Top NetSuite CRM features

NetSuite CRM brings everything—prospects, customers, partners, and vendors—into one system. It’s designed to help businesses track interactions, manage pipelines, and improve customer relationships.

With a range of automation tools and real-time analytics, NetSuite CRM goes beyond basic contact management. It provides a full view of your sales process, making it easier to close deals and retain customers.

But is it the right choice for your business? Comparing CRM options can be overwhelming. Dimmo simplifies software evaluation with AI-powered insights, helping you find the best tool for your needs. Now let’s explore NetSuite CRM’s key features and how they can benefit your business.

NetSuite CRM is a cloud-based customer relationship management solution designed to give businesses a complete view of their customers in real time. It connects every stage of the customer journey, from initial contact to ongoing support, ensuring a smooth flow of information across departments.

With NetSuite CRM, companies can manage leads, track sales opportunities, and automate marketing efforts—all in one place. But it goes beyond standard CRM functions by offering tools for:

• Sales automation: Streamline lead management, forecasting, and commissions tracking.
• Customer support: Improve service with case tracking and self-service portals.
• Order management: Simplify quotes, sales orders, and fulfillment.
• Ecommerce integration: Connect CRM data with online sales channels.

By centralizing these processes, NetSuite CRM helps businesses improve efficiency, enhance customer relationships, and drive revenue growth.

NetSuite CRM is designed for larger teams and complex business needs, integrating with Oracle NetSuite ERP for inventory, order, and financial management. While Oracle doesn’t list official pricing, industry data suggests the following estimates:

• Standard Tier ($1,188–$4,800/year) – Core CRM features like contact management, sales automation, and basic reporting.
• Premium Tier ($11,615–$27,600/year) – Advanced analytics, sales forecasting, and enhanced reporting.
• Ultimate Tier ($7,188–$10,200/year) – CPQ tools, real-time pricing, and advanced reporting.
• Enterprise Tier ($7,188–$23,988/year) – Full feature set, advanced customization, and partner management.

In addition to these costs, NetSuite CRM requires an annual contract with a base fee of $999/month, plus $99 per user for additional licenses. Pricing varies based on business size and complexity.

NetSuite, developed by Oracle, is a cloud-based business management platform designed to help companies streamline their operations. It integrates enterprise resource planning (ERP), customer relationship management (CRM), financial management, and e-commerce into a single system, providing real-time access to key business data from any internet-connected device.

NetSuite ERP

This module helps businesses manage financials, inventory, procurement, and order processing. It’s designed to improve efficiency in back-office operations and enhance financial accuracy.

NetSuite OpenAir

A Professional Services Automation (PSA) tool that supports service-based businesses in managing projects, from resource planning to billing. It helps organizations optimize workflows and maximize profitability.

NetSuite CRM

This module enhances customer relationship management by automating sales processes, customer support, and marketing efforts. It helps businesses track interactions and improve customer engagement.

NetSuite SuiteCommerce

An integrated e-commerce solution that allows businesses to manage online and offline sales in one platform. It provides tools for creating seamless shopping experiences and managing orders across multiple channels.

NetSuite OneWorld

Designed for multinational businesses, this module supports multiple currencies, languages, and tax regulations, enabling companies to manage global operations efficiently.

Industry-Specific Solutions

NetSuite also offers tailored solutions for industries like manufacturing, wholesale distribution, and software companies. Its modular design allows businesses to customize the platform to fit their needs, ensuring scalability as they grow.

NetSuite CRM offers a robust set of tools designed to help businesses manage sales, customer relationships, and operations efficiently. Unlike other CRMs that bundle features into fixed plans, NetSuite allows businesses to customize their setup based on industry needs.

Here are some of the key features that make NetSuite CRM a powerful choice:

NetSuite CRM streamlines the entire sales process, from lead generation to order fulfillment. Sales teams can track opportunities, manage customer interactions, and automate follow-ups in one system. Real-time data ensures that reps always have the latest insights to close deals faster.

