Customers & communication
Contacts, messages, calls, notes and shared files remain attached to a consistent customer history.
Yaneo CRM
One workspace for the work behind every customer.
Connect customer communication, operations, documents and billing in a CRM configured around how your company actually works.
Connected recordsCustomer history stays available across teams and workflows.
Role-based accessPeople see the information and actions appropriate to their responsibilities.
Cloud workspaceSecure access for office, field and customer-facing work.
More than a contact list
A practical operating layer for customer work.
Yaneo CRM brings the core parts of a customer relationship into one structured environment.
Jobs & delivery
Turn accepted work into trackable jobs, assignments, tasks, calendars and team actions.
Estimates & billing
Create estimates and invoices, follow balances and support online or recorded payment workflows.
Documents & forms
Share files securely, capture structured information and support signature or approval processes.
Automation & AI
Use automatic actions and assisted workflows where they save meaningful administrative time.
Customer portal
Give customers a branded place for orders, payments, documents and support interactions.
Configured for the business
Start with a strong core. Adapt where it matters.
Every company has a different service model, approval path and vocabulary. Yaneo provides a connected foundation while allowing the implementation to reflect real responsibilities and processes.
See our implementation process- Organize around real workflowsStructure customer and operational information to match how work enters, moves and closes.
- Control access by roleSupport collaboration without exposing every record or action to every user.
- Integrate the surrounding toolsConnect email, websites, payment services and external APIs where appropriate.
- Scale capacity with usageMove to larger plans and additional services as transaction volume and teams grow.
A visible workflow
From first contact to final payment.
Keep the commercial and operational story connected instead of rebuilding context at every handoff.
Collect the request and customer context.
Start with a complete record rather than a disconnected message or spreadsheet row.
Coordinate the people, files and next actions.
Give teams a shared view of commitments, progress and exceptions.
Complete billing and preserve the history.
Maintain continuity for support, repeat work and future decisions.
Choose the capacity that fits today.
Start with the same connected CRM experience and grow storage, invoice volume and included service credit when needed.