NetSuite

NetSuite

Oracle
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About

Oracle NetSuite is the world’s leading AI-powered cloud ERP, trusted by more than 42,000 customers worldwide. The platform unifies ERP, financials, CRM, ecommerce, and analytics into one suite, creating a single source of truth for organizations. Its built-in AI doesn’t just predict—it learns from your business data to deliver accurate insights, recommendations, and automation. With NetSuite, companies can streamline accounting, manage global operations, improve customer relationships, and optimize HR processes all from a centralized cloud platform. Its omnichannel commerce tools also help businesses scale by connecting online, offline, and B2B sales seamlessly. By combining scalability, real-time visibility, and AI-driven intelligence, NetSuite empowers organizations to operate smarter and grow faster.

About

Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

Why Pipedrive is Better than NetSuite

Pipedrive is better than NetSuite for small and midsize businesses that need a dedicated sales CRM without the complexity of an enterprise business-management suite. NetSuite connects CRM with order management, fulfillment, commissions, customer service, marketing, inventory, financials, and other back-office processes. Pipedrive focuses on visual pipelines, opportunity management, activities, forecasting, automation, and sales reporting. This narrower scope can support faster deployment, simpler administration, and easier representative adoption. Companies that do not need CRM data embedded within a full ERP environment can use Pipedrive to manage sales effectively without implementing a much larger operational system.

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

Audience

Growth-focused organizations seeking an AI-driven ERP that unifies finance, operations, commerce, and workforce management on a single, global-ready cloud platform

Audience

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Contact us for information about pricing.
Free Version Not Supported
Free Trial Not Supported

Pricing

$24/month
Pipedrive offers several pricing plans to suit all business sizes and needs, which can vary based on location and plan type.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.5 / 5
ease 4.4 / 5
features 4.6 / 5
design 4.3 / 5
support 4.5 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.6 / 5
design 4.7 / 5
support 4.4 / 5

Pros & Cons from Real Users

Pros

  • I like its cloud-based architecture, which facilitates secure access to information from anywhere, which is vital for quick decision-making. NetSuite also offers advanced customization, allowing the platform to be tailored to specific business needs. Its automation tools help improve operational efficiency, reducing time spent on manual tasks.
  • NetSuite's e-commerce capabilities allow businesses to seamlessly manage their online presence. It supports functions such as order management, inventory tracking, and customer relationship management in e-commerce.
  • I like NetSuite's ability to provide a complete view of the supply chain. As a user, I can track inventory levels, orders, shipments, and deliveries across multiple locations and channels. This has allowed me to optimize demand planning and production scheduling, which in turn has reduced costs and improved customer satisfaction. I have also found the integrated financial planning and reporting tools very useful. The platform provides a variety of customizable reports on various metrics and dimensions, including revenue, expenses, profitability, cash flow, budgets, and forecasts. These reports can be exported to PDF, Excel or other formats for further analysis or sharing. This has significantly improved our financial planning and reporting processes. NetSuite's automated data entry and integration capabilities are also notable. As a user, I can import data from various sources, such as bank sources, credit card statements, tax authorities or external providers. Plus, NetSuite can be integrated with other tools we use, like Salesforce, Shopify, or Gmail, to streamline workflows and data sharing. This has significantly reduced manual data entry errors and improved data accuracy. As a complete ERP suite, NetSuite covers all the functional areas we need to run our business. We no longer have to switch between different systems or software for different tasks or departments. Everything is in one place and accessible from any device or browser. This has greatly improved the efficiency of our business and reduced the time it takes to complete various tasks. NetSuite's robust features and capabilities have significantly improved our accounting and compliance processes. The platform supports multiple currencies, languages, tax rules, and accounting standards, which has allowed us to conduct business globally with ease. In addition, NetSuite provides audit trails, role-based permissions, and encryption to ensure data security and accuracy.
  • It is versatile and customizable, allowing users to tailor the platform to their specific trading needs and preferences. Users can choose from a variety of modules, create their own user interfaces, integrate with other applications, and generate custom reports and dashboards. It is scalable and flexible, allowing users to add more users and modules as their business grows and changes. Users can also access NetSuite from any device and browser as it is hosted in the cloud. It has strong functionality and features, covering various aspects of business operations and processes. Users can benefit from automation, workflow management, analytics, performance management, revenue management, demand planning, manufacturing, fixed asset management, contract renewal, and more. NetSuite.
  • One of the best applications for managing and tracking inventory details. Easy to store all the financial information for an asset need. Superbly designed and easy to navigate. love it.

