This solution is a highly configurable, all-in-one business relationship management (BRM) solution that integrates seamlessly with NetSuite, allowing for smooth data synchronization and a unified user experience without additional applications.

This BRM solution for NetSuite includes portals for various users—sales representatives, vendors, and customers—with customizable workflows to fit their roles, enabling businesses to manage multiple user types and their specific needs from a single platform.

Get this solution and provide your businesses with a powerful, customizable platform to manage relationships and workflows within your NetSuite environment from self-service portals to POS functionality!

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NetSuite App Features

Employee Portal for Sales Reps and Customer Support Reps
Fully customizable Vendor Portal
Customer Portal for B2B customers
Parent Customer-child customer relationship handling
Real-Time Data Synchronization with NetSuite
Configurable Workflows to fit Unique Use Cases
Centralized Management of User Roles and Permissions
Customizable Navigation & Data Display
Mobile-Friendly and responsive across browsers and devices
Custom Portal Pages for Custom Records in NetSuite
Portal Design and Style Flexibility that allows businesses to match the look and feel of the platform to their branding

Business Use Cases

Manage customer and sales rep relationships through portals with self-service capabilities and custom workflows.
Manage vendor interactions through a streamlined portal for purchase orders, RFQs, shipments, and invoices.
Enhance retail operations with an integrated and customizable point-of-sale system.
Access and manage real-time data across customer, sales rep, and vendor relationships, offering deep customization of workflows, reports, and user access.
Leverage the vendor portal for drop-shipping or quality control with manufacturers.
Manage complex customer structures like school districts or organizations with multiple sub-customers.

Discover BRM for NetSuite

Business Relationship Management App

This BRM solution provides role-based access control for managing relationships. It supports custom records and workflows, offering real-time updates for orders, transactions, and inventory. All customizations take place within your NetSuite account, ensuring software stability while also adapting to your business needs. Its responsive design guarantees accessibility across devices, along with real-time updates for orders, transactions, and inventory.

Check out the videos below for demos of the sales rep, customer, and vendor portals, and POS functionality!

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Sales Rep and Customer Portals for NetSuite

Manage Customer Relationships

Ideal for B2B customers, this customer portal for NetSuite allows your customers to access self-service features like order history, financial statements, and manage account details for themselves, or any sub-customers they have. Customers can even place orders directly within the portal!

This NetSuite portal for sales reps allows your team to manage customer accounts, place orders, and configure product catalogs specific to each customer. Sales reps can even login on behalf of the customers they manage.

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Vendor Portal for NetSuite

Seamlessly Manage Vendor Relationships

In this portal, vendors can accept and manage purchase orders directly! They have the capability to handle drop-shipping, and respond to requests for quotations (RFQs). Additionally, vendors can upload shipment details related to orders, providing visibility into logistics and fulfillment. They can also view and manage their invoices and payments, enhancing financial transparency.

This NetSuite vendor portal can be customized for specific use cases, such as quality control for custom products. This flexibility accommodates various vendor relationships, including those with manufacturing companies.

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Point-of-Sale for NetSuite

Portals and POS Functionality All-in-One!

The POS system is built into the Business Resource Management solution, allowing cashiers to efficiently process transactions, apply promotions, and manage multiple payment methods! It connects with NetSuite for real-time updates and supports various transaction types. Customizable for different retail needs, this POS for NetSuite handles retail sales, store pickups, and deliveries while accurately tracking stock levels and generating quotes. This empowers businesses to meet customer demands effectively.

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