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Sales and Marketing

The Leading Microsoft 365, Google Workspace, Excel, and NetSuite Integration Tool for Sales Teams

A typical sales cycle starts with prospecting leads, initial contact, followed by qualification, presenting an offer, addressing objections, closing the deal, and fielding referral requests. With all of the steps involved, getting information to NetSuite for visibility across the organization is critical. Streamlining creating quotes as well as reporting on NetSuite sales data is equally as important. But, multiple pain points for organizations, such as getting important information into NetSuite, manual processes for creating and editing quotes, accessibility of sales data for pipeline tracking, and having good visibility into reporting, make this a challenge.

What CloudExtend Does for You

  • Automates adding email communication and files to NetSuite, removing communication silos and providing valuable business insights faster
  • Maintain focus by managing NetSuite from your inbox without having to switch between applications
  • Streamlines quote creation via Excel-based integration to NetSuite
  • Speed up opportunity management in Excel to provide accurate forecasting
  • Provides more accurate pipeline reporting/forecasting by providing real-time access to NetSuite data
  • Creating online sales dashboards (such as sales attainment by rep, by product, by quarter, vs last year)
  • Reduce IT involvement by giving users the power to manage NetSuite data directly in Excel bypassing CSV imports and exports

NetSuite should be the central source of truth and information. As month and quarter-end approaches, CloudExtend offers sales teams a solution to help them face multiple challenges, including ensuring email communication and files shared with prospective customers get attached to records in the NetSuite CRM. CloudExtend also provides a solution for accurate quoting, forecasting, and reporting helping sales teams gain visibility into whether they are making their numbers.

+ 200 hrs

Save Over 200 hours per user per year

+ 100 hrs

Gain 100 hours back per month

Thousands of World Class Organizations Rely on CloudExtend


CloudExtend Email Apps

Try Outlook Try Gmail

Starting at $15 per month


  • Attach emails and calendar events to NetSuite records
  • Upload email file attachments to NetSuite
  • View, create, and edit NetSuite Records from your inbox
  • Associate files stored on Google Drive, OneDrive for Business, and SharePoint with NetSuite records to reduce storage costs and improve document sharing
  • Eliminate manual clicks by using Autopilot to associate email threads to NetSuite records automatically
  • Available on Microsoft Outlook mobile app for iOS and Android

CloudExtend Excel Apps

Try CloudExtend Excel


  • Create, Read, Update, Delete NetSuite Records from Excel
  • Burst Mode Upload for uploading large quantities of data
  • Cloud Storage for Templates
  • Support for NetSuite Saved Searches and Celigo Import Filter
  • Compatible with Excel 2016 and Higher

CloudExtend Email & Excel Apps

Contact Sales

Starting at $115 per month


  • All features from CloudExtend Email Apps
  • All features from CloudExtend Excel Apps
  • Supports Token Based Authentication (TBA) and Single Sign-On (SSO)
  • Email, Chat & Phone Support Options
  • Enterprise billing (no credit card required)
  • Works with Mac or Windows
  • Works with Sandbox Accounts and OneWorld Subsidiaries
  • Licenses can be transferred amongst users
  • Admin portal for license management


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On Demand Webinar

Eliminate Communication Silos & Create Quotes, Forecasts and Dashboards in Minutes

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Blog Post

How to Create Sales Quotes in Excel from NetSuite Data

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Blog Post

How to Create More Accurate Sales Dashboards with NetSuite Data in Excel or Power BI

Read Article