Gain Insight Into Your Customers with NetSuite CRM

NetSuite CRM

NetSuite’s Customer Relationship Management (CRM) software is the only cloud solution that delivers a real-time, 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead all the way through opportunity, sales order, fulfilment, renewal, upsell, cross-sell and support.

In addition to offering traditional CRM capabilities such as SFA, customer service management and marketing automation, NetSuite CRM delivers quotes, order management, commissions, sales forecasting and integrated eCommerce capabilities

  • Streamlines lead-to-cash processes.
  • Elevates productivity across the organization with a 360-degree view of customers.
  • Improves sales performance through forecasting, upsell and commission management and more.
  • Helps you manage global sales and services organizations.


Schedule a free consultation
Grow Your Business with the Industry's Only Integrated CRM


NetSuite's integrated customer service management solution gives you a 360-degree view of customers-helping to improve customer satisfaction, attract new customers and lower service costs.

Only NetSuite's customer service software gives everyone that interfaces with the customer—sales, support, service, and fulfilment—access to complete, key customer data in real-time empowering them to better support your customers while driving upsell and cross-sell.

  • Increase Customer Satisfaction
    Support teams can access customer information anytime, anywhere to drive customer satisfaction and retention.
  • Reduce Costs with Effective Self-Service
    Deliver a high-quality, high-touch experience for customers while reducing the cost of customer care with a robust knowledge base in a customer portal.
  • Increase Efficiency and Productivity
    Accelerate case resolution time by providing support reps with complete customer visibility with appropriate case assignments.
  • Drive Incremental Revenue
    Empower sales, service and support reps to upsell and cross-sell better with complete access to cross-functional customer data.
Case Management Expedite resolutions by assigning, managing, and routing customer support cases across multiple communications channels, including phone, fax and web.
Customer Portal Provide your customers with highly personalized and interactive service on the portal—boosting customer satisfaction and retention.
Knowledge Management Organize and publish content easily allowing your customers and service reps to quickly track down the information they need.
Time Tracking Ensure better visibility into case management with time tracking directly tied to the customer record. Service professionals can easily track time spent with a given client.
Grow Your Company with End-to-End CRM Software in the Cloud



Customer Portal enables you to provide customers with highly personalized, interactive service on the Web. Your customers will be able to receive answers to their questions, complete transactions, submit support issues and query your knowledge base. With an open line of communication, and a range of self-service options, you'll boost customer satisfaction as well as long-term retention.

Key Benefits
  • Customers can enter trouble tickets by logging onto your site and can access personalized content and relevant support documentation.
  • Provide password-protected access to key customer support tools, such as the NetAnswers Knowledge Base.
  • Customers can update their own profiles, view their order histories, check their order status and place new orders around the clock.
  • Provide automatic receipt confirmation for a service request with a case number.
Grow Your Business with the Industry's Only Integrated CRM


Create and Execute Effective Campaigns to Drive Leads with Integrated Marketing Automation Software

NetSuite's marketing automation software automates your entire marketing process, allowing you to better align campaigns and programs with your sales teams.

NetSuite's marketing automation software enables you to generate highly qualified leads that are ready for sales engagement. It provides a framework for you to target, build, execute and measure the success of marketing campaigns—taking the complexity out of lead qualification and conversion. NetSuite's marketing automation solution lets you track and measure a prospect's activity, identify when a lead meets known buyer-readiness conditions, and pass that lead to sales as soon as it meets your pre-defined criteria.

Lead Reporting and Analytics

Get complete insight into your marketing programs—by program type, lead source, and promotions—in real time. Seamlessly track lead-to-revenue to measure ROI of lead generation programs.

Campaign and Email Management

Create and track highly targeted marketing campaigns. Manage end-to-end mass email campaigns, including database management, target list creation, email personalization, and SPAM-compliant auto-unsubscribe capabilities.

Website Search Engine Optimization

Connect with your customers early in the buying cycle with search-engine-friendly pages and get high rankings in search engines for dynamically generated web pages.

