NetSuite CRM

NetSuite CRM

Jobin & Jismi is one of the top Oracle NetSuite solution providers with more than a decade of experience in NetSuite CRM (Customer Relationship Management) implementation, with full-scale implementation of multiple projects to date. We help businesses acquire complete advantage of the CRM module along with the ERP, Oneworld and eCommerce services on a single platform.
If you plan to choose Oracle NetSuite SuiteSuccess, by default all the CRM features are available as part of the ERP. In case you are already using an existing CRM, NetSuite provides the NetSuite CRM International module for seamless integration. The common standalone modules include NetSuite CRM+ Limited Cloud Service, NetSuite CRM+ Mid-Market Cloud Service, NetSuite CRM+ Enterprise Cloud Service. They allow you to utilize sales and customer reports to support various business scenarios while maintaining the existing system.
The CRM implementation and customization team at Jobin & Jismi has completed multiple standalone CRM implementations and more than 25+ NetSuite CRM customizations.

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One illustrative example of CRM capabilities is our NetSuite Google Maps integration, which allows the company to access real-time location information of sales representatives, service engineers, and project engineers. This enables the firm to make informed decisions, optimize resource allocation, and effectively manage its operations and client relationships. 

The details regarding how its analytics expedite the customer decision, sale process valuation and our successful collaborations with top-rated platforms are true examples of our prominence in this area.  

Whether you currently utilize Salesforce, HubSpot, or any other CRM system, we can connect them to NetSuite and ensure that your CRM data remains consistently updated.

What Sets NetSuite CRM Apart From Traditional CRM?

A CRM system collects, connects and evaluates customer data, consisting of contact details, communication with company representatives, procurements, service requests, possessions, and estimates/proposals.  

NetSuite CRM is an Oracle-owned CRM tool, but it has many more capabilities including business management, lead-to-quote cycle, sales for automation, marketing automation, support case management, sales and related accounting, omnichannel eCommerce, analytics, and field rep/ service rep activity automation. Unlike traditional CRM systems, Oracle NetSuite CRM software is fully integrated with NetSuite’s array of business applications, offering a seamless end-to-end solution for managing customer relationships, sales, and financials. It eliminates the need for data duplication and provides real-time insights to drive informed business decisions.  

Buyers can opt for the CRM component individually or purchase the entire suite of applications. Our certified team is ready to give you a full overview of its functionality. 

What Type of Businesses Use NetSuite CRM?

NetSuite CRM is the ideal choice for businesses of all sizes and industries. Whether you are a small startup or a large enterprise, our NetSuite CRM solution is ready to address your specific needs. It is especially popular among manufacturers, retailers, service-based companies and eCommerce businesses. Manufacturers benefit from NetSuite CRM’s ability to optimize their sales processes by call to resolution and from lead generation to order fulfillment. NetSuite CRM also helps businesses efficiently manage customer departments, inventory, customer orders, external online lead forms, and customer support. 

Benefits of Our NetSuite CRM integration

With our NetSuite CRM integration, businesses experience a range of benefits including: 

  • 360-Degree View: Our customers gain a full view of their leads, prospects, customers, including the purchase history, support requests, and marketing preferences, to provide personalized experiences. 
  • Increased Sales: The sales efficiency through lead and opportunity management, sales forecasting for sales rep, and quote-to-cash automation is improved. 
  • Real-Time Analytics: Customers are able to make data-driven decisions with real-time dashboards and reports to lead nurturing and thus stay ahead of the competition. 
  • Integration: NetSuite CRM can be integrated with any of their systems and business processes for a unified process. This involves syncing between lead, customer, estimate and opportunity records. 
  • Scalability: With our expert solution, business processes can be expanded without worrying about system limitations, as NetSuite CRM scales with you. 

Need a demo? Our team is open to your queries and ready to demonstrate how NetSuite CRM impacts your business process. Connect with us Now! 

Cost of NetSuite CRM

The cost or license of NetSuite depends upon the core platform, optional modules and the number of users. As your business grows, you can add new modules and users as per the requirement. NetSuite CRM is included in the NetSuite platform, and you can integrate with other systems based on your package. For more details, kindly contact us.  

More About NetSuite CRM Functionalities

NetSuite CRM solution offers traditional CRM capabilities such as Sales Force Automation (SFA), customer service management and marketing automation, plus added capabilities of commissions and quota management, sales rep and territory forecasting, call and task management and integrated eCommerce. The process of identifying the MQLs (Marketing Qualified Lead) and then converting them to SQL (Sales Qualified Lead) by tracking each stage is an integral part of CRM.  It also provides a wide range of functionalities, including: 

  • Marketing Automation: With this, the user can create targeted marketing campaigns, track results, and nurture leads effectively. 
  • Sales Force Automation: To manage leads, opportunities, and quotes efficiently, while also automating routine sales tasks. 
  • Customer Support: Provide exceptional customer service with case management, knowledge base, and self-service options. 
  • Analytics and Reporting: Access real-time insights into your sales and customer data through customizable dashboards and reports. 
  • Mobile Access: Stay connected and productive on the go with mobile access to NetSuite CRM. 


NetSuite CRM is fully integrated with NetSuite's array of business applications, offering a seamless end-to-end solution that eliminates data duplication and provides real-time insights across your entire business. 

NetSuite CRM Marketing Automation includes time and resource savings, improved lead nurturing, increased sales productivity, real-time analytics, and integration with other business systems.

Yes, NetSuite CRM offers mobile access, allowing you to stay connected and productive while on the move. This will speed up the process of managing various data and sales activities at your fingertips, anywhere, anytime. 

Jobin & Jismi provides a comprehensive suite of solutions which help to integrate CRM with ERP systems through custom APIs and data mapping.