Experience NeptuneWare CRM
See how the platform connects the work behind every customer relationship.
Explore NeptuneWare independently or book a guided session shaped around the way your team captures leads, manages opportunities, prepares documents, controls stock and follows through on payment.
Focused on real workflows
No generic sales script
Clear next-step guidance
Guided journeyFrom lead to payment
Live workflow
Choose your route
Explore independently or use a guided session to evaluate fit faster.
The right route depends on whether you are learning the product or assessing a real implementation requirement.
Start inside the platform.
Create a workspace and begin with the core customer, sales and billing workflow at your own pace.
- Explore the interface directly
- Capture sample companies and contacts
- Test leads, deals, quotes and invoices
- Invite users when ready
See NeptuneWare in your business context.
Share the current process and we will focus the conversation on the modules, controls and rollout questions that matter.
- Lead-to-cash walkthrough
- Roles and permissions discussion
- Inventory and procurement overview
- Implementation and migration guidance
What we can cover
A demonstration built around decisions—not a tour of every menu.
We prioritise the workflow that will help you decide whether NeptuneWare fits the operation. The agenda can be narrowed or expanded according to the requirement.
Compare CRM plansCustomer foundation
Companies, contacts, ownership, history and continuity.
Sales pipeline
Leads, qualification, deals, stages, activities and forecasting.
Commercial documents
Quotes, sales orders, invoices, credit notes and statements.
Operations
Stock reservations, fulfilment, purchasing, receiving and returns.
Management visibility
Dashboards, reporting, exports and role-based views.
Onboarding
Data preparation, imports, templates, permissions and training.
Prepare for a useful session
Bring the current workflow, the pain points and the outcome you want.
You do not need a formal specification. A simple explanation of how work moves today is enough to make the conversation practical.
01 Who uses the system?
02 Where does data live now?
03 Which handovers cause delays?
04 What must management see?
Demo questions
Know what to expect.
A guided session is a working conversation. It is designed to help both sides understand fit, scope and next steps.
NeptuneWare uses tenant-aware workspaces and role-based permissions so users work within the correct organisation and level of access.
Yes. The Import Centre supports controlled upload, mapping, validation and processing for supported record types. Larger migrations can be scoped as part of implementation.
The session focuses on your current workflow and the modules that matter most. We can cover lead-to-cash, customer records, reporting, stock, procurement or ecommerce depending on the requirement.
Ready to evaluate NeptuneWare?
Choose a self-guided start or book the conversation.
Both routes are designed to move you from interest to a clearer decision.