NetSuite CRM

NetSuite CRM

NetSuite
Webtrix24

Webtrix24

Webtrix Solutions
+
+

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About

Redefine and elevate your customer relationships with NetSuite CRM+. A complete, front-office solution for today's modern businesses, NetSuite CRM+ provides users a 360-degree view of their customers in real time. It offers a wide range of capabilities to ensure a a seamless flow of information throughout the customer lifecycle--from lead, through sales order and fulfillment, to renewal, upsell, cross-sell, and support. It also integrates with leading accounting, ecommerce, warehousing and shipping applications.

About

Webtrix24 is a cloud CRM and business-operations platform with general CRM, insurance CRM, and computer/equipment rental workflows. It helps teams organize leads, contacts, sales opportunities, follow-ups, tasks, projects, campaigns, customer records, invoices, payments, and reports. Insurance tools support policy and claims tracking, renewal reminders, commission management, and customer communications. Rental tools cover inventory, delivery challans, asset tracking, rental billing, returns, replacements, and product history. The platform is aimed at service businesses and agencies, sales and support teams, insurance agents and brokers, and computer or equipment rental businesses. A free plan is available, with paid plans and feature limits that vary by CRM type.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Small to mid-sized businesses in need of a complete CRM solution

Audience

Insurance agencies, rental businesses, hospitality businesses, and education organizations.

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

₹0
A free-forever plan is available. General CRM Growth costs ₹299/month, billed yearly at ₹3,588 plus tax; Enterprise costs ₹499/month, billed yearly at ₹5,988 plus tax. Insurance CRM starts at ₹349/month, and Computer Rental CRM starts at ₹499/month.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • NetSuite has represented a great solution for our work, it has allowed us to automate different boring and slow administrative tasks, making every important aspect of our work much more agile and efficient. It perfectly meets the requirements of our department, adapting to the regulations and allowing us to work within that framework, both as an external and internal auditor, providing revenue recognition in accordance with the regulations and control of permits, restricting each role to no more than its compatible functions. . Another of the strengths is its constant evolution, we always have extensive updates that allow us to cover more and more different work aspects that we did not do before, it helps us improve our work. That it is based on the cloud gives us even more peace of mind, so we know that it will not take up space on our devices, our information will be safe and that the storage space to manage our work is quite large. It contributes significantly in the accounting part, managing multiple books, inventory auditing and even processing orders and supervising the production chain, managing this from the front page gives us a much more complete and automated perspective of our work. It is also an excellent space to develop CRM work, it contributes with the ideal tools, being the solution to enhance the most intimate relationship with our clients.

Cons

  • I only have two important points that do not convince me: The reports are not exhaustive, they do not provide the detail I need, they are not very dynamic, and they do not allow us to expand and develop everything that we need to capture in them. The costs could be adjusted a little more for the service packages, we buy a package that offers tools that we use but others that we do not use, so we feel that we are paying for more than what we need, being able to customize what we want in our plan would be friendly.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

NetSuite
Founded: 1998
United States
www.netsuite.com

Company Information

Webtrix Solutions
Founded: 2020
India
webtrix24.com

Alternatives

FDM4

FDM4

FDM4 International

Alternatives

BluInsurance

BluInsurance

BluRoot
C2CRM

C2CRM

Clear C2
LionO360

LionO360

LionOBytes
InsuraCRM

InsuraCRM

Damco Solutions
NexJ CRM

NexJ CRM

NexJ Systems Inc.

Categories

CRM Supported
Insurance CRM Supported

Categories

CRM Supported
Insurance CRM Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Supported

Integrations

AlchemyTMS Supported
BambooHR Supported
Boss Insights Supported
Clearly Payments Supported
ConnectPointz Supported
DataMatch Supported
EasyVoice Supported
Flowgear Supported
Google Workspace Supported
Lucep Supported
Mailchimp Supported
Matillion Supported
MobilityeCommerce Supported
Neuron ESB Supported
Rayven Supported
Sales Robots Supported
Smart Demand Planner Supported
UKG Pro Supported
UROUTE Supported

Integrations

AlchemyTMS Not Supported
BambooHR Not Supported
Boss Insights Not Supported
Clearly Payments Not Supported
ConnectPointz Not Supported
DataMatch Not Supported
EasyVoice Not Supported
Flowgear Not Supported
Google Workspace Not Supported
Lucep Not Supported
Mailchimp Not Supported
Matillion Not Supported
MobilityeCommerce Not Supported
Neuron ESB Not Supported
Rayven Not Supported
Sales Robots Not Supported
Smart Demand Planner Not Supported
UKG Pro Not Supported
UROUTE Not Supported
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Claim NetSuite CRM and update features and information
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