Oracle NetSuite CRM

VERIFIED

by NetSuite Inc. • Founded 1998

CRM

What is Oracle NetSuite CRM?

Oracle NetSuite CRM is a sales CRM natively integrated with NetSuite ERP. It manages leads, opportunities, and customer orders with real-time connection to financial data, order fulfilment, and customer service for businesses on the NetSuite platform.

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Oracle NetSuite CRM Features

Lead management

Opportunity management

Sales forecasting

Customer service management

Marketing automation

Partner relationship management

View All 203 Features

Customer data management

Sales incentive management

Case management

Knowledge management

Email marketing

Campaign management

Customer portal

Mobile access

Reporting and analytics

Workflow automation

Contact management

Quote management

Order management

Territory management

Contact manager

Crm

Crm & sales dashboards

Crm & sales reports

Crm analytics

Customer management

Customer support

Email integration

Email marketing / sms marketing

Email templates

Event management

Financial management

Invoice

Lead generation

Marketing analytics

Marketing collateral

Mass email

Project management

Reimbursement management

Sales quotes

Social crm

Task management

Time tracking

Vendor management

Appointment management

Sales tracking

Mobile app

Sales force automation

Commission management

Customer database

Order tracking

Social marketing

Online booking

Channel management

Field sales management

Performance metrics

Proposal generation

Collaboration tools

File sharing

Document storage

Workflow management

Collaboration

Accounting integration

Forecasting

Multi currency

Multi location

Billing & invoicing

Payment processing

Ad hoc reports

Budgeting & forecasting

Dashboard

Key performance indicators

Strategic planning

Inbound reporting

Activity tracking

Lead capture

Lead distribution

Lead scoring

Pipeline management

Lead nurturing

Lead segmentation

Prospecting tools

Source tracking

Purchase orders

Analytics

Scheduling

Call logging

Automated routing

Contract management

Multiple brands products

Issue tracking

Client portal

Purchasing

Customizable dashboard

Forms management

Event based notifications

Web forms

Invoice management

Contact database

Multi campaign

Campaign analysis

Customizable templates

Real time analytics

Invoice processing

Sales management

Import & export data

Client management

Proposal management

Marketing management

Search marketing

Mailing list management

Manage quotations

Landing pages

List management

Customization

Campaign segmentation

Website visitor tracking

Customer segmentation

Response management

Social media monitoring

Social media metrics

Pricing management

Reviews management

Content syndication

Sales pipeline tracking

Multi channel communication

Sales dashboards & reports

Multi store management

Multi account management

Multi site management

Media library

Quality control

Multiple billing rates

Approval workflow

Social media management

Client database

Reporting & statistics

Customizable invoices

Online payments

Online invoicing

Hourly billing

Third party integration

Sales pipeline management

Data integration

Document management

Allocation

Email distribution

Data source connectors

Financial reports

Marketing reports

Audience targeting

Call list management

Account alerts

Multi channel collection

Online payment processing

Reporting/analytics

Geo targeting

Create subtasks

Segmentation

Access controls/permissions

It asset management

Sales reports

Purchase order management

Import / export management

Erp

Quotes/estimates

Calendar/reminder system

Scheduled / automated reports

Internal chat integration

For websites

Marketing automation integration

Financial reporting

Multi country

Campaign personalization

Customer profiles

Personalization

Account based marketing

Action item tracking

Program management

Case notes

Communication tracking

Automatic formatting

Analytics/roi tracking

Drip campaigns

Contact import/export

Sales intelligence

Automated quoting

Goals / quota management

Calendar sync

Lead database integration

Food & beverage management

Data extraction

Form builder

Lead enrichment

Lead notifications

Demographic data

Donor targeting

Customer targeting

Kpis

Public dashboards

Email / online

Quotes / proposals

Oracle NetSuite CRM Resources

Frequently Asked Questions

Is there a free plan or free trial for Oracle NetSuite CRM?

Oracle NetSuite CRM may offer a free plan or trial for new users. You can sign up to explore available options.

How much does Oracle NetSuite CRM cost?

Oracle NetSuite CRM offers flexible pricing plans depending on your business needs. Check their official website for the most current pricing details.

What does Oracle NetSuite CRM integrate with?

Oracle NetSuite CRM integrates natively with NetSuite ERP for seamless accounting and operations. It also connects with popular tools like Zapier, Slack, Microsoft Outlook, Google Workspace, Salesforce, HubSpot, and Mailchimp to enhance workflows and data sharing.

Who is Oracle NetSuite CRM best for?

Oracle NetSuite CRM is ideal for mid-sized to large enterprises already using NetSuite ERP, especially in industries like manufacturing, retail, wholesale distribution, and professional services. It's great for sales teams, marketing departments, and customer service roles that need tight integration between CRM and back-office functions.

What are the best alternatives to Oracle NetSuite CRM?

Top alternatives include Salesforce, which offers extensive customization and a vast app ecosystem, HubSpot for inbound marketing-focused teams with a free tier, Microsoft Dynamics 365 for businesses in the Microsoft ecosystem, Zoho CRM for affordable all-in-one solutions, and Pipedrive for simple sales pipeline management.

Is Oracle NetSuite CRM GDPR / SOC 2 compliant?

For specific compliance certifications, it's recommended to contact Oracle NetSuite CRM directly or check their security documentation.

Does Oracle NetSuite CRM have a mobile app?

Yes (iOS and Android).

What do real users say about Oracle NetSuite CRM?

Users praise its deep integration with NetSuite ERP, robust reporting, and comprehensive CRM features that streamline sales and customer management. Common feedback highlights its power for complex operations, though some note a steep learning curve and higher costs for smaller teams.

How does Oracle NetSuite CRM compare to its top competitor?

Compared to Salesforce, Oracle NetSuite CRM excels in native ERP integration for unified finance and sales data, making it better for NetSuite users. Salesforce offers more third-party apps and AI-driven insights but requires more setup for ERP connections, suiting teams needing high customization.

Does Oracle NetSuite CRM offer customer support?

Yes, Oracle NetSuite CRM provides comprehensive support including 24/7 phone assistance, email and chat options, a detailed knowledge base, online training resources, and dedicated account managers for enterprise customers.