What users are saying about
416 Ratings
28 Ratings
416 Ratings
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Score 7.4 out of 100
28 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

NetSuite ERP

Cloud computing, in my opinion, is the future. Just like we pay for electricity as we use it, and do not have our own power generation plants, I believe the future of enterprise computing is a pay-as-you-use service. And other companies agree (Sage Intacct, SAP Business One, Microsoft Dynamics 365). NetSuite has been doing it since 1998. They clearly have a leg-up over all of these other companies.Perhaps a highly specialized organization with lots of custom software might not be a good fit. Customization of the platform is robust to an extend and there are many tools available for customization. However, native support for common languages like Python do not exist and the back-end totally customizable JavaScript platform does require some advanced skills. In fairness, we have not encountered a situation yet that the standard cloud customization tools were unable to solve so for us, this description is a problem we just don't have.
Mitchel Laman | TrustRadius Reviewer

Workbooks

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Brian Walsh | TrustRadius Reviewer

Feature Rating Comparison

Payroll Management

NetSuite ERP
7.6
Workbooks
Pay calculation
NetSuite ERP
6.8
Workbooks
Benefit plan administration
NetSuite ERP
7.2
Workbooks
Direct deposit files
NetSuite ERP
7.5
Workbooks
Salary revision and increment management
NetSuite ERP
8.9
Workbooks
Reimbursement management
NetSuite ERP
7.8
Workbooks

Customization

NetSuite ERP
7.2
Workbooks
7.7
API for custom integration
NetSuite ERP
7.1
Workbooks
7.5
Plug-ins
NetSuite ERP
7.3
Workbooks
Custom fields
NetSuite ERP
Workbooks
8.4
Custom objects
NetSuite ERP
Workbooks
7.6
Scripting environment
NetSuite ERP
Workbooks
7.5

Security

NetSuite ERP
7.9
Workbooks
7.5
Single sign-on capability
NetSuite ERP
8.1
Workbooks
7.0
Role-based user permissions
NetSuite ERP
7.8
Workbooks
8.0

Reporting & Analytics

NetSuite ERP
7.5
Workbooks
Dashboards
NetSuite ERP
7.8
Workbooks
Standard reports
NetSuite ERP
7.6
Workbooks
Custom reports
NetSuite ERP
6.9
Workbooks

General Ledger and Configurable Accounting

NetSuite ERP
7.2
Workbooks
Accounts payable
NetSuite ERP
7.8
Workbooks
Accounts receivable
NetSuite ERP
8.2
Workbooks
Global Financial Support
NetSuite ERP
7.7
Workbooks
Primary and Secondary Ledgers
NetSuite ERP
8.1
Workbooks
Intercompany Accounting
NetSuite ERP
7.7
Workbooks
Localizations
NetSuite ERP
8.3
Workbooks
Journals and Reconciliations
NetSuite ERP
7.7
Workbooks
Enterprise Accounting
NetSuite ERP
8.0
Workbooks
Configurable Accounting
NetSuite ERP
8.0
Workbooks
Centralized Rules Framework
NetSuite ERP
7.7
Workbooks
Standardized Processes
NetSuite ERP
7.8
Workbooks

Inventory Management

NetSuite ERP
6.8
Workbooks
Inventory tracking
NetSuite ERP
6.7
Workbooks
Automatic reordering
NetSuite ERP
7.0
Workbooks
Location management
NetSuite ERP
7.2
Workbooks
Manufacturing module
NetSuite ERP
6.5
Workbooks

Order Management

NetSuite ERP
7.6
Workbooks
Pricing
NetSuite ERP
8.0
Workbooks
Order entry
NetSuite ERP
7.6
Workbooks
Credit card processing
NetSuite ERP
7.0
Workbooks
Cost of goods sold
NetSuite ERP
8.1
Workbooks
Order Orchestration
NetSuite ERP
7.7
Workbooks
End-to-end order visibility
NetSuite ERP
7.6
Workbooks
Order exception Resolution
NetSuite ERP
7.1
Workbooks

