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NetSuite CRM+ as an advanced software for client management
October 23, 2019

NetSuite CRM+ as an advanced software for client management

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • NetSuite CRM

Overall Satisfaction with NetSuite ERP

My organisation uses NetSuite for project management and customer relationship management purposes to have full view on all clients all the time. We input client data from the lead generation phase though signing the purchase order until the integration is finalised and then we propose the next product which starts the process again.
  • Multiple options to automate the processes and save time
  • Various functionalities to improve efficiency of the CRM process
  • The complexity does not work well for smaller companies - unnecessary complication
  • Adjusting the tool to our needs resulted in saving time on manual documents edition
  • Customizing the process also reduced the amount of internal conversations which are now not needed when details are transferred automatically
  • HubSpot and Harvest
There is an option to track workflow for each employee in NetSuite CRM and customize it a lot for company needs. There are multiple advanced reports that can be generated in this tool which may be required by the finance / admin / management team. These teams can also track due dates and accomplishments.
Expensify, Concur Expense, Concur Travel and Expense, Trello, Asana, JIRA Software, Atlassian Confluence, TeamViewer, Google Drive, Tableau Desktop, Tableau Server, Criteo Audience Match, MySQL, Slack, Axiom Sales Force Development, WordPress, Dropbox, MS SharePoint, Skype for Business (formerly Lync), Lifesize Video Conferencing, Microsoft Yammer, Jabber, NetSuite CRM+, SAP CRM, HubSpot CRM, LastPass for Business, monday.com, Microsoft Project, Harvest, SurveyMonkey, Google Forms
NetSuite CRM is perfect for companies that have multiple clients and many employees who get in touch with them. In a scenario if an organisation has well established structure and needs a tool to efficiently maintain finance, administration, and other teams to have access to CRM data this tool would work well.

NetSuite ERP Feature Ratings