ERP/CRM System with Robust Customized Reporting
February 19, 2018

ERP/CRM System with Robust Customized Reporting

Leah Jakaitis | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

NetSuite Enterprise Edition

Modules Used

  • Advanced Software
  • Fixed Asset Module
  • Work Orders and Assemblies

Overall Satisfaction with NetSuite

NetSuite is used to intake, organize, and route lead information for potential clients. It is used specifically for a couple clients, rather than across the entire organization (at the agency). From my perspective, it is useful because it is highly customizable: custom reports can be created and exported (in a number of formats) for analysis and evaluation. Netsuite's flexibility in offering full-business solutions makes integrating with third party software less necessary. The flexibility of the platform allows for integrations to be built using JavaScript (though we haven't taken advantage of that functionality yet).

Pros

  • Custom reports are easily created and customized for export (in a number of formats, including CSV and Excel)
  • Integrations with other platforms - to pass outside information/data into Netsuite and connect with third party software

Cons

  • Functionality extends far outside ERP limitations: includes CRM functionality, inventory tracking, call tracking, etc.
  • Documentation of third party integrations to streamline integration process(es) with other platforms
  • Extensive reporting capabilities - built in reports and customized reports - allow for analysis using third-party software / techniques
  • Lacking in in-platform forecasting / modeling / prediction and dashboard capabilities, which means relying on third party software
  • Eliminated the need for other software suites (combines CRM and ERP functionality into one platform), which overall made it a less expensive choice
  • Not a member of any user groups
I haven't used any platforms exactly like NetSuite, primarily because Netsuite serves as an all-in-one integrated business solution, from lead management to accounting. From a CRM perspective, Salesforce is relatively similar. As an ERP, I've previously used Sage 500 and found them similar in capabilities / robustness, though Netsuite's integrations and customization is more straightforward and less dated.
NetSuite is well-suited to a business looking to track multiple dimensions including clients, potential clients (leads), inventory, etc. It is an integrated system that offers ERP, CRM, and commerce functionality in one package. It is appropriate for scenarios that have multiple stages of the client conversion process (i.e., entering as a lead, sent to sales, making a purchase/converting, etc.), and for businesses with multiple deliverables. It is not well suited for companies that will require ongoing integration maintenance with third-party platforms (lots of extra man hours/cost associated with this). It is also not well suited for companies or businesses without established IT / tech teams, because setup and modification can be time-consuming.

NetSuite ERP Feature Ratings

Not Rated
Accounts payable
Not Rated
Accounts receivable
Not Rated
Global Financial Support
Not Rated
Primary and Secondary Ledgers
Not Rated
Journals and Reconciliations
Not Rated
Configurable Accounting
Not Rated
Standardized Processes
Not Rated
Not Rated
Billing Management
Not Rated
Cash and Asset Management
Not Rated
Travel & Expense Management
Not Rated
Budgetary Control & Encumbrance Accounting
Not Rated
Period Close
Not Rated
7.0
Inventory tracking
7
Automatic reordering
Not Rated
Location management
Not Rated
7.0
Pricing
7
Order entry
7
Credit card processing
Not Rated
Cost of goods sold
Not Rated
Order Orchestration
Not Rated
Not Rated
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
9.0
Dashboards
Not Rated
Standard reports
9
Custom reports
9
7.0
API for custom integration
8
Plug-ins
6
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Award Lifecycle Management
Not Rated
Not Rated
Budgeting and Forecasting
Not Rated
Project Costing
Not Rated
Cost Capture
Not Rated
Capital Project Management
Not Rated
Customer Contract Compliance
Not Rated
Project Revenue Recognition
Not Rated
Not Rated
Project Planning and Scheduling
Not Rated
Task Insight for Project Managers
Not Rated
Project Mobile Functionality
Not Rated
Definable Resource Pools
Not Rated
Not Rated
Bids Analyzed and Compared
Not Rated
Contract Authoring
Not Rated
Contract Repository
Not Rated
Requisitions-to-Purchase Orders Integrated
Not Rated
Supplier Management
Not Rated
Not Rated
Risk Repository
Not Rated
Control Management
Not Rated
Control Efficiency Assessments
Not Rated
Issue Detection
Not Rated
Remediation and Certification
Not Rated
Not Rated
Transportation Planning and Optimization
Not Rated
Transportation Execution Management
Not Rated
Trade and Customs Management
Not Rated
Fulfillment Management
Not Rated
Warehouse Workforce Management
Not Rated
Not Rated
Production Process Design
Not Rated
Production Management
Not Rated
Configuration Management
Not Rated
Work Execution
Not Rated
Manufacturing Costs
Not Rated
Not Rated
Forecasting
Not Rated
Inventory Planning
Not Rated
Performance Monitoring
Not Rated
Not Rated
Proposal Management
Not Rated
Product Master Data Management
Not Rated

Comments

More Reviews of NetSuite ERP

  1. Home
  2. Enterprise Resource Planning (ERP) Systems
  3. NetSuite ERP Reviews
  4. User Review of NetSuite ERP