NetSuite CRM Full Feature List

The following list are all the features available in NetSuite CRM. Not every product has all of these features so contact a representative to learn which feature is best for you.

Sales Force Automation  • Territory Tracking & Assignment  • Lead Routing  • Opportunity Management  • Offline Sales Access (Optional)  • Mail Merge E-mail/Mail  • Support History  • Sales Tools Publishing  • Probability Tracking  • Deal Expiration Notification  • Forecast & Quota Management  • Competitor Tracking  Marketing Automation  • Bulk E-mail  • Telemarketing Management  • Print Management  • Direct Mail Management  • Campaign Creative File Cabinets  • Message Personalisation  • Alternate Tag Capability  • Campaign Scheduling  • Coupon & Cross-selling  • Customizable Online Lead Forms  • Referral/Promotion Code Tracking  • Campaign Tracking  • Lead Source Management  • E-mail Campaign Marketing Management  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 (New in 10.0)  • Case Tracking by Products & Services  • Online Customer Center  • NetAnswers Knowledge Base  Employee Management  • Employee Profile  • Reminders  • Timer with Start, Stop, Pause  • Employee Intranet  • Employee Phone List

Customer Center  • Case Capture  • View Case Status  • Search Knowledge Base  Real-time Dashboards  • Executive & Role-based Dashboards  • Publishable Layouts  • Drag and Drop Personalisation  • Key Performance Indicators  • Quick Search  • Graph & List Report Snapshots  • Custom From Scratch Snapshots  • RSS Content Feeds  • Scheduled & On-demand Dashboard Alerts  Productivity Tool  • Group Calendaring  • Import/Export of Records  • Outlook and Palm Sync  • Anytime/anywhere Web Access  • Executive Dashboard and Key Indicators  • NetBase Custom Records  • Customizable Reporting  • File Cabinet  • Reminders  Customisation  • Click Not Code  • Configuration  • User Privileges  • Real-time Dashboards  • Custom Records/Tables  • Terminology  • Custom Code  • Customer Fields  • Customer Saved Searches  • Drop Down List  • Forms  • Customizable Roles  • Customizable Dashboards  • Report Publishing & Audience  • Analytic Variables Import  • Streamlined Custom Field URL

Some features are sold in add-on modules

Want to know more? Why not get us in for a chat or have a presentation over the web? Contact us for more information.