Subledger and Financial Process

NetSuite ERP
7.4
Workbooks
Automated Invoice Processing
NetSuite ERP
7.5
Workbooks
Shared Services Payments
NetSuite ERP
7.6
Workbooks
Billings Management
NetSuite ERP
7.6
Workbooks
Customer Receipt Applications
NetSuite ERP
7.5
Workbooks
Customer Collections
NetSuite ERP
7.8
Workbooks
Revenue Recognition
NetSuite ERP
7.6
Workbooks
Cash Management
NetSuite ERP
7.5
Workbooks
Asset Management
NetSuite ERP
7.0
Workbooks
Travel & Expense Management
NetSuite ERP
7.4
Workbooks
Budgetary Control & Encumbrance Accounting
NetSuite ERP
7.1
Workbooks
Period Close
NetSuite ERP
7.7
Workbooks
Transactions Tax
NetSuite ERP
7.5
Workbooks
Subledger Reconciliations
NetSuite ERP
7.3
Workbooks
3rd Party Accounting Systems
NetSuite ERP
7.1
Workbooks

Project Financial Management

NetSuite ERP
7.3
Workbooks
Budgeting and Forecasting
NetSuite ERP
6.8
Workbooks
Project Costing
NetSuite ERP
6.8
Workbooks
Cost Capture
NetSuite ERP
7.0
Workbooks
Capital Project Management
NetSuite ERP
8.2
Workbooks
Customer Invoicing
NetSuite ERP
7.6
Workbooks
Customer Contract Compliance
NetSuite ERP
7.8
Workbooks
Project Revenue Recognition
NetSuite ERP
6.9
Workbooks
Project Financial Performance Analysis
NetSuite ERP
7.4
Workbooks
Project Financials Dashboard
NetSuite ERP
7.5
Workbooks
Real-time Financial Reporting
NetSuite ERP
7.4
Workbooks
Embedded Business Intelligence
NetSuite ERP
7.2
Workbooks
Project Planning Collaboration
NetSuite ERP
6.6
Workbooks

Project Execution Management

NetSuite ERP
7.5
Workbooks
Project Planning and Scheduling
NetSuite ERP
6.8
Workbooks
Project Manager Dashboard
NetSuite ERP
6.9
Workbooks
Resource Manager Dashboard
NetSuite ERP
7.2
Workbooks
Task Insight for Project Managers
NetSuite ERP
7.7
Workbooks
Project Manager Mobile Functionality
NetSuite ERP
7.5
Workbooks
Team Member Task Collaboration
NetSuite ERP
7.4
Workbooks
Team Member Mobile Functionality
NetSuite ERP
7.3
Workbooks
Project Candidate Search
NetSuite ERP
7.7
Workbooks
Project Candidate Comparison and Analysis
NetSuite ERP
7.7
Workbooks
Defineable Resource Pools
NetSuite ERP
8.3
Workbooks
Defineable Resource Pools
NetSuite ERP
8.1
Workbooks
Talent Profiles
NetSuite ERP
7.1
Workbooks
Real-Time Project Reporting
NetSuite ERP
8.1
Workbooks
Absence Management
NetSuite ERP
7.6
Workbooks
Product Lifecycle Management
NetSuite ERP
7.8
Workbooks

Grants Management

NetSuite ERP
7.5
Workbooks
Award Lifecycle Management
NetSuite ERP
7.1
Workbooks
Spending Control
NetSuite ERP
7.4
Workbooks
Indirect Cost Management
NetSuite ERP
8.1
Workbooks
Billing
NetSuite ERP
7.4
Workbooks

Procurement

NetSuite ERP
7.7
Workbooks
Sourcing Team Collaboration
NetSuite ERP
7.3
Workbooks
Sourcing Analysis
NetSuite ERP
6.2
Workbooks
Bids Analyzed and Compared
NetSuite ERP
7.6
Workbooks
Catalog Shopping E-Commerce for Employees
NetSuite ERP
7.1
Workbooks
Contract Authoring
NetSuite ERP
7.3
Workbooks
Contract Compliance Management
NetSuite ERP
7.9
Workbooks
Contract History
NetSuite ERP
8.1
Workbooks
Contract Renewal Automation
NetSuite ERP
8.4
Workbooks
Contract Repository
NetSuite ERP
7.9
Workbooks
Contract Standardization and Enforcement
NetSuite ERP
7.9
Workbooks
Electronic Signatures
NetSuite ERP
8.3
Workbooks
Invoice Automated Matching
NetSuite ERP
7.5
Workbooks
Purchasing Risk and Compliance Management
NetSuite ERP
7.4
Workbooks
Requisitions-to-Purchase Orders Integrated
NetSuite ERP
7.9
Workbooks
Spend Compliance Management
NetSuite ERP
7.6
Workbooks
Supplier Assessment
NetSuite ERP
8.3
Workbooks
Supplier Communication and Collaboration
NetSuite ERP
8.0
Workbooks
Supplier Management
NetSuite ERP
8.3
Workbooks
Supplier Portal
NetSuite ERP
7.8
Workbooks