Cons

  • Initial implementation can be complex and require significant time, in addition to the need for staff training.
  • Deploying NetSuite can take time, and your organization may experience temporary interruptions during the transition. Proper planning and support are essential for a smooth migration process.
  • NetSuite, while an impressive platform, has its fair share of downsides. One of the most notable drawbacks to using NetSuite is its cost. As a user I have to pay an annual license fee which depends on the number of users and modules I choose. Additionally, there is a one-time implementation fee that covers the installation and configuration of the software. This can make NetSuite an expensive option for small businesses or startups. Also, it requires specialized skills and knowledge to be able to use it effectively and customize it to my needs, which can add to the cost. Another downside to NetSuite is that it can be overwhelming and confusing for first-time users. The platform has many features and options that can be difficult to navigate or understand. This can make it difficult to use and learn, especially for non-tech-savvy users. Also, it has some quirks and limitations that can be frustrating or inconvenient. For example, some fields or reports cannot be drilled down or filtered as I would like, while some processes or transactions require multiple steps or clicks to complete. Some features are also not available or supported by certain browsers or devices. Also, another thing I can't get over is that NetSuite can be slow or unreliable at times. The system can lag or hang when processing large amounts of data or running complex reports. You may also experience downtime or errors due to maintenance or updates. This can significantly affect my productivity and performance, especially when I need to access critical information or data.
  • It becomes expensive and may not be affordable for small businesses or startups. Users must pay an annual license fee based on the number of users and modules they need, as well as a one-time implementation fee. Users may also incur additional costs for customization, integration, training, and support. It is difficult to use and navigate, especially for beginners or non-technical users. Users may find NetSuite overwhelming, complex or confusing at times. Users may also encounter issues with speed, performance, or bugs. It has limited native functionality for some areas or industries, such as transportation or government accounting. Users may need to rely on third-party solutions or customizations to meet their specific needs or requirements.
  • Nothing as of now. I am happy with the service.

