SuiteCommerce·IC Realtime·Florida, USA
HubSpot-NetSuite Integration with Celigo: IC Realtime
How IC Realtime streamlined sales and fulfillment by integrating HubSpot and NetSuite using Celigo.
NetSuite CRM Services
CRM that's actually connected to your ERP
NetSuite CRM gives your sales, marketing, and support teams a complete view of every customer — with real-time data from your ERP. No integrations to break, no data to reconcile.
NetSuite Alliance Partner · CRM + ERP unified · Lead to cash visibility
The Problem
Your CRM and ERP speak different languages. Customer data is fragmented across systems that don't talk to each other.
CRM and ERP don't sync
Sales enters data in Salesforce, finance works in NetSuite. Customer records don't match. Orders fall through cracks.
Sales can't see inventory
Reps promise delivery dates they can't keep. They quote discontinued products. Customers get frustrated.
Forecasting is guesswork
Pipeline reports don't match revenue reports. Finance builds forecasts from spreadsheets nobody trusts.
Support lacks customer context
Support tickets come in, but agents can't see order history, payment status, or prior communications without switching systems.
The fix isn't a better integration — it's eliminating the gap entirely. NetSuite CRM and ERP share the same database. One customer record. One source of truth.
Why NetSuite CRM
CRM with ERP intelligence built in
CRM + ERP unified
Unlike standalone CRMs, NetSuite CRM shares the same database as your ERP. Sales sees real-time inventory, pricing, and order history without integration headaches.
Lead to cash visibility
Track the complete customer journey from first touch to closed deal to paid invoice. One system, one record, complete visibility.
Sales automation
Automate lead assignment, follow-up tasks, quote generation, and approval workflows. Your sales team focuses on selling, not data entry.
Customer service integration
Support teams see complete customer history — orders, invoices, returns, communications. Resolve issues faster with full context.
Real-time forecasting
Sales forecasts that actually reflect reality. Pipeline data feeds directly into financial planning without spreadsheet reconciliation.
Marketing automation
Built-in campaign management, email marketing, and lead scoring. Track ROI from marketing spend to closed revenue.
NetSuite CRM configured for your sales process — with real-time ERP data your team can actually use.
Lead & opportunity management
Sales forecasting
Quote & order management
Customer service cases
Marketing campaigns
Partner management
Sales automation
Real-time dashboards
Talk to a CRM Specialist
No commitment required
Results
What NetSuite CRM delivers
A CRM that shows sales reps inventory levels, pricing, and order history — without switching systems or waiting for data to sync.
Implementation time
2-4 weeks
Data sync delay
0
CRM + ERP in one
Unified
Real-time inventory
Yes
Implementation Process
How we implement NetSuite CRM
A focused implementation that gets your sales and support teams productive quickly. Typical timeline: 2-4 weeks for CRM configuration.
- 1
CRM requirements discovery
Map your sales process, customer segments, and service workflows. Identify what data needs to flow between CRM and ERP.
- 2
Configuration & setup
Configure lead sources, opportunity stages, sales territories, customer categories, and case management workflows.
- 3
Data migration
Import existing customer data, contacts, opportunities, and communication history from your current CRM.
- 4
Automation & workflows
Build lead assignment rules, follow-up reminders, approval workflows, and automated communications.
- 5
Training & go-live
Role-based training for sales, marketing, and support teams. Go-live with hypercare support.
CRM Projects
NetSuite CRM in action
See how we've helped companies unify their sales and customer service operations.
Investment
NetSuite CRM implementation pricing
CRM configuration pricing depends on sales process complexity, data migration needs, and automation requirements.
Factors that affect cost:
- Number of sales users and roles
- Sales process complexity
- Data migration from existing CRM
- Custom workflows and automations
- Integration with marketing tools
- Reporting and dashboard requirements
What's included:
- Sales process mapping
- CRM configuration & setup
- Lead and opportunity stage design
- Data migration
- Workflow automation
- Dashboard creation
- User training
- 30-day support
Not included: NetSuite license fees, third-party marketing tool subscriptions, ongoing managed services (available separately).
Get a quoteReady for CRM that works with your ERP?
Book a call to discuss your sales process and how NetSuite CRM can unify your customer data.
What happens next:
- 1We'll review your current CRM and pain points
- 2We'll map your sales process to NetSuite capabilities
- 3You'll get a scoped proposal with timeline and pricing
Honest advice. If NetSuite CRM isn't the right fit, we'll tell you.
Tell us about your project
Related Services
View all servicesComplete your NetSuite environment
Frequently Asked Questions
Is NetSuite CRM included with NetSuite ERP?
Yes — and this surprises people who are used to paying separately for CRM. The core CRM functionality (leads, opportunities, customers, forecasting) comes with your NetSuite license. You only pay extra for advanced modules like Partner Relationship Management or the full Marketing Automation suite, and many companies never need those.
Can NetSuite CRM replace Salesforce?
For most mid-market companies, absolutely. We've migrated dozens of companies off Salesforce onto NetSuite CRM. The feature set covers what 80% of sales teams actually use — lead management, opportunity tracking, quoting, forecasting. The killer advantage is that your CRM and ERP share the same database. No sync jobs. No "which system is right?" debates. That said, if your team is deeply invested in Salesforce-specific tools or AppExchange apps, sometimes keeping Salesforce and integrating it with NetSuite makes more sense.
How does NetSuite CRM integrate with marketing tools?
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.
Can sales reps access NetSuite CRM on mobile?
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.
How long does NetSuite CRM implementation take?
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.
Can we customize the sales process stages?
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.
Still have questions? Drop us a message, we'd love to hear from you!
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