NetSuite CRM Features

NetSuite CRM

Redefine Your Customer Relationships in the Cloud

3.92/5 (185 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Assignment Management
Billing & Invoicing
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Campaign Management
Case Management
Cataloging/Categorization
Categorization/Grouping
Chat/Messaging
Client Portal
Collaboration Tools
Commission Management
Communication Management
Compensation Management
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Forms
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop
ERP
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Estimating
Event Triggered Actions
FAQ
For Sales Teams/Organizations
Forecasting
Goal Management
Interaction Tracking
Internal Chat Integration
Inventory Management
Knowledge Base Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Microsoft Outlook Integration
Mobile Access
Mobile Alerts
Multi-Currency
Multi-Language
Opportunity Management
Order Management
Order Processing
Payroll Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Prioritization
Project Management
Proposal Management
Prospecting Tools
Quota Management
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Resource Management
Role-Based Permissions
Sales Forecasting
Sales Orders
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Status Tracking
Support Ticket Tracking
Tagging
Task Management
Task Scheduling
Template Management
Territory Management
Third Party Integrations
Time & Expense Tracking
Training Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Workflow Management
XML / RSS
eCommerce Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Assignment Management
Billing & Invoicing
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Campaign Management
Case Management
Cataloging/Categorization
Categorization/Grouping
Chat/Messaging
Client Portal
Collaboration Tools
Commission Management
Communication Management
Compensation Management
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Forms
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop
ERP
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Estimating
Event Triggered Actions
FAQ
For Sales Teams/Organizations
Forecasting
Goal Management
Interaction Tracking
Internal Chat Integration
Inventory Management
Knowledge Base Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Microsoft Outlook Integration
Mobile Access
Mobile Alerts
Multi-Currency
Multi-Language
Opportunity Management
Order Management
Order Processing
Payroll Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Prioritization
Project Management
Proposal Management
Prospecting Tools
Quota Management
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Resource Management
Role-Based Permissions
Sales Forecasting
Sales Orders
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Status Tracking
Support Ticket Tracking
Tagging
Task Management
Task Scheduling
Template Management
Territory Management
Third Party Integrations
Time & Expense Tracking
Training Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Workflow Management
XML / RSS
eCommerce Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Assignment Management
Billing & Invoicing
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Campaign Management
Case Management
Cataloging/Categorization
Categorization/Grouping
Chat/Messaging
Client Portal
Collaboration Tools
Commission Management
Communication Management
Compensation Management
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Customer Segmentation
Customer Service Analytics
Customer Support
Customer Surveys
Customizable Fields
Customizable Forms
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Document Management
Document Storage
Drag & Drop
ERP
Email Management
Email Marketing
Email Response Control
Email Templates
Email Tracking
Estimating
Event Triggered Actions
FAQ
For Sales Teams/Organizations
Forecasting
Goal Management
Interaction Tracking
Internal Chat Integration
Inventory Management
Knowledge Base Management
Knowledge Management
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Microsoft Outlook Integration
Mobile Access
Mobile Alerts
Multi-Currency
Multi-Language
Opportunity Management
Order Management
Order Processing
Payroll Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Prioritization
Project Management
Proposal Management
Prospecting Tools
Quota Management
Quotes/Estimates
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Updates
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Request Escalation
Resource Management
Role-Based Permissions
Sales Forecasting
Sales Orders
Sales Pipeline Management
Sales Reports
Search/Filter
Segmentation
Self Service Portal
Social Media Integration
Source Tracking
Status Tracking
Support Ticket Tracking
Tagging
Task Management
Task Scheduling
Template Management
Territory Management
Third Party Integrations
Time & Expense Tracking
Training Management
Visual Analytics
Web Forms
Web-based Deployment
Website Integration
Workflow Management
XML / RSS
eCommerce Management
Visit WebsiteCompare App

Mobile apps

iOS App


0 reviews

Android App


336 reviews

NetSuite CRM Feature Reviews

25 reviewers had the following to say about NetSuite CRM's features:

Adarsh S.

Review of NetSuite

2016-11-15

Marketing uses NetSuite to track leads and campaign responses, Sales uses the CRM to track prospects through the sales process, Support uses case management to track issues and call volumes.

Pros

Easily customizable.

Cons

Customer support needs a lot of improvement.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Software Advice
Helpful?   Yes   No
Read more
nikash s.

Why NS should be an ERP solution

2016-11-17

With this software, you can import contact information from many different programs, including an Excel spreadsheet.

Pros

This allows us to keep cashflow coming in at critical times with significantly less manpower than has been needed before. Import and export from excel

Cons

Third Party softwares need to be purchased which is an extra cost

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Zachary B.