Pros from Real Users

Pros

  • Pipedrive is a great CRM for sales focused teams who want a CRM that is designed for creating and managing opportunities without all of the bloat and unnecessary complexity that you typically see in other CRMs. Its easy to use and makes managing sales opportunities easy.
  • It has an amazing simple & intuitive interface focused on sales pipeline management. It is also very useful for visualizing deal stages & forecasting.
  • Makes lead management easy and I like the "won" graphics on a deal. We've been using Pipedrive for years and it has been reliable. Also the tracking of emails us very useful.
  • * The plans are very flexible for any person and company, it can also be adjusted to the needs of each user who purchases a plan from this platform, since functions of superior plans can be attached to those purchased without directly acquiring a more expensive plan. which will not be used to their full potential. I really liked how they handle the plan system of this platform because it adapts very well to the functions that the end user will take advantage of, so the final price can be adjusted depending on the selected plan and in addition to the additional features that the user goes for. to need in the plan you have selected, therefore you do not pay an excessive price for a plan that will not take advantage of you and that also may have features that are only available in more expensive plans, making everything more flexible. * Its interface is very well worked, so I can say that it is very intuitive so as not to get lost in the process of learning the features that this platform offers. What caught my attention when using Pipedrive for the first time is that compared to the competitors, the functions are more organized, and it is not very difficult to get lost along the way. It goes without saying that it has a learning curve like any CRM, however, I can mention that despite that it is not so cumbersome to be able to learn the functions and tools it offers, but I will leave the negative aspects of this section in the negative aspects. But in short, it seemed to me a very clean platform so that the end user does not have problems when implementing Pipedrive to their work environment or a company adds this platform for the definitive CRM. * The resources of this platform are very good and complete; I have learned a lot about Pipedrive and its complete management of almost all its tools that it offers me. It also has a solid community which has allowed me to further optimize my work by applying certain techniques that have made it easier for me to integrate other platforms into Pipedrive and not have to move information manually. In addition, since I am mentioning the integration with other platforms, this reminded me of how complete your documentation is in relation to being able to connect them through your API, this helped me a lot so that I have control over the handling of information between platforms, being able to create my private apps within Pipedrive and have everything work as planned.
  • The chatbot makes it much easier to have a communication while the clients are not available or are waiting, this solves a lot when looking for quick solutions to the doubts of each client. In addition, you can keep track of this conversation, so you can track everything the client needs and when a staff responds, they can provide solutions in advance, making the job more efficient and quickly. The integration it has with various platforms such as marketing is really very complete, it is also very complete when wanting to integrate a platform that optimizes all the work such as Zapier and also it is not necessary to forget that a communication platform can be integrated and thus facilitate Being able to communicate with customers and employees on both platforms bilaterally. So there will be no problem at the time of having a platform for a specific job and it is not necessary to change the platform for this to end, but rather it adapts to whatever platform you are using in your company. Its platform is intuitive and also in the web version it is free of errors, so it loads very quickly. In addition, it is very easy to use this CRM platform without any problem since any user can access and use it with little knowledge of CRM. Its API is also very complete and easy to use, so if you want to integrate more things through its API, you can do so. I am attaching this. Its documentation for the API is very complete, so it is very easy for IT to understand all the documentation that this platform provides The reports are very complete and also customizable, so there will be no need to use external tools to perform this task, and it also produces good results using this platform. This is essential for me and my company to be able to have a good analysis of the results through the reports generated with Pipedrive, even more so when I can customize what information will be displayed within the reports.
  • + Complete, intuitive and easy interface to manage, organize and customize. In addition, it integrates very well with many platforms, in case you need automation, project management platforms, team chats, cloud storage, video conferences and more are available. You just have to look for availability and what is best suited. It is very easy to understand its functionalities and also does not require much experience with CRM-type platforms to fully use Pipedrive, with basic knowledge it is possible to understand this platform and have good sales management for your company. + I have the ability to sign documents without having to use another platform or integration that allows me to do this type of work. It has been very useful when I need to approve documents with my consent and I want to do everything digitally to speed up the process. I also found it useful when signing contracts with clients that are very remote from my location, allowing ease and accessibility for everyone by not having to require documents to be signed manually. + I like that I can synchronize emails from other platforms like Gmail or my company's emails to have everything in one place and thus be able to send and receive emails within this platform without having to leave. This made it easier for me to be able to apply the templates more easily to my emails created within this platform since I have organized several templates and depending on the need or the client I have different reasons which I can edit and send without having to leave Pipedrive. + Multiple ways to import customer contacts, both from a database and from emails, as well as from another CRM platform. With Pipedrive there will be no problems having all your company's contacts, since it has several ways to import contacts. It has worked for me to import contacts from other platforms which do not have direct integration with Pipedrive, so it has been a good solution for me.
  • Pipedrive is an excellent service to be able to improve the CRM system of any company. I really liked that this platform is capable of registering all the contact information of a client in an automated way. This platform has excellent compatibility and connection with another campaign system. advertising, as well as it has an excellent synchronization system with our sales platform, so every time we get a new client within the campaigns or within our sales platform, they are automatically registered within this CRM platform, all Contacts data is automatically transferred by this system so we can have this in the database, this is fantastic as we will never lose contact with potential customers, we will always have direct contact through various ways. I also like what this platform allows me to monitor in real time each of the customer service that is occurring at a specific moment, within this platform I can view in real time and monitor each of the negotiations that are taking place in my company, since in this company we have many agents in charge of sales, therefore, this main panel helps me monitor and know the active negotiations. In addition, I liked the fact that what is stupid does not allow me to know that people are serving the customer, I can see the progress of this negotiation in real time, and I can also see all the communication they have had since the negotiation began.
  • This software hits exactly where it needs to. You can do all the features that you want with open source integration, without any of the obscene technical skills needed for other platforms.
  • It enables transparent sales pipeline view board. It has an appealing user interface. It offers pre-defined sales triggers and lead management. Extracts lead from multi-channels ( Email, SMS )marketing. Its scheduled email marketing works great. Easy to get connect with clients.
  • It's a comprehensive package to manager your leads to opportunities. You can customise the stages of opportunities as per your requirement. The sales forecasting is great.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Company Information

