One platform for all your sales activities

NetSuite CRM: Complete customer insights in one cloud solution

NetSuite's Customer Relationship Management (CRM) software is the only cloud solution to provide a complete real-time view of your customers. With the 360-degree customer view, you have complete access to all essential customer information, from first contact to long-term customer relationships. Optimize the sales process with NetSuite CRM and control the entire customer journey, from initial contact to order processing. Integrate master data, documentation and activities to turn opportunities into profits.

Intelligent contact management
Automatically categorize contacts as leads, prospects or customers based on their position in the sales funnel. Statuses automatically update as contacts move through the sales process, so you always know where your customer relationships stand.

Efficient activity management
Schedule and manage phone calls, appointments, events and tasks, both one-time and recurring. Link these activities to multiple contacts and link them to master data and documents for a fully integrated workflow.

Strategic opportunity management
Track sales opportunities with detailed information on customer interests, estimated value, budgets, decision points and likelihood of success. Get instant visibility into your pipeline and prioritize opportunities with the highest return.

Advanced proposal management
Capture formal offers and track their progress through various stages. Link quotes to ongoing opportunities and convert accepted quotes into orders immediately, without double entry or delays.

Seamless order processing
Manage customer orders as sales orders with real-time visibility into inventory levels and delivery information. Set payment terms and billing schedules customized for each customer.