NetSuite CRM

Complete Customer Lifecycle Management

NetSuite CRM is a true cloud solution to track and manage customer engagement through the lifecycle.
Proven to reduce sales cycles and streamline the lead-to-cash process, NetSuite CRM elevates productivity across sales, marketing, and service.

Integrated with the core business management system, NetSuite CRM automates processes to release time and resources, allowing teams to focus on turning prospects into profit.

NetSuite CRM software captures data to provide complete end-to-end visibility of customer relationships, in real-time.

Remote, multi-device access

Real-time insight

Process automation

Streamlined lead-to-cash

Ideal for growing SMEs

NetSuite CRM Features

NetSuite CRM user interface features role-based dashboards for a user-friendly approach to customer relationship management. Reports are accessible in real-time to provide meaningful, up-to-the-minute insight. Resulting decisions are fast and well-informed, ensuring customers receive consistent service and progress along the sales funnel with improved efficiency.

NetSuite CRM automates and aligns processes across sales and marketing for more consistent, timely service and improved campaign performance, from email to order, and beyond.

NetSuite CRM features customisable dashboards, allowing users to create personalised KPIs, reporting and analytics to monitor campaign, customer, team, and individual performance against a range of metrics, including service level agreement.

Build reliability and predictability into the sales process using NetSuite CRMs featured and custom forecasting tools. Performance is monitored in real-time, with finance integration, to maximise opportunities and minimise risks.

360-degree customer view

Customisable dashboards

Sales and marketing automation

Ecommerce integration

Forecasting and tracking

“Having our accounting, customer database, email marketing, and website, all communicating together is something our competitors don’t have. We have grown 50% year on year using NetSuite.”

Adam Taylor Founder, Pet Shop UK

NetSuite CRM Pros and Cons

NetSuite CRM users report key pros of integration and automation features. This joined-up approach improves campaign performance using a wealth of real-time data.
Customisable role-based dashboards improve efficiency. Disputes are resolved quickly to avoid payment delay and deliver quality customer service.
Process automation and seamless use of NetSuite CRM customer data improves order fulfilment, accuracy, and speed, leading to more profitable customer relationships.
The main cons reported by NetSuite CRM users are poor software training and initial configuration. Both are completely avoidable with implementation by an approved NetSuite Partner.

Implementation by a NetSuite Solution Provider delivers a perfect-fit CRM software solution. ERP expertise is used to develop precise, role-specific system configurations, including user dashboards. Users receive NetSuite CRM training, ensuring every team member is confident leveraging the full benefits of NetSuite’s comprehensive range of tools.

“Having one system to manage our client relationships, with financials connected, is revolutionary for us. All the manual reporting we spent hours on each month is gone, it’s fantastic for the team.”

Carrie Sudbury Deputy Chief Executive, Barnsley and Rotherham Chamber of Commerce

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NetSuite CRM