Risk Management

NetSuite ERP
7.9
Workbooks
Risk Repository
NetSuite ERP
7.3
Workbooks
Control Management
NetSuite ERP
7.6
Workbooks
Control Mapping
NetSuite ERP
7.8
Workbooks
Control Efficiency Assessments
NetSuite ERP
7.8
Workbooks
Automated Control Assessments
NetSuite ERP
8.1
Workbooks
Assessment Capture
NetSuite ERP
8.5
Workbooks
Issue Detection
NetSuite ERP
8.0
Workbooks
Automatic Notification
NetSuite ERP
8.0
Workbooks
Remediation and Certification
NetSuite ERP
7.8
Workbooks

Logistics

NetSuite ERP
6.9
Workbooks
Transportation Planning and Optimization
NetSuite ERP
6.4
Workbooks
Transportation Sourcing Management
NetSuite ERP
7.0
Workbooks
Transportation Process Integration
NetSuite ERP
7.4
Workbooks
Transportation Execution Management
NetSuite ERP
6.9
Workbooks
Freight Payment Automation
NetSuite ERP
6.9
Workbooks
Trade Management
NetSuite ERP
6.4
Workbooks
Trade Regulatory Compliance Management
NetSuite ERP
7.8
Workbooks
Customs Entry Management
NetSuite ERP
6.9
Workbooks
Customs Document Management
NetSuite ERP
6.6
Workbooks
Customs Document Collaboration
NetSuite ERP
6.7
Workbooks
Fulfillment Management
NetSuite ERP
7.3
Workbooks
Inventory Visibility
NetSuite ERP
7.1
Workbooks
Warehouse Workforce Management
NetSuite ERP
6.5
Workbooks

Manufacturing

NetSuite ERP
6.3
Workbooks
Production Process Design
NetSuite ERP
6.8
Workbooks
Supply Chain Business Flows
NetSuite ERP
6.0
Workbooks
Production Management
NetSuite ERP
6.0
Workbooks
Contracted Manufacturing Management
NetSuite ERP
6.0
Workbooks
Configuration Management
NetSuite ERP
6.9
Workbooks
Work Definition
NetSuite ERP
6.1
Workbooks
Work Execution
NetSuite ERP
6.0
Workbooks
Advanced Fulfillment
NetSuite ERP
6.6
Workbooks
Manufacturing Costs
NetSuite ERP
6.2
Workbooks

Supply Chain

NetSuite ERP
7.0
Workbooks
Forecasting
NetSuite ERP
7.1
Workbooks
Inventory Planning
NetSuite ERP
6.7
Workbooks
Multi-tier Supply Chain Planning
NetSuite ERP
7.3
Workbooks
Performance Monitoring
NetSuite ERP
7.0
Workbooks

Product Lifecycle Management

NetSuite ERP
6.8
Workbooks
Ideation Management
NetSuite ERP
6.7
Workbooks
Requirements Management
NetSuite ERP
7.2
Workbooks
Proposal Management
NetSuite ERP
5.9
Workbooks
Innovation Portfolio Management
NetSuite ERP
6.8
Workbooks
Product Master Data Management
NetSuite ERP
6.8
Workbooks
Vendor Portal
NetSuite ERP
7.1
Workbooks
Project Portfolio Management
NetSuite ERP
7.0
Workbooks

Sales Force Automation

NetSuite ERP
Workbooks
7.7
Customer data management / contact management
NetSuite ERP
Workbooks
8.5
Workflow management
NetSuite ERP
Workbooks
8.2
Territory management
NetSuite ERP
Workbooks
7.7
Opportunity management
NetSuite ERP
Workbooks
8.8
Integration with email client (e.g., Outlook or Gmail)
NetSuite ERP
Workbooks
6.4
Contract management
NetSuite ERP
Workbooks
7.2
Quote & order management
NetSuite ERP
Workbooks
7.6
Interaction tracking
NetSuite ERP
Workbooks
6.4
Channel / partner relationship management
NetSuite ERP
Workbooks
8.4

Customer Service & Support

NetSuite ERP
Workbooks
6.3
Case management
NetSuite ERP
Workbooks
6.2
Call center management
NetSuite ERP
Workbooks
6.8
Help desk management
NetSuite ERP
Workbooks
5.8

Marketing Automation

NetSuite ERP
Workbooks
7.3
Lead management
NetSuite ERP
Workbooks
8.0
Email marketing
NetSuite ERP
Workbooks
6.6

