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.

emergingPlumbingElectricalHVACRoofing

Use Cases

  • Streamlining financial operations and accounting
  • Managing complex projects and resources
  • Optimizing supply chain and inventory
  • Enhancing customer relationship management

Pricing

NetSuite ERP

Core financial management, inventory, and supply chain.

NetSuite CRM

Sales force automation, customer service, and marketing automation.

NetSuite SuiteProjects

Project management, project accounting, and resource management.

NetSuite SuitePeople

HRIS, payroll, and talent management.

Capability Matrix

FeatureStatusDepth
CRM / Customer ManagementYesAdvanced
Proposals & QuotesYesStandard
E-SignaturePartialStandard
DispatchPartialStandard
SchedulingYesAdvanced
Inventory ManagementYesAdvanced
Asset ManagementYesStandard
EstimatingYesStandard
InvoicingYesAdvanced
Payment ProcessingYesStandard
Job CostingYesAdvanced
PayrollYesStandard
PricebookYesStandard
Customer PortalYesStandard
Marketing AutomationYesStandard
Photo DocumentationYesStandard
Time TrackingYesAdvanced
Safety ChecklistsPartialStandard
Permit TrackingPartialStandard
Service AgreementsYesStandard

Strengths

  • Comprehensive, integrated cloud platform
  • Highly scalable for growing businesses
  • Real-time visibility across all business functions

Best Fit

Typical clientsmid-size shops up to enterprise & national firms (500+)
Platform weightLightweight — newer platform, faster to adopt

Usually more platform than a solo or small crew needs — smaller shops tend to be better served by a lighter tool.

Mid-sizeLargeEnterprise