A CRM that picks up the phone.
Customers, leads, calls and orders in one place inside NetSuite, connected to the phone system. Reps see who's calling before they answer, every call is logged on its own, and managers see calls against target by territory.
| Date | Rep | Call | Length | Note |
|---|---|---|---|---|
| Oct 24 | M. Chen | Outbound | 6:12 | Reorder for November |
| Oct 17 | M. Chen | Inbound | 3:40 | Asked for a PO arrival date |
| Oct 9 | J. Ortiz | Outbound | 2:05 | Left a voicemail |
Every call, on the right account
Built inside NetSuite, so calls, notes, sales and orders sit together instead of in three different systems.
Click to call
Call any customer, lead or contact straight from NetSuite. Nobody copies numbers into a phone.
Calls logged automatically
Every call lands on the account with who called, when and for how long, ready for a note. Nobody has to remember to log it.
Caller pop-up
When a customer calls, their account opens on screen: recent sales, open orders, notes and contacts, before you say hello.
Call targets by territory
Set outbound call targets by rep and territory, and see this week's calls against target at a glance.
One page per account
Sales, calls, notes and contacts for any customer or lead in one place.
Orders from the account
Enter a sales order or quote without leaving the account: customer, lines, and any hold or issue.
See the week at a glance
Calls against target for every territory, updated as calls happen. Spot the territory that's behind on Wednesday, not at the end of the month.
| Territory | Calls | Target | Progress | |
|---|---|---|---|---|
| West | 88 | 80 | Ahead | |
| South | 71 | 80 | On track | |
| North | 64 | 80 | On track | |
| East | 41 | 80 | Behind |
Want your phones and NetSuite talking?
Tell us which phone system you use and how your team sells. We'll tell you what's possible and build it in your sandbox first.