Creating accurate quotes for complex products and services can be challenging. NetSuite’s CPQ feature simplifies this process by automating pricing calculations and generating error-free quotes. This ensures consistency while reducing manual work for sales teams.

For businesses that work with channel partners, NetSuite PRM enables seamless collaboration. It provides shared access to leads, joint marketing tools, and deal tracking in real time. Partners can also manage their own opportunities while staying aligned with company goals.

NetSuite’s intelligent recommendation engine uses AI to suggest relevant products or services based on customer behavior. This feature helps sales teams upsell and cross-sell effectively, while also enhancing the shopping experience for online buyers.

NetSuite CRM includes built-in marketing automation to help businesses generate leads and nurture customer relationships. Users can create targeted email campaigns, track engagement, and analyze performance metrics—all from the same platform.

Unlike many CRMs that stop at sales tracking, NetSuite CRM extends into order management. Businesses can generate quotes, process sales orders, and monitor fulfillment within the same system, ensuring smooth transitions from sales to delivery.

Accurate sales forecasting is crucial for planning and decision-making. NetSuite CRM uses real-time data, historical trends, and predictive analytics to help businesses anticipate demand and set realistic sales goals.

One of NetSuite CRM’s biggest strengths is its integration with Oracle NetSuite ERP. This connection allows businesses to track financials, manage inventory, and oversee supply chains—all within the same ecosystem. It ensures that sales teams have complete visibility into customer transactions and business operations.

With NetSuite’s mobile-friendly interface, sales reps can access CRM data, update records, and respond to customer inquiries from anywhere. This feature keeps teams connected and productive, even when working remotely.

Despite its advanced capabilities, NetSuite CRM is designed for ease of use. The system integrates smoothly with other Oracle NetSuite products, reducing the learning curve and enabling businesses to get up and running quickly.

NetSuite is a comprehensive business management platform designed to help companies improve efficiency and streamline operations. It offers a range of integrated tools that support various business functions, making it a go-to solution for organizations looking to scale.

Here are the key areas where NetSuite is commonly used:

• Financial Management & Accounting – Automates bookkeeping, invoicing, and financial reporting to ensure accurate record-keeping and compliance.
• Enterprise Resource Planning (ERP) – Manages core business processes like inventory, procurement, and order fulfillment within a single system.
• Customer Relationship Management (CRM) – Helps businesses track customer interactions, manage sales pipelines, and improve customer service.
• E-commerce & Retail Management – Supports online and in-store sales with real-time inventory tracking and seamless order processing.
• Global Business Management – Enables multinational companies to handle multiple currencies, tax regulations, and compliance requirements efficiently.
• Professional Services Automation (PSA) – Assists service-based businesses with project management, resource allocation, and billing.
• Business Intelligence & Reporting – Provides real-time analytics and reporting tools to help businesses make data-driven decisions.
• Human Capital Management (HCM) – Supports HR functions such as payroll, employee records, and performance tracking.

With its scalable and flexible approach, NetSuite adapts to businesses of all sizes, helping them manage daily operations and drive long-term growth.

NetSuite CRM helps businesses overcome common operational challenges by providing a unified system for managing customer relationships, sales, and financial data. By integrating various functions, it eliminates inefficiencies and improves overall productivity.

Here are some key business problems NetSuite CRM can solve:

Many companies use multiple tools for CRM, accounting, and inventory, leading to fragmented data. NetSuite integrates all these functions into a single platform, ensuring smooth data flow and reducing inefficiencies.

Tracking customer interactions across different touchpoints can be challenging. NetSuite provides a real-time 360-degree view of customer data, helping sales and support teams personalize interactions and make informed decisions.

Manual sales tracking and forecasting slow down efficiency. NetSuite automates lead management, sales tracking, and order processing, making it easier for teams to close deals and optimize sales performance.

Supply chain disruptions, stock shortages, and delayed order fulfillment can impact revenue. NetSuite’s built-in inventory and order management tools help businesses maintain accurate stock levels and streamline fulfillment.

