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CloudExtend Outlook for NetSuite

CloudExtend Outlook for NetSuite installs in seconds from the Microsoft Office store without requiring heavy lifting from your IT department. Bring NetSuite to your Inbox and view, edit, even create new NetSuite records directly in Outlook.

Attach Emails to NetSuite Records

CloudExtend offers you an easy 1-click solution to attach your emails to NetSuite records directly from Outlook making it easy for users to adopt best practices and give their organization visibility into important communications. Stop wasting time copying and pasting emails today. Try CloudExtend for free.

 

Reduce Time and Effort Keeping Both Systems in Sync

Increase adoption by eliminating the hassle of copy/paste.

Surface relevant CRM and transaction data directly in Outlook with 1-click.

CloudExtend inherits your NetSuite security settings eliminating the need to manage security for another platform.

Customers use email to communicate important changes to you (like phone numbers, job titles, contracts) that previously required multiple steps to reflect in NetSuite. With CloudExtend Outlook you can make these changes directly in Outlook, and even send your file attachments directly to NetSuite records.

CloudExtend supports both Windows and Mac OS giving users the freedom to choose the OS they prefer.

You Never Have to Switch Browser Tabs or Leave Outlook to Create or Manage Netsuite Records.

  • Attach emails with 1-click to NetSuite records directly from Outlook.
  • View your NetSuite customer and transaction data directly within Outlook.
  • Create and edit NetSuite records directly in Outlook.
  • Upload file attachments.
  • Users have access to all their NetSuite roles. CloudExtend uses these same permissions.
    Attempts to access or modify records without appropriate permissions are blocked.
  • Supports both web and desktop clients including Mac & Windows
    Office 365 Exchange Server with any of the following:

    • Outlook 2013 for Windows
    • Outlook 2016 for Windows
    • Office 2016 for Mac
    • Outlook on Web Exchange 2013 & 2016
    • On-Premise Outlook on Outlook.com Webmail

Get Started for Free

No Credit Card Required

Pricing

Free Edition

$0/month
Billed Annually
  • Attach email to NetSuite records, limited to 20 mails per month1
  • Attach calendar events to NetSuite records, limited to 20 events per month
  • Search and attach to NetSuite records directly from Outlook Inbox2
  • Supports NetSuite OneWorld & Non OneWorld Accounts
  • Support for Production Accounts
  • No NetSuite Bundle Required
  • Email Support

User Edition

$9.99/user/month
Billed Annually

ALL FREE FEATURES PLUS:

  • No restriction on number of emails attached per month
  • View NetSuite records directly from Outlook Inbox
  • Create and Edit NetSuite records3
  • Upload email file attachments
  • Phone Support

Enterprise Edition

$19.99/user/month15 User Minimum
Billed Annually

COMING SOON Contact sales now for an early bird offer.

ALL USER EDITION FEATURES PLUS:

  • Attach OneDrive for Business/Sharepoint online files & Folder to Records
  • Custom One Drive Subtab to view related files
  • Outlook Subtab to see mails attached by CloudExtend Outlook
  • Works on Mobile
  • Automatically rollup emails attached to contacts to customers
  • Token Based Authentication and SSO
  • Actionable Events in Email (ex: approve expense reports inline in an email)
  • Sandbox Support
  1. Mails refer to number of email messages created in NetSuite . Quota resets end of every month
  2. Supported record types – Contact, Customer, Invoice, Cash Sales, Estimate, Opportunity, Sales Orders, Support Cases.
  3. Supported record types – Customer, Contact & Task.

Pricing

Free Edition

  • Attach email to NetSuite records, limited to 20 mails per month1
  • Attach calendar events to NetSuite records, limited to 20 events per month
  • Search and attach to NetSuite records directly from Outlook Inbox2
  • Supports NetSuite OneWorld & Non OneWorld Accounts
  • Support for Production Accounts
  • No NetSuite Bundle Required
  • Email Support

User Edition
ALL FREE FEATURES PLUS:

  • No restriction on number of emails attached per month
  • View NetSuite records directly from Outlook Inbox
  • Create and Edit NetSuite records3
  • Upload email file attachments
  • Phone Support

Enterprise Edition
ALL USER EDITION FEATURES PLUS:

  • Attach OneDrive for Business/Sharepoint online files & Folder to Records
  • Custom One Drive Subtab to view related files
  • Outlook Subtab to see mails attached by CloudExtend Outlook
  • Works on Mobile
  • Automatically rollup emails attached to contacts to customers
  • Token Based Authentication and SSO
  • Actionable Events in Email (ex: approve expense reports inline in an email)
  • Sandbox Support
1. Mails refer to number of email messages created in NetSuite . Quota resets end of every month
2. Supported record types – Contact, Customer, Invoice, Cash Sales, Estimate, Opportunity, Sales       Orders, Support Cases.
3. Supported record types – Customer, Contact & Task.

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