Landing Page and Forms

Create landing pages with an easy-to-use, drag and drop interface. Build reusable templates to create a consistent look and feel. Form submission instantly creates leads in CRM system for immediate sales follow up.

Effective Multi-channel Campaign Management

Streamline execution of marketing campaigns across multiple channels, including website, email, events and social media.

Improve Sales Collaboration

Align marketing and sales goals to improve collaboration by quickly converting leads into customers.

Shorten Sales Cycle

Deliver highly relevant content to prospects at the right time guiding them through the buying cycle.

Gain Real-Time Visibility

Gain insight into campaign performance and ROI with analytics.

Create and track highly targeted marketing campaigns


NetSuite Campaign Management allows you to create and track highly targeted marketing campaigns based on demographics, purchase trends, response patterns and support histories. With NetSuite, you can continually fine-tune your campaigns and maximize ROI with the ability to track results in real-time.

  • Manage, track and analyze all marketing campaigns—including email, direct mail, events and multi-channel campaigns—in a single application.
  • Analyze campaign statistics and ROI from the start of the marketing campaign to the final order transaction.
  • Segment your data to deliver personalized marketing of your products and services.
  • Categorize and assess the number of touchpoints needed to move a lead through your sales process.
  • Create campaign content quickly through templates.


NetSuite enables quick lead to opportunity conversion with integrated Web to Lead Form with CRM. With NetSuite, as soon as your prospect completes a form, the lead details and other critical information populates NetSuite CRM in real-time and routes immediately to the right sales person. Sales gets leads instantly and gains access to detailed intelligence in real-time.

  • Capture leads from your web site and populates CRM automatically in real-time.
  • Deliver captured marketing leads to the right sales representatives quickly and efficiently with a powerful routing engine.
  • Empower sales to respond quickly by providing detailed information, increasing conversion efficiency.
  • Improve sales productivity with detailed analysis of interactions, including phone calls, tasks, meetings and notes.
Drive Business Performance—Anytime, Anywhere, on Any Mobile Device


NetSuite mobility extends collaboration and productivity beyond the workplace. With intuitive tools that provide your mobile workforce with the ability to easily access and upload important data they need outside the office, they're empowered with information at their fingertips. With mobile apps for both iPhone and Android, NetSuite is meeting customer demand for access to ERP capabilities over the world's two most popular mobile operating systems.

In addition, the SuiteCloud development platform enables you to customize mobile applications to your unique business needs, while complementary mobile solutions from SuiteCloud Developer Network partners enable you to extend mobile functionality in such areas as field service, sales and warehousing—regardless of the mobile platform your organization uses.

  • Anytime, Anywhere Access
    Improve business performance with real-time metrics and role-based dashboards.
  • Real-time Visibility
    Maximize productivity and effectiveness of sales reps with real-time data.
  • Complete Customer Visibility
    Improve service with a 360-degree view of your customer—anytime, everywhere.
  • Customer satisfaction
    Enable out-of-office resolution on mobile devices.
NetSuite for iPhone

NetSuite for iPhone, a native iPhone application, is available as a free download from the Apple App Store giving on-the-go business users complete and personalized access to NetSuite's integrated business management suite. This includes dashboard synchronization of KPI metrics, scorecards and graphs, as well as complete record support including creation and modification. You can conduct business on the go, including sales order approvals, estimate conversions, billings and more. NetSuite has taken mobility to the next level. NetSuite's iPhone app now offers Apple Watch integration. Just glance at your watch and you'll see key alerts anytime, anywhere.



NetSuite for Android

NetSuite for Android, a native Android application, is available as a free download from Google Play giving on-the-go business users complete and personalized access to NetSuite's integrated business management suite. This includes dashboard synchronization of KPI metrics, scorecards and graphs, as well as complete record support including creation and modification. You can conduct business on the go, including sales order approvals, estimate conversions, billings and more.



SuitePhone Browser Access

SuitePhone increases mobile user productivity with a desktop-caliber experience on the go – delivering NetSuite functionality from any iOS, Android or Windows mobile device. With SuitePhone, users of iPhone, iPad, Nexus, Windows and other recent smart phones or tablets can perform key tasks in NetSuite, such as managing leads, checking forecasts, generating quotes and orders, or creating expense reports.




