What users are saying about
368 Ratings
28 Ratings
368 Ratings
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Score 7.1 out of 100
28 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

NetSuite

I am a huge advocate for NetSuite, because the system is user-friendly (after a little training) and because it is so customizable. I would recommend NetSuite to any business with more than one company and especially businesses with companies based in more than one country. Small, medium and large companies can leverage the NetSuite platform to suit their needs, whether simple or complex.NetSuite has a number of taxation features that can help to automate return filings, so any business looking to systematize certain tax areas will find the system very useful.NetSuite allows great transparency across an organization and adopts a "one source of truth" methodology. If you have Finance, Accounting, Marketing, Sales, Operations, etc. all working in the same platform and working with the same data, there is less room for data discrepancies and more reliance can be placed upon the system outputs.If a business has a disconnect between Finance, Accounting, Marketing, Sales, Operations, etc. NetSuite will allow that business to come together and automate processes within a single system. There is no need for external system connectors, saving the business time (maintaining the connections) and money (saving on subscription fees to third-party connector vendors).
Sonny Spencer, ACA | 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
5.4
Workbooks
Pay calculation
NetSuite
4.8
Workbooks
Benefit plan administration
NetSuite
5.0
Workbooks
Direct deposit files
NetSuite
5.0
Workbooks
Salary revision and increment management
NetSuite
6.0
Workbooks
Reimbursement management
NetSuite
6.0
Workbooks

Customization

NetSuite
6.4
Workbooks
7.7
API for custom integration
NetSuite
6.5
Workbooks
7.5
Plug-ins
NetSuite
6.4
Workbooks
Custom fields
NetSuite
Workbooks
8.4
Custom objects
NetSuite
Workbooks
7.6
Scripting environment
NetSuite
Workbooks
7.5

Security

NetSuite
7.6
Workbooks
7.5
Single sign-on capability
NetSuite
7.7
Workbooks
7.0
Role-based user permissions
NetSuite
7.4
Workbooks
8.0

Reporting & Analytics

NetSuite
6.3
Workbooks
Dashboards
NetSuite
6.6
Workbooks
Standard reports
NetSuite
6.2
Workbooks
Custom reports
NetSuite
6.1
Workbooks

General Ledger and Configurable Accounting

NetSuite
6.8
Workbooks
Accounts payable
NetSuite
7.2
Workbooks
Accounts receivable
NetSuite
7.3
Workbooks
Global Financial Support
NetSuite
6.9
Workbooks
Primary and Secondary Ledgers
NetSuite
7.7
Workbooks
Intercompany Accounting
NetSuite
6.8
Workbooks
Localizations
NetSuite
7.7
Workbooks
Journals and Reconciliations
NetSuite
6.9
Workbooks
Enterprise Accounting
NetSuite
7.6
Workbooks
Configurable Accounting
NetSuite
7.6
Workbooks
Centralized Rules Framework
NetSuite
5.9
Workbooks
Standardized Processes
NetSuite
7.7
Workbooks

Inventory Management

NetSuite
5.4
Workbooks
Inventory tracking
NetSuite
6.1
Workbooks
Automatic reordering
NetSuite
5.4
Workbooks
Location management
NetSuite
5.5
Workbooks
Manufacturing module
NetSuite
4.7
Workbooks

Order Management

NetSuite
6.7
Workbooks
Pricing
NetSuite
6.7
Workbooks
Order entry
NetSuite
6.1
Workbooks
Credit card processing
NetSuite
7.2
Workbooks
Cost of goods sold
NetSuite
6.9
Workbooks
Order Orchestration
NetSuite
6.8
Workbooks
End-to-end order visibility
NetSuite
7.0
Workbooks
Order exception Resolution
NetSuite
6.2
Workbooks

