NetSuite CRM Feature List

The table below contains a list of all of CRM features available from NetSuite products. If you don't immediately see a function you require remember to check out the full product range.

Please note, not every product has all of these features so contact a representative to learn which product is best for you. Please note that some features are sold in add-on modules.

Sales Force Automation

Territory Tracking & Assignment
Lead Routing
Opportunity Management
Quote Generation
Sales Order Entry
Upsell Manager
Offline Sales
Advanced Forecasting
Mail Merge E-mail/Mail
Purchase History
Support History
Sales Tools Publishing
Probability Tracking
Real-time Commission Reporting
Deal Expiration Notification
Flexible Commissions Schedules
Tiered Commissions
Real-time Credit Card Authorization
Forecast & Quota Management
Competitor Tracking

Marketing Automation

Bulk E-mail
Telemarketing Management
Print Management
Direct Mail Management
Campaign Creative File Cabinets
Upsell Campaign Wizard
Message Personalization
Alternate Tag Capability
Campaign Scheduling
Campaign ROI Reporting
Coupon & Cross-selling
Customizable Online Lead Forms
Referral/Promotion Code Tracking
Campaign Tracking
Lead Source Management
E-mail Campaign Marketing Management
Targeted Segment Creation by Purchase History

Customer Support Management

Case Message Center
Case by Product Tracking
Priority Tracking
Flexible Queue Management
Case Assignment
E-mail case capture & creation
Online Self-Service
Escalation and Notification
Auto-escalation
Case Tracking by Products & Services
Online Customer Center
NetAnswers Knowledge Base
Billable Time Tracking by Case

Partner Relationship Management

Order Entry
Partner Activity Reporting
View Customer Cases
Joint Lead Management
Real-time inventory access
Promotional Discounts
Marketing Campaign Publishing

Real-time Dashboards

Executive & Role-based Dashboards
Publishable Layouts
Drag and Drop Personalization
Key Performance Indicators
Quick Search
Graph & List Report Snapshots
Custom From Scratch Snapshots
RSS Content Feeds
Scheduled & On-demand Dashboard Alerts

Productivity Tools

Group Calendaring
Import/Export of Records
Outlook and Palm Sync
Anytime/anywhere Web Access
Executive Dashboard and Key Indicators
NetBase Custom Records
Spell Checker
Duplicate Detection & Merge
Expiration Dating
Customizable Reporting
File Cabinet
Reminders

Customization

Click Not Code
Configuration
User Privileges
Real-time Dashboards
Custom Records/Tables
Terminology
Custom Code
Customer Fields

Customer Saved Searches
Drop Down List
Customizable Roles
Customizable Dashboards
Web Site Developer's Kit
Report Publishing & Audience
Analytic Variables Import
Streamlined Custom Field URL

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