Oracle
Founded: 1977
United States
www.netsuite.com

Company Information

Pipedrive
Founded: 2010
United States
www.pipedrive.com

Alternatives

Alternatives

monday CRM

monday CRM

monday.com

Categories

Categories

AI CRM Supported
Automotive CRM Supported
Construction CRM Supported
Contact Management Supported
Conversational AI Supported
CRM Supported
Demand Generation Supported
Financial CRM Supported
Go-To-Market Supported
Healthcare CRM Supported
Hotel CRM Supported
Inside Sales Supported
Insurance CRM Supported
Lead Capture Supported
Lead Generation Supported
Lead Management Supported
Lead Nurturing Supported
Legal CRM Supported
Live Chat Supported
Nonprofit Supported
Real Estate Agency Supported
Real Estate CRM Supported
Sales Supported
Sales Enablement Supported
Sales Forecasting Supported
Sales Tracking Supported
Social CRM Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Not Supported
Billing & Invoicing Supported
Cash Management Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Supported
Fund Accounting Not Supported
General Ledger Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Supported
Purchase Orders Supported
Tax Management Supported

Accounts Payable Features

Approval Process Control Supported
Bank Reconciliation Supported
Cash Management Supported
Check Writing Supported
Duplicate Payment Alert Supported
Fraud Detection Supported
General Ledger Entry Supported
Vendor Management Supported

Accounts Receivable Features

ACH Payment Processing Supported
Billing & Invoicing Supported
Check Processing Supported
Collections Management Supported
Online Payment Processing Supported
Overpayment Processing Supported
Partial Payments Supported
Receivables Ledger Supported
Recurring Billing Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Supported
Tax Calculator Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Not Supported
Financial Management Supported
Inventory Management Supported
Marketing Management Supported
Order Management Not Supported
Point of Sale (POS) Supported
Project Management Not Supported
Purchasing Supported
Scheduling Not Supported
Time & Expense Tracking Supported
Training Management Not Supported
Vendor Management Supported

ERP Features

Accounting Integration Supported
Accounting Management Supported
CRM Supported
Dashboard Supported
Distribution Management Supported
Enterprise Asset Management Not Supported
Financial Management Supported
HR Management Not Supported
Inventory Management Supported
Order Management Supported
Project Management Not Supported
Purchase Order Management Supported
Purchasing Supported
Reporting/Analytics Supported
Sales Management Supported
Supply Chain Management Supported
Warehouse Management Supported

Financial Management Features

Budgeting & Forecasting Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Currency Management Supported
Financial Reporting Supported
Investment Management Supported
Project Management Supported
Revenue Recognition Supported
Risk Management Supported
Tax Management Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Franchise Management Features

Appointment Scheduling Not Supported
Automatic Re-ordering Supported
Commission Management Supported
Construction Tracker Not Supported
Contract Management & Signature Not Supported
CRM Not Supported
Franchise Intranet Not Supported
Job Scheduling Supported
LMS / Training Not Supported
Marketing Not Supported
Onboarding Not Supported
Online Store Supported
Reputation Management Not Supported
Website Manager Supported

Fund Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Activity Tracking Supported
Asset Management Supported
Bank Reconciliation Supported
Budgeting & Forecasting Supported
Compliance Management Supported
Donor Management Supported
General Ledger Supported
Partnership Accounting Supported
Purchasing & Receiving Supported

