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Suitelet · Sales team workspaceAvailable

CRM Workspace. A sales board on top of native NetSuite CRM.

A pipeline board, record workspace, activity log and manager dashboard for sales teams, on top of native NetSuite CRM. Every save goes to the native Customer, Contact, Task, Phone Call, Event or Note record, so reports, workflows and integrations keep working and nothing forks the data model.

Book a demo What's in the box
CRM Workspace pipeline board with lead, prospect and customer columns of deal cards
The CRM Workspace pipeline: native leads, prospects and customers as cards, with lead scores and days in stage. Demo data.
What's in the box

Open a record, see everything, log an activity, move on.

Pipeline board

Lead, prospect and customer columns driven by the native status. Drag a card to convert it, with required-field gates, or mark it lost, reactivate or deactivate it.

Record workspace

Details, Contacts, Activities, Timeline, Related, Emails and Audit tabs on one page, with Open in NetSuite on every record.

Lists, search & bulk actions

Server-paged lists with presets, filters, a column chooser and saved views, global search, and bulk reassign, re-status, tag or CSV export.

Quick create & activities

Create a lead with a duplicate check, then log calls, tasks, events and notes as native NetSuite activities.

Dashboard & approvals

Counts by stage, conversion rates, stale records, activity per rep and a trend chart, plus manager approval for backward moves and large lost deals.

Admin & lead scoring

Turn modules on by edition, set stage gates and fields, score leads by rule and keep an audit trail with CSV export.

Principles

A better front end, not a second CRM.

NetSuite is the system of recordNo shadow tables for CRM data. Custom fields only where NetSuite has no equivalent.
Respects native permissionsIf a role can't edit a customer natively, it can't here either. No run-as-admin shortcuts.
Pages on the serverLists and searches page server-side with SuiteQL, so a large pipeline stays quick.
Keeps the escape hatchEvery record links to its native NetSuite form for anything the workspace doesn't cover.
Configurable, not hard-codedModules, stage gates and visible fields are set by an admin, not a developer.
Desktop and tabletThe full workspace on a desktop, and a tablet layout for reps away from their desk.
Lifecycle

Lead to prospect to customer, with rules you set.

  1. Lead → ProspectThe conversion dialog shows the fields the next stage requires and lets the rep fill them in place.
  2. Prospect → CustomerGates for the primary contact, billing details and terms, set by your admin per edition.
  3. Lost, inactive and reactivatedLost needs a reason. Moving a deal backward or losing a large one goes to a manager for approval, and reactivation reopens the record.

Put your pipeline on the board.

We'll walk your sales manager and a rep through a morning in CRM Workspace: working the board, logging calls and approving a lost deal.

Book a demo Back to Marketplace