Get Neos now - run, don't walk
September 25, 2025
Get Neos now - run, don't walk
Score 10 out of 10
Vetted Review
Verified User
Software Version
Neos Essentials
Overall Satisfaction with Assembly Neos
Neos is fantastic - it allows us to text our clients, which allows multi-tasking at it's best. I often can be on the phone or sending an e-mail and will send text messages to other clients which is very efficient. I love that it adds a copy to our notes tab as well. I also love that if a client texts a photo, it will go right into the account, which saves me time.
Pros
- Texting: as previously described, the photos client's text to us get uploaded to their file.
- It connects with Yocierge, which allows us time to do other things as Yocierge takes care of entering the invoices into Neos and saving the client's medical records and bills directly into the file.
- The organization is super easy to use and to understand.
- The new contact search by case is great! It allows us to see where all the contacts are in multiple case.
Cons
- I wish the intakes were better. You can't add more than one person to an intake. Often times, there are more than one or a parent is calling on behalf of a minor.
- It has simplied and made my work flow a lot easier, especially with the easy checklists which having the reminders go right to my inbox is awesome. I wish the text message notices would also go to my inbox. Sometimes I miss those.
It's great!
Do you think Assembly Neos delivers good value for the price?
Not sure
Are you happy with Assembly Neos's feature set?
Yes
Did Assembly Neos live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Assembly Neos go as expected?
Yes
Would you buy Assembly Neos again?
Yes
Comments
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