Human Resources Features

360 Degree Feedback Supported
Applicant Tracking Supported
Attendance Management Supported
Benefits Management Supported
Career Development Planning Supported
Compensation Management Supported
Compliance Management Supported
Employee Database Supported
Employee Lifecycle Management Supported
Onboarding Supported
Payroll Management Supported
Performance Management Supported
Recruiting Management Supported
Self Service Portal Supported
Succession Planning Supported
Time & Attendance Management Supported
Time Off Management Supported
Timesheets Supported
Training Management Supported

IT Project Management Features

Bug Tracking Supported
Issue Management Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Portfolio Management Supported
Prioritization Supported
Product Roadmapping Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Supports Agile Supported
Supports Scrum Supported
Task Management Supported
Testing / QA Management Supported
Time & Expense Tracking Supported

Inventory Management Features

Alerts/Notifications Supported
Barcoding / RFID Supported
Forecasting Supported
Inventory Optimization Supported
Kitting Supported
Manufacturing Inventory Management Supported
Mobile Access Supported
Multi-Channel Management Supported
Product Identification Supported
Reorder Management Supported
Reporting/Analytics Supported
Retail Inventory Management Supported
Supplier Management Supported
Warehouse Management Supported

Order Management Features

Back Order Management Supported
Catalog Management Supported
Inventory Management Supported
Order Entry Supported
Order Fulfillment Supported
Order Tracking Supported
Recurring Orders Supported
Returns Management Supported
Shipping Management Supported
Special Order Management Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Not Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Retail Management Features

Commission Management Supported
CRM Supported
eCommerce Supported
Email Marketing Supported
Employee Management Supported
Loyalty Program Supported
Mail Order Supported
Merchandise Management Supported
Multi-Location Supported
Order Management Supported
Purchase Order Management Supported
Reporting/Analytics Supported
Returns Management Supported

Shipping Features

Air Shipping Not Supported
Bills of Lading Supported
Container Shipping Supported
Freight Shipping Supported
Ground Shipping Supported
Import / Export Not Supported
Ocean Shipping Supported
Parcel Shipping Not Supported
Quotes / Estimates Supported
Shipment Tracking Supported
Warehouse Management Supported

Supply Chain Management Features

Demand Planning Supported
Electronic Data Interchange Supported
Import / Export Management Supported
Inventory Management Supported
Order Fulfillment Supported
Order Management Supported
Sales & Operations Planning Supported
Shipping Management Supported
Supplier Management Supported
Transportation Management Supported
Warehouse Management Supported

Warehouse Management Features

3PL Management Supported
Barcoding / RFID Supported
Category Customization Supported
Channel Management Supported
Demand Planning Supported
Inventory Management Supported
Location Control Supported
Order Management Supported
Purchasing Supported
Quality Control Supported
Receiving / Putaway Management Supported
Returns Management Supported
Shipping Management 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 Not Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Account Based Marketing Features

Analytics Supported
Campaign Personalization Supported
Customer Segmentation Supported
Engagement Monitoring Supported
Lead Nurturing Supported
Lead Scoring Supported
Progress Tracking Supported
Prospecting Tools Supported
Target Account Identification Supported

Automotive CRM Features

Call Logging Supported
Contact Management Supported
Customer Support Supported
Inventory Management Supported
Lease Management Supported
List Management Supported
Marketing Automation Supported
Product Catalog Supported
Quotes / Proposals Supported
Service Department Management Supported
Showroom Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Not Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Conversational AI Features

Code-free Development Supported
Contextual Guidance Supported
For Developers Supported
Intent Recognition Supported
Multi-Languages Supported
Omni-Channel Supported
On-Screen Chats Supported
Pre-configured Bot Supported
Reusable Components Supported
Sentiment Analysis Supported
Speech Recognition Supported
Speech Synthesis Supported
Virtual Assistant Supported

Customer Communications Management Features

Batch Communications Supported
Chat / Messaging Supported
Content Management Supported
Email Distribution Supported
Interactive Content Supported
Multi-Channel Communications Supported
On-Demand Communications Supported
Personalization Supported
Print Management Supported
Template Management Supported
Video Content Supported

Customer Engagement Features

Analytics Supported
Churn Management Supported
Communication Management Supported
Community Management Supported
Content Syndication Supported
Feedback Collection Supported
Gamification Supported
Live Chat Supported
Video Content Supported

