NetSuite CRM Reviews

The integration with several departments is very efficient, when you are handling projects inside a projectized enterprise, you need to integrate several departments with many people involved, with this tool, you can organize the work, to fill in each part the parth whom it concern to each one of the team. In our case (operations department), we use the Location cost Module, and it is a very efficient...

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Sometimes, you have to take your time to into the needs of the projects to have the accurate information that you need. Sometimes, this process could be annoying, but it's worth it, you will save so much time and headache pills after all of this. And remember this system is very flexible. Sometimes another cons for this tool is the speed, it runs slow, even when you have a high speed internet connection, so don´t be anxious or desperate when you are working on this tool.

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

It can be very challenging to create advanced reports or searches

It has a lot of detail for each customer/account and since it is part of NetSuite you don't have to deal with the sync process of using another program.

Very difficult to use and nothing is user friendly. Adding calendar events, notes, etc. are just eacy to enter or lookup. The mobile app is basically non-functional as it only give the very basic information on each account. There is no way to schedule routes.

This software really helped centralize the inquiry and lead phase our admissions process. Netsuite is great for organizing and prioritizing higher volume number of leads (15-20 per day) to ensure that those leads don't fall through the cracks. It was also a great resource for tracking sales day-by-day, week-over-week, year over year etc.

As with any CRM it takes a few weeks to build confidence in pulling reports, properly labelling inquires. There's a lot of clicking and attention to detail that's required in order to make sure that the orders flow through the admissions process. This isn't a software you would want you staff to learn on the fly; give them the tools and resources so that you can keep the data clean and have consistency with established processes.

Automation, sharing and collection of data about the customer experience all in one place. It is pretty easy to use if you take a little time to get familiar with it, but you have to make an effort to use to good capability. Its only as good as you put in; if your team doesn't record the interactions, then you don't have the data.

Analytics on notes are almost impossible and so much is hidden in the notes. The reports have some features while others are available in searches - and reports are difficult while searches are easy. Searching is limited to 3 step relationship, but that is supposed to come to five steps soon.

A lot of features, great training program

Confusing on how to enter donors, sync the bank account and kids we help.

Initial cost and on going costs are comparatively speaking very low. You can normally get away with having a first year cost of around $150-$300k depending on products and company size +/- additional pro services or 3rd party implementation teams. Additionally, the customization ability allows a good admin and dev team with proper business acumen to really create a system that reflects the current processes within the organization.

Ease of customization and relative complexity of permissions can lead to users having more power than they should and accidentally or purposefully creating or changing forms and database components. Additionally pro services can be less than knowledgeable and may lead users down canned or bad practices.

What I loved about Netsuite is that it is completely malleable to your business and almost any possible use you could need it for. CRM, check. Customer database, check. If memory serves me correctly you can even potentially run your payroll and company accounting through it. It is a truly powerful software if used correctly and maximized.

It is WAY TOO CONFUSING to use for someone who does not have previous experience using it. When my company had NetSuite I literally had to be on the phone with a support rep or my account manager to train my team on how to use it. This is probably due to it's immense power, but still. It's also super expensive.

You can literally do everything from marketing, to customer service, to sales in one program.

This CRM can be overwhelming to new or small businesses that are not familiar with automated workflows or site integration.

I like that it is very customizable and that it is relatively easy to pick up and get going!

Some of the menu options are somewhat limited and require validation that is useless in my opinion. However, I think this is most likely an issue with setup and is dependent on the business model.

As an administrator, implementation of the CRM portion of NetSuite was relatively painless in comparison to the overall project's scope. It can do sales territories, automatic assignment based on geographic locations and other factors (or round robin if you don't do that). It can do sales teams, it can do multi-split customer contributions. It's very granular, and can do a lot of specific things in regards to marketing avenues and tracking leads/prospects/etc.

However, the product could use a lot of love in regards to promo codes/marketing. First, its email marketing interface could use an absolute TON of work. If they could make it more like something like Mailchimp, rather than having to use full-out HTML code (and uploading photos elsewhere) it would be far more useful. As it stands now, it's archaic in comparison to marketing-focused platforms. We would...

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It is an all-in-one tool that I used as both a project manager and as the marketing coordinator after a lateral promotion. For project management, it was ideal. As there were several teams located around the globe, we were able to store documents and statistics related to the project for easy project handover and to support our teammates when needed. As marketing coordinator, I was able to send out...

