ClientLook vs NetSuite CRM

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Our analysts compared ClientLook 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.

ClientLook Software Tool
NetSuite CRM Software Tool

Product Basics

ClientLook is a specialized software designed to streamline customer relationship management (CRM) tasks, making it an ideal solution for professionals seeking to enhance their client interactions and manage their business operations more efficiently. It is particularly well-suited for real estate professionals who require a tailored approach to managing their contacts, deals, and properties. One of the key benefits of ClientLook is its ability to consolidate various tasks into a single platform, offering features such as deal tracking, project collaboration, and integrated email marketing. Users appreciate its user-friendly interface and the efficiency it brings to managing client data and communications. When compared to similar products, ClientLook stands out for its focus on the real estate sector, providing specific tools and functionalities that cater to the unique needs of this industry. Pricing considerations for ClientLook involve a subscription model, with costs typically based on the number of users, making it a scalable option for businesses of different sizes. Payment is usually required on a monthly or annual basis, allowing for flexibility based on budget and usage needs.

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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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$1,188 Monthly
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Product Assistance

Documentation
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Live Online
Videos
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Cloud-Based Deployment: No need to invest in hardware, as cloud-based deployments are handled by the service provider. 
  • Intuitive Interface: A simple, intuitive interface ensures all information is organized systematically. 
  • Stakeholder Organization: Manage all stakeholders like builders, developers, brokers, investors, owners and tenants right from the platform with dedicated portals for each group. 
  • Mobile Apps:  Fully-featured mobile apps are available on both Android and iOS devices with an auto-sync feature to manage work efficiently while on the go. 
  • Time Management: Manage time efficiently as well as more properties. Book more sales and lease agreements with centrally managed data and activities, virtual assistants and a mobile app. 
  • Integrations: Integrate with tools like REALTORS Property Resource (RPR), The Analyst PRO, Mailchimp, Buildout, and Google apps to create a powerful, interconnected resource. 
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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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  • Contact Management: Manage a central record of all contact data. Import and export contact data files, scan business cards and record voicemail on the move to update contact data with the help of a virtual assistant team so that no information is left behind. 
  • Lead Capture: Capture online leads from multiple resources and sync them directly into the platform. Once synced, these leads are checked for duplication by virtual assistants and are routed through standard, user-defined operating procedures. 
  • Property Tracking: Manage a commercial real estate database by maintaining a central record of properties, images, contacts, availability and other features. 
  • Deal Management: Record deals with a summary of activities, files and updates in one place. Aids client collaboration to facilitate deal progress. 
  • Pipeline Tracking: Stay ahead of every opportunity by tracking deal value, projected close date, sales stage and more. Search for deals and opportunities by type, group and other custom filters to categorize them better. 
  • Listing Management: Manage listings with detailed information on availability, pricing and expiration. Publish these listings online to various service providers and use virtual assistants to update listings later. 
  • Activity Management: Schedule activities related to contacts, deals, properties and comps. Sync them to the calendar to get notifications about calls, meetings, tours, lease expiration, option renewals and more. 
  • Email Integration: Connects an email program to ClientLook to enhance communication. Once integrated, associate emails and attachments with a specific deal to improve organization and make information easier to track. 
  • Client Collaboration: Provide better services to clients using dedicated client portals to: 
    • Communicate with clients to share offers, brochures and reports.
    • Record insights from calls, marketing campaigns and tours.
    • Maintain a real-time activity feed.
    • Search and download files and add comments.
    • Stay engaged and get a better chance at closing a deal.
  • Virtual Assistant: A team of virtual assistants can manage time-consuming workflows for clients. These include contact management, listing management, manual data entry and data enrichment, tenant verification, email marketing, research liaison and tour verification. 
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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

#23

among all
CRM Software

#39

among all
CRM Software

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User Sentiment Summary

Good User Sentiment 13 reviews
Good User Sentiment 605 reviews
74%
of users recommend this product

ClientLook has a 'good' User Satisfaction Rating of 74% when considering 13 user reviews from 2 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.

3.6 (12)
4.7 (14)
n/a
3.4 (276)
5.0 (1)
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3.9 (180)
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4.4 (62)
n/a
3.5 (73)

Synopsis of User Ratings and Reviews

Targeted Search: Users praise ClientLook's ability to quickly pinpoint specific properties and contacts using its robust search filters. This allows them to efficiently identify potential leads and opportunities.
Simplified Data Management: ClientLook's intuitive interface makes it easy to input, organize, and track client and property data. This streamlines workflows and reduces the time spent on administrative tasks.
Effective Deal Tracking: The platform's deal management features provide a clear overview of all active deals, allowing users to monitor progress, identify potential roadblocks, and close deals more efficiently.
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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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Limited Customization: Users express frustration over the inflexibility of customizing certain features, particularly reporting and data visualization. This lack of adaptability can make it challenging to tailor the platform to specific business needs.
Steep Learning Curve: The platform's user interface, while considered clean, is not particularly intuitive for new users. Many find the initial learning curve to be quite steep, requiring significant time investment to become proficient.
Occasional Performance Issues: Some users report experiencing occasional slow loading times and system glitches, particularly when dealing with large datasets. These performance hiccups can disrupt workflow and impact productivity.
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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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Let's take a closer look at what users have to say about ClientLook. ClientLook users appreciate its simplicity and ease of use, especially compared to more complex CRM systems. The interface is clean and intuitive, making it easy to find the information you need. Users also praise ClientLook's customer support, which is known for being responsive and helpful. However, some users find that ClientLook lacks certain features that are available in other CRM systems, such as marketing automation and social media integration. Additionally, ClientLook's reporting capabilities are somewhat limited. These limitations may not be dealbreakers for smaller businesses or those who don't need a lot of bells and whistles. But for larger businesses or those with more complex needs, a more comprehensive CRM system might be a better fit. ClientLook seems to be a good fit for commercial real estate professionals who need a simple, easy-to-use CRM system with excellent customer support. If you're looking for a CRM system with all the bells and whistles, ClientLook might not be the best choice. But if you need a solid CRM system that's easy to use and gets the job done, ClientLook is worth considering. Keep in mind that the CRM landscape is constantly evolving, so it's always a good idea to check for the latest information and reviews before making a decision.

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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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