CRM Project Management

NetSuite ERP
Workbooks
7.5
Task management
NetSuite ERP
Workbooks
7.7
Billing and invoicing management
NetSuite ERP
Workbooks
6.8
Reporting
NetSuite ERP
Workbooks
7.8

CRM Reporting & Analytics

NetSuite ERP
Workbooks
8.6
Forecasting
NetSuite ERP
Workbooks
8.2
Pipeline visualization
NetSuite ERP
Workbooks
8.8
Customizable reports
NetSuite ERP
Workbooks
8.8

Social CRM

NetSuite ERP
Workbooks
6.6
Social data
NetSuite ERP
Workbooks
6.0
Social engagement
NetSuite ERP
Workbooks
7.3

Integrations with 3rd-party Software

NetSuite ERP
Workbooks
6.9
Marketing automation
NetSuite ERP
Workbooks
6.7
Compensation management
NetSuite ERP
Workbooks
7.0

Platform

NetSuite ERP
Workbooks
4.2
Mobile access
NetSuite ERP
Workbooks
4.2

Pros

NetSuite ERP

  • Custom records, fields and forms
  • Workflow automation
  • Mass updates and CSV imports making data management easy
  • Suitescript offers powerful ways to customize
  • Many modules available to a wide variety of business
  • Several bundles available that integrate with other services or add functionality to NetSuite
Anonymous | TrustRadius Reviewer

Workbooks

  • Sales process management from enquiry to delivery of product
  • This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
  • Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
  • The FD loved it
  • The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
  • Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Chris Hood | TrustRadius Reviewer

Cons

NetSuite ERP

  • NetSuite does have great customization capabilities, however, this can also make it difficult to track and maintain custom workflows and scripts as business needs change, especially with different subsidiaries having different process requirements. Essentially, the more you customize the system, the more you need to maintain documentation for reference.
  • NetSuite has a fantastic reporting tool called a "Saved Search." For financial and other similar reports, you must use the NetSuite "Report" feature. This reporting feature is not as flexible as the Saved Search and I have found that certain reports cannot be customized as required using the "Report" feature.
  • The Project Management module still has some work to go before it is flexible enough for companies to use NetSuite for their own customized processes. The module is fairly inflexible, and at a previous company we had around 10-15 enhancement requests alone relating to this module.
Sonny Spencer, ACA | TrustRadius Reviewer

Workbooks

  • There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
  • While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
  • I am sure that would increase productivity even further (if it's of the same standard as the main environment).
Martijn Daalder | TrustRadius Reviewer

Likelihood to Renew

NetSuite ERP

NetSuite ERP 8.0
Based on 22 answers
I am not the decision maker for this but I believe our company will be sticking with NetSuite for the long term. A CRM like this is a big investment and not something you move away from quickly and without a lot of planning. There is a lot of data involved and importing that into a new system is no easy task.
Billy Barker | TrustRadius Reviewer

Workbooks

Workbooks 8.5
Based on 7 answers
the product works. support has been good or greatso far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
Paul Reynolds | TrustRadius Reviewer

Usability

NetSuite ERP

NetSuite ERP 9.0
Based on 11 answers
Through creation of various dashboards and KPIs the user does not really need to get very technically involved. They simply need to understand how to fill out a form, and through proper workflow creations they can be alerted when it is time to provide the necessary information or perform a necessary action to complete the next phase of the business process.
Felix Garbuz | TrustRadius Reviewer

Workbooks

Workbooks 7.3
Based on 1 answer
No answer on this topic is available.

Reliability and Availability

NetSuite ERP

NetSuite ERP 9.4
Based on 26 answers
It has been very reliable. I can only think of 1-2 times in 4.5 years that we have had issues getting in, and in each case were able to get back in within 1 hour. There has not been a major downtime
Anonymous | TrustRadius Reviewer

Workbooks

Workbooks 9.1
Based on 2 answers
Workbooks CRM never let me down.
Peter Lindeman | TrustRadius Reviewer

Performance

NetSuite ERP

NetSuite ERP 7.7
Based on 24 answers
Most of the time the performance is very good. Pages load in a few seconds; financial reports take less than 5 seconds; basic searches take a few seconds. But performance can be sporadic throughout the day and cause the run time to triple.
Pamela Roberts | TrustRadius Reviewer

Workbooks

No score
No answers yet
No answers on this topic

Support Rating

NetSuite ERP

NetSuite ERP 1.0
Based on 20 answers
In my opinion, the best place to go to answer your NetSuite functionality questions is their Online Help. It is excellent. For true support questions, NetSuite offers a Knowledgebase to its customers. Also, for ERP, NetSuite has licensed accountants that provide support. With any support organization, you must be thorough in describing your issue though.

NetSuite has several different support levels - http://www.netsuite.com/portal/services/support_main.shtml
Rob Gottschalk | TrustRadius Reviewer

Workbooks

Workbooks 8.2
Based on 1 answer
No answer on this topic is available.

In-Person Training

NetSuite ERP

NetSuite ERP 7.3
Based on 2 answers
I had in person training for a day when first got the software. The training was good. The challenge was that there was a large gap between training and when we went live so we forgot quite a lot
Anonymous | TrustRadius Reviewer

Workbooks

No score
No answers yet
No answers on this topic

Online Training

NetSuite ERP

NetSuite ERP 8.0
Based on 7 answers
Online training is quite strong. I have used for specific pieces of functionality.However it is not sufficient in all areas.
Anonymous | TrustRadius Reviewer

Workbooks

Workbooks 6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Brendan Harris, MBA | TrustRadius Reviewer

Implementation Rating

NetSuite ERP

NetSuite ERP 7.3
Based on 18 answers
Implementation was fine but could have gone quicker.

NetSuite provided me a implementation guide who I did not think was very knowledgeable.

I recommend that you make sure the organization knows how they are going to use the software and come up with an implementation plan before importing all of the data.
Anonymous | TrustRadius Reviewer

Workbooks

No score
No answers yet
No answers on this topic

Alternatives Considered

NetSuite ERP

I have used simple accounting systems like QuickBooks, and I have used huge outdated systems like SAP. NetSuite is far superior to both of them. I wouldn't say its better than QuickBooks but maybe just for a different audience. QuickBooks is really for small companies. SAP, however, at least the implementation I used, was barely usable and effectively hid the data we needed from us because it was nearly impossible to pull from the system even with dedicated staff to help.
Chris Snelling, CFA | TrustRadius Reviewer

Workbooks

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Adam Grieve | TrustRadius Reviewer

Scalability

NetSuite ERP

NetSuite ERP 8.4
Based on 5 answers
We have been able to scale our business 25X without any major overhaul with Netsuite. Its dashboard setup makes onboarding new employees very easy and allows data to be shared across multiple offices. Its cloud setup does not put any pressure on IT to scale servers or other infrastructure. We have been able to become much more efficient in all aspects of the business.
Aaron Kleinhandler | TrustRadius Reviewer

Workbooks

No score
No answers yet
No answers on this topic

Return on Investment

NetSuite ERP

  • Stress levels WAY down since dumping our previous Billing system and installing SuiteBilling. The ease of navigating, viewing data in sensible places, reporting and having more data in one place has made many of my users use words like "amazing" and "what a relief." Don't underestimate worker stress and enjoyment of their tool.
  • Fewer vendors and products to manage and to integrate. I oversee 10+ financially-related applications and their vendors. Dealing with the nuances of the contracts, the products and the people with whom I must deal (sales, support, product management) adds a lot of time and complexity. It also reduces the challenge of my SOX-related efforts.
  • Auditors and those of us supporting SOX-related efforts LOVE NetSuite, especially compared to other systems. The controls and auditing available are indispensable, whether it's to keep us accountable to ourselves or to the auditors.
Joshua Henke | TrustRadius Reviewer

Workbooks

  • Allows us easy management of leads and clear visibility of opportunities for the sales team
  • User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
  • Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
David Carter | TrustRadius Reviewer

Screenshots

Pricing Details

NetSuite ERP

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

NetSuite ERP Editions & Modules

Edition
Base License$9991
Access Cost$992
  1. per month
  2. per user per month
Additional Pricing Details

Workbooks

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Workbooks Editions & Modules

Edition
Workbooks CRM Edition$301
Workbooks Business Edition$651
  1. per user/per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

NetSuite ERP
6.5
Workbooks
8.7

Likelihood to Renew

NetSuite ERP
8.0
Workbooks
8.5

Usability

NetSuite ERP
9.0
Workbooks
7.3

Reliability and Availability

NetSuite ERP
9.4
Workbooks
9.1

Performance

NetSuite ERP
7.7
Workbooks

Support Rating

NetSuite ERP
1.0
Workbooks
8.2

In-Person Training

NetSuite ERP
7.3
Workbooks

Online Training

NetSuite ERP
8.0
Workbooks
6.4

Implementation Rating

NetSuite ERP
7.3
Workbooks

Scalability

NetSuite ERP
8.4
Workbooks

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