NetSuite CRM Module

Give sales, marketing and support teams a single view of their prospects, customers and partners and let them access the real-time data they need to deliver outstanding customer experiences.

netsuite customer relationship management setup and integration

What is NetSuite CRM?

NetSuite CRM is a full-featured customer relationship management solution that helps you manage interactions with current and potential customers, partners and suppliers in a single place. It provides all the capabilities of traditional contact management solutions, such as sales force automation (SFA), customer service management, marketing automation, quote management, sales forecasts, partner management and more. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle — from lead all the way through opportunity, order fulfillment, renewal, upsell/cross-sell and support.

NetSuite’s CRM module is scalable, adaptable, and easy to use—it will keep up with changing customer needs and expectations. Where possible, it will replace manual processes with automated ones to improve responsiveness and efficiency of core business operations.

NetSuite Customer Relationship Management Benefits

netsuite customer relationship management benefits graph

Single Data Source
A single view of a customer across all channels delivers an entirely comprehensive picture of every interaction the customer has with your business.

Improved Sales Performance
Get a clear understanding of what’s coming in and going out of the pipeline, and streamline the sales process with a fully unified quote-to-order, cash and fulfillment solution.

Effective Campaign Management
Streamline your marketing campaigns by spreading them across multiple channels.

Increased Customer Satisfaction
Customer support teams can leverage customer information anytime, anywhere and use it to drive customer satisfaction and retention.

Curious How Much NetSuite CRM Costs?

ScaleNorth is an official NetSuite partner and implementer of NetSuite CRM. We can provide your business with a quote on implementing and optimizing NetSuite and its CRM module.

What Type Of Businesses Use NetSuite CRM

  • Wholesale Distribution
  • Private EquityConsulting
  • Manufacturing
  • Health & Beauty
  • Construction
  • Financial Services
  • Software Services
  • Logistics & Transportation
  • Retail & Ecommerce
  • Healthcare & Life Sciences
  • Professional Services
  • Advertising & Digital Marketing Agencies
  • Energy
  • Restaurants & Hospitality
  • Consulting
  • Media & Publishing
what are netsuite crm features?

NetSuite CRM Features

Sales, marketing and service teams can monitor their performance with built-in reporting, real-time analytics and role-based dashboards that show them where they stand. Sales can measure their chances of achieving goals like “achieved versus quota” and the sales pipeline by stage. Service teams can track case trends and client satisfaction levels. Marketing can see which campaigns are gaining traction by examining acquisition, engagement and conversion metrics for individual campaigns.

Give your sales team integrated processes for selling, from opportunity, upsell, and quote management to sales forecasting, order management, fulfillment and commissions. They’ll have visibility into every aspect of the customer relationship—including support cases and back-office information such as contracts and inventory.


NetSuite’s CPQ capabilities enable sales teams to price and quote complex products and services with complete accuracy, reliability, and speed—all directly within their own systems.



Target, build and execute the most effective campaigns. Take the complexity out of lead qualification and conversion by tracking and measuring a prospect’s activity, identifying when a lead meets known buyer-readiness conditions and passing that lead to sales as soon as it meets your predefined criteria.



With a tablet or mobile device, you can view, enter and update key customer and sales data. You can manage everyday activities—such as viewing calendar reminders, logging call notes and creating quotes—and submit timesheets and expenses with ease.



NetSuite’s unified cloud solution gives everyone who works with customers — sales, support, service, fulfillment — access to customer information that’s updated in real time. That unified view empowers employees to better support your customers while driving upsell and cross-sell opportunities.



Make the most of your relationships with your partners. Control every element of the partner-focused sales and marketing process, including joint marketing campaigns, lead management, sales forecasting, pipeline management, order processing and partner commissions and royalties.


Optimize NetSuite CRM
to fit your business.

ScaleNorth will implement, optimize, and customize NetSuite CRM to fit your business needs. Utilize this powerful cloud based system to its fullest potential and leverage it to grow your company!

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