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It can be particularly complex for users who aren't tech-savvy, and it's important the system administrator have experience in html/html5 coding. It can be difficult for users to manage their own dashboard and navigate the interface, but so long as they have contact with the administrator who can help onsite or remotely, it's fine. It does have an intimidating look to it, being that it can do so much. Its also not the prettiest interface I've ever encountered, which isn't really important, but the semiotics of it can turn someone off.

UI Workflows Customization Easy to navigate Detailed and robust

Expensive Poor account management Poor customer service

Ease of use. It's very intuitive so a new learner can grasp the functions quite fast.

A number of times the software is down as it is in the cloud, and the server hosting the software has issues, causing loss of productivity for hours. This affect multiple companies that are hosted on that server.

We inherited NetSuite throughout our organization. NetSuite is our system of record for accounting purposes, our order management system, our hub for fulfillment, our CRM-SFA system for our direct sales staff, and the place where we create, edit, and control our products and services that we sell. NetSuite seems to addresses many business problems; without it, we would have a very hard time running our business. NetSuite does a great job of taking a prospect to a customer and then housing all data that comes from that relationship.

A few of the issues that we have found have been under documentation. It is lacking just a bit especially within the development areas. Releases are done twice annually, there are many small bugs in the system that don't get fixed for years. The mobile apps for iPhone/Android are very poor and very limiting. Customization requires a significant amount of time and financial investment. The learning curve is pretty steep. You either need a dedicated resource who has the skill set to build customizations for every department, and every user or have lots of money to invest in additional customization from NetSuite developers.

Netsuite is a great product compared to a lot of ERP / CRM systems out there. Just the look and ease of use are very apparent. Most ERP systems look like an old access database program that looks a bit scary to the end user. Netsuite has also added several data centers to guarantee uptime. Netsuite is very customizable and your own company processes can be integrated into the system. They have a great API and integration capable system.

It is a very expensive system. That being said, you get what you pay for. The 24 hour support is based out of the Philippines last I heard and I have many people at my company cannot understand the support staff over the phone at all.

Although a very comprehensive solution, NetSuite was actually fairly easy to implement. I believe we actually "broke the record" on the fastest conversion process from QuickBooks to NetSuite. Their implementation team was outstanding.

The supply chain portion of the product is not as strong as the CRM or Finance areas. There is one key report which I would have expected which does not exist, causing me to spend effort to bridge two reports together manually by transferring numbers. Additionally, compared to all the other teams within NetSuite I encountered, I was least impressed with the Education. They only took the time to instruct on very generic areas of the product and made no effort to understand even the basic changes we had made during implementation.

It is a comprehensive tool that all provides users and admins great flexibility to automate tasks and workflows related to financial management

In trying to do everything for everyone, it can introduce extra complexities and inter-product conflicts that require work arounds.

Cloud based. Allows team to work from anywhere. Great integration with e-commerce Streamlined/Time Saver

Cost - annual increases will eventually outpace growth Inflexible - some functionality that should be included is not available.

Everything in one place, great list-based format, does amazing things- everything really. My favorite feature is the reporting and saved searches. Once you know how to do them, you can get literally any information about your company in a few clicks.

Development of the product is very, very expensive. It will do everything you need, for a price. A very high price.

Does it's job and does it well. Netsuite holds its place as an industry leader in CRM for a reason. Multifunctional and compatible with a host of different platforms. I have worked in a wide range of call center environments, all of which have made full use of the Netsuite platform.

Individual license costs can get expensive. Although well worth the cost you will want to make sure you have a way to manage your end user licenses.

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). Recently acquired by Oracle which gives Netsuite a greater pool of resources.

The UI is a bit dated and can be difficult to manage. The system release updates are also constant and sometimes requires assistance from the support teams to allow these upgrades. The oracle support network is vast with the new Oracle take over, which can cause a bit of headache when working with their support teams.

Cloud-based and SaaS capable for subscription based businesses. Nice reporting tools and live data for all company users.

Importing of new records tedious, lack of duplication detects (one character off and you have a new record). Creating search reports not user friendly and limited.

NetSuite is at the core of our customer relationship management, it supports our sales force and marketing, as well as customer support and order management. It is easily integrated with the core financial solution. NetSuite's flexibility and thoroughness are evident from the very start. The first thing I look at was the dashboard. NetSuite offers several pre-configured but customizable screen layouts designed for specific company roles. Employees can customize their dashboards. These are real-time dashboards that report and analyze the data in the system, helping company managers monitor, performance.

With NetSuite you cannot purchase individual modules.

Incredibly versatile and robust.

Difficult to use, obtuse interface. Nothing works out-of-the-box, and requires extensive development to add functionality. Requires lots of costly add-on modules to gain functionality we believed was included in the core package. Slow.