NetSuite CRM | Cloud-based Customer Relationship Management Solutions

Customer Relationship Management Solutions

NetSuite CRM

Improve Customer Satisfaction by Exceeding Expectations with Better Data

The Customer Relationship Management (CRM) software from NetSuite is a powerful platform that combines next-level business management capabilities such as seamless automation with mission-critical functionality such as order management and eCommerce to provide businesses with the tools needed to easily and efficiently manage the entire life cycle of their customers. 

With a real-time, 360-degree view of customers fully supported, this cloud CRM delivers a seamless flow of information based on the most important client data.

NetSuite CRM takes customer information and plugs it into a shared platform that helps sales, marketing and customer service teams conduct business more effectively. This makes it possible for teams to get maximum value from client interactions.

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This powerful Customer Relationship Management system is able to track and collect a wide range of customer data — such as billing, renewals, orders, fulfilment, and service requests — to identify sales productivity and ensure you’re not neglecting any client.

Even more, its automation, data analysis, reporting and trend identification features help to provide businesses with the insights they need to build a solid clientele.

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.

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By purchasing NetSuite through FinanSys and/or being on our NetSuite support, you can take advantage of a unique offer that is not available through any other provider of NetSuite.

You will get a 1:1 license of UniFi at no additional cost.

With the UniFi subscription, you will receive a variety of features and apps, including Credit Based Users, Middleware & Integration Engine, HR, Enterprise Asset Management, Accounting Automation and Business Intelligence (to name a few!).

This is a great benefit for NetSuite users who typically have to purchase full user licences and implement various third-party software to meet these needs.

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 at no extra cost. Making FinanSys the most affordable provider of NetSuite.

Find out why UniFi was created here.

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’ll 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.


FinanSys is a full-service NetSuite Partner with a proven track record of success. We’ve been implementing ERP and financial management solutions for over two decades in a range of industries. To us, it’s not just work — we take pride in the quality of the solutions we deliver and we aren’t satisfied until your projects meet the highest standards. Our team takes keen interest in understanding your requirements and each project, large or small, is done with unmatched attention to every detail.

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