Schedule a free consultation
Boost collaboration between you and your partners


NetSuite Partner Relationship Management (PRM) enables real-time information flow that enhances visibility, boosts collaboration between you and your partners and creates a conduit between partners and your organization.

NetSuite gives you full control over every element of the partner-focused sales and marketing process, including joint marketing campaigns, lead management, sales forecasting, pipeline management, order processing, and partner commissions and royalties. NetSuite’s integrated CRM-PRM solution lets you successfully execute a channel strategy while realizing many benefits in terms of expanding revenue, reach and solution augmentation.

Empower Partners to Thrive

Develop and execute integrated marketing campaigns to deliver qualified leads to the right partners.

Align Sales and Partner Organizations

Unite your partner activities in PRM with sales activities in CRM and with order management into a single application.

Multi-Channel Communication

Disseminate sales and marketing information across your partner network via email with click-to-destination links to your portal.

Gain Real-Time Visibility

Gain insight into day-to-day marketing and sales activities for better tracking and shorter sales cycles.

Lead Management Enable your partners to register, track their leads, measure acquisitions costs and conversion rates to gain insight into joint marketing efforts.
Joint Selling Enable resellers to place and track orders without having to work through your internal sales staff while providing complete visibility and transparency.
Joint Demand Generation Support your partners' marketing efforts with marketing campaign tracking capabilities, which allow you to monitor and optimize channel programs.
Knowledge Management and Sharing Empower partner organizations to sell and service your customers more effectively by giving them access to relevant information.
Supercharge Sales Performance with Integrated Sales Force Automation Software


NetSuite's Sales Force Automation (SFA) software powers your sales organization with integrated sales processes from opportunity, upsell and quote management to sales forecasting, order management, fulfilment, and sales commission.

Unlike other solutions, NetSuite's SFA software gives your sales team unprecedented visibility into every aspect of the customer relationship, including support cases and back-office information such as contracts and inventory. With real-time dashboards, sales reps and managers gain better insight to sell, upsell, drive renewals, and properly set customer expectations.

Boost Sales Productivity

Enable effective collaboration and team selling to streamline the sales cycle.

Gain Real-Time Visibility

Get visibility into pipeline and forecasts making sales more predictable.

Improve Customer Relationships

A true 360-degree view of the customer, including sales, support cases and financial transactions.

Efficient Accounts Management

Create a holistic view of all accounts and their contacts with related activities in a single view.

Opportunity Management Standardize best practices for winning deals by linking your sales process and the customer buying process.
Sales Forecasting Make sales more predictable with real-time forecasting and a system of checks and balances that triangulates the sales forecast.
Quote and Order Management Streamline the quote and order process with a fully integrated quote-to-order, cash and fulfilment solution.
Incentive Compensation Management Provide visibility into accurate sales compensation calculation—ensuring the sales team spends more time selling and less time double-checking their commissions.
Take the guesswork out of forecasts with real-time sales data


Sales forecasting can often be a mystery to your management team, but NetSuite CRM+ takes the guesswork out of forecasts with real-time sales data, complete visibility into opportunities, and a rich set of forecasting tools. Probability-based forecasting offers weighted measurement of pending opportunities, quotes and orders, with the ability to make necessary adjustments as deals progress.

NetSuite CRM+ also provides a system of checks and balances that triangulates the sales forecast into a single dashboard view.

Key Benefits

  • Increase sales predictability with real-time forecasting.
  • Fine-tune forecast accuracy by creating forecast categories and entering a sales range for each open deal.
  • Overcome inaccurate sales process probability logic, sales rep sandbagging, using "mood ring" forecast
  • Get true forecast visibility—not just pipeline—with integrated order management.
Calculated Forecast Calculate projected amount, close probability, and weighted amount for opportunities and quotes to provide accurate forecast.
Multiple Forecasts Support multiple forecasts for comparison to assess their accuracy.
"Mood Ring" Forecast Allow prediction to be captured as an override, without tying the forecasted number to any specific opportunities or quotes.