Customer Experience Features

Action Management Supported
Analytics Supported
Customer Segmentation Supported
Dashboard Supported
Feedback Management Supported
Knowledge Management Supported
Multi-Channel Collection Supported
Sentiment Analysis Supported
Survey Management Supported
Text Analysis Supported
Trend Analysis Supported

Financial CRM Features

Account Alerts Not Supported
Asset Management Not Supported
Expense Tracking Supported
Household Tracking Supported
Influence Tracking Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Not Supported
Territory Management Supported

Healthcare CRM Features

Audience Targeting Not Supported
Campaign Management Supported
Marketing Automation Not Supported
Medical History Records Supported
Patient Communications Supported
Patient Management Supported
Physician Management Supported
Predictive Analytics Not Supported

Inside Sales Features

Auto-Dialing Not Supported
Call List Management Supported
Call Recording Not Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Lead Capture Features

Business Card / Badge Scanning Supported
Dashboard Supported
Data Extraction Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Supported

Lead Generation Features

Contact Discovery Supported
Contact Import/Export Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Visitor Identification Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Not Supported
Lead Scoring Supported
Lead Segmentation Not Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Not Supported

Lead Nurturing Features

A/B Testing Supported
Campaign Management Supported
Drip Campaigns Not Supported
Lead Capture Supported
Lead Notifications Supported
Lead Scoring Supported
Lead Segmentation Supported
Performance Metrics Supported
Personalization Supported
Pipeline Management Supported

Live Chat Features

Canned Responses Supported
Customizable Branding Supported
Geo Targeting Supported
Offline Form Supported
Proactive Chat Supported
Screen Sharing Supported
Third Party Integration Supported
Transfers / Routing Supported
Website Visitor Tracking Supported

Nonprofit Features

Accounting Supported
Committee Management Supported
Donor Management Supported
Dues Management Supported
Event Management Supported
Fundraising Management Not Supported
Member Database Supported
Membership Management Supported
Social Media Management Not Supported
Volunteer Management Not Supported

Real Estate Agency Features

Calendar Management Supported
Client / Property Matching Supported
Client Database Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Email Marketing Supported
Flyer / Catalog Printing Not Supported
Lead Management Supported
Listing Management Supported
Property Database Supported
Website Management Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Not Supported
Referral Tracking Not Supported
Segmentation Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Not Supported
Document Management Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Not Supported
Presentation Management Not Supported
Proposal Management Not Supported
Territory Management Supported
Training Management Not Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Supported
Territory Management Supported

Sales Forecasting Features

Competitor Analysis Supported
Correlation Analysis Supported
Dashboard Supported
Dynamic Modeling Supported
Exception Reporting Supported
Graphical Data Presentation Not Supported
Modeling & Simulation Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Social CRM Features

Calendar/Reminder System Supported
Customer Support Supported
Email Marketing Supported
Lead Capture Supported
Lead Nurturing Supported
Live Chat Supported
Marketing Automation Integration Supported
Multi-Channel Social Integration Supported
Social Media Monitoring Supported
Task Management Supported

Integrations

BI Book Supported
Cloud Elements Supported
Configure One Cloud Supported
Cyclr Supported
DocsHound Supported
Enzy Supported
FAT FINGER Supported
Fusebit Supported
GetBusy Supported
Gilded Supported
Lyftrondata Supported
Meltano Supported
Reptrics Supported
Sales Robots Supported
Senttr Supported
Shift Supported
Stackreaction Supported
Teamstack Supported
altaFlow Supported
elba Supported

Integrations

BI Book Supported
Cloud Elements Supported
Configure One Cloud Supported
Cyclr Supported
DocsHound Supported
Enzy Supported
FAT FINGER Supported
Fusebit Supported
GetBusy Supported
Gilded Supported
Lyftrondata Supported
Meltano Supported
Reptrics Supported
Sales Robots Supported
Senttr Supported
Shift Supported
Stackreaction Supported
Teamstack Supported
altaFlow Supported
elba Supported
Claim NetSuite and update features and information
Claim NetSuite and update features and information