NetSuite Review - Nov 2016

2016-11-21

The system is easy to use and integrates really well with other solutions (Concur, Avalara, OKTA, etc.) which makes life easy for accountants.

Pros

Ease of use Rev Rec Project Management Integration with other systems

Cons

Price Reporting UI

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Pete P.

NetSuite is a decent CRM however it is not as user friendly as it should be.

2018-05-04

Good reporting tools and ability to automated email alerts on critical KPI's.

Pros

Nice reporting tools and live data for all company users.

Cons

Importing of new records tedious, lack of duplication detects (one character off and you have a new record).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Srajan R.

Lots of features in single product.

2016-11-15

Customizing reports, searches and alerts made the workflow processes smooth.

Pros

Reports are easy to run and export to Excel cleanly and easily.

Cons

Budgeting that is included in the financial module was developed first and has not been upgraded enough.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Aria S.

Verified Reviewer

NetSuite CRM is cloud-based customer relationship management solution.

2018-06-22

Pros

NetSuite CRM also offers a great API with its highly integratable system which makes it even more better.

Cons

It lacks some features like easy report management.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
Read more
Sona B.

Best CRM software

2016-11-17

The group calendar is a great place for everyone to keep track of their to-do lists and show off their accomplishments when they are completed.

Pros

The ability to add data points to the customer and also to build a customer using project modules all while keeping the books accurately reflecting that financial relationship.

Cons

It doesn't have live chat support, nor does it have a social CRM application.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Mauro V.

A customizable platform for solving your eCommerice needs

2016-04-04

Pros

Integration of information from customer database, to shipping (fulfilling), to billing, to accounting and bookkeeping, to email campaigns, to website management, and report generation.

Cons

It still takes some training to learn to master the skills. Some of the more complicated and creative setups require extensive coding.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Likelihood to recommend

8/10

Recommendations to others considering NetSuite CRM

Very robust platform. Just make sure you familiarize yourself with it.

Source: Software Advice
Helpful?   Yes   No
Read more
Prateek V.

This is your solution

2016-11-17

It is also the only CRM software we reviewed that has an eCommerce application that connects your CRM to your website to track client activity and organize that information into reports and forecasts that you can use to grow your business.

Pros

Flexible Depreciation Management 3. Does the job of taking a prospect to a customer and then housing all data that comes from that relationship. 4.

Cons

Can be slow if too much of data is stored.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Amie P.

A powerful tool that will increase sales and efficiancy in your business

2012-02-09

With NetSuite’s highly customizable interface, the power is in your hands to mold it to fit your company’s specific needs and purposes.

Source: GetApp
Helpful?   Yes   No
Read more
Miles F.

Netsuite is a solid ERP solution

2016-06-16

Pros

Highly customizable dashboard.

Cons

Netsuite has somewhat clunky UI and UX and relatively infrequent updates.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering NetSuite CRM

Netsuite is a very robust ERP solution that meets many of our needs for a business.

Source: Software Advice
Helpful?   Yes   No
Read more
Crystal B.

NetSuite CRM+ - Love the Dashboard

2015-04-23

Pros

NetSuite offers several pre-configured but customizable screen layouts designed for specific company roles.

Cons

With NetSuite you cannot purchase individual modules.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Likelihood to recommend

8/10

Recommendations to others considering NetSuite CRM

NetSuite focuses on financial management but is much more sophisticated and flexible than what you find in entry-level accounting software.

Source: Software Advice
Helpful?   Yes   No
Read more
Karim S.

Verified Reviewer

NetSuite CRM+ is great for deep insight on your customers

2020-03-17

From accounting and budgeting functions, to inventory and supply management, to keeping calls, emails and conversations in on place, NetSuite CRM+ is key to any successful operation.

Pros

NetSuite CRM+ has a simple, interactive and responsive user interface right from the setup.

Cons

You absolutely get what you pay for with NetSuite CRM+.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
Read more
Adam A.

NetSuite has great system but is expensive and locked down by bureaucracy

2017-02-10

Overall, NetSuite is going through some growing pains and has a lot of customer service issues to address in order to remain viable.

Pros

UI Workflows Customization Easy to navigate Detailed and robust

Cons

Expensive Poor account management Poor customer service

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10

Recommendations to others considering NetSuite CRM

Consider your business requirements and look at competing vendors. There are many vendors who offer better service and lower prices and can still deliver the functionality you need.

Source: Software Advice
Helpful?   Yes   No
Read more
Harshit A.

NS all the way

2016-11-17

Sales uses the CRM to track prospects through the sales process; Support uses case management to track issues and call volumes; and we do all our accounting in NetSuite including billing, AP, and financial reporting.

