NetSuite CRM:

NetSuite is an award-winning Client Relationship Management (CRM) system. The software has been helping businesses to improve their performance and process implementation for the best part of a decade and won the award for Best Cloud Application (2010).

That said, it is the Enterprise Resource Planning (ERP) functionality of NetSuite that is the most impressive component for over 10,000 business owners worldwide. The sales and marketing component is fairly rudimentary and there is no included social media marketing component.

When it comes to ERP though, NetSuite is a very good tool for ensuring client account information is easily accessible across your entire business. This helps you give a very professional impression to clients and saves a great deal of time when it comes to streamlining accounting and customer service practices. Most of the savings and efficiencies gained by the businesses using NetSuite were found in this part of the business.

The software was also in useful in assisting businesses in managing their sales teams more effectively. This is where the bulk of NetSuite’s automation functionality is concentrated. It is a useful cloud-based CRM solution but it lacks a simple user interface. While you can run basic email marketing campaigns using NetSuite, it is not designed as a sales and marketing automation platform. While there are ways to customise aspects of NetSuite’s features and functionality, this is not easy to do and many companies using this software employ external agencies, as NetSuite’s customer support is limited.

NetSuite CRM handles sales forecasting and pipeline management for new prospects. In terms of Opportunity Management, NetSuite mines your client list for data, and provides your sales team cross-sell leads as well as up-sell opportunities. The platform also supports partner relationship management so that you and / or your staff can handle multiple selling channels. In addition NetSuite includes analytics tools such as dashboards and scorecards in order to track sales and service metrics so that you can identify opportunities for improving processes and revenue.


NetSuite CRM Price:

Subscriptions start at $129/month, although customised features and add-ons will incur additional costs. Client support is an extra charge, and not included in the basic out-of-the-box solution.


NetSuite CRM Features:

NetSuite CRM offers more than basic CRM automation. Being a cloud-based solution, it saves on IT costs and there is no doubt your business will make cost savings in accounting and sales management. It offers accurate real-time views about live accounts across your business so that all staff can access client information easily. This saves double handling and ensures less goodwill is lost, grounding client relationships and keeping your customers happy in the knowledge that you are across their needs. It has been linked to a 15% improvement is sales revenue because sales team follow-up is so seamless.

NetSuite’s sales force automation allows you to handle your clients consistently across your whole business, so they feel well looked after – and this pays dividends. It also offers the following key features:

  • Mobile phone support so that you (and your staff) can manage your business on the go.
  • Integration with other media tools, like Google Apps, and many more – although please note this is not an out-of-the-box feature.


This NetSuite’s the system for you? You may be right – but have you considered all your available options? To talk through all your CRM and business automation options, book a Free Business Automation Strategy Session with our experts today.



Infusionsoft is designed as the business owners’ one-stop-shop integrated sales and marketing solution. The system is delivered online so a lot of your sales and marketing processes can be automated. This saves you time and allows you to turn your attention to other areas of your business. Infusionsoft is designed specifically for the small business owner in mind, and targets enhanced customer lifecycle marketing. Infusionsoft makes a measurable difference to your business in the following areas:

  • Channel Management
  • CRM
  • Self-Service Portal
  • Marketing Automation
  • Project Collaboration


While Infusionsoft is an excellent CRM system, to use it only in this way would not be makingnthe most of your investment in this piece of infrastructure. The benefits Infusionsoft delivers to your business as a sales and marketing tool – particularly in the area of marketing campaign automation – are where you will realise some gains. Over 23,000 small business owners currently use Infusionsoft to get organised, save time, and grow profits.

It is also a great solution to Multiple system chaos – you don’t need a separate CRM or ERP because all of these functionalities are already integrated into Infusionsoft’s offering – and the fewer systems you need, the better for you. Multiple system chaos is something every small to medium business owner deals with at some stage of their business growth. Every so often, you need to sit down and rationalise your systems and processes – or face stagnating profitability and restricted growth.

Infusionsoft is a well thought-out solution to this problem. The digital marketing components cover off almost everything you need, and incorporate electronic newsletter creation as well as promotional campaign planning (including email nurture campaigns). Automating most of your lead capture, nurturing, and follow up / follow through campaigns is a huge boon for small business owners. This can be one of the biggest time saver for business owners and one of the reasons why this platform is so popular.

Infusionsoft also assist you when it comes to personalising your marketing. Being able to customise your promotions to the interests and behaviours of your prospects increases sales – and client profitability. Infusionsoft makes it easy to optimise your campaigns for this level of client contact.


Infusionsoft Price:

Infusionsoft prices at around $199 / month per user, after the $2K Kickstart fee which covers your training and personal consultant (and is well worth this money). The training is effective and by the time you’re done, you will be across the software and how to use it in – and on – your business. Infusionsoft does not offer any free trial period.

To talk through all your CRM and business automation options, book a Free Business Automation Strategy Session with our experts today.


Key Features of Infusionsoft:

Infusionsoft’s main features include:

  • Contact Management
  • Customer Service
  • Marketing Automation
  • Sales Automation
  • Campaign Management
  • Campaign Performance Reports
  • Email Marketing
  • Email Triggers
  • Lead Management
  • Lead Tracking
  • Marketing Automation
  • Sales and CRM Integration
  • Social Media
  • Web Analytics
  • Collaboration Centre


Which One Should You Choose?

This depends on what you’re looking for. If you’re after a CRM system with limited marketing functionality, that streamlines your team management and accounting practises, and standardises your responses to customers across your business, then NetSuite CRM could well be the package for you. However, you may want to consider what your business needs are in the longer-term. In order to grow your business, an investment in sales and marketing is required – and you’ll want a system flexible enough to grow with you. It is worthwhile thinking through the flexibility of all of the systems you’re considering. A system you’ll need to replace in a few years as your business outpaces it may not be the best investment, even though the economics seem to make the most sense right now.

Talk to an expert about what you need – there are dozens of CRM options out there but they won’t all deliver what you need now and into the future. Our consultants have tried and tested just about every system available for small businesses. Take advantage of our offer for a Free Business Automation Strategy Session today.


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About Ben Pearce

With over 6 years experience in Search Engine Optimisation, Ben knows how to build and manage SEO strategies for any business looking to dominate their industry.