PaaS platform to meet the complex needs and personalized services of large enterprise groups, officially entering the PaaS era.

In April, Neocrm China secured over 100 million RMB in Series C+ funding led by Matrix Partners China and launched its SFA flagship version and PaaS platform.

2016

2015

2015

In June, Neocrm 3.0 was officially released, adopting a familiar “WeChat-style” interaction design. This new version eliminates the complexity and cumbersome nature of traditional enterprise software, providing a smooth user experience that balances professionalism and ease of use.

In March, Neocrm China secured $15 million in Series C funding led by Matrix Partners China, with Sequoia Capital also participating.

2015

2014

2014

In December, founder and CEO Shi Yanzhe partnered with iQiyi to launch the highly anticipated CEO talk show, “Sales Yan’s Theory.”

In November, Neocrm launched its enterprise version to support the complex business operations of large corporations.

In July, Neocrm received Series B funding from Sequoia Capital.

2014

2013

2013

In November, Neocrm secured tens of millions of RMB in Series A funding from Sequoia Capital, becoming the first mobile CRM brand in China to receive investment from a top-tier venture capital firm.

In July, Neocrm received angel investment from Cloud Angel Fund.

In March , Neocrm officially launched its mobile app, creating a new generation of mobile CRM.

2013

2012

2012

Neocrm version 1.0 was officially launched in September.

Neocrm internal beta version launched in May.

2012

2011

2011

Renke Interactive was established on July 18.

2011
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