NetSuite CRM
A Complete Solution for Managing the Customer Lifecycle
NetSuite Customer Relationship Management (CRM) is a powerful, cloud-based platform that combines advanced automation with essential business functions such as order management, eCommerce, and customer service. It equips businesses with the tools needed to efficiently manage the entire customer lifecycle — from lead generation to retention.
With a real-time, 360-degree view of each customer, NetSuite CRM provides a seamless flow of accurate, up-to-date information across sales, marketing, and service teams. This centralised access to key client data ensures your teams can collaborate effectively and deliver personalised, high-impact interactions at every stage of the customer journey.
NetSuite CRM captures and tracks a wide range of customer data, including billing history, renewals, orders, fulfilment status, and service requests. This helps improve sales productivity, strengthen client relationships, and ensure no customer is overlooked.
In addition, its robust automation, reporting, data analysis, and trend identification tools provide valuable insights that support better decision-making and help build long-term customer loyalty.
Benefits of Using NetSuite CRM
- Generate reports on your custom business metrics in real-time
- Empower your sales team with document management and pipeline reports
- Customise template dashboards to your organisation’s unique needs
- Enhance your customer service with an improved acquisition lifecycle
- Increase sales with automated upsell and commission management
- Transform your marketing team with integrated data-points
- Grow your sales with smarter lead and opportunity management
With a decade of successful ERP results for businesses across several industries, FinanSys’ ERP implementation expertise is unmatched.
By far, we have the most reliable ERP implementation methodology and support in the NetSuite community, manned by consultants who not only know how to do their job well but are also passionate about helping your organisation succeed.
By purchasing NetSuite or opting for enhanced support from FinanSys, you’ll receive one full UniFi user subscription licence for each supported user — valid for as long as you remain on support.
With the UniFi subscription, you will receive a variety of features and apps, including No-code Application Builder, Middleware & Integration Engine, HR, Enterprise Asset Management, Accounting Automation and Business Intelligence (plus many more).
This offer from FinanSys provides a cost-effective solution for organisations looking to enhance NetSuite, automate their processes, and strengthen their reporting capabilities.
UniFi is an all-in-one solution that facilitates a limitless number of use cases. It’s designed to reduce your tech stack, integrate all your systems for a single source of truth, reduce costs, eliminate data rekeying and automate any process.
You cannot get this 1:1 licence bundle by going to NetSuite directly, so please contact us to find out more.
Ready to get started with the world’s most advanced Financial and Business Management System?
NetSuite CRM Modules
Contract Management
Automate your entire renewals process with NetSuite’s Contract Management Module.
You will be able to maximise your revenue by tracking renewable and expiring assets through user-friendly, real-time dashboards.
Partner Relationship Management
Rapidly establish a flow of data that enables seamless collaboration between your organisation and your partners with NetSuite’s Partner Relationship Management Module. Empower your channel sales and marketing teams with a powerful software platform that integrates lead management, order processing, commission payments and more.
Marketing Automation
Increase the productivity of your sales and marketing teams by automating integrated campaigns with the Marketing Automation Module from NetSuite.
This powerful software can deliver marketing qualified leads directly to your sales force with well-executed marketing campaigns that can be planned, built and delivered via one platform.
Customer Service Management
Empower your customer-facing team members with full access to complete, up to date and accurate customer data in real-time.
Collect all of your customer data in one place and improve your cross and up-sell opportunities with NetSuite’s Customer Service Management Module.
Salesforce Automation
Integrate your sales management processes with a powerful and easy to use software platform from NetSuite that integrates sales and customer support.
Complete visibility of your customer data enables your sales team to identify and close cross and upsell opportunities, combined with quote management, fulfilment, commission payments and more.
NetSuite Mobile
Take your business performance and metric reporting on the road with you. Mobile Module’s user-friendly interface and dashboard-based reporting empowers your staff to access the information they need from any location at any time, in real-time.
The app is available for both IOS and Android and can be configured to use Push Notifications for time-sensitive projects.
WHY CHOOSE FINANSYS AS YOUR NETSUITE SOLUTION PROVIDER
FinanSys is a full-service NetSuite Solution Provider Partner with a track record of success. We have been implementing ERP and financial management solutions for over two decades in a range of industries. For us, every project is more than just a deliverable — it’s a partnership. We take genuine pride in the solutions we deliver and are only satisfied when your implementation meets the highest standards. Whether your project is large or small, our team applies meticulous attention to detail, taking the time to understand your unique requirements and business goals to ensure a tailored, effective outcome.
