Skip to main content
Get in touch
CRM & Sales

NetSuite and CRM & sales

Manage your entire prospect and customer lifecycle including customer interactions, sales processes, and order fulfillment - all within your NetSuite platform.

From lead to customer advocate

Gain real-time, actionable views of your customers with a flawless flow of information across the entire customer lifecycle – from lead through to opportunity, order, fulfilment, renewal, upsell, cross-sell and reporting.

Netsuite-annexa-crm-sales

A natively integrated NetSuite CRM

Combine traditional CRM features like sales force automation (SFA), customer service management and marketing automation with quote, commission, sales forecast, and partner management capabilities.
  • Build positive brand experiences

    Give a consistent, personalised experience to every customer that comes your way by pairing a single source of truth for customers, vendors, leads, prospects and contacts with tools to unify, segment, and activate data across all touchpoints.

  • Act on accurate real time data

    Grant sales, service teams, and marketing departments access to real-time dashboards and live analytics relevant to their roles, enabling them to track key metrics such as quotas versus actual sales, customer satisfaction levels, website traffic, revenue forecasting and more.

CRM & sales

Support customer-centricity

Deliver better customer service, improve customer satisfaction, attract new customers, and lower service costs.

Strengthen sales teams

Support sales to prioritise efforts and close more deals through automated sales processes, lead tracking and seamless pipeline management.

Manage sales performance

Measure and optimise sales performance with sales forecasting, commission management, and sales reporting & analytics.

Automate marketing efforts

Generate more leads and increase conversions with tools to create, execute and automate targeted campaigns across multiple channels and segments.

Responsive quotes & contracts

Advanced quoting and CPQ (Configure, Price, Quote) capabilities to rapidly generate accurate quotes and contracts for customers.

Netsuite-annexa-crm-sales
Netsuite-annexa-crm-sales
Netsuite-annexa-crm-sales
Netsuite-annexa-crm-sales
Netsuite-annexa-crm-sales

Elevate your customer experience with Annexa

Whether you are just beginning your CRM journey or looking to enhance NetSuite with native CRM software in Australia or New Zealand, Annexa can help.
  • Connect with our CRM experts

    We can help you understand the CRM features, functionality and capabilities needed to harness the full power of NetSuite CRM.Request a product tour

Related products and solutions

Explore all that’s possible with NetSuite and Annexa
let’s chat

Start your journey with Annexa

Request a one-on-one meeting with an Annexa NetSuite expert to discuss your unique challenges and opportunities.

  • ✓ NetSuite ecosystem experts
  • ✓ Leaders in integration
  • ✓ Award-winning team
  • ✓ Strategic partner network
  • ✓ Innovation always