As businesses scale, outdated systems can create bottlenecks. NetSuite’s flexible and scalable platform adapts to growing business needs, supporting expansion into new markets, product lines, or workforce increases.

By solving these common challenges, NetSuite helps businesses operate more efficiently, improve customer relationships, and stay competitive.

NetSuite CRM is widely used across various industries, with a strong presence among small and mid-sized businesses. A significant number of users come from sectors like computer software, IT services, and retail, where real-time data and automation play a crucial role in business operations.

Here are some of the primary users of NetSuite CRM:

• Accounting & Finance Teams – Leverage NetSuite for financial reporting, budgeting, and managing cash flow.
• Billing & Invoicing Teams – Automate invoicing processes, track payments, and streamline revenue recognition.
• IT & Software Companies – Utilize NetSuite for project management, customer support, and software license tracking.
• Retail & E-commerce Businesses – Manage online and in-store sales, track inventory, and optimize customer relationships.

NetSuite’s cloud-based platform and extensive feature set make it a go-to solution for businesses looking to enhance efficiency, improve customer relationships, and scale their operations.

• Cloud accessibility – Access NetSuite from anywhere with an internet connection, making it ideal for remote teams and businesses with multiple locations.
• Customizable dashboards – Personalize dashboards with real-time data, key performance indicators, and reports tailored to individual roles.
• Robust accounting tools – Automates financial processes, reducing manual work and minimizing errors in areas like tax management and accounts payable/receivable.
• Flexible customization – Adapt workflows, add custom fields, and modify modules to fit unique business processes.
• Seamless software integration – Connects easily with third-party applications like Salesforce and ADP, ensuring smooth data flow across platforms.

• Slow performance at times – Users report delays in loading reports and processing transactions, especially during peak hours.
• Complicated contract and payment management – Managing contracts and payments can be cumbersome, with challenges in refunds, contract terms, and additional fees for essential features.
• High cost – Subscription fees, add-ons, and customization expenses make NetSuite a costly option, particularly for small businesses.
• Complex implementation – Setting up NetSuite can be time-consuming and resource-intensive, requiring expert assistance for proper configuration.
• Sales management limitations – Some users find NetSuite’s sales tools less intuitive than dedicated CRM solutions, with inefficient sales order management processes.

NetSuite provides powerful business solutions, but businesses should consider the trade-offs before investing.

1. Is NetSuite CRM suitable for small businesses?

Yes, but it depends on the budget and needs of the business. NetSuite CRM offers robust features, but the pricing and implementation process may be challenging for smaller companies with limited resources.

2. Does NetSuite CRM require technical expertise to use?

While NetSuite is designed for business users, it has a steep learning curve. Some customization and integrations may require IT support or assistance from NetSuite consultants.

3. Can NetSuite CRM be used without NetSuite ERP?

Yes, NetSuite CRM can function as a standalone product. However, it works best when integrated with NetSuite ERP, as this allows businesses to manage customer relationships alongside financials, inventory, and other business operations.

4. Does NetSuite CRM offer automation for customer interactions?

Yes, NetSuite CRM includes automation features for tasks like follow-up emails, lead nurturing, sales forecasting, and customer support, helping businesses streamline their workflows.

5. How secure is NetSuite CRM for storing customer data?

NetSuite CRM is a cloud-based platform that follows strict security protocols, including data encryption, role-based access controls, and compliance with industry standards to protect sensitive business and customer data.

NetSuite is a powerful, cloud-based solution that brings together ERP, CRM, financial management, and e-commerce in one integrated platform. Its flexibility and scalability make it a strong choice for businesses looking to streamline operations, improve efficiency, and support growth.

While it offers extensive features and customization, potential users should weigh its benefits against factors like cost, implementation complexity, and performance concerns. For businesses seeking an all-in-one management system with real-time access to data, NetSuite remains a leading option in today’s competitive market.