Pros

Inventory allocation is very accurate Helps keep track of changes

Cons

NS should create templates so as to provide useable customization options Hard to upload pictures of receipts

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Timothy Y.

Versatility and functionality

2019-07-12

Generally fast, user-friendly and well-supported. Versatile and has functionality for everything imaginable, if one has the knowledge or time to learn how to e.g. write SQL.

Pros

Highly customizable, web-based, allowed for different roles and accessibility, reporting and scheduling capabilities were a huge factor.

Cons

It can be very challenging to create advanced reports or searches

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrew M.

Netsuite is a all in-one ERP/CRM that has a wonderful market place for 3rd party apps

2018-04-20

The ability to manage account/financials as well as CRM data, in one convenient location.

Pros

The ability to quickly and easily integrate a payment system, with accounting, as well as the features included from a CRM. This means you get the ability to use quotes, reports, payments, documents, and all the fields (custom or standard).

Cons

The UI is a bit dated and can be difficult to manage.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Thomas Z.

Netsuite is a great ERP for complex, cross-functional accounting practices

2016-11-17

Netsuite is a great product with intuitive functionality and nice design. Great for midto large companies looking for a comprehensive ERP that can be used with other departments to capture highly detailed data.

Pros

UX, integration, workflow, out-of-box reporting

Cons

Custom reporting, load times, cluttered workspaces

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering NetSuite CRM

If you are a mid to large company looking for a comprehensive ERP with cross-department collaboration and complex integrations, Netsuite can be a great choice. For a small to mid size company looking for a more "straight-forward" ERP with less complexity and cost, there may be better options. Overall, I think Netsuite is a very solid product and we have been more than happy with our experience with Netsuite as a whole.

Source: Software Advice
Helpful?   Yes   No
Read more
Kanul D.

Netsuite has helped us grow

2016-11-17

NS is a versatile software tool which basically does all tasks from inventory control, order processing, managing finances as well as provides marketing advice for the future.

Pros

Manage contacts, track leads, manage tasks/action lists, sales management. 2.

Cons

1. User guides should be improved to set up the software without the need of consultants from NS. 2. Gets too complex sometimes so should be used with caution in order to avoid wrong results.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10

Recommendations to others considering NetSuite CRM

Use it wisely to help your business achieve good results!

Source: Software Advice
Helpful?   Yes   No
Read more
Suman D.

Make it your default order and billing management software

2016-11-17

NetSuite’s order and billing management module integrates your sales, finance, and fulfillment operations.

Pros

Flexible Billing Scheduling Integrated Process Workflow Shipping & Fulfillment Financial Planning Payroll Services Incentive Compensation Management Recurring Revenue Management

Cons

The monthly limit for emails should be increased.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Prabhdeep S.

Review of NetSuite

2016-11-15

In addition, NetSuite serves as our ERP and CRM system. The entire customer life cycle, from lead generation thru opportunities, quotes, sales orders, billing, collection, and customer service provisioning is done utilizing NetSuite as our one tool for all.

Pros

NetSuite's dashboards are so amazing that it is addictive.

Cons

Speed is always an issue. They really need to optimize their network to get the best results.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Ravi Karan K.

NS is a great CRM, thumb up

2016-11-17

NetSuite is being used across the whole ministry - administration, marketing, IT, networking, etc.

Pros

Revenue recognition templates help in tracking revenue of 3000+ customers at any given time Exporting to excel is easy Reports are easy to generate

Cons

Sometimes logs off when opening multiple tabs Timesheets viewing is hard

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Jeremy S.

As good a view of the customer as our team enters

2017-12-31

Support can see what services is doing and vice versa. Finance can see both too.

Pros

Automation, sharing and collection of data about the customer experience all in one place.

Cons

Analytics on notes are almost impossible and so much is hidden in the notes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anil G.

All most everything what a CRM can have.

2021-07-20

Most of the clients can't configure it. So UI/UX needs to be more simplified.

Pros

1) It has everything inbuilt. 2) Support team is good. 3) Provide smooth APIs for all operations. 4) Inventory sync and ECommerce Sites Can be managed easily into it.

Cons

1) it's complex to understand. 2) No Free trial or no option to use the sandbox for Free for development purposes only.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Mudit K.

Good multipurpose software

2016-11-17

This module integrates seamlessly with other NetSuite software like order management, inventory, CRM, and e-commerce functions.

Pros

Audit Trail Visibility 4. Tax Management 5. Centralized Vendor Management

Cons

1. Debit credit terms replaced with increase and decrease 2. Customizing roles is tedious

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more