Subledger and Financial Process

NetSuite
6.8
Workbooks
Automated Invoice Processing
NetSuite
7.3
Workbooks
Shared Services Payments
NetSuite
6.4
Workbooks
Billings Management
NetSuite
6.8
Workbooks
Customer Receipt Applications
NetSuite
6.8
Workbooks
Customer Collections
NetSuite
7.2
Workbooks
Revenue Recognition
NetSuite
7.6
Workbooks
Cash Management
NetSuite
6.5
Workbooks
Asset Management
NetSuite
5.8
Workbooks
Travel & Expense Management
NetSuite
6.8
Workbooks
Budgetary Control & Encumbrance Accounting
NetSuite
6.8
Workbooks
Period Close
NetSuite
7.6
Workbooks
Transactions Tax
NetSuite
6.8
Workbooks
Subledger Reconciliations
NetSuite
6.7
Workbooks
3rd Party Accounting Systems
NetSuite
5.5
Workbooks

Project Financial Management

NetSuite
6.1
Workbooks
Budgeting and Forecasting
NetSuite
5.5
Workbooks
Project Costing
NetSuite
6.3
Workbooks
Cost Capture
NetSuite
6.6
Workbooks
Capital Project Management
NetSuite
6.8
Workbooks
Customer Invoicing
NetSuite
6.6
Workbooks
Customer Contract Compliance
NetSuite
7.4
Workbooks
Project Revenue Recognition
NetSuite
6.0
Workbooks
Project Financial Performance Analysis
NetSuite
6.2
Workbooks
Project Financials Dashboard
NetSuite
5.8
Workbooks
Real-time Financial Reporting
NetSuite
6.3
Workbooks
Embedded Business Intelligence
NetSuite
4.7
Workbooks
Project Planning Collaboration
NetSuite
4.9
Workbooks

Project Execution Management

NetSuite
6.1
Workbooks
Project Planning and Scheduling
NetSuite
5.1
Workbooks
Project Manager Dashboard
NetSuite
4.7
Workbooks
Resource Manager Dashboard
NetSuite
4.4
Workbooks
Task Insight for Project Managers
NetSuite
6.0
Workbooks
Project Manager Mobile Functionality
NetSuite
6.6
Workbooks
Team Member Task Collaboration
NetSuite
6.0
Workbooks
Team Member Mobile Functionality
NetSuite
6.7
Workbooks
Project Candidate Search
NetSuite
6.4
Workbooks
Project Candidate Comparison and Analysis
NetSuite
6.4
Workbooks
Defineable Resource Pools
NetSuite
6.4
Workbooks
Defineable Resource Pools
NetSuite
6.4
Workbooks
Talent Profiles
NetSuite
5.9
Workbooks
Real-Time Project Reporting
NetSuite
6.4
Workbooks
Absence Management
NetSuite
7.0
Workbooks
Product Lifecycle Management
NetSuite
7.0
Workbooks

Grants Management

NetSuite
6.5
Workbooks
Award Lifecycle Management
NetSuite
6.7
Workbooks
Spending Control
NetSuite
6.7
Workbooks
Indirect Cost Management
NetSuite
6.7
Workbooks
Billing
NetSuite
5.8
Workbooks

Procurement

NetSuite
6.6
Workbooks
Sourcing Team Collaboration
NetSuite
7.2
Workbooks
Sourcing Analysis
NetSuite
6.5
Workbooks
Bids Analyzed and Compared
NetSuite
6.5
Workbooks
Catalog Shopping E-Commerce for Employees
NetSuite
5.2
Workbooks
Contract Authoring
NetSuite
6.1
Workbooks
Contract Compliance Management
NetSuite
6.1
Workbooks
Contract History
NetSuite
6.1
Workbooks
Contract Renewal Automation
NetSuite
6.0
Workbooks
Contract Repository
NetSuite
6.0
Workbooks
Contract Standardization and Enforcement
NetSuite
6.0
Workbooks
Electronic Signatures
NetSuite
6.5
Workbooks
Invoice Automated Matching
NetSuite
6.5
Workbooks
Purchasing Risk and Compliance Management
NetSuite
6.5
Workbooks
Requisitions-to-Purchase Orders Integrated
NetSuite
7.2
Workbooks
Spend Compliance Management
NetSuite
7.7
Workbooks
Supplier Assessment
NetSuite
7.0
Workbooks
Supplier Communication and Collaboration
NetSuite
7.2
Workbooks
Supplier Management
NetSuite
7.8
Workbooks
Supplier Portal
NetSuite
7.0
Workbooks

Risk Management

NetSuite
6.7
Workbooks
Risk Repository
NetSuite
7.0
Workbooks
Control Management
NetSuite
6.5
Workbooks
Control Mapping
NetSuite
6.4
Workbooks
Control Efficiency Assessments
NetSuite
6.4
Workbooks
Automated Control Assessments
NetSuite
6.4
Workbooks
Assessment Capture
NetSuite
7.0
Workbooks
Issue Detection
NetSuite
7.0
Workbooks
Automatic Notification
NetSuite
7.0
Workbooks
Remediation and Certification
NetSuite
6.4
Workbooks

Logistics

NetSuite
4.3
Workbooks
Transportation Planning and Optimization
NetSuite
4.2
Workbooks
Transportation Sourcing Management
NetSuite
4.2
Workbooks
Transportation Process Integration
NetSuite
5.1
Workbooks
Transportation Execution Management
NetSuite
4.1
Workbooks
Freight Payment Automation
NetSuite
4.1
Workbooks
Trade Management
NetSuite
3.6
Workbooks
Trade Regulatory Compliance Management
NetSuite
6.0
Workbooks
Customs Entry Management
NetSuite
4.1
Workbooks
Customs Document Management
NetSuite
3.4
Workbooks
Customs Document Collaboration
NetSuite
3.1
Workbooks
Fulfillment Management
NetSuite
3.9
Workbooks
Inventory Visibility
NetSuite
5.0
Workbooks
Warehouse Workforce Management
NetSuite
4.4
Workbooks

Manufacturing

NetSuite
5.2
Workbooks
Production Process Design
NetSuite
4.9
Workbooks
Supply Chain Business Flows
NetSuite
4.2
Workbooks
Production Management
NetSuite
4.2
Workbooks
Contracted Manufacturing Management
NetSuite
3.9
Workbooks
Configuration Management
NetSuite
7.7
Workbooks
Work Definition
NetSuite
3.6
Workbooks
Work Execution
NetSuite
4.5
Workbooks
Advanced Fulfillment
NetSuite
7.3
Workbooks
Manufacturing Costs
NetSuite
6.3
Workbooks

Supply Chain

NetSuite
5.1
Workbooks
Forecasting
NetSuite
4.7
Workbooks
Inventory Planning
NetSuite
4.1
Workbooks
Multi-tier Supply Chain Planning
NetSuite
6.8
Workbooks
Performance Monitoring
NetSuite
4.8
Workbooks

Product Lifecycle Management

NetSuite
4.7
Workbooks
Ideation Management
NetSuite
4.6
Workbooks
Requirements Management
NetSuite
7.0
Workbooks
Proposal Management
NetSuite
3.6
Workbooks
Innovation Portfolio Management
NetSuite
4.1
Workbooks
Product Master Data Management
NetSuite
4.1
Workbooks
Vendor Portal
NetSuite
4.7
Workbooks
Project Portfolio Management
NetSuite
4.6
Workbooks

Sales Force Automation

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

Customer Service & Support

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

Marketing Automation

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

CRM Project Management

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

CRM Reporting & Analytics

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

Social CRM

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

Integrations with 3rd-party Software

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

Platform

NetSuite
Workbooks
4.2
Mobile access
NetSuite
Workbooks
4.2

Pros

NetSuite

  • Integrates. NetSuite is particularly good at integrating with other products. For example, we integrate NetSuite with Adaptive Planning in order to bring actual financials together with forecast and budget data, which is then used for analysis and reporting. We also integrate NetSuite with other administration platforms so invoicing and commissions can be done rather seamlessly.
  • Intuitive. NetSuite is extremely intuitive. I started using it without any training and was easy to learn. It takes a little practice to learn the reporting system, but if you are just looking for client or vendor information it is as easy as typing the name or ID into the search box at the top.
  • Easy to Support. While setup is important and takes a lot of hours, the ongoing support is outstanding when compared to some of the other big enterprise systems. The previous enterprise system I used needed 4 full time programmers on staff just to keep it running, and it still kept getting outdated. The cloud application and seamless upgrades make this product superior.
Chris Snelling, CFA | 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

  • Consolidated invoicing. Generally, I think it's not a problem for NetSuite customers, and the potential, infrequent multiple invoicing to a given customer is likely okay. However, there may be instances producing 3 or more invoices per month for a given customer. The only consolidation solution offered is their homegrown "SuiteSolution" called Consolidated Invoicing. I don't use it but have had demos and discussions. Really need something slicker.
  • Fixed Assets Management. I use their SuiteSolution, Fixed Assets Management. It's not part of core NetSuite so there are inconsistencies with the rest of the system, some performance annoyances, and weaker reporting capabilities. It's a better product than other fixed asset solutions I've tried!
  • A very recent frustration of mine is that it is not possible without customization to display tax amounts per line in a transaction. This should be native. The per-line tax amount is available in a saved search; the per-line tax rate is available to display on the transaction; the tax amount can be displayed in the PDF generated. Why not show the amount in the system? Fortunately, it's easy to create a custom field/column that multiplies tax rate with an amount to give you tax amount. Pretty minor in the scheme of things, but fresh in my mind.
Joshua Henke | 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

NetSuite 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

NetSuite 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

NetSuite 9.4
Based on 13 answers
Netsuite is never down. In the past year, we have been down only when we have internet issues
Aaron Kleinhandler | TrustRadius Reviewer

Workbooks

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

Performance

NetSuite

NetSuite 7.7
Based on 12 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

NetSuite 1.0
Based on 10 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

NetSuite 7.3
Based on 2 answers
The general Admin training is good but very soft for the high technical stuff
Felix Garbuz | TrustRadius Reviewer

Workbooks

No score
No answers yet
No answers on this topic

Online Training

NetSuite

NetSuite 8.0
Based on 7 answers
Relatively easy and if time permits e
Felix Garbuz | 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

NetSuite 7.3
Based on 9 answers
Executive involvement is critical. Make sure you have a good handle on the metrics you would like to ultimately manage. Work as a team to document your business requirements. Whiteboard often. Understand NetSuite's best practice capabilities.

Have a central person identified to handle all report and analysis requests (ie - don't allow multiple people to create reports; have one person create reports and distribute them to decision makers via the NS dashboard or whatever form). Make sure you understand critical dates and develop the project plan accordingly
Rob Gottschalk | TrustRadius Reviewer

Workbooks

No score
No answers yet
No answers on this topic

Alternatives Considered

NetSuite

We selected Netsuite over Financial Force because at that moment Netsuite had a localization feature we needed to consolidate financial information from a company outside the US and they had the feature for the accounting rules of that specific country.
Nicolas Costa Ossa | 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

NetSuite 8.4
Based on 5 answers
Because it has a relatively low price of entry for the base modules and then you pay per user, you can start out small and expand as you need to. I've seen it used with 1 user all the way up to hundreds of users. Imagine experiencing all that growth without implementing a new ERP system!
Dana Larson | TrustRadius Reviewer

Workbooks

No score
No answers yet
No answers on this topic

Return on Investment

NetSuite

  • Very positive impact! Our old accounting system needed constant day to day maintenance between modules to get accurate reporting. Manufactured items were not calculating costs correctly so reports were never accurate.
  • The cloud based platform has save me SOOOOOOOOOOO much time not maintaining servers, workstations etc. Adding users and work stations are as simple as just having a computer with internet access.
  • Dashboard reminders really help me keep track of everything going on (or going wrong) within our organization. Problem troubleshooting is much easier with Netsuite.
Cindy Rumpf Novack | 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

General

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

NetSuite Editions & Modules

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
5.9
Workbooks
8.7

Likelihood to Renew

NetSuite
8.0
Workbooks
8.5

Usability

NetSuite
9.0
Workbooks
7.3

Reliability and Availability

NetSuite
9.4
Workbooks
9.1

Performance

NetSuite
7.7
Workbooks

Support Rating

NetSuite
1.0
Workbooks
8.2

In-Person Training

NetSuite
7.3
Workbooks

Online Training

NetSuite
8.0
Workbooks
6.4

Implementation Rating

NetSuite
7.3
Workbooks

Scalability

NetSuite
8.4
Workbooks

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