Everything NeoKivo does — features

Every open deal has exactly one next action with a due date, and the Focus view collects everything overdue or due today into a single screen — so the pipeline stays current as a by-product of normal work, not separate admin.

• One next action per deal, enforced — no deal can sit idle.
• Focus view of what is overdue or due today, across every pipeline.
• Deal health score (5–100, green/amber/red) with a plain-English reason — "quiet for 6 days, action overdue".
• Multiple pipelines for parallel processes (new business, renewals, product lines), each with its own stages.
• Keyboard-first throughout: ⌘K to anything, single keystrokes to create, log, and move.

Real deals involve more than a contact and an amount. NeoKivo models the internal deal team and the customer-side buying committee, links the organisations involved, and keeps every document and activity on the record.

• Deal team: a primary owner plus co-owners, collaborators, and followers, each with their own view/edit access.
• Buying-committee stakeholder roles: decision maker, champion, technical evaluator, procurement, finance/legal, executive sponsor.
• Related organisations (e.g. reseller and end customer) and related contacts on every deal.
• Custom fields, labels, and a full activity timeline of calls, notes, and changes.
• Documents attached to the deal — and one document can be linked to several deals or contacts without duplication.

Closing the deal is half the job. NeoKivo carries the post-sale half that most small-team CRMs leave to spreadsheets: customer invoices, an accounts-receivable aging view, and built-in commission splits that do the math for you.

• Customer invoices with status (not invoiced → sent → due → paid/void) and issue, due, and paid dates, linked to the deal.
• AR aging summary — Current, 1–30, 31–60, 61–90, and 90+ day buckets with outstanding and overdue totals.
• Commission splits that auto-calculate from deal value; payees can be teammates or external names; a guardrail warns when splits exceed 100%.
• Document requirements that can block a deal from advancing a stage until the required paperwork is attached or waived.

NeoKivo has the access control a growing team needs, not just an owner-and-everyone-else model. Permissions, per-deal visibility, and financial masking compose so people see exactly what they should — and every governance change is logged.

• Role-based access control: six built-in roles plus custom roles, with granular permissions for editing, finance, fields, users, and more.
• Per-deal visibility — private, team, pipeline, or workspace — with a preview of who gains or loses access before you change it.
• Financial masking: deal values and financial fields are hidden from users without finance access.
• Teams and pipeline-level access, so a pipeline can be restricted to specific members.
• An audit log of role, team, membership, and export changes for governance and peace of mind.

NeoKivo's Copilot does not just answer questions; it takes action on your behalf, using the same tools the app uses and respecting exactly what your account is allowed to see and do. The same tool registry is exposed over an MCP server, so your assistant of choice can operate the pipeline too.

• The Copilot creates and updates deals and contacts, moves stages, sets status, logs notes, and sets or completes next actions.
• Every action runs under your permissions and deal visibility — the AI can only touch what you can touch.
• An MCP server (mcp.neokivo.com) lets Claude, ChatGPT, or Cursor run those same tools with an API key.
• Uploaded documents are auto-classified (invoice, contract, receipt, proposal, and more) so paperwork files itself.

NeoKivo is not a walled garden. It ships a real public Zapier app, an MCP server, a REST API for integrations, and an email capture address — so the pipeline plugs into the tools you already run.

• Zapier app: triggers (new deal, stage changed, action due) and actions (create deal, create contact) across Zapier's 9,000+ apps.
• MCP server for AI assistants, and a REST API for programmatic access — both authenticated with an nk_live_ key.
• Inbound email capture: forward or BCC to your workspace address and the message lands on the matching deal, with a triage queue for the rest.
• CSV import that maps your columns and resolves owners and stages, plus export anytime — no lock-in.

Your documents are encrypted at rest with envelope encryption: each file gets its own key, wrapped by a key derived per workspace, and only the ciphertext is ever stored. Data handling is built to be careful, not an afterthought.

• AES-256-GCM envelope encryption for documents, with per-workspace key derivation — only encrypted bytes reach storage.
• Exports respect deal visibility and financial masking — you cannot export what you cannot see.
• Imports defend against spreadsheet formula injection and refuse to silently mis-link ambiguous duplicate names.
• A 14-day free trial with no credit card, and your data stays exportable even if you cancel.