Establishing client trust is a vital part of your agency, and transparent reporting is key. Not to mention that consolidating the right data can help teams show progress and make personalized recommendations for every client. Enter CloudExtend. Whether it’s updating contact records based on replies to project emails, centralizing vital customer files and attaching them to relevant records, or combining data from top platforms for a holistic view of internal or client project performance, CloudExtend email and Excel integrations, along with document management solutions, have you covered.
Maintain Focus
Automate adding emails and files to NetSuite, managing the CRM from your inbox without having to switch applications. Or send emails via Outlook in NetSuite to auto-sync replies.
Connect with the Right People
Add, update, and delete contact records from NetSuite directly from your email inbox.
Validate Data
Keep data accurate by validating NetSuite records to prevent creating duplicates.
Real-Time Accuracy
Real-time Excel-based access to reporting data that can be refreshed on-demand or on a schedule to provide more accurate performance or pipeline reporting.
Bring Your Data to Life
Create client-ready dashboards, reports, and visualizations by connecting popular applications, such as Stripe, Chargebee, Google Ad Platform, Analytics, and most social media channels to Excel and Power BI, to share metrics or embed any report in live interactive PowerPoint presentations.
Store Files, Save Space
Connect SharePoint and OneDrive to NetSuite to share and store a virtually unlimited volume of documents within NetSuite records without using File Cabinet space.
Address Security Requirements
By respecting existing user permissions, SOC1 and SOC2, GDPR, and more.
Thousands of World-Class Organizations Rely on CloudExtend
