CRM
Oracle NetSuite
Oracle NetSuite provides a comprehensive cloud-based business management suite, encompassing ERP, CRM, and e-commerce functionalities. It is designed for mid-sized to large construction and skilled trades businesses seeking to streamline operations and gain real-time visibility.
emerging🔧Plumbing⚡Electrical❄️HVAC🏠Roofing
Use Cases
- Streamlining financial operations and accounting
- Managing complex projects and resources
- Optimizing supply chain and inventory
- Enhancing customer relationship management
Capability Matrix
| Feature | Status | Depth |
|---|---|---|
| CRM / Customer Management | Yes | Advanced |
| Proposals & Quotes | Yes | Standard |
| E-Signature | Partial | Standard |
| Dispatch | Partial | Standard |
| Scheduling | Yes | Advanced |
| Inventory Management | Yes | Advanced |
| Asset Management | Yes | Standard |
| Estimating | Yes | Standard |
| Invoicing | Yes | Advanced |
| Payment Processing | Yes | Standard |
| Job Costing | Yes | Advanced |
| Payroll | Yes | Standard |
| Pricebook | Yes | Standard |
| Customer Portal | Yes | Standard |
| Marketing Automation | Yes | Standard |
| Photo Documentation | Yes | Standard |
| Time Tracking | Yes | Advanced |
| Safety Checklists | Partial | Standard |
| Permit Tracking | Partial | Standard |
| Service Agreements | Yes | Standard |