NetSuite CRM implementation, configured for how you sell

NetSuite includes a full CRM system as part of the platform — leads, opportunities, forecasting, quotes, customer service cases, and marketing campaigns — but it is fundamentally an ERP with CRM built in, not a standalone CRM. The advantage over separate CRM software like Salesforce is that NetSuite CRM shares one database with finance, inventory, and orders, so sales sees real-time pricing and stock with no sync jobs between systems. Companies focused purely on outbound sales sometimes still run a dedicated CRM; companies that want unified lead-to-cash visibility use NetSuite CRM.

Yes. Oracle's product page says NetSuite CRM is included with the NetSuite platform, but additional CRM licenses are needed, which in practice means the people who work leads, opportunities, and cases need NetSuite user licenses. There is no separate CRM product to buy, and Oracle does not publish prices.

For many mid-market companies already on NetSuite, yes. The module covers lead management, opportunity tracking, quoting, and forecasting, and the CRM and ERP share one database: no sync jobs, no debate about which system is right. If your team depends on Salesforce-specific tooling or AppExchange apps, keeping Salesforce and integrating it with NetSuite is often the better call, and we build that integration too.

NetSuite has built-in campaign management and email marketing that works fine for basic needs. Most of our clients with serious marketing operations use HubSpot or Marketo for the marketing side and integrate with NetSuite for the sales handoff. Leads flow into NetSuite when they're sales-ready, and deal data flows back to marketing for attribution and reporting. We typically build these integrations using Celigo or custom APIs.

Yes, there's a native mobile app for iOS and Android. Your reps can pull up customer records before a meeting, update opportunities on the go, log calls, and even create quotes. We customize the mobile interface to show only what your team actually needs — nobody wants to scroll through 50 fields on a phone screen.

If you're already on NetSuite and just enabling CRM, we can usually configure it in 2-4 weeks. For full NetSuite implementations that include CRM, it's part of the broader 8-16 week timeline. The variable is data migration — if you're coming from Salesforce or HubSpot with years of history, cleaning and migrating that data adds time.

Completely. We map your actual sales process into NetSuite — whatever stages make sense for how you sell. We set probability percentages, define what fields are required at each stage, and build automations that trigger as deals progress. Want a quote created automatically when an opportunity hits "Proposal"? Easy. Want the VP of Sales notified when a deal over $100K reaches negotiation? Done. Your process, your rules.

There is no separate NetSuite CRM license: the module comes with the platform and CRM users need a NetSuite user license, which Oracle prices per account. Our implementation fee depends on the number of sales users and roles, the complexity of your sales process, data migration from an existing CRM, the automations you need, and integrations with marketing tools. You get a scoped, fixed-price estimate within 48 hours of the discovery call.