SuiteBuddy: Conversational AI for Smarter Sales in NetSuite
How we built a mobile app with conversational AI experience to update leads in NetSuite, enabling sales teams to manage CRM tasks through natural chat interactions.
Overview
SuiteBuddy is a mobile application designed to simplify lead and opportunity management for sales professionals using NetSuite CRM.
In partnership with Kwanso, the app was developed to allow salespeople to chat naturally with an AI assistant, powered by Dialogflow, to perform CRM tasks such as creating leads, updating opportunities, and retrieving sales data — all from a mobile-first interface.
The Challenge
Sales teams often spend too much time navigating complex CRM interfaces, especially on mobile devices. SuiteBuddy wanted a solution that would:
- Enable salespeople to manage leads and opportunities via chat-based interaction.
- Integrate tightly with NetSuite CRM using secure APIs.
- Provide real-time responses and actions using natural language processing (NLP).
- Ensure cross-platform availability on both iOS and Android.
- Deliver a modern, intuitive UI for fast adoption by busy sales reps.
Our Approach
Kwanso's team designed and built SuiteBuddy as a conversational, AI-driven productivity tool:
Conversational AI with Dialogflow
- Integrated Dialogflow for natural language understanding (NLU).
- Created conversational intents for common sales tasks: "Add a new lead," "Update opportunity stage," "Show me this month's pipeline."
- Designed fallback handling and contextual flows for multi-step interactions.
NetSuite Integration
- Built secure RESTful APIs to connect with NetSuite's CRM data.
- Enabled read/write access to leads, opportunities, and tasks.
- Implemented real-time synchronization with NetSuite to ensure data consistency.
Mobile Application Development
- Developed the app using React Native for cross-platform performance.
- Designed a clean, chat-based UI that mimics messaging apps for ease of use.
- Added role-based authentication and secure login flows.
Testing & Iteration
- Conducted multiple QA cycles covering both AI training data and API integration.
- Validated conversational flows with actual sales team use cases.
- Released builds via TestFlight (iOS) and Android APKs for stakeholder testing.
SuiteBuddy Mobile App
Conversational Chat Interface
Natural language chat interface for managing NetSuite CRM tasks through AI-powered conversations
The Results
Key Achievements
- Streamlined CRM Use: Salespeople managed NetSuite records via simple chat commands.
- Time Savings: Reduced the effort required to create/update leads and opportunities on the go.
- Higher Adoption: Familiar chat-like interface encouraged more consistent CRM usage.
- Scalable Foundation: Architecture allowed for future expansion to include more CRM tasks and integrations.
Project Highlights
- Built a chat-driven sales assistant powered by Dialogflow.
- Integrated directly with NetSuite CRM for lead and opportunity management.
- Delivered a cross-platform React Native app with secure authentication.
- Designed and tested multi-step conversational flows for sales tasks.
- Provided TestFlight and APK releases for continuous feedback loops.
Tech Stack
Frontend & Mobile
- React Native (iOS & Android)
- Dialogflow (NLP & conversational AI)
Backend & Integration
- NetSuite APIs (CRM integration)
- Node.js & Express (backend services)
- PostgreSQL (data storage)
- Heroku/AWS (hosting & deployment)
Why It Matters
SuiteBuddy transformed how salespeople interact with CRM systems by replacing clunky forms and navigation with natural conversations.
This AI-powered assistant empowered reps to focus on selling instead of data entry, while giving management confidence that CRM records remained accurate and up-to-date.
Ready to Build Your Conversational AI App?
Let's discuss how we can help you create intelligent mobile applications that transform how your team interacts with business systems.