LionDesk vs NetSuite CRM

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Our analysts compared LionDesk vs NetSuite CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

LionDesk Software Tool
NetSuite CRM Software Tool

Product Basics

LionDesk delivers cloud-based marketing and sales tools tailored to professionals in the real estate industry. Suitable for individuals, teams and brokerages, it provides a single place to manage client relationships.

It helps import leads from other sources, organize information, manage processes, connect with clients, boost closed deals and track tasks. Capabilities include contact management, property management, video emails and texts, pipeline management, automation, and marketing campaigns.
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NetSuite CRM is a cloud-based software offering a real-time, 360-degree view of customers. It ensures a continuous flow of information for opportunities, sales orders, fulfillment, renewal, upsell, cross-sell, and support. Some of its capabilities are sales force automation, marketing automation, partner relationship management, quotes and order management, and sales forecasting.

It supports businesses of all sizes across a broad spectrum of industries. Integration with existing e-commerce and ERP offerings eliminates the costs of having multiple applications for each business unit.
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Windows
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Android
Chromebook
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Linux
Android
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Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Work Anywhere: Access from both iOS and Android devices for on-the-go functionality. 
  • Stay on Task: Stay organized, create every day to-do lists and update calendar events, all on a user-friendly interface that provides access to all needed information. 
  • Reach More People: Boost efficiency and increase the number of connections by using features like bulk email and text. 
  • Use Free for 30 Days: Ensure the product adequately fits user requirements with a free trial that lasts twice the duration provided by similar products like Realvolve and Contactually. 
  • Connect With Clients: Incorporate videos in text messages and emails to build personal connections with leads and customers. 
  • Import Facebook Leads: Import and generate leads from Facebook ads directly into the CRM without paying for a third-party app, due to LionDesk’s status as an approved Facebook partner. 
  • Access Broker Tools: Stay on top of business performance with enhanced reports, full visibility of data such as properties and deals, and drip campaigns. 
  • Keep Using Everyday Apps: An API provides integration with other applications and connects more than 100 systems, from general tools like Office 365 to industry-specific ones like IDX Broker and Zillow. 
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  • User-Friendly Integration: Ensure code-free integration with third-party cloud environments and on-premise applications leveraging SOAP, CSV and REST web services using the SuiteTalk feature. Create lightweight custom mobile apps and website-to-NetSuite integrations. 
  • Improved Customer Satisfaction: Boost retention by enabling customers to complete transactions, submit support issues, receive answers and update profiles. They can manage orders, view order histories, receive automatic confirmation for service requests and check support documentation. 
  • CRM Functionality on Mobile: Handle tasks from anywhere using mobile solutions for iOS, Android and Windows devices, including the SuitePhone app. Check forecasts, manage leads, create expense reports, generate quotes and orders, access reports, and manage activities and meetings. Also customize apps to unique business needs. 
  • Efficient Data Tracking: Sales, marketing and service team members can monitor personalized KPIs, call resolution time, call volume and trends through real-time, role-based dashboards. They can also access the latest reports, and analyze renewing maintenance and customer satisfaction. 
  • E-Commerce Integration: Streamline data flow and enhances accuracy by using a single system of record that houses customer interactions, information and transactions. Measure and monitor all online interactions with customers or prospects, automatically. 
  • Convenient Updates: Apple users never have to miss critical info or updates, with real-time key alerts to their Apple Watch. 
  • Seamless Case Management: Gain insights into the value of each customer, lead and client, ensuring better visibility into case management, with time tracking tied to customer records. Also, track the exact time spent by team members on individual interaction. 
  • App Store: Leverage capabilities for specific industry and business needs through a collection of bundles developed by NetSuite or by its third-party developer program. It’s also possible to develop customized solutions to match specialized requirements. 
  • Accurate Forecasting: Sales reps and managers can forecast deals accurately and compare against pipelines at each level. Capabilities like multiple forecasts help evaluate accuracy, while “Mood Ring” forecasts help capture prediction as an override. Additionally, calculate close probability, the weighted amount for opportunities and quotes, and projected amount. 
  • Improved Data and Decisions: Probability-based forecasting helps managers and sales reps understand pending orders, quotes and opportunities, and make necessary adjustments. 
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  • Property Management: Tracks the details of all properties in one place including closed deals, deadlines and tasks. 
  • Contact Management: Provides contact details so it’s clear where to focus efforts. Features include lead scoring, status and filters. 
  • Lead Import: Saves time by automatically adding leads from Realtor.com, Zillow, Trulia and Zip Realty. 
  • Pipeline Management: Simplifies the work process of tracking and managing leads, making the most relevant information easy to see. The single screen provides a complete view of the pipeline by showing which stage individual deals are in as well as total pipeline data. 
  • Video Email and Texting: This built-in feature makes it easy to record videos and then send them via text or email. 
  • Email Reporting: Reveals which efforts and messages are working and which prospects are most engaged with emails. Tracks opens, clicks, bounces, unsubscribes and other responses. 
  • Task Management: Prevents important tasks from falling through the cracks with the calendar view, which includes reminder notifications. 
  • Lead Distribution: Ensures leads end up with the best team members using criteria like agent performance and zip codes. 
  • Drip Campaigns: Makes reaching leads more effective through scheduled campaigns, phone calls and text messages to increase the chances of connecting with prospects. 
  • Automation: Automated messages reduce the amount of time it takes to complete time-consuming and repetitive tasks like emailing, calling and texting leads. 
  • Document Management: Ensures the right documents are on hand with the ability to upload, organize and attach docs to contact profiles. Supported file types include PDF, PowerPoint, Word, Excel and images, up to 10 MB. 
  • Click-to-Call: Helps save time when calling clients and provides a history of interactions with each client by tracking both outbound and inbound calls and text messages. 
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  • Opportunity Management: With detailed information and a complete pipeline view of opportunities, the sales team can streamline sales and customer buying processes. They can access prospect information, potential revenue, notes, meeting records and status. 
  • Contact Management: Centralized data makes it easier to manage and create contacts through sales portals, as well as view leads, tickets and the opportunities associated with them. A pipeline view facilitates lead tracking, along with full details of all interactions. 
  • Quote and Order Management: Streamline quote and order tasks with an integrated quote-to-order, cash and fulfillment solution. Automatically process quotes with back-end financials, convert those into approved sales orders and include shipping rate calculations, automated tax, and pricing and discounting rules. Also access sales and projections of recurring revenue in forecasts and variances. 
  • Quota Management Sales reps can create and track quotas by item, class, location or department. It’s also possible to set quotas based on company sales goals. 
  • Incentive Compensation Management: Integration with an incentive management module offers visibility into incentives through automated compensation management. 
    •  Set up commission schedules monthly, quarterly, biannually and annually. 
    •  Apply configuration rules to determine commission based on sales, quotas, profitability, quantity and more. 
  • Lead Management: Manage lead generation and measure campaign ROI by tracking lead-to-revenue score with aligned marketing and sales functions. Automate lead capture from multiple sources like search engines, websites, direct mail, email and events. 
  • Campaign Management: Create and track targeted marketing campaigns based on purchase trends, demographics, support histories and response patterns. Ensure personalized marketing using data segmentation, and analyze marketing campaigns such as direct mail, events, email and multichannel campaigns in a single application. 
  • SEO-Optimized Website: Optimize web pages with meta tags, image-alt tags, customizable titles and short search engine descriptive URLs for dynamic pages. It’s possible to preserve search rankings for both static HTML and dynamically generated web pages by creating permanent (301) redirects. 
  • Web Forms: Create landing pages with a drag-and-drop interface, capture leads directly from the website and populate them automatically in real time. A routing engine directs the captured leads to sales reps. 
  • Partner Management: Align partner activities in PRM with order management and sales activities in CRM using a single application. Partners can register, measure conversion rates and acquisition costs, and track leads and marketing campaigns. Resellers can place and track orders with transparency. 
  • Case Management: Offers online self-service with case submissions, tracking and routing of customer support cases, based on case type, product, partner, customer and issue. 
    •  Enable greater availability and cater to customer preferences by routing across multiple communication channels such as phone, email, web and fax. 
    •  Prioritize cases and track them through default statuses such as not started, escalated, in progress, closed and reopened. 
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Product Ranking

#18

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CRM Software

#39

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CRM Software

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User Sentiment Summary

Great User Sentiment 191 reviews
Good User Sentiment 605 reviews
83%
of users recommend this product

LionDesk has a 'great' User Satisfaction Rating of 83% when considering 191 user reviews from 4 recognized software review sites.

74%
of users recommend this product

NetSuite CRM has a 'good' User Satisfaction Rating of 74% when considering 605 user reviews from 5 recognized software review sites.

2.5 (1)
4.7 (14)
3.9 (27)
3.4 (276)
4.1 (94)
n/a
4.4 (69)
3.9 (180)
n/a
4.4 (62)
n/a
3.5 (73)

Synopsis of User Ratings and Reviews

Workflow: 100% of users mentioning this feature said LionDesk’s workflow is reliable, aiding proper flow of tasks without obstruction.
Business Management: All reviews referring to this feature said its capabilities — lead follow up, task reminders, transaction management and database segmentation — make business management easy.
User-Friendly: It’s easy to organize customer information, create email templates, upload contacts, and track activities and tasks, according to 64% of users who reviewed this feature.
Automation: 66% of reviews mentioning this feature noted it saves time and increases productivity by automating tasks, texts and contacts.
Customization: 50% of users referencing this aspect felt the platform offers fit-to-use customizations.
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Robust CRM: The feature-rich platform helps track sales orders and activities, set reminders, manage leads, forecast revenue, as well as connect HR, timesheets and invoices, says every user referencing this aspect.
Customization: More than 90% of reviewers talking about this feature think easily customizable reports, fields and options are a benefit.
Integration: Integration with systems such as Tableau and Power BI ensures information visualization, according to almost 80% of users mentioning it.
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Interface: The beta version has the same features but the dashboard style and design make the interface difficult to navigate, and the video recording option is missing, as noted by 62% of reviews about the interface.
Integration: 57% of users mentioning this feature said LionDesk doesn’t efficiently integrate with RealGeeks and other general applications that track website activities.
Customer Support: 66% of users who reviewed customer support stated they lack product understanding and are not very efficient at resolving issues.
Not Budget-Friendly: The software is overpriced for the features offered and has some limitations in terms of sharing information, as observed by 55% of reviews mentioning cost.
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Learning Curve: There’s a lot to learn to utilize the platform to its fullest, note almost 70% of users mentioning this aspect.
Slow: Every user talking about speed mentions the software goes down at times, causing loss of productivity.
Cost: The system is quite expensive according to every user referencing pricing.
Limitations: All reviews about limitations mention hidden menus, confusing dashboards, and difficulty tracking client interactions at a macro level and scheduling routes.
Complicated: According to every user referencing complexity, the platform is confusing for users without prior knowledge as well as for small companies.
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LionDesk fits well for individuals and agencies looking for end-to-end lead management. The user-friendly platform is highly customizable and offers a unique video recording feature that aids direct communications. Per user feedback, the customer service and price range aren’t the best, and the system lacks some useful integrations. However, it can streamline work and save time via workflows and automation. Real estate professionals who are involved with prospect and client interaction and need features like lead and campaign management, client/property matching, contact management, email marketing, property alerts, tracking and segmentation would find this software useful.

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NetSuite CRM offers a 360-degree view of customers in real time. With a wide range of features, it ensures a continuous flow of information for opportunities, fulfillment, renewal, upsell, cross-sell and support. It’s highly customizable and integrates with major platforms, including BI tools for helpful visualizations, as most users note. However, there’s a steep learning curve and reviews note the system is highly complex. It can be sluggish at times, is a bit expensive and has some feature limitations to be fixed. Overall, it’s a complete CRM platform with robust functions best suited to larger companies that have the technical resources and budget to use it effectively.

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