Business Operations

The CRM Experience

Improving communication between sales, services and customers.

We Simplify NetSuite CRM

Our CRM experience brings everyone together from start to finish, automating sales and adding value at every step of the customer’s journey.

We engage and connect with you.​

We take time to understand.

Our CRM approach is personalised.

What we do
We collaborate with the sales and customer success teams using agile consulting to guide a CRM journey, from data migration and customisations to training, go-live, and improvements.
How we do it
We roll out NetSuite Customer Relationship Management (CRM), a cloud-based platform that streamlines customer interactions and boosts sales productivity.

Benefits

We’ve used NetSuite CRM for more than ten years to boost customer service.

Our team of service professionals knows how to make NetSuite focus on people.

We tailor a platform that simplifies your customer management.

Simplified sales

We simplify your sales process with workflows from lead to cash, speeding up sales cycles and reducing customer acquisition costs.

Sales force automation

We are experts in digitising your opportunities and sales management, we customise alerts, reports and key performance indicators (KPIs).

Customised quoting process

Create quotes and estimates from opportunities, keep versions for negotiation, and auto-apply customer-specific pricing and discounts.

Optimised reporting and forecasts

We set you up with dashboards to track individual, team, and territory targets and give tools to forecast accurately based on real-time data.

Smart customer insights

Achieve a full picture of your customers with key stats, financials, and service performance so you can see their journey and lifetime value.

Enhance customer experience

Increase loyalty and profitability by creating service workflows, alerts, and upsell opportunities at every step of the customer journey.

Improved communications

Streamline and automate Electronic Direct Mail (EDM) communications, from marketing to sales, invoicing and all customer transactions.

NetSuite CRM Features

Unifying Teams

We bring everyone together with ERP—inventory, operations, accounting, warehouse, and more—into a single source of truth, whether you’re starting or expanding with NetSuite.

Got a Field Team?​

We thrive on collaborating with service companies, syncing customer service and field operations seamlessly with NetSuite’s CRM and FSM. It’s what we do best!

Enable your technicians to sell

We empower technicians with on-site tools to upsell service level agreements, preventive maintenance, and consumables.

360-Degree customer view

See everything about customers in one place: history, preferences, requests, warranties. This means better service, smarter decisions, and happier customers.

Quick service response

Online service requests are turned automatically into job orders with a map location. Schedulers and technicians know where to go, making things smoother for everyone.

Live customer communications

Technicians receive job specifics, customer and warranty details, plus live site updates for rapid escalations and immediate customer support coordination.

Simplified customer reporting

Real-time visibility of service performance, technicians’ productivity, customer feedback, and job and maintenance contract profits. Make better decisions and work smarter.

Industries We Know Well

Field Service Providers

Managing multiple customers, service contracts, and complex quotes can be a headache. Klugo uses NetSuite CRM to centralise all service contracts, enabling easy tracking of customer interactions and service history and improving response times and overall efficiency.

Wholesale Distributors

Struggling with managing vendors, suppliers, contractors, quoting, invoicing, and customer service? With NetSuite CRM, Klugo streamlines vendor interactions and automate quoting, invoicing, and customer support for better project management.

Manufacturers

Are you struggling with customer information? Klugo uses NetSuite CRM to provide a full picture of your leads and customers, including key stats, quotes, contracts, assets history, service performance, and compliance alerts, showing their journey and lifetime value.