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From lead to client, faster.

Experience the benefits of integrating your case management solution with your digital marketing efforts with Neos + Marketing Success.

  • Attract more clients to your website
  • Use automated workflows to populate intake forms from call-in or web sources – eliminating time spent manually entering client information
  • Collect and transfer full case details into Neos from the intake, saving time later in the client lifecycle. View and prioritize intakes by case status so you’ll never let a prospect or client slip through the cracks
  • Create custom stages, statuses, and win/loss reasons to allow for continuous optimization and improvement
  • Plus much more.

Phone: 410.363.1976