NeptuneWare CRM
Run the customer, sales, finance and operational journey in one connected workspace.
NeptuneWare CRM gives growing teams a controlled platform for companies, contacts, deals, quotations, orders, invoices, payments, stock, procurement and reporting—without stitching together disconnected tools.
Secure tenant workspaces
Role-based access
Built for South African business workflows
workspace.neptuneware.com
MC
Executive overviewBusiness dashboard
Revenue trendInvoiced vs paid
Qualified12
Proposal8
Negotiation5
Won7
Quote approvedReady for order
Payment receivedAutomatically allocated
Lead
Deal
Quote
Order
Invoice
Payment
Reporting
One operating platform
Every important commercial workflow stays connected to the same business record.
NeptuneWare is designed around continuity. Customer information, documents, ownership, stock activity and reporting move forward together instead of being repeatedly captured in separate tools.
Companies & contacts
Keep customer, supplier and contact records organised with ownership, history and commercial context.
Leads & deals
Manage opportunities through structured pipelines, stages, ownership and follow-up activity.
Quotes & sales orders
Move approved opportunities into controlled commercial documents without recapturing the same information.
Invoices & payments
Track billing, allocations, statements and payment visibility as part of the same customer journey.
Inventory & procurement
Manage stock, reservations, suppliers, purchase orders, receiving and supplier invoices.
Dashboards & reports
Give sales, finance, operations and management views that reflect their actual responsibilities.
Import Centre
Bring master data across through mapping, validation, preview, history and controlled error handling.
Roles & permissions
Control access by tenant, role, feature and responsibility while keeping teams in one platform.
Sales execution
Know what is moving, what is stalled and what needs attention next.
Ownership, stages, activity and document history give sales teams a cleaner operating rhythm while management keeps sight of the pipeline without chasing separate updates.
Structured pipelines configured around your sales process.
Company and contact ownership for accountability across teams.
Quote-to-order continuity without rebuilding every transaction.
On hand4,286
Reserved684
Available3,602
Purchase orderPO-1048Awaiting receipt
Supplier invoiceMatched to receipt
Operations & finance
Extend customer activity into stock, purchasing, billing and payment control.
NeptuneWare connects the commercial promise to the operational work that follows. Confirmed sales can reserve stock, fulfilment can reduce on-hand quantities, and purchasing can replenish inventory through controlled supplier workflows.
01Stock reservations
Protect availability when confirmed orders require inventory.
02Procurement flow
Move from supplier and PO through receiving and supplier invoicing.
03Customer billing
Keep invoices, payments, statements and balances connected.
04Operational reporting
See commercial and stock activity from the same platform.
Built for adoption
Powerful enough for management. Clear enough for daily use.
The platform is structured around real responsibilities, helping each team focus on the records, actions and decisions relevant to its work.
Sales
Leads, opportunities, activities, quotes, orders and pipeline visibility.
Finance
Invoices, payments, balances, statements and financial follow-through.
Operations
Sales orders, stock, fulfilment, purchasing, receiving and returns.
Management
Role-based dashboards, performance signals and cross-functional oversight.
Controlled onboarding
Move existing business data across without treating migration as an afterthought.
The NeptuneWare Import Centre supports a structured route from spreadsheet to live records, with mapping, preview, validation, processing history and error visibility.
Discuss your onboarding requirementsImport CentreCustomer master data
Step 3 of 4
Upload
Map columns
3Validate
4Import
CompanyEmailTax numberStatus
Atlas Engineeringaccounts@atlas.co.za4720••••Valid
Northstar Tradingfinance@northstar.co.za4891••••Valid
Beacon Projects—4018••••Review
Platform foundation
Designed for controlled growth, not just a quick first launch.
NeptuneWare combines tenant separation, permissions, configurable features and a growing API foundation so organisations can expand with greater confidence.
Talk to our teamTenant-aware architectureBusiness workspaces remain logically separated across the platform.
Role-based permissionsAccess is controlled around responsibility rather than one unrestricted user type.
Plan and feature controlsCapabilities can be structured around the package and operating model.
Mobile-ready directionA tenant-aware mobile application is being developed against the same platform foundation.
See NeptuneWare in context
Let us map the platform around the way your business sells and operates.
A guided session can focus on the modules